Advisor Team Select a Location Alexandria, VA Altoona, PA Bakersfield, CA Beachwood, OH Bowling Green, OH Bridgeport, WV Buffalo, NY 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 Las Vegas, NV Lawrenceville, GA North Canton, OH Oak Brook, IL Park City, UT Salt Lake City, UT Stow, OH Tampa, FL The Woodlands, TX Toledo, OH 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 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 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 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 Tim Valentine CFP®, APMA®, BFA™ Private Wealth Advisor OneSeven Ismael Romero Financial Advisor OneSeven Joseph C. Granzier AIF® Financial Advisor OneSeven Bob Harberson Financial Consultant OneSeven John D. Jaicks RICP®, ChFC® Financial Advisor 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 JP Williams CFP® Wealth Advisor, CFP® Pillar Wealth Group Bruce Greenwald Co-Founder OneSeven Managing Director Rosehaven Family Office Rosehaven Family Office Donald R. Todd CFP®, CLU® Certified Financial Planner™ Structure Wealth Management Bernard Semon Financial Advisor Stratos Marc D. Bernstein President & Co-Founder Stone Creek Advisors, LLC Kasey Wopperer Co-Founder & Chief Investment Officer Stone Creek Advisors, LLC Ben Kimla Investment Advisor Representative, Financial Planner WealthCreate Juan G. HernandezAriano CFP®, CSLP® Principal WealthCreate