MONEY CONCEPTS
FIND YOUR FINANCIAL PROFESSIONAL

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

• Ohio

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

• Ohio

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

• Guam

FP Demo 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:

• Guam

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

• Guam

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

• North Carolina
• South Carolina

Michael Jones - 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:

• North Carolina

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

• North Carolina
• South Carolina

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

• Pennsylvania

Adam Pokorski - CPA 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:

• Pennsylvania

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

• Pennsylvania

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

• Colorado

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

• Colorado

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

• Connecticut
• New Hampshire
• Rhode Island
• Florida
• Massachusetts

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

• Arizona
• Wisconsin
• California
• Colorado
• Florida
• Illinois

Jordan Parkin 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:

• Wisconsin