Money Concepts Wealth Management & Financial Planning
Money Concepts Wealth Management & Financial Planning

     

Money Concepts Wealth Management & Financial Planning

MONEY CONCEPTS
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Representative Results...

Delores Nance - CPA CFS® CFP® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Arizona
  • New Hampshire
  • Texas
  • Colorado
  • Massachusetts
Robert Borea is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Connecticut
  • New Hampshire
  • New Jersey
  • Florida
  • Illinois
  • Massachusetts
  • Pennsylvania
  • South Carolina
Robert Borea 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:
  • Connecticut
Anthony Muscarella - CPA is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Connecticut
  • Louisiana
  • Virginia
  • Florida
  • Massachusetts
Anthony Muscarella - 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:
  • Connecticut
Anthony Muscarella - CPA is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Connecticut
Brian Adams - 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:
  • Georgia
Brian Adams - RFC® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Georgia
Thomas H. Harris is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Florida
  • Indiana
  • Kentucky
Thomas H. Harris 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:
  • Kentucky
Thomas H. Harris is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Kentucky
Shea Kavanagh is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • New Jersey
  • California
  • Florida
  • Massachusetts
  • New York
  • Pennsylvania
Shea Kavanagh 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:
  • New Jersey
Christopher Graner - CFA is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Maryland
  • Ohio
  • California
  • Indiana
  • Kentucky
  • Michigan
Christopher Graner - CFA 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
Kevin Moorman is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • North Carolina
  • Ohio
  • Tennessee
  • Florida
  • Georgia
  • Illinois
  • Indiana
  • Kentucky
Kevin Moorman is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Ohio
Kevin Moorman 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
Daniel Aroh - CFP® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • North Carolina
  • Tennessee
  • Utah
  • Virginia
  • Florida
  • Indiana
  • Kentucky
Daniel Aroh - 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:
  • Kentucky
Atonn Smeltzer is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Missouri
  • Ohio
  • Tennessee
  • Georgia
  • Michigan
  • Nebraska
  • Oregon
Atonn Smeltzer 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
Tyler Davis - 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:
  • Ohio
Ingrid Lamb - CPA PFS CFS® RFC® CSA is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • District of Columbia
  • Maryland
  • North Carolina
  • Virginia
  • Delaware
  • Florida
  • New York
  • Pennsylvania
  • Washington
  • West Virginia
Ingrid Lamb - CPA PFS CFS® RFC® CSA 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:
  • Maryland
Ingrid Lamb - CPA PFS CFS® RFC® CSA is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Maryland
Diana Bowman D'Amico - CEP CFS® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • North Carolina
  • Ohio
  • Indiana
  • Kentucky
Diana Bowman D'Amico - CEP CFS® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Ohio
  • Florida
  • Indiana
  • Kentucky
Diana Bowman D'Amico - CEP CFS® 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
Carlene Abraham is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Illinois
Carlene Abraham 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:
  • Illinois
Alan Sprinkel is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • District of Columbia
  • Maryland
  • North Carolina
  • Ohio
  • Virginia
  • California
  • Florida
  • Georgia
  • New York
  • West Virginia
Alan Sprinkel is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Maryland
  • Virginia
Alan Sprinkel 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:
  • Virginia
Joseph Massaro - CFP® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Arizona
  • Connecticut
  • Maine
  • Maryland
  • New Hampshire
  • New Jersey
  • North Carolina
  • Rhode Island
  • Texas
  • Vermont
  • Virginia
  • California
  • Colorado
  • Florida
  • Georgia
  • Idaho
  • Massachusetts
  • Michigan
  • New York
  • Pennsylvania
  • South Carolina
  • Washington
Joseph Massaro - 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:
  • Connecticut
Javier Ledesma - RFC® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Texas
Javier Ledesma - RFC® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Texas
Tyler Neuman is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Wisconsin
Tyler Neuman 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
Tyler Neuman is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Wisconsin
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
Richard Chrzanowski - MSFS CFS® RFC® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • North Carolina
  • Ohio
  • South Dakota
  • Tennessee
  • Texas
  • Alabama
  • Arkansas
  • California
  • Florida
  • Georgia
  • Massachusetts
  • South Carolina
Richard Chrzanowski - MSFS CFS® RFC® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • North Carolina
  • Ohio
  • South Dakota
  • Tennessee
  • Arkansas
  • California
  • Florida
  • Illinois
  • Kentucky
  • Nebraska
  • New York
Richard Chrzanowski - MSFS CFS® 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:
  • Florida
Chris Mathews - CFP® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Maine
  • New Hampshire
  • California
  • Indiana
  • Massachusetts
  • Nebraska
  • New York
  • Oklahoma
Chris Mathews - 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:
  • Maine
Chris Mathews - CFP® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • New Hampshire
Breck Limas is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Arkansas
  • California
Breck Limas is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • California
Breck Limas 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:
  • California
John Carter - CEP is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Maryland
  • North Carolina
  • Rhode Island
  • Texas
  • Virginia
  • California
  • Florida
John Carter - CEP is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Maryland
  • Florida
John Carter - CEP 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:
  • Florida
Jacob Moore is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Missouri
  • New Hampshire
  • North Carolina
  • Texas
  • Wisconsin
  • Colorado
  • Hawaii
  • Washington
  • Wyoming
Jacob Moore 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:
  • Colorado
Jacob Moore is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Colorado
Kenny Parker Jr is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Arizona
  • Kansas
  • Missouri
  • North Dakota
  • Tennessee
  • Texas
  • Virginia
  • Alabama
  • Arkansas
  • California
  • Colorado
  • Florida
  • Georgia
  • Illinois
  • Indiana
  • Iowa
  • Kentucky
  • Michigan
  • Nebraska
  • New Mexico
  • New York
  • Oklahoma
  • South Carolina
  • Washington
Kenny Parker Jr 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
Kenny Parker Jr is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Missouri
  • South Carolina
Stacy Calton is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Arizona
  • Missouri
  • Nevada
  • Ohio
  • Tennessee
  • Texas
  • Virginia
  • Florida
  • Georgia
  • Indiana
  • Michigan
  • South Carolina
Stacy Calton 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
Steven Schulman - MBA AAMS® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Arizona
  • Connecticut
  • Missouri
  • North Carolina
  • Texas
  • Wisconsin
  • California
  • Washington
Steven Schulman - MBA AAMS® 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
Steven Schulman - MBA AAMS® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Arizona
  • Connecticut
  • North Carolina
  • Wisconsin
  • Montana
  • Oregon
Michael P. Black - MBA is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Ohio
  • Florida
  • Indiana
  • Kentucky
  • South Carolina
  • West Virginia
Michael P. Black - MBA is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • West Virginia
Geary Steven Wertman is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Kansas
  • Missouri
  • Ohio
  • Florida
  • Indiana
  • Michigan
  • Nebraska
  • South Carolina
Laurie Muscarella is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Connecticut
  • Ohio
  • Rhode Island
  • Vermont
  • Virginia
  • Florida
  • Massachusetts
  • New York
Laurie Muscarella 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:
  • Connecticut
Laurie Muscarella is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Connecticut
Maria Ramirez is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Texas
Maria Ramirez is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Texas
Anna McCormick is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • New Hampshire
  • Ohio
  • Virginia
  • California
  • Illinois
  • Indiana
  • Washington
Anna McCormick 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:
  • Illinois
Anna McCormick is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Illinois
Jerry Mayes is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Tennessee
  • Florida
  • Georgia
  • Illinois
  • Indiana
  • Kentucky
  • Michigan
Jerry Mayes 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:
  • Kentucky
Jerry Mayes is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Kentucky
Ann Sapelli - CLTC MBA is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Massachusetts
Benjamin Pahl is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • New Hampshire
  • North Carolina
  • Ohio
  • Tennessee
  • Texas
  • Wisconsin
  • California
  • Colorado
  • Florida
  • Georgia
  • Illinois
  • Indiana
  • Massachusetts
  • New York
  • Pennsylvania
  • South Carolina
  • Washington
Benjamin Pahl 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:
  • Illinois
Benjamin Pahl is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Illinois
Robert Alexander is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Louisiana
  • Ohio
  • Florida
  • West Virginia
Robert Alexander is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • West Virginia
Steven Rainey is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • North Carolina
  • Ohio
  • Tennessee
  • Texas
  • California
  • Colorado
  • Florida
  • Illinois
  • Michigan
  • New York
Steven Rainey 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
Steven Rainey is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Michigan
Donald Graves - CPA MST MPFP is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Maine
  • New Hampshire
  • Florida
  • Massachusetts
  • New York
Donald Graves - CPA MST MPFP 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:
  • Massachusetts
Donald Graves - CPA MST MPFP is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Massachusetts
Jay R. Hardesty - MRFC is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Arizona
  • Virginia
  • Colorado
  • Florida
  • Indiana
  • Montana
  • Washington
Jay R. Hardesty - MRFC 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:
  • Colorado
Jay R. Hardesty - MRFC is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Colorado
  • Washington
Tyler Braun is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Arizona
  • Connecticut
  • Kansas
  • Louisiana
  • Missouri
  • Nevada
  • New Jersey
  • North Carolina
  • Ohio
  • Puerto Rico
  • Tennessee
  • Texas
  • Virginia
  • Wisconsin
  • Alabama
  • Arkansas
  • California
  • Colorado
  • Florida
  • Georgia
  • Illinois
  • Indiana
  • Iowa
  • Kentucky
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Montana
  • New York
  • Oklahoma
  • Oregon
  • Pennsylvania
  • South Carolina
  • Washington
  • West Virginia
Tyler Braun is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Wisconsin
Tyler Braun 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:
  • Illinois
Andrew Cleaver is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Ohio
  • Indiana
  • Michigan
Andrew Cleaver 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
Andrew Cleaver is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Ohio
  • Indiana
  • Michigan
John G Daniel is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • District of Columbia
  • Kansas
  • Missouri
  • Ohio
  • Virginia
  • Alabama
  • Arkansas
  • California
  • Colorado
  • Florida
  • Idaho
  • Iowa
  • Kentucky
  • Michigan
  • Minnesota
  • Nebraska
  • New Mexico
  • Oklahoma
John G Daniel 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
John G Daniel is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Missouri
Pamela Rankin is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Maryland
  • Florida
  • Indiana
  • Kentucky
Pamela Rankin is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Maryland
  • Indiana
  • Kentucky
Anthony Pirro - CPA is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Connecticut
  • New Jersey
  • North Carolina
  • Ohio
  • Arkansas
  • Colorado
  • Florida
  • Georgia
  • New York
  • Pennsylvania
  • South Carolina
Anthony Pirro - CPA is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Connecticut
  • Florida
  • New York
Anthony Pirro - 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:
  • New Jersey
  • New York
Raymond Joakimson is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Nevada
  • California
  • Colorado
  • Washington
Raymond Joakimson 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:
  • Nevada
Raymond Joakimson is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • California
Gilbert Mercado - MBA EA MRFC CFS® CES CSA CBC is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Arizona
  • Maryland
  • Missouri
  • New Jersey
  • North Dakota
  • Puerto Rico
  • Texas
  • California
  • Colorado
  • Florida
  • Georgia
  • Illinois
  • Iowa
  • Massachusetts
  • Mississippi
  • New Mexico
  • New York
  • Oklahoma
  • Oregon
Gilbert Mercado - MBA EA MRFC CFS® CES CSA CBC 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:
  • Texas
Gilbert Mercado - MBA EA MRFC CFS® CES CSA CBC is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Texas
Scott Whisenant - CPA CFP® PFS is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Missouri
  • Nevada
  • Tennessee
  • Virginia
  • Alabama
  • Florida
  • Georgia
  • 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
Pamela Mayfield-Kizzee - MRFC® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • District of Columbia
  • Louisiana
  • North Carolina
  • Ohio
  • Texas
Pamela Mayfield-Kizzee - MRFC® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Louisiana
  • Maryland
  • Texas
Pamela Mayfield-Kizzee - MRFC® 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:
  • Texas
Jonathan Stewart is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Arizona
  • Maine
  • New Hampshire
  • North Carolina
  • Utah
  • Virginia
  • Florida
  • Georgia
  • Kentucky
  • Massachusetts
  • New York
  • Pennsylvania
  • South Carolina
  • West Virginia
Jonathan Stewart 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:
  • Maine
Jonathan Stewart is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Maine
  • New Hampshire
  • Kentucky
  • Massachusetts
Cynthia Helman - RFC® CFS® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Maryland
  • Ohio
  • Florida
Cynthia Helman - RFC® CFS® 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
Cynthia Helman - RFC® CFS® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Ohio
Gregory Lochard is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Ohio
Gregory Lochard 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
Gregory Lochard is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Ohio
Scott Ringland - MRFC® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Arizona
  • Connecticut
  • New Hampshire
  • Vermont
  • Florida
  • Illinois
  • Massachusetts
  • Minnesota
Scott Ringland - MRFC® 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:
  • New Hampshire
Scott Ringland - MRFC® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • New Hampshire
Frederic De Baeck - MBA is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Arizona
  • Connecticut
  • Missouri
  • New Hampshire
  • New Jersey
  • North Carolina
  • Rhode Island
  • Virginia
  • Colorado
  • Florida
  • Georgia
  • Massachusetts
  • New Mexico
  • New York
Frederic De Baeck - MBA 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:
  • Connecticut
Frederic De Baeck - MBA is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Connecticut
  • New Jersey
  • Rhode Island
  • Virginia
  • Florida
  • Massachusetts
Nikolas Kane is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Arizona
  • Maryland
  • North Carolina
  • Ohio
  • Tennessee
  • California
  • Florida
  • Georgia
  • Hawaii
  • Indiana
  • Kentucky
  • Michigan
  • New York
  • Oklahoma
  • South Carolina
Nikolas Kane 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:
  • Kentucky
Nikolas Kane is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Kentucky
Gary Leonard is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Missouri
  • Illinois
Gary Leonard is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Missouri
Brenna Massaro - CFP® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Maine
  • Texas
  • Vermont
  • California
  • Florida
  • Illinois
  • Massachusetts
  • New York
Brenna Massaro - 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:
  • Vermont
Brenna Massaro - CFP® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Vermont
  • Florida
Mark A. Tranckino is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Arizona
  • Kansas
  • Missouri
  • North Carolina
  • Arkansas
  • Georgia
Thomas Haarmann - JD CES is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • North Carolina
  • Virginia
  • Wisconsin
  • Florida
  • South Carolina
Thomas Haarmann - JD CES is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • North Carolina
Thomas Haarmann - JD CES 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
Gary Duvall - CRPC® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Arizona
  • Missouri
  • Nevada
  • Texas
  • Utah
  • California
  • Idaho
  • Mississippi
  • Montana
  • Oregon
Gary Duvall - CRPC® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • California
  • Oregon
Gary Duvall - CRPC® 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:
  • Oregon
Lemuel Kornegay III - RFC® LUTCF® AAMS® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Arizona
  • Kansas
  • North Carolina
  • Texas
  • Virginia
  • Colorado
  • South Carolina
Lemuel Kornegay III - RFC® LUTCF® AAMS® 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
Lemuel Kornegay III - RFC® LUTCF® AAMS® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • North Carolina
  • Tennessee
  • Colorado
  • South Carolina
Dennis Parker - CPA PFS CFP® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Wisconsin
  • Illinois
Dennis Parker - CPA PFS 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:
  • Illinois
Dennis Parker - CPA PFS CFP® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Illinois
Allen Herskowitz - CPA is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Arizona
  • Connecticut
  • New Jersey
  • Virginia
  • California
  • Colorado
  • Florida
  • Illinois
  • Massachusetts
  • New Mexico
  • New York
  • Pennsylvania
  • South Carolina
Allen Herskowitz - CPA is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Connecticut
  • New Jersey
  • California
  • Florida
  • Indiana
  • New York
Allen Herskowitz - 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:
  • New York
Ty Watts is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • North Carolina
  • Tennessee
  • Texas
  • Virginia
  • Alabama
  • Arkansas
  • Florida
  • Georgia
  • Illinois
  • Indiana
  • Kentucky
  • Mississippi
  • New Mexico
  • West Virginia
Ty Watts 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:
  • Tennessee
Ty Watts is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Tennessee
  • Kentucky
Timothy Rayburn - CPA is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Arizona
  • North Carolina
  • Ohio
  • Tennessee
  • Florida
  • Georgia
  • Illinois
  • Kentucky
  • South Carolina
  • West Virginia
Timothy Rayburn - 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:
  • Kentucky
Timothy Rayburn - CPA is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Kentucky
Arnoldo Alaniz - BBA RFC® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Texas
Arnoldo Alaniz - BBA RFC® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Texas
Diana Davis - CFS® CFP® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • District of Columbia
  • Maine
  • Maryland
  • Missouri
  • Virginia
  • Delaware
  • Florida
  • Illinois
  • South Carolina
  • Washington
Diana Davis - CFS® CFP® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Virginia
Diana Davis - 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:
  • Florida
Marsha Clark is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Arizona
  • Kansas
  • Missouri
  • Utah
  • California
  • Colorado
  • Georgia
  • Indiana
Marsha Clark 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
Samuel Stewart is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • North Carolina
  • Ohio
  • Virginia
  • South Carolina
  • West Virginia
Samuel Stewart 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
Samuel Stewart is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • West Virginia
Christopher Passero - CPA MA is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Connecticut
  • Missouri
  • North Carolina
  • Texas
  • Virginia
  • Alabama
  • Florida
  • Georgia
  • Iowa
  • Kentucky
  • 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
Jeffrey Baker - MRFC is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Louisiana
  • Ohio
  • Texas
  • Florida
  • Illinois
  • Indiana
  • Michigan
Jeffrey Baker - MRFC 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:
  • Texas
Jeffrey Baker - MRFC is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Texas
  • Indiana
Brenda Lehmkuhle is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Michigan
Kenny Parker - RFC® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Kansas
  • Missouri
  • North Carolina
  • Texas
  • Arkansas
  • Illinois
  • Indiana
  • Mississippi
  • Oklahoma
  • Pennsylvania
Kenny Parker - 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
Kenny Parker - RFC® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Missouri
  • Arkansas
  • Illinois
  • Oklahoma
  • Pennsylvania
Candace Kearney is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • North Carolina
  • California
  • Florida
  • New York
  • Pennsylvania
  • South Carolina
Candace Kearney 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:
  • New York
Lynne Mulligan is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Connecticut
  • North Carolina
  • Vermont
  • California
  • Florida
  • Georgia
  • Massachusetts
  • New York
  • South Carolina
Lynne Mulligan 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:
  • Connecticut
  • Massachusetts
Lynne Mulligan is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Massachusetts
Adam Pokorski is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Pennsylvania
Anthony Rovai is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Nevada
  • Utah
  • California
  • Florida
  • Illinois
  • Massachusetts
  • Minnesota
  • New York
  • Washington
Anthony Rovai 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:
  • California
Anthony Rovai is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • California
Jeffrey Phalen is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Ohio
  • Arkansas
  • California
  • Florida
  • Hawaii
  • Illinois
  • Indiana
  • Kentucky
Jeffrey Phalen is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Kentucky
Belynda Domas is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Arizona
  • District of Columbia
  • Alabama
  • Florida
  • Kentucky
  • Michigan
  • Minnesota
Gregory Vacca - CFP® CLU® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Arizona
  • Texas
  • California
  • Oregon
Gregory Vacca - CFP® CLU® 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
  • California
Gregory Vacca - CFP® CLU® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • California
Gene Walter - CIS is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Ohio
  • Tennessee
  • Texas
  • Alabama
  • Florida
  • Illinois
  • Indiana
  • Kentucky
Gene Walter - CIS 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:
  • Kentucky
Gene Walter - CIS is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Kentucky
Anthony Juarez III - CPA MRFC is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Missouri
  • Texas
  • California
  • South Carolina
Anthony Juarez III - CPA MRFC 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:
  • Texas
Anthony Juarez III - CPA MRFC is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Texas
  • California
  • South Carolina
Russell Newman Jr. is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Ohio
Russell Newman Jr. 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
Russell Newman Jr. is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Ohio
  • Indiana
  • Kentucky
Angelo Petito Jr is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Connecticut
  • New Jersey
  • Florida
  • New York
  • Pennsylvania
Angelo Petito Jr 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:
  • New York
Angelo Petito Jr is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • New York
Maurice Dearth - RFC® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Florida
  • Georgia
Maurice Dearth - 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:
  • Georgia
Charlene Martin is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Louisiana
  • Tennessee
  • Texas
  • California
  • Florida
  • Georgia
  • Iowa
  • Kentucky
  • Michigan
  • Minnesota
Charlene Martin 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:
  • Tennessee
Charlene Martin is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Texas
Brooke Rawls Woody is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Alaska
  • Washington
Christopher Blair - JD MBA CFP® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Arizona
  • Kansas
  • Maryland
  • Missouri
  • Nevada
  • North Carolina
  • North Dakota
  • South Dakota
  • Texas
  • Virginia
  • Alaska
  • Arkansas
  • California
  • Colorado
  • Florida
  • Hawaii
  • Illinois
  • Indiana
  • Iowa
  • Michigan
  • Montana
  • Nebraska
  • New Mexico
  • New York
  • Oklahoma
  • Oregon
  • South Carolina
  • Washington
Christopher Blair - JD MBA CFP® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Arizona
  • California
  • Colorado
  • Indiana
  • New Mexico
Christopher Blair - JD MBA 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:
  • Colorado
Brian Allred - CFS® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Connecticut
  • Kansas
  • Louisiana
  • North Carolina
  • Tennessee
  • Texas
  • Virginia
  • Alabama
  • Colorado
  • Florida
  • Georgia
  • Indiana
  • Kentucky
  • Mississippi
  • South Carolina
Brian Allred - CFS® 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:
  • Louisiana
Brian Allred - CFS® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Louisiana
Edward Bradley - RFC® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • North Carolina
  • Ohio
  • Alabama
  • Colorado
  • Florida
  • Georgia
Edward Bradley - RFC® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • North Carolina
  • Alabama
  • Colorado
  • Michigan
Edward Bradley - 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:
  • Georgia
John Adams - RFC® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Nevada
  • North Carolina
  • Ohio
  • Tennessee
  • Virginia
  • Florida
  • South Carolina
  • West Virginia
John Adams - RFC® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • North Carolina
  • West Virginia
John Adams - 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:
  • West Virginia
James Harris - MRFC® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Arizona
  • District of Columbia
  • Louisiana
  • Maryland
  • New Hampshire
  • New Jersey
  • North Carolina
  • North Dakota
  • Ohio
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Alabama
  • Arkansas
  • California
  • Colorado
  • Florida
  • Georgia
  • Illinois
  • Kentucky
  • Michigan
  • Pennsylvania
  • South Carolina
James Harris - MRFC® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Florida
  • Georgia
James Harris - MRFC® 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:
  • Georgia
  • South Carolina
Gregory Cappel - CRPC is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • North Dakota
  • Virginia
  • Alaska
  • California
  • Idaho
  • Montana
Gregory Cappel - CRPC is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • California
  • Idaho
Gregory Cappel - CRPC 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:
  • Idaho
Aaron Welch - RFC® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Maryland
  • North Carolina
  • Virginia
  • Georgia
  • Pennsylvania
Aaron Welch - 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:
  • Maryland
Aaron Welch - RFC® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Maryland
  • North Carolina
Kevin Woodall is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Arizona
  • Kansas
  • Maryland
  • Missouri
  • Ohio
  • Tennessee
  • Texas
  • Virginia
  • Wisconsin
  • California
  • Florida
  • Georgia
  • Indiana
  • Kentucky
  • Oklahoma
  • West Virginia
Kevin Woodall is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Indiana
  • Kentucky
Kevin Woodall 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:
  • Kentucky
Mary Anne Mayer Redmond - CFP® MRFC® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Connecticut
  • Missouri
  • New Jersey
  • Ohio
  • Texas
  • Virginia
  • Alaska
  • Arkansas
  • Colorado
  • New York
  • Oklahoma
  • Washington
Mary Anne Mayer Redmond - CFP® MRFC® 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:
  • Texas
Mary Anne Mayer Redmond - CFP® MRFC® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Texas
John Valiska is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Connecticut
  • New Jersey
  • Ohio
  • California
  • Florida
  • New York
  • South Carolina
John Valiska 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:
  • Connecticut
John Valiska is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Connecticut
  • Ohio
  • New York
Aaron James Boyer - CFP® EA is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Maine
  • North Carolina
  • Ohio
  • Florida
  • Georgia
  • Illinois
  • Indiana
  • Mississippi
  • New Mexico
  • New York
Aaron James Boyer - CFP® EA 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
Aaron James Boyer - CFP® EA is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Ohio
Powernet Credit Union 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:
  • Florida
Rudy Valdes is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • California
  • Florida
Rudy Valdes 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:
  • Florida
Rudy Valdes is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Florida
Helen Dao - CFP® CRPC AAMS® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Texas
Helen Dao - CFP® CRPC AAMS® 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:
  • Texas
Helen Dao - CFP® CRPC AAMS® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Texas
Paul Kingsland - CPA is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Arizona
  • Alaska
  • California
  • Iowa
  • Minnesota
  • Oregon
  • Washington
Paul Kingsland - CPA is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • California
  • Oregon
  • Washington
Paul Kingsland - 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:
  • Oregon
Richard Frantz is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • New Jersey
  • Indiana
Richard Frantz 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:
  • New Jersey
Richard Frantz is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • New Jersey
Richard Davis is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Arizona
  • North Carolina
  • Texas
  • Alabama
  • California
  • Florida
  • Georgia
  • Kentucky
  • Montana
Richard Davis is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Tennessee
  • Florida
  • Georgia
William L Rapp is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Kansas
  • Missouri
  • North Carolina
William L Rapp 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
Michael Meador is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Indiana
  • Washington
Michael Meador 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:
  • Indiana
Michael Meador is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Indiana
Timothy Williamson is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • North Carolina
  • Georgia
  • South Carolina
Timothy Williamson is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • North Carolina
  • South Carolina
Timothy Williamson 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
Fraj Lazreg - AIFA® MRFC CFM is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Connecticut
  • Maryland
  • New Jersey
  • North Carolina
  • Ohio
  • Vermont
  • Virginia
  • Wisconsin
  • California
  • Delaware
  • Florida
  • Illinois
  • Iowa
  • New York
  • Pennsylvania
Fraj Lazreg - AIFA® MRFC CFM is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • New Jersey
  • New York
  • Pennsylvania
Fraj Lazreg - AIFA® MRFC CFM 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:
  • New York
Sarah Ralstin - MBA is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Ohio
Sarah Ralstin - MBA 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
Sarah Ralstin - MBA is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Ohio
Andrew Lee - CFS® CRPS is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Arizona
  • Kansas
  • Louisiana
  • Maryland
  • Nevada
  • Texas
  • Virginia
  • California
  • Florida
  • Idaho
  • Indiana
  • Iowa
  • Minnesota
  • Oregon
  • Washington
Andrew Lee - CFS® CRPS 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:
  • Idaho
Andrew Lee - CFS® CRPS is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Idaho
Ryan McDaniel - CFP® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Arizona
  • Tennessee
  • Indiana
  • Kentucky
  • Mississippi
  • South Carolina
Ryan McDaniel - CFP® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Indiana
  • Kentucky
Ryan McDaniel - 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:
  • Kentucky
Barry Dayley - CFP® RFC® MRFC® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Arizona
  • Maine
  • New Hampshire
  • North Dakota
  • Utah
  • Arkansas
  • California
  • Colorado
  • Idaho
  • Iowa
  • New York
  • Oregon
  • Wyoming
Barry Dayley - CFP® RFC® MRFC® 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:
  • Wyoming
Barry Dayley - CFP® RFC® MRFC® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Wyoming
Aaron Watkins - RFC® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Ohio
  • Florida
Aaron Watkins - 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:
  • Ohio
Aaron Watkins - RFC® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Ohio
Lorena Corral is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Texas
Lorena Corral 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:
  • Texas
Lorena Corral is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Texas
Levi Dayley is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Arizona
  • Utah
  • California
  • Colorado
  • Idaho
  • Illinois
  • New Mexico
  • Washington
  • Wyoming
Levi Dayley 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:
  • Idaho
Todd O'Flanagan is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Arizona
  • Wisconsin
  • California
  • Minnesota
Todd O'Flanagan 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
Todd O'Flanagan is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Wisconsin
  • Minnesota
Norman Warner is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Maine
  • New Jersey
  • Florida
  • Massachusetts
Stefan Chrzanowski - JD MRFC® CFS® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Florida
Stefan Chrzanowski - JD MRFC® CFS® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Florida
Francis P. Carson is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Connecticut
  • New Jersey
  • California
  • Colorado
  • Delaware
  • Florida
  • Massachusetts
  • New York
  • Pennsylvania
Francis P. Carson 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:
  • Connecticut
  • New York
Francis P. Carson is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Connecticut
Arthur Wright - MDiv MBA CFS® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Ohio
  • Massachusetts
Arthur Wright - MDiv MBA CFS® 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
  • Massachusetts
Arthur Wright - MDiv MBA CFS® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Massachusetts
William Peterman - CPA CFP® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Arizona
  • District of Columbia
  • Kansas
  • Maryland
  • Missouri
  • New Jersey
  • North Carolina
  • Texas
  • California
  • Colorado
  • Florida
  • Georgia
  • Illinois
  • Pennsylvania
  • South Carolina
William Peterman - CPA 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:
  • Illinois
William Peterman - CPA CFP® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Illinois
Jennifer Haddow - CFP® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Ohio
  • Indiana
  • Kentucky
Jennifer Haddow - 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:
  • Kentucky
Jennifer Haddow - CFP® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Kentucky
Henry Harris - CPA is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Texas
  • Florida
  • Oklahoma
Henry Harris - 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:
  • Texas
Henry Harris - CPA is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Texas
Monique Domas is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Michigan
Darlene Van Beek - RFC® QPA CFP® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Texas
  • Virginia
  • California
  • Georgia
  • South Carolina
Darlene Van Beek - RFC® QPA 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:
  • Georgia
Darlene Van Beek - RFC® QPA CFP® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Georgia
David Hackney is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • North Carolina
  • Ohio
  • Florida
  • South Carolina
David Hackney 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
David Hackney is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • North Carolina
Milford Carter 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
Milford Carter is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Oklahoma
Milford Carter is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Oklahoma
Cody Stapleton - AIF is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Ohio
  • Tennessee
  • Kentucky
  • Pennsylvania
  • West Virginia
Cody Stapleton - AIF 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
Cody Stapleton - AIF is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Ohio
James Yarbrough is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Tennessee
  • Virginia
  • California
  • Florida
  • Georgia
James Yarbrough is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Florida
Adam Andrews is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Connecticut
  • Florida
  • Massachusetts
  • New York
  • Pennsylvania
  • South Carolina
Adam Andrews 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:
  • Florida
Jessie Fabiano is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Louisiana
  • Texas
  • Massachusetts
Jessie Fabiano is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Louisiana
  • Massachusetts
Precita Beatty-Blakeney - RFC® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • North Carolina
  • Georgia
  • South Carolina
Precita Beatty-Blakeney - RFC® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • North Carolina
Matthew Apodaca - CPA RFC® CGMA is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Arizona
  • District of Columbia
  • Missouri
  • Nevada
  • Texas
  • Arkansas
  • California
  • Florida
  • Idaho
  • New York
  • Oregon
  • Pennsylvania
  • Washington
Matthew Apodaca - CPA RFC® CGMA 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:
  • California
Matthew Apodaca - CPA RFC® CGMA is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Mississippi
Anthony Hobson is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Louisiana
  • Alaska
  • California
  • Illinois
  • Indiana
Anthony Hobson is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Indiana
David Lazzaro - CLU® ChFC® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Connecticut
  • New Jersey
  • California
  • Florida
  • Georgia
  • New York
  • South Carolina
David Lazzaro - CLU® ChFC® 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:
  • Connecticut
  • New Jersey
David Lazzaro - CLU® ChFC® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • New Jersey
  • South Carolina
Barry Marsolais - CFP® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Connecticut
  • New Hampshire
  • New Jersey
  • California
  • Colorado
  • Florida
  • Georgia
  • Massachusetts
Barry Marsolais - 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:
  • Florida
Barry Marsolais - CFP® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Massachusetts
Isaac Dayley is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Utah
  • California
  • Massachusetts
  • Montana
  • New York
  • Oregon
  • Wyoming
Isaac Dayley 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:
  • New York
Julie Pratte is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Missouri
  • Ohio
  • South Dakota
  • Texas
  • Arkansas
  • Florida
  • Illinois
  • Michigan
  • Minnesota
  • Mississippi
  • South Carolina
Richard Patient - CPA is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Connecticut
  • Rhode Island
  • Florida
  • Massachusetts
Richard Patient - 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:
  • Massachusetts
Richard Patient - CPA is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Massachusetts
Aaron Alexander is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Texas
Aaron Alexander 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:
  • Texas
Aaron Alexander is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Texas
Chadley Lazreg is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Connecticut
  • New Hampshire
  • New Jersey
  • Ohio
  • California
  • Florida
  • New York
  • Pennsylvania
Chadley Lazreg 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:
  • New York
Chadley Lazreg is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • New York
Aaron F. Jeffers is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Arizona
  • Kansas
  • Missouri
  • Nevada
  • Ohio
  • Texas
  • California
  • Colorado
  • Florida
  • Georgia
  • Illinois
  • Indiana
  • Iowa
  • West Virginia
Aaron F. Jeffers 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
Aaron F. Jeffers is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Missouri
Michael Davis - CFS® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • District of Columbia
  • Maryland
  • Missouri
  • North Carolina
  • Ohio
  • Texas
  • Arkansas
  • California
  • Georgia
  • Kentucky
  • New York
Michael Davis - CFS® 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:
  • Texas
Michael Davis - CFS® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Texas
Michael Granados - RFC® CFS® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Arizona
  • Connecticut
  • Nevada
  • Vermont
  • Virginia
  • California
  • Florida
  • Georgia
  • Hawaii
  • Illinois
  • Mississippi
  • New York
  • South Carolina
Michael Granados - RFC® CFS® 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:
  • Florida
Isaac McCabe is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Kansas
  • Missouri
  • Texas
  • Colorado
  • Florida
  • Indiana
  • Iowa
  • Montana
Isaac McCabe 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:
  • Kansas
Isaac McCabe is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Kansas
Robert Lane - RFC® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Nevada
  • Alaska
  • California
  • Florida
  • Idaho
  • Oregon
  • Washington
Robert Lane - RFC® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Alaska
  • California
  • Idaho
  • Oregon
Robert Lane - 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:
  • Idaho
John Anderson is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Maryland
  • Ohio
  • Colorado
  • Florida
  • Indiana
  • Michigan
John Anderson 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
John Anderson is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Michigan
Norman McLaughlin - MBA is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Connecticut
  • New Hampshire
  • Rhode Island
  • Florida
  • Massachusetts
  • New York
Norman McLaughlin - MBA is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Florida
  • Massachusetts
David Hanzich is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • California
David Hanzich 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:
  • California
David Hanzich is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • California
Gregory Swehla - ChFC® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Connecticut
  • Ohio
  • Florida
  • Indiana
  • Iowa
  • Kentucky
Gregory Swehla - ChFC® 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:
  • Kentucky
Erica Stark - EA is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Ohio
Erica Stark - EA 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
Erica Stark - EA is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Ohio
Debra Grauel is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Nevada
  • Ohio
  • Virginia
  • Wisconsin
  • Colorado
  • Florida
  • Indiana
  • Kentucky
  • Oregon
Debra Grauel 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
Debra Grauel is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Ohio
William Hall - CPA MST PFS is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Connecticut
  • Maine
  • Maryland
  • New Hampshire
  • New Jersey
  • North Carolina
  • Rhode Island
  • Vermont
  • Virginia
  • California
  • Florida
  • Indiana
  • Massachusetts
  • Minnesota
  • Mississippi
  • Montana
  • New York
  • Pennsylvania
William Hall - CPA MST PFS 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:
  • Massachusetts
William Hall - CPA MST PFS is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Massachusetts
Rodger McAlister is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Arizona
  • Texas
  • Alabama
  • California
  • Colorado
  • Florida
  • Georgia
  • Illinois
  • Indiana
  • Kentucky
  • Massachusetts
  • South Carolina
  • West Virginia
Rodger McAlister 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:
  • Kentucky
Rodger McAlister is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Kentucky
Michael Sondergard is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Arizona
  • Kansas
  • Louisiana
  • Missouri
  • Ohio
  • Texas
  • Virginia
  • California
  • Georgia
  • Illinois
  • Indiana
  • Kentucky
  • South Carolina
Michael Sondergard is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Missouri
  • Illinois
Andrew Panyik - MSFS is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Ohio
  • Florida
Andrew Panyik - MSFS 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
Andrew Panyik - MSFS is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Ohio
  • Florida
  • Indiana
  • West Virginia
Patrick Edwards - CPA RFC® PFS is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • New Jersey
  • North Carolina
  • California
  • Florida
  • Massachusetts
  • New York
  • Pennsylvania
  • South Carolina
Patrick Edwards - CPA RFC® PFS 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:
  • New Jersey
Jay Triemstra is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Ohio
  • Illinois
  • Indiana
Jay Triemstra 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:
  • Indiana
Jay Triemstra is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Indiana
Jack Sloan - CFP® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Connecticut
  • Kansas
  • Louisiana
  • North Carolina
  • Tennessee
  • Texas
  • Alabama
  • Colorado
  • Florida
  • Georgia
  • Kentucky
  • Mississippi
Jack Sloan - 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:
  • Louisiana
Jack Sloan - CFP® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Louisiana
Diane Evans is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Tennessee
  • Alabama
  • California
  • Colorado
  • Florida
  • Illinois
  • Indiana
  • Kentucky
Diane Evans 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:
  • Kentucky
Diane Evans is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Kentucky
Anthony Vande Brake - FSCP® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Missouri
  • North Carolina
  • South Dakota
  • Arkansas
  • Iowa
  • Nebraska
  • South Carolina
Anthony Vande Brake - FSCP® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • South Dakota
  • Iowa
  • Minnesota
Anthony Vande Brake - FSCP® 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:
  • Iowa
Hugo Grimaldi - CPA is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Arizona
  • Idaho
  • Massachusetts
  • Oregon
  • Washington
Hugo Grimaldi - 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:
  • Oregon
Hugo Grimaldi - CPA is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Oregon
Cobb Hammond is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Louisiana
  • Tennessee
  • Alabama
  • Arkansas
  • California
  • Mississippi
Cobb Hammond is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Tennessee
David Spellman is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Arizona
  • Texas
  • Michigan
  • Minnesota
David Spellman 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:
  • Texas
David Spellman is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Texas
  • Florida
  • Minnesota
Edward Sabelawski - EA CAS MSFS CIS BCAA CFS® CTS™ is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Connecticut
  • Maine
  • Nevada
  • New Hampshire
  • Rhode Island
  • Vermont
  • Colorado
  • Florida
  • Georgia
  • Massachusetts
  • New York
  • Pennsylvania
Edward Sabelawski - EA CAS MSFS CIS BCAA CFS® CTS™ 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:
  • Massachusetts
Edward Sabelawski - EA CAS MSFS CIS BCAA CFS® CTS™ is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Massachusetts
Thomas Arrendale - CPA is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Tennessee
Thomas Arrendale - 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:
  • Tennessee
Kyle Hackney is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • North Carolina
  • Tennessee
  • Florida
  • Pennsylvania
  • South Carolina
Kyle Hackney 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
Kyle Hackney is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • North Carolina
Carlos Valadez - CFP® CRPC AAMS® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Arizona
  • North Carolina
  • Texas
Carlos Valadez - CFP® CRPC AAMS® 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:
  • Texas
Carlos Valadez - CFP® CRPC AAMS® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Texas
Michael Carter - CFP® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • California
  • Oregon
  • Washington
Michael Carter - CFP® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Oregon
  • Washington
Michael Carter - 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:
  • Washington
Joseph Marker is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Massachusetts
Marcos Madril is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Arizona
  • California
  • Florida
Marcos Madril 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
Adelfino Palacios Jr is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Texas
Adelfino Palacios Jr is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Texas
Romeo Mercado - RFC® EA is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Nevada
  • Texas
  • California
  • Florida
  • Georgia
  • South Carolina
Romeo Mercado - RFC® EA is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Georgia
Timothy Kovalchick is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Maryland
Timothy Kovalchick 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:
  • Maryland
Stephen Grothjan is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Arizona
  • Arkansas
  • Oklahoma
  • Oregon
Stephen Grothjan 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
Stephen Grothjan is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Oklahoma
Kaisen Clark is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Ohio
  • California
Angie Dugas is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Texas
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
Bernard Caniff - CPA PFS is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • California
  • Florida
  • Massachusetts
Bernard Caniff - CPA PFS 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:
  • Massachusetts
Bernard Caniff - CPA PFS is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Massachusetts
Janice Carlisle - CSA CLTC is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • North Carolina
  • Wisconsin
  • Illinois
  • Michigan
Janice Carlisle - CSA CLTC 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:
  • Illinois
Janice Carlisle - CSA CLTC is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Illinois
Justin Haring - RFC® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Arizona
  • Missouri
  • North Dakota
  • California
  • Florida
  • Idaho
  • Montana
  • Wyoming
Justin Haring - 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:
  • Montana
Justin Haring - RFC® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Montana
John Pallo is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Arizona
  • District of Columbia
  • Louisiana
  • Maryland
  • North Dakota
  • Ohio
  • Tennessee
  • Florida
  • Illinois
  • Indiana
  • Kentucky
  • Michigan
  • Minnesota
  • New Mexico
  • Oregon
  • Pennsylvania
  • Washington
  • West Virginia
John Pallo 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:
  • Kentucky
John Pallo is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Kentucky
Richard Bulcavage - CFP® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • District of Columbia
  • Maryland
  • North Carolina
  • Ohio
  • Virginia
  • California
  • Florida
  • Illinois
  • Iowa
  • Pennsylvania
  • Washington
  • West Virginia
Richard Bulcavage - 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:
  • Maryland
  • Florida
Richard Bulcavage - CFP® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Maryland
  • North Carolina
D. Michelle Traylor is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Texas
  • Arkansas
D. Michelle Traylor 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:
  • Texas
D. Michelle Traylor is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Texas
Kevan Gaug - CRPC AAMS® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Arizona
  • Texas
  • Illinois
Kevan Gaug - CRPC AAMS® 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:
  • Texas
Kevan Gaug - CRPC AAMS® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Texas
  • Hawaii
Martin Scafidi - CPA PFS is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Florida
  • Massachusetts
Martin Scafidi - CPA PFS 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:
  • Massachusetts
Martin Scafidi - CPA PFS is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Massachusetts
Amy Delaplaine - CPA RFC® PFS is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Alabama
  • Arkansas
  • Florida
  • Georgia
  • Michigan
Amy Delaplaine - CPA RFC® PFS 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:
  • Alabama
  • Georgia
Amy Delaplaine - CPA RFC® PFS is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Alabama
  • Arkansas
  • Georgia
Beau Varnadoe - CDFA® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Texas
  • Virginia
  • Florida
  • Georgia
  • Minnesota
Beau Varnadoe - CDFA® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Florida
  • Georgia
Beau Varnadoe - CDFA® 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:
  • Georgia
Manuel Carvallo - RFC® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Puerto Rico
  • Florida
  • Georgia
  • New York
Manuel Carvallo - 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:
  • Georgia
Manuel Carvallo - RFC® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Georgia
Kurt Sytsma is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Arizona
  • California
  • Colorado
  • Florida
  • Illinois
  • Michigan
Kurt Sytsma 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
Kurt Sytsma is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Michigan
Brock Harris is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Louisiana
  • Maryland
  • North Carolina
  • Ohio
  • Tennessee
  • Texas
  • Virginia
  • Alabama
  • California
  • Colorado
  • Florida
  • Georgia
  • Hawaii
  • Kentucky
  • Mississippi
  • Montana
  • South Carolina
Brock Harris 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:
  • Tennessee
Brock Harris is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Tennessee
  • Alabama
  • Georgia
Heather Blanchard - CFS® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Arizona
  • Connecticut
  • Maine
  • Maryland
  • New Hampshire
  • New Jersey
  • North Carolina
  • Ohio
  • Rhode Island
  • Tennessee
  • Texas
  • Vermont
  • Virginia
  • Wisconsin
  • California
  • Colorado
  • Delaware
  • Florida
  • Georgia
  • Illinois
  • Indiana
  • Massachusetts
  • Michigan
  • New York
  • Pennsylvania
  • South Carolina
Heather Blanchard - CFS® 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:
  • Connecticut
Heather Blanchard - CFS® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Connecticut
Alexander Metzner - RFC® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Louisiana
  • Maryland
  • Virginia
  • Wisconsin
  • California
  • Colorado
  • Florida
  • Indiana
  • Pennsylvania
  • West Virginia
Alexander Metzner - 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:
  • Maryland
Alexander Metzner - RFC® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Maryland
  • Virginia
Benjamin Van Engelenhoven is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Iowa
Benjamin Van Engelenhoven is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Iowa
O. Ray Kirkpatrick is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Ohio
  • Virginia
  • Alabama
  • Florida
O. Ray Kirkpatrick 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
O. Ray Kirkpatrick is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Ohio
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
Moses LaCour - MRFC® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Louisiana
  • Texas
  • California
  • Florida
  • Oklahoma
Moses LaCour - MRFC® 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:
  • Texas
Moses LaCour - MRFC® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Texas
  • Alabama
Holly Francescone is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Maryland
  • Wisconsin
  • Delaware
  • Florida
Holly Francescone is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • New Jersey
  • Wisconsin
  • California
  • Florida
  • Illinois
  • Indiana
  • Pennsylvania
Holly Francescone 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
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
Anthony LaRocca is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • North Carolina
  • Florida
  • Massachusetts
  • New York
Anthony LaRocca 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:
  • New York
Anthony LaRocca is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • New York
Brian Marchini is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Maryland
  • New Jersey
  • Ohio
  • Florida
  • New York
  • Pennsylvania
  • Washington
Brian Marchini 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:
  • New York
Brian Marchini is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • New York
Michael Barnes - CSA MBA is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Michigan
Michael Barnes - CSA MBA 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
Michael Barnes - CSA MBA is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Michigan
Jodi Krausman - CPA is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Florida
  • Michigan
Jodi Krausman - 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:
  • Michigan
Jodi Krausman - CPA is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Michigan
Jordan Parkin is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Arizona
  • Wisconsin
  • Colorado
  • Florida
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
Kirk Paulsen is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Arizona
  • 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
Michael Kapiloff - CLU® ChFC® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Connecticut
  • New Hampshire
  • Ohio
  • Vermont
  • Wisconsin
  • California
  • Georgia
  • Illinois
  • Indiana
  • Massachusetts
  • New York
  • Wyoming
Michael Kapiloff - CLU® ChFC® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • New Hampshire
Michael Kapiloff - CLU® ChFC® 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:
  • New Hampshire
Paul Apodaca - RFC® EA is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Nevada
  • North Carolina
  • Virginia
  • California
  • Georgia
  • Illinois
  • Oregon
Paul Apodaca - RFC® EA 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:
  • California
Paul Apodaca - RFC® EA is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • California
Gregory Marchand - CLU® RICP® ChFC® CFP® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Connecticut
  • New Hampshire
  • Rhode Island
  • Florida
  • Massachusetts
  • New York
Gregory Marchand - CLU® RICP® ChFC® CFP® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Connecticut
  • New Hampshire
  • Rhode Island
  • Florida
  • Massachusetts
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
Aaron Carlson - RFC® CFS® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Arizona
  • Kansas
  • Missouri
  • North Carolina
  • South Dakota
  • Colorado
  • Florida
  • Idaho
  • Iowa
Aaron Carlson - RFC® CFS® 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:
  • Colorado
Aaron Carlson - RFC® CFS® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Colorado
Michael Wentland is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Arizona
  • Maryland
  • Missouri
  • Nevada
  • North Carolina
  • Ohio
  • Wisconsin
  • Arkansas
  • California
  • Colorado
  • Florida
  • Illinois
  • Minnesota
  • Mississippi
  • Washington
Michael Wentland 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
Michael Wentland is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Wisconsin
Mark Frazier - CPA is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Ohio
  • Tennessee
  • Florida
  • Illinois
  • Kentucky
  • Michigan
  • Oklahoma
Mark Frazier - 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:
  • Ohio
Mark Frazier - CPA is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Ohio
John Casconi - CPM is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • New Jersey
  • North Carolina
  • Ohio
  • Texas
  • Virginia
  • Alabama
  • California
  • Florida
  • Indiana
  • Kentucky
  • Michigan
  • New York
  • Pennsylvania
John Casconi - CPM is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Ohio
  • Alabama
  • Florida
  • Indiana
  • Kentucky
  • New York
John Casconi - CPM 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:
  • Kentucky
Patrick F Duignan is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • California
Patrick F Duignan 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:
  • California
Patrick F Duignan is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • California
John Hathaway - RFC® CFS® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Arizona
  • Connecticut
  • Maryland
  • Missouri
  • New Hampshire
  • New Jersey
  • North Carolina
  • Ohio
  • Rhode Island
  • Tennessee
  • Texas
  • Virginia
  • Wisconsin
  • California
  • Colorado
  • Florida
  • Georgia
  • Illinois
  • Indiana
  • Massachusetts
  • Michigan
  • New Mexico
  • New York
  • Pennsylvania
  • South Carolina
John Hathaway - RFC® CFS® 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:
  • Connecticut
John Hathaway - RFC® CFS® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Connecticut
  • Missouri
  • New Hampshire
  • Florida
Carrie Eritano - RFC® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Ohio
  • Colorado
  • Michigan
Carrie Eritano - 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:
  • Michigan
Carrie Eritano - RFC® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Michigan
Will Smith is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • District of Columbia
  • Maryland
  • Virginia
  • Florida
  • Georgia
Will Smith is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • District of Columbia
  • Maryland
  • Virginia
  • Florida
Will Smith 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:
  • Virginia
Richard Canestraro is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • North Carolina
  • Ohio
  • Florida
  • Michigan
  • Pennsylvania
  • South Carolina
  • West Virginia
Richard Canestraro is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • North Carolina
  • Ohio
  • Florida
  • Michigan
  • Pennsylvania
  • South Carolina
  • West Virginia
Richard Canestraro 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
Matthew Haeffner - RFC® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Louisiana
  • Missouri
  • North Carolina
  • Arkansas
  • Colorado
  • Florida
  • Illinois
  • Minnesota
  • Pennsylvania
  • Washington
Matthew Haeffner - 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
Matthew Haeffner - RFC® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Missouri
Gaetano Cannata Jr - EA is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Connecticut
  • Florida
  • Illinois
  • Massachusetts
Gaetano Cannata Jr - EA 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:
  • Massachusetts
Gaetano Cannata Jr - EA is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Massachusetts
Michael Grajdura is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Wisconsin
  • Illinois
  • Iowa
  • Minnesota
Andrew Borger is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Iowa
Andrew Borger 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:
  • Iowa
Andrew Borger is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Iowa