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 FL 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 Sarasota Stow, OH Tampa, FL The Woodlands, TX Toledo, OH VA Virginia Beach, VA Westchester, NY Westlake Village, CA Yardley, PA Herb Chen CEO, Senior Financial Advisor, Managing Director Chen Wealth Services