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 |