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A
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Susan Alexander
Personal Financial Advisor
Charlotte, NC
loc:NC
tax:False
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George Andrews
Managing Director
Orange County, CA
loc:CA
tax:False
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Nancy Anglyn
Personal Financial Advisor
Atlanta, GA
loc:GA
tax:False
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Keith Atneosen
Financial Planner
Seattle, WA
loc:WA
tax:False
B
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Bob Baker
Sr. Financial Advisor
Orlando, FL
loc:FL
tax:False
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Sarah Baker
Financial Advisor
Charlotte, NC
loc:NC
tax:False
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Gary Bell, II
Senior Financial Advisor
Nashville, TN
loc:TN
tax:False
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Ryan Blackburn
Financial Advisor
Holland, MI
loc:MI
tax:False
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Lantz Bowman
Financial Advisor
Houston, TX
loc:TX
tax:False
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Anthony Brown
Financial Advisor
Montgomery, AL
loc:AL
tax:False
C
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David Campaigne
Sr. Financial Advisor
Baltimore, MD
loc:MD
tax:False
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Marsha Caradonna
Audit Principal
Orange County, CA
loc:CA
tax:True
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Jeff Chinery
Managing Director
Atlanta, GA
loc:GA
tax:False
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Don Christensen
Sr. Financial Advisor
Phoenix, AZ
loc:AZ
tax:False
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Ken Cottingham, Jr.
Sr. Financial Advisor
Atlanta, GA
loc:GA
tax:False
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Michael Cranford
Sr. Financial Planner
Charlotte, NC
loc:NC
tax:False
D
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Saxon Dasher, III
Sr. Financial Advisor
Atlanta, GA
loc:GA
tax:False
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Pete Davidsaver
Sr. Financial Advisor
Phoenix, AZ
loc:AZ
tax:False
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Lori Davis
Tax Principal
Orange County, CA
loc:CA
tax:True
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Jim Dean
Sr. Financial Advisor
Ft. Lauderdale, FL
loc:FL
tax:False
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Beverly DeStefano
Sr. Financial Advisor / Branch Operations
Phoenix, AZ
loc:AZ
tax:False
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John Dodd
Sr. Financial Advisor
Nashville, TN
loc:TN
tax:False
F
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John Faber
Sr. Financial Advisor
Holland, MI
loc:MI
tax:False
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Melanie Fitzgerald
Personal Financial Advisor
Atlanta, GA
loc:GA
tax:False
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Phil Fox
Sr. Financial Advisor
Indianapolis, IN
loc:IN
tax:False
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Zack Fulmer
Sr. Financial Advisor
Orlando, FL
loc:FL
tax:False
G
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Jason Gehl
Sr. Financial Advisor
Phoenix, AZ
loc:AZ
tax:False
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Charlie Germany
Sr. Financial Advisor
Atlanta, GA
loc:GA
tax:False
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Jamey Gibson
Personal Financial Advisor
Atlanta, GA
loc:GA
tax:False
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Greg Gilbert
Sr. Financial Advisor
Atlanta, GA
loc:GA
tax:False
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Scott Goldsmith
Financial Advisor
Indianapolis, IN
loc:IN
tax:False
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Jeff Gray
Audit Principal
Orange County, CA
loc:CA
tax:True
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Drew Greep
Financial Advisor
Ft. Lauderdale, FL
loc:FL
tax:False
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Jeff Greer
Tax Principal
Orange County, CA
loc:CA
tax:True
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Dan Grover
Sr. Financial Advisor
Charlotte, NC
loc:NC
tax:False
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Roger Gum, III
Sr. Financial Advisor
Charlotte, NC
loc:NC
tax:False
H
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Mike Haddad
Financial Advisor
Orange County, CA
loc:CA
tax:False
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Corey Harper
Financial Advisor
Indianapolis, IN
loc:IN
tax:False
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Joe Helms
Managing Director
Seattle, WA
loc:WA
tax:False
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Layne Hoekema
Sr. Financial Advisor
Atlanta, GA
loc:GA
tax:False
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David Hogan
Managing Director
Atlanta, GA
loc:GA
tax:True
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Brian Holman
Managing Director
Kansas City, KS
loc:KS
tax:False
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Lisa Hopcroft
Financial Advisor
Atlanta, GA
loc:GA
tax:False
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Jeff Huitsing
Sr. Financial Planner
Indianapolis, IN
loc:IN
tax:False
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Stan Huneycutt
Sr. Financial Advisor
Atlanta, GA
loc:GA
tax:False
I
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Derek Irish
Sr. Financial Advisor
Houston, TX
loc:TX
tax:False
J
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Carol Jackovich
Personal Financial Advisor
Atlanta, GA
loc:GA
tax:False
K
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George Kawasaki
Managing Director
Chicago, IL
loc:IL
tax:False
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Mary Keenan
Tax Principal
Orange County, CA
loc:CA
tax:True
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Scott Kiesel
Sr. Financial Advisor
Indianapolis, IN
loc:IN
tax:False
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Kevin Klok
Managing Director
Holland, MI
loc:MI
tax:False
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Aaron Klopfenstein
Managing Director I
Indianapolis, IN
loc:IN
tax:False
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Roby Kotcamp
Sr. Financial Advisor
Phoenix, AZ
loc:AZ
tax:False
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Paul Kraus
Sr. Partner/Sr. FA
Orlando, FL
loc:FL
tax:False
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Keith Kreb
Financial Advisor
Chicago, IL
loc:IL
tax:False
L
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Jill Lovett
Financial Advisor
Atlanta, GA
loc:GA
tax:False
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Andy Lubben
Sr. Financial Advisor
Atlanta, GA
loc:GA
tax:False
M
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Sean Mansell
Sr. Financial Planner
Indianapolis, IN
loc:IN
tax:False
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Scott Martin
Financial Advisor
Atlanta, GA
loc:GA
tax:False
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Ed McCahill
Financial Advisor
Seattle, WA
loc:WA
tax:False
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John Miley
Sr. Financial Advisor
Indianapolis, IN
loc:IN
tax:False
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Susie Miller
Financial Advisor
Atlanta, GA
loc:GA
tax:False
N
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Byron Nelson
Sr. Financial Advisor
Orange County, CA
loc:CA
tax:False
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Mark Novotny
Sr. Partner/Sr. Financial Advisor
Indianapolis, IN
loc:IN
tax:False
P
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David Park
Tax Principal
Orange County, CA
loc:CA
tax:True
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Neil Paur
Sr. Financial Advisor
Orange County, CA
loc:CA
tax:False
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John Perry
Financial Advisor
Nashville, TN
loc:TN
tax:False
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Mike Peters
Managing Director
Orange County, CA
loc:CA
tax:True
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Marshall Potter
Personal Financial Advisor
Atlanta, GA
loc:GA
tax:False
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Hunter Pugh
Managing Director
Charlotte, NC
loc:NC
tax:False
R
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Kate Redden
Personal Financial Advisor
Atlanta, GA
loc:GA
tax:False
S
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Brad Schall
Sr. Financial Planner
Indianapolis, IN
loc:IN
tax:False
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Randy Schroeder
Managing Director
Houston, TX
loc:TX
tax:False
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Chris Scotchler
Financial Advisor
Seattle, WA
loc:WA
tax:False
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Mike Searcy
Managing Director
Phoenix, AZ
loc:AZ
tax:False
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Barb Senum
Sr. Financial Advisor
Phoenix, AZ
loc:AZ
tax:False
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David Souders
Financial Advisor
Orlando, FL
loc:FL
tax:False
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Bob Stoddard
Managing Director
Montgomery, AL
loc:AL
tax:False
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Jim Summers
Tax Principal
Orange County, CA
loc:CA
tax:True
T
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Thomas Talbott
Financial Advisor
Baltimore, MD
loc:MD
tax:False
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Sherry Teat
Financial Advisor
Charlotte, NC
loc:NC
tax:False
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Charles Terry
Financial Advisor
Charlotte, NC
loc:NC
tax:False
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Greg Tutino
Managing Director
Baltimore, MD
loc:MD
tax:False
V
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Don Vanden Brink
Financial Advisor
Holland, MI
loc:MI
tax:False
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Howard Varnedoe
Financial Advisor
Nashville, TN
loc:TN
tax:False
W
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Alan Wallace
Sr. Financial Advisor
Montgomery, AL
loc:AL
tax:False
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David Ward
Managing Director
Atlanta, GA
loc:GA
tax:False
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Craig Westrick
Sr. Financial Advisor
Indianapolis, IN
loc:IN
tax:False
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Brett Whitley
Financial Advisor
Nashville, TN
loc:TN
tax:False
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Kirk Wilkerson
Sr. Financial Advisor
Atlanta, GA
loc:GA
tax:False
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Bruce Williams
Managing Director
Nashville, TN
loc:TN
tax:False
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Jimmy Williams
Financial Advisor
Nashville, TN
loc:TN
tax:False
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Jim Wise
Managing Director
Ft. Lauderdale, FL
loc:FL
tax:False
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Dan Wolthuis
Personal Financial Advisor
Atlanta, GA
loc:GA
tax:False
Y
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John Yukawa
Financial Advisor
Chicago, IL
loc:IL
tax:False
Z
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Janine Zeltwanger
Sr. Financial Advisor
Indianapolis, IN
loc:IN
tax:False