Advisor Network

Are You Looking for a Financial Advisor ?

We have approximately 60 financial advisors in our network who could assist you (from as far west as Hawaii and Alaska, from southern California to Florida, and as far east as Massachusetts, and many points in between).

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 Mesa 480-275-5219
CA Bill Anastas Los Alamitos 562-493-0324
CA Rick Healy Pioneer 209-527-5400
CA Cliff Liang Daly City 415-504-6888
CA Catherine Pinkas Walnut Creek 877-296-2819
CA Teri White Santa Maria 805-363-6716
CO Barbara Klenovich Colorado Springs 719-550-4150
CO Dick Peace Colorado Springs 719-260-0111
CO Janet Wilson Colorado Springs 719-578-9094
CT Bob Green Redding 203-544-9399
FL Mark Higinbotham Bonita Springs 860-535-4327
GA Ben Ferris Marietta 678-710-5589
GA Evan Robinson Marietta 678-391-6987
GA Jonathan Robson Marietta 678-391-6987
HI Paul McWilliams Honolulu 808-942-7654
IL Carol Anderson Naperville 630-205-5355
IN Marijo Dluzak Merrillville 219-769-6110
KS  Vipul Varma Overland Park  402-547-0395
LA Sandy Duplissey Monroe 318-805-0195
LA Cole Farr Monroe 318-805-0195
LA Douglas Farr Monroe 318-805-0195
LA John Myers Monroe 318-805-0195
LA David Smith Mandeville 985-951-2306
MA Patricia Metcalf Northampton 413-572-0944
MA Judee Wayne 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 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 Cathy Foster China Grove 704-857-4924
NC Sara Seasholtz Mooresville 704-658-1040
NC George Solomon Huntersville 631-298-4875
NC Midge Suite-Arnold China Grove 704-857-4924
NY Ira Kessler Plainview 516-349-1116
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 405-306-1980
PA Shawn Seilback Langhorne 215-370-2629
SC Mike Brotsky Bluffton 843-757-2444
TX Tricia Carter-Wood Fort Worth 817-527-8079
TX Julie Chapman Plano 972-758-0202
TX Amanda Daugherty Nacogdoches 936-305-3255
TX Richard Ethun Houston 713-960-0200
TX Elinor Froemsdorf San Antonio 210-389-7056
TX Danny Lacey Austin 512-410-0739 VP/V
TX Ron McLane San Antonio 210-349-6987
TX Shelley Nadel Houston  713-893-5839
TX Mike Rivera Houston 713-957-8100
TX Jeff Stern Dallas 972-233-6331
TX Brad Tobler San Antonio 210-349-6987
WA Marshall Moon Kenmore 713-882-2092