MONEY CONCEPTS
FIND YOUR FINANCIAL PROFESSIONAL

Scott Whisenant - CPA CFP® PFS is licensed to sell and/or discuss Securities Products only to residents of the states listed below:

• Tennessee
• Alabama
• Florida
• Georgia
• Indiana
• Mississippi

Scott Whisenant - CPA CFP® PFS is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:

• Alabama
• Mississippi

Ray Reese - RFC® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:

• Arizona
• Kansas
• Maryland
• Missouri
• Alabama
• Arkansas
• Florida
• Illinois
• Indiana
• Oklahoma

Ray Reese - RFC® is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in:

• Missouri

Ray Reese - RFC® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:

• Missouri
• Arkansas
• Indiana

Roy Sefton is licensed to sell and/or discuss Securities Products only to residents of the states listed below:

• Illinois
• Michigan

Roy Sefton is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in:

• Michigan

Roy Sefton is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:

• Michigan

Christopher Passero - CPA MA is licensed to sell and/or discuss Securities Products only to residents of the states listed below:

• Missouri
• North Carolina
• Texas
• Virginia
• Alabama
• Florida
• Iowa
• Oklahoma
• Pennsylvania
• South Carolina
• West Virginia

Christopher Passero - CPA MA is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in:

• West Virginia

Christopher Passero - CPA MA is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:

• West Virginia

Kelly Vessels is licensed to sell and/or discuss Securities Products only to residents of the states listed below:

• Kentucky

Shari Wyse - CFP® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:

• Ohio
• Florida
• Indiana
• Michigan
• Mississippi

Shari Wyse - CFP® is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in:

• Ohio

Shari Wyse - CFP® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:

• Ohio

Detria Miser is licensed to sell and/or discuss Securities Products only to residents of the states listed below:

• Ohio

Detria Miser is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:

• Ohio

Jamey Pesek - RFC® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:

• Connecticut
• North Dakota
• Wisconsin
• Minnesota
• Montana
• Washington

Jamey Pesek - RFC® is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in:

• North Dakota

Jamey Pesek - RFC® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:

• North Dakota
• South Dakota
• Minnesota

Julie Settles is licensed to sell and/or discuss Securities Products only to residents of the states listed below:

• Kansas
• Missouri

Julie Settles is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:

• Missouri

Jason Grosse is licensed to sell and/or discuss Securities Products only to residents of the states listed below:

• Missouri
• Texas
• Illinois

Jason Grosse is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in:

• Missouri

Jason Grosse is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:

• Missouri

Justin VanSpronsen is licensed to sell and/or discuss Securities Products only to residents of the states listed below:

• Maryland
• Texas
• Florida
• Michigan
• Oklahoma

Justin VanSpronsen is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in:

• Michigan

Justin VanSpronsen is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:

• Michigan

Michael Ramsey - CPA CFS® CFP® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:

• Oklahoma

Michael Ramsey - CPA CFS® CFP® is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in:

• Oklahoma

Michael Ramsey - CPA CFS® CFP® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:

• Oklahoma

Kirk Paulsen is licensed to sell and/or discuss Securities Products only to residents of the states listed below:

• Arizona
• Louisiana
• New Jersey
• North Carolina
• Texas
• Utah
• Virginia
• California
• Florida
• New Mexico
• New York
• Oregon
• Pennsylvania
• South Carolina
• Washington

Kirk Paulsen is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:

• Utah
• New York
• South Carolina

Kirk Paulsen is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in:

• South Carolina

Ken Lassen - CFP® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:

• Arizona
• Missouri
• Texas
• California
• Colorado
• New Mexico
• Washington
• Wyoming

Ken Lassen - CFP® is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in:

• Arizona

Ken Lassen - CFP® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:

• Arizona
• Texas
• California