Advisor Team Select a Location Alexandria, VA Altoona, PA Bakersfield, CA Beachwood, OH Bowling Green, OH Brambleton Bridgeport, WV Buffalo, NY CA Capistrano Beach, CA Charleston, SC Charlotte, NC Chicago, IL Cincinatti, OH Columbus, OH Coral Springs, FL Dayton, OH El Paso, TX Findlay, OH Frederick, MD Fulshear, TX Houston, TX Kalamazoo Las Vegas, NV Lawrenceville, GA MI North Canton, OH Oak Brook, IL Park City, UT Salt Lake City, UT Stow, OH Tampa, FL The Woodlands, TX Toledo, OH VA Virginia Beach, VA Westchester, NY Westlake Village, CA Yardley, PA James Curran Financial Advisor Aim Wealth Management Group Jeff Creek CFA, CFP® Director of Investments Callahan Financial Joe Callahan CFP® CEO, Advisor Callahan Financial Albert Vonderheide CFP® Director of Financial Planning Callahan Financial Kevin Egan Principal, Advisor Callahan Financial Christopher Carey MBA Managing Director of Investments Carey Dittoe Wealth Management Joseph Dittoe Managing Director of Investments Carey Dittoe Wealth Management Herb Chen CEO, Senior Financial Advisor, Managing Director Chen Wealth Services Lauren Katz Madera CFA Financial Advisor ClientFirst Financial Strategies, Inc Stanley J. Katz Financial Advisor ClientFirst Financial Strategies, Inc Jordan J. Walters Investment Advisor Representative Community Financial Advisors Mitch Hirsch Managing Director Everglades Parkland Advisors Ken Arnold Managing Director Everglades Parkland Advisors Ben Feldmeyer CFP®, CDFA®, CLTC® Private Wealth Advisor | CEO Feldmeyer Financial Group Alyssa Feldmeyer Miller CFP®, CDFA®, CLTC® Private Wealth Advisor Feldmeyer Financial Group Derek Miller CFP®, CEPA®, AIF®, CDFA®, CLTC Private Wealth Advisor Feldmeyer Financial Group Sean MacRory Senior Financial Advisor The Fulshear Wealth Management Group Will Sumser CFP® Financial Advisor Hope Financial Group, LLC Arthur W. Brand Senior Financial Advisor HTR Wealth Management H. Todd Roggen Managing Director HTR Wealth Management Neil C. Garrison CPFA®, MBA President Hyperion Wealth Group Christopher W. Bacon Financial Advisor Hyperion Wealth Group Lukas Thill AIF® Wealth Advisor Hyperion Wealth Group Gail T. Mercer Financial Advisor Hyperion Wealth Group Patrick G. Moore CFP®, CLU® Wealth Advisor Ironclad Wealth Management John R. Pullaro Financial Advisor JP Investments Group, LLC Matt Williams CFP®, CRPC®, APMA® Founder JTM Williams Capital Management Chris Gatsch Managing Director, Founding Partner of Lake House Private Wealth Management Lake House Private Wealth Management Andrew Raymond Thiem CFP candidate Wealth Advisor, Senior Portfolio Advisor Lake House Private Wealth Management Stephen Shaffer CFP®, AIF® Partner, Director of Financial Planning Lake House Private Wealth Management Tami L. Aloisa CDFA®, CFP®, CIMA®, CRPC® Wealth Management Advisor Life Transitions Planning Christopher Lakian CEO, Founder of Magnetic North Financial Magnetic North Financial Steve Ryan Financial Advisor Michael Mawby Co-Founder, Financial Advisor MB Group Matt Brigeman CFP® Financial Advisor MB Group John P. Conry Financial Advisor MB Group Brittan Leiser Financial Advisor MB Group Michael Moskal Director of Investments | MGO Investment Advisor MGO Investment Group Paul Orchosky Vice President | MGO Investment Advisor MGO Investment Group Justin Pietrasz CFP®, ChFC®, CPFA Investment Analyst | MGO Investment Advisor MGO Investment Group Parker Kaesgen Investment Analyst MGO Investment Group Brad Wingler AIF®, CRPS® Investment Executive | MGO Investment Advisor MGO Investment Group Stuart Gertman Co-Founder, Financial Advisor OneSeven Frank Fanelli CRCP Investment Advisor OneSeven Kim Dyson Wealth Advisor OneSeven Ismael Romero Financial Advisor OneSeven Joseph C. Granzier AIF® Financial Advisor OneSeven Bob Harberson Financial Consultant OneSeven Richard Gluck Founder and Chief Investment Officer Paceline Advisors James Selu CFP®, CBDA President and CEO Palm Coast Wealth Management Morgan Lemaitre CFP® Founder & Owner of Park City Wealth Advisors Park City Wealth Advisors Patrick Volk Financial Advisor Bruce Greenwald Co-Founder OneSeven Managing Director Rosehaven Family Office Rosehaven Family Office AJ Derzon CPFA® Private Wealth Advisor Rosehaven Family Office John D. Jaicks RICP®, ChFC® Financial Advisor S3 Retirement Jennifer Shintani AAMS®, CMFC®, CRPC®, CBDA® Founder and President Shintani Wealth Management Services Donald R. Todd CFP®, CLU® Certified Financial Planner™ Structure Wealth Management Bernard Semon Financial Advisor Stratos Kasey Wopperer Co-Founder & Chief Investment Officer Stone Creek Advisors, LLC Jonathan Domino Vice President | Investment Advisor Stone Creek Advisors, LLC Marc D. Bernstein President & Co-Founder Stone Creek Advisors, LLC Tim Valentine CFP®, APMA®, BFA™ Private Wealth Advisor Valentine Wealth Advisors Thomas Bass Investment Advisor Representative WealthCreate Juan G. HernandezAriano CFP®, CSLP® Principal WealthCreate Ben Kimla Investment Advisor Representative, Financial Planner WealthCreate
