Advisor Network

Are You Looking for a Financial Advisor ?

We have approximately 50 financial advisors in our network who are located throughout the United States who could assist you.

Please contact us if you are in need of a financial advisor. So that we can best assist you, please indicate what state you reside in.

Or, for direct contact to a financial advisor close to your area, refer to the following list:

State First Name Last Name City Office Phone #
AK Joel Kugler Fairbanks 907-374-3914
AZ Ken Holmes Tucson 520-321-1767
AZ Michelle Patel Chandler 480-275-5219
CA Bill Anastas Los Alamitos 562-493-0324
CA Rick Healy Pioneer 209-527-5400
CA Chris Kemp San Diego 858-643-5757
CA Cliff Liang San Francisco 415-504-6888
CA Sandeep Varma San Diego 858-643-5757
CA Teri White Orcutt 805-363-6716
CO Barbara Klenovich Colorado Springs 719-550-4150
CO Kevin Patterson Colorado Springs 719-260-0111
CO Janet Wilson Parker 719-578-9094
CO  Vipul Varma Parker 402-547-0395
GA Ben Ferris Marietta 678-710-5589
GA Evan Robinson Marietta 678-391-6987
GA Jonathan Robson Marietta 678-391-6987
IL Carol Anderson Naperville 630-205-5355
IN Marijo Dluzak Merrillville 219-769-6110
LA Ann Singleton Baton Rouge 225-927-5532
LA David Smith Mandeville 985-951-2306
MA Patricia Metcalf Northampton 413-572-0944
MD Dave Frank Frederick 240-575-2326 VP/V, 240-379-6908 TTY
MD Lee Kramer Frederick 240-439-6889 VP, 240-379-6908 TTY, 240-379-6929 V
MD Gary Marsh Frostburg 301-463-6557
MD Stephanie Summers Frederick 301-563-9287 VP/V, 240-575-2330 VP, 240-379-6908 TTY
NC John Bahr Chapel Hill 919-913-4715
NC George Solomon Huntersville 631-298-4875
NC Midge Suite-Arnold China Grove 704-857-4924
NY Chris Reineke Middletown 845-343-8000
NY Larry Spagnola Amsterdam 518-843-2040
NY Mark Spagnola Amsterdam 518-843-2040
NY William Wasserbach Latham 518-782-9334
OH Doug Sitzler Oxford 513-524-1040
OK Amy Million Norman 405-397-4313
OR Thomas Walker Beaverton 503-207-2067
SC Mike Brotsky Bluffton 843-757-2444
TX Tricia Carter-Wood Fort Worth 817-527-8079
TX Julie Chapman Plano 972-768-7688
TX Richard Ethun Houston 713-960-0200
TX John Holmes Cypress 281-547-2400
TX Danny Lacey Austin 512-410-0739 VP/V
TX Troy Miller Fort Worth 817-527-8079
TX Mike Rivera Houston 713-957-8100
TX Jeffrey Shenkman Dallas 972-233-6331
WA Marshall Moon Kenmore 713-882-2092