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Corporate Headquarters
IAR Profile Image
Mark Sorensen
CEO, Founder
1515 Buenos Aires Blvd.
The Villages, FL 32159
352.750.1637
SERVICE AREA
Corporate Headquarters
IAR Profile Image
Linda Sorensen
Office Manager
1515 Buenos Aires Blvd.
The Villages, FL 32159
352.750.1637
SERVICE AREA
Corporate Headquarters
IAR Profile Image
Craig Merz
General Manager/Head of Trading
1515 Buenos Aires Blvd.
The Villages, FL 32159
352.750.1637
SERVICE AREA
Corporate Headquarters
IAR Profile Image
Carissa Bruce
Director of IAR Support
1515 Buenos Aires Blvd
The Villages, Fl 32159
352.750.1637
SERVICE AREA
Corporate Headquarters
IAR Profile Image
Laremy Griffis
Trading and IAR Support
1515 Buenos Aires Blvd.
The Villages, FL 32159
352.750.1637
SERVICE AREA
Corporate Headquarters
IAR Profile Image
Stephanie Maufroy
Administrative Assistant
1515 Buenos Aires Blvd
The Villages, FL 32159
352.750.1637
SERVICE AREA
Corporate Headquarters
IAR Profile Image
Kelley C. Pyles, CFP®
Investment Adviser Representative
1515 Buenos Aires Boulevard
The Villages, FL 32159
352.750.1637
SERVICE AREA
Florida, Virginia
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Diane Boorum
Administrative Assistant
1515 Buenos Aires Blvd.
The Villages, FL 32159
352.750.1637
SERVICE AREA
Corporate Headquarters
IAR Profile Image
Lynn Alexander
Compliance Consultant
1515 Buenos Aires Blvd.
The Villages, FL 32159
352.750.1637
SERVICE AREA
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Rebel
Office Liaison
1515 Buenos Aires Blvd.
The Villages, FL 32159
352.750.1637
SERVICE AREA
Corporate Headquarters
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ARIZONA
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Jon Gengle
Investment Adviser Representative
SERVICE AREA
Arizona, California
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ARKANSAS
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Darmon Brizendine, ChFC®
Investment Adviser Representative
320 Ouachita, Suite 218
Hot Springs, AR 71901
501.623.1090
SERVICE AREA
Central Arkansas
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John Howell
Investment Adviser Representative
SERVICE AREA
Texas, Arkansas, Louisiana, Mississippi
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David Templeton, RFC
Investment Adviser Representative
24 Chicot Drive
Maumelle, AR 72113
501.803.0271
SERVICE AREA
Arkansas
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CALIFORNIA
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Dean Barwick
Investment Adviser Representative
4160 Temescal Canyon Rd., STE 414
Corona, CA 92883
714.740.7235
SERVICE AREA
California
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Christina Birtley
Investment Adviser Representative
10055 Slater Avenue, Suite 260
Fountain Valley, CA 92708
SERVICE AREA
California
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Michael K. Budnick
Investment Adviser Representative
106 S. Harris St. Ste. 236
Round Rock, TX 78664

2600 W. Olive Ave. 5th Floor
Burbank, CA 91505
SERVICE AREA
California, Texas
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Craig Cassidy
Investment Adviser Representative
12180 Ridgecrest Road, Suite 110
Victorville, CA 92395
760-766-0700
SERVICE AREA
California
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Wayne Fisher
Investment Adviser Representative
2400 Washington Ave, #120, Redding,CA 96001
854 Manzanita Ct, #110, Chico,CA 95926
530.243.2234
SERVICE AREA
California
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Jon Gengle
Investment Adviser Representative
SERVICE AREA
Arizona, California
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Neil Higger
Investment Adviser Representative
10055 Slater Avenue, Suite 260
Fountain Valley, CA 92708
714.803.0333
SERVICE AREA
California
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D. Paul Kalra, CFP, ChFC, CLU, CSA
Investment Adviser Representative
22942 El Toro Road
Lake Forest, CA 92630
949-215-7880
SERVICE AREA
California
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Elgin Laib
Investment Adviser Representative
33701 windjammer Dr.
Dana Point, California 92629
949-276-4186
SERVICE AREA
California
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Julian Le, EA
Investment Adviser Representative
SERVICE AREA
California
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COLORADO
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Jo-Ann Holst, CFP®
Investment Adviser Representative
550 South Wadsworth Blvd. #401
Lakewood, CO 80226
720.287.5880
SERVICE AREA
Colorado
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Matthew Jackson
Investment Adviser Representative
2020 Lowe Street, STE 202
Fort Collins, CO 80525
970.229.1616
SERVICE AREA
Colorado
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Patrick Lynch
Investment Adviser Representative
8791 Wolff Court, #120
Westminster, CO 80031
303.218.9957
SERVICE AREA
Colorado
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Colette Snyder
Investment Adviser Representative
550 South Wadsworth Blvd. #401
Lakewood, CO 80226
720.287.5880
SERVICE AREA
Colorado
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Mark Triplett, CFEd
Investment Adviser Representative
2545 106th St, Urbandale, IA 50322
866.204.7712
SERVICE AREA
Central Iowa, Colorado
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Terry Tyler
Investment Adviser Representative
SERVICE AREA
Colorado
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CONNECTICUT
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Mark Kovler
Investment Adviser Representative
914.923.1160
SERVICE AREA
New York, Connecticut, New Jersey
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FLORIDA
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Van Albanese, CLU, ChFC
Investment Adviser Representative
352.350.7130
SERVICE AREA
Florida
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Travis Bender
Investment Adviser Representative
Santa Fe Professional Ctr, 8564 E CR 466, STE 302
The Villages, FL 32162
352-633-9046
SERVICE AREA
Florida
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David Blackston, RFC, CEP®, CSA®
Investment Adviser Representative
Santa Fe Professional Ctr, 8564 E CR 466, STE 302
The Villages, FL 32162
352.633.9046
SERVICE AREA
Florida, Kentucky
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Drew Blackston, RFC
Investment Adviser Representative
Santa Fe Professional Ctr, 8564 E CR 466, STE 302
The Villages, FL 32162
352.633.9046
SERVICE AREA
Florida
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Clem Brandenburg, CPA
Investment Adviser Representative
4440 PGA Blvd Ste 600
Palm Beach Gardens, FL 33410
561.747.0799
SERVICE AREA
Florida
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Mark A. Bunker, ChFC®
Investment Adviser Representative
2611 Edgemoor Terrace
The Villages, FL 32162
352.753.1967
SERVICE AREA
Florida
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Jim Clifford
Investment Adviser Representative
165 State Street, Brewer, ME 04412
400 N Hwy A1A, STE 53 Jupiter, FL 33477
207.989.5089
SERVICE AREA
Maine, Florida
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Joseph F Coniglione
Investment Adviser Representative
2203 Cypress lake place
Kissimme, Fl 34758
407 201-7441
SERVICE AREA
Florida
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Michael Conway
Investment Adviser Representative
4731 North Hwy. A1A
Vero Beach, FL 32963
772.480.4110
SERVICE AREA
Florida
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George V. Cornell, III, J.D.
Investment Adviser Representative
219 Almeria Rd.
West Palm Beach, Fl. 33405

122 E 42nd St #2100, New York, NY 10168
561.531.3723
SERVICE AREA
Florida
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R. Joseph Davis, LUTCF
Investment Adviser Representative
6522 King Palm Way
Apollo Beach, FL 33572
813.649.0502
SERVICE AREA
Greater Tampa Bay Area
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Liliana DeLara, CLTC
Investment Adviser Representative
5401 S. Kirkman Rd. Ste. 310
Orlando, FL 32819
4077445593
SERVICE AREA
Florida
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Richard G. Easterbrook, CFP®
Investment Adviser Representative
801 International Parkway Suite 500
Lake Mary, FL 32746
352-357-2249
SERVICE AREA
Florida
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Joe Faulk
Investment Adviser Representative
4115 W. Spruce Street
Tampa, FL 33607
813.928.5454
SERVICE AREA
Florida
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Rocco Foley
Investment Adviser Representative
352-750-1637
SERVICE AREA
Florida
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Investment Adviser Representative
SERVICE AREA
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Dan Johnson
Investment Adviser Representative
6851 13th Ave. N
St. Petersburg, FL 35710
727.343.9879
SERVICE AREA
Florida
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David Locy
Investment Adviser Representative
48 Cottonwood Ct.
Palm Coast, FL 32137
386.843.9192
SERVICE AREA
Florida, Georgia
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Joe Manassa
Investment Adviser Representative
SERVICE AREA
Florida
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Lincoln McRae
Investment Adviser Representative
PO Box 16783, Jacksonville, FL 32245
904.232-8820
SERVICE AREA
Florida
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Tony Menendez
Investment Adviser Representative
1250 Mariposa Ave #230
Coral Gables, FL 33146
786-259-2000
SERVICE AREA
Florida
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Michelle Metzger
Investment Adviser Representative
SERVICE AREA
Florida
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Brady Nelson
Investment Adviser Representative
25 Claymont Ct. S
Palm Coast, FL 32137
386-627-8640
SERVICE AREA
Northeast Florida, Georgia
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Art Papale
Investment Adviser Representative
P O Box 23756
Jacksonville, FL 32241
904-262-4052
SERVICE AREA
FL & TX
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Jay Poskanzer, CLC
Investment Adviser Representative
2275 South Federal Hwy. #130 Delray Beach, Fl 33483
561-577-4866
SERVICE AREA
South East Florida
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Kelley C. Pyles, CFP®
Investment Adviser Representative
1515 Buenos Aires Boulevard
The Villages, FL 32159
352.750.1637
SERVICE AREA
Florida, Virginia
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Shelli Richardson
Investment Adviser Representative
501 Village Green Parkway, Unit 5
Bradenton, FL 34209
941-251-9916
SERVICE AREA
Virginia and Florida
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Cal Rutledge
Investment Adviser Representative
Offices in Florida, New Hampshire & Missouri, North Carolina
1.800.932.0857
SERVICE AREA
Florida, Missouri, Massachusetts, New Hampshire
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James Underwood
Investment Adviser Representative
1000 W. McNab Road, Suite 144
Pompano Beach, FL 33069
SERVICE AREA
Florida, Michigan
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Luke Wrenn
Investment Adviser Representative
1120 Haymarket Dr.
Lakeland, FL 33809
863.430.9806
SERVICE AREA
Florida
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E. Shel Yetman
Investment Adviser Representative
Florida offices conveniently located in Tampa, Sun City Center and Lakewood Ranch.
813.440.9589
SERVICE AREA
Serving the Sun Coast and West Central, FL
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GEORGIA
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Dick Griffis, RFC
Investment Adviser Representative
208 S. Peterson Ave, Ste206, Douglas,GA 31533
1301 Riverplace Blvd, Ste800, J'ville,FL 32207
912.384.4545
SERVICE AREA
Georgia
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Mark Kanakaris
Investment Adviser Representative
210 Creekstone Ridge
Woodstock, GA 30188
678.981.6331
SERVICE AREA
Georgia
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David Locy
Investment Adviser Representative
48 Cottonwood Ct.
Palm Coast, FL 32137
386.843.9192
SERVICE AREA
Florida, Georgia
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John Mills
Investment Adviser Representative
400 Perimeter Center Terrace #900
Atlanta, GA 30346
770.843.5159
SERVICE AREA
Georgia
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Steve Morris
Investment Adviser Representative
Offices in Georgia and Tennessee
770.596.2644
SERVICE AREA
Georgia
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Brady Nelson
Investment Adviser Representative
25 Claymont Ct. S
Palm Coast, FL 32137
386-627-8640
SERVICE AREA
Northeast Florida, Georgia
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ILLINOIS
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Nathan Chapel
Investment Adviser Representative
2815 Forbs Ave.
Hoffman Estates, IL 60192
8473708198
SERVICE AREA
Illinois
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Scott Svoboda
Investment Adviser Representative
2815 Forbs Avenue, Suite 107
Hoffman Estates, IL 60192
847-682-0634
SERVICE AREA
Illinois
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Hunter Von Unschuld, JD, CEBS
Investment Adviser Representative
4801 Lang Ave NE, STE 110
Albuquerque NM 87109
505.301.7960
SERVICE AREA
New Mexico, Illinois
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Richard Wang
Investment Adviser Representative
Century Plaza
7210 E. State St., Ste 102, Rockford, IL 61108
815.608.6616
SERVICE AREA
Illinois
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Andrew Watson
Investment Adviser Representative
444 Skokie Blvd. #302
Wilmette, IL. 60091
847-256-3049
SERVICE AREA
Illinois
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IOWA
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Bill Berg
Investment Adviser Representative
3116 Ingersoll Avenue
Des Moines, IA 50312
515.554.9201
SERVICE AREA
Iowa
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Don Breuker
Investment Adviser Representative
602 39th Street
Spirit Lake, IA 51360-2045
712.336.4855
SERVICE AREA
Iowa
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Aaron Hawks
Investment Adviser Representative
4200 University Ave Ste 311
West Des Moines, IA 50266
515-422-9021
SERVICE AREA
Iowa
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Harlan Hogrefe
Investment Adviser Representative
220 Second Ave. North
Onalaska, WI 54650
608.498.1831
SERVICE AREA
Wisconsin, Iowa
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Vicki Monaco
Investment Adviser Representative
5700 University Avenue, Suite 250
West Des Moines, IA 50266
515.309.2985
SERVICE AREA
Iowa
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Logan Queck
Investment Adviser Representative
1001 Grand Ave, Suite 200
West Des Moines, IA 50265
515-259-6369
SERVICE AREA
Iowa
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Mark Triplett, CFEd
Investment Adviser Representative
2545 106th St, Urbandale, IA 50322
866.204.7712
SERVICE AREA
Central Iowa, Colorado
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Russ Wagner
Investment Adviser Representative
5700 University Ave, Ste 250
West Des Moines, IA 50266
515.745.3720
SERVICE AREA
IA, AZ, FL, CA, LA, TX, CO, NJ
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KC Wingert, RICP®
Investment Adviser Representative
5700 University Avenue-Suite 250
West Des Moines, IA 50266
(515) 274-9190
SERVICE AREA
Iowa
^ Top of Page
KANSAS
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John Link, CLU®, ChFC®, RICP
Investment Adviser Representative
7300 W 110th St., Commerce Plaza I, Suite 700
Overland Park, KS 66210
913.317.1537
SERVICE AREA
Greater Kansas City Area
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M. Scott Norris
Investment Adviser Representative
8700 Monrovia, STE 310
Lenexa, KS 66215
913.627.9447
SERVICE AREA
Kansas, Maryland, Missouri
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John Poolman
Investment Adviser Representative
1722 S. Glenstone Ave.
Suite J, #12
Springfield, MO 65804
or
8237 Rosehill Rd
Lenexa, KS 66215
417-234-3185
SERVICE AREA
Kansas, Missouri
^ Top of Page
KENTUCKY
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David Blackston, RFC, CEP®, CSA®
Investment Adviser Representative
Santa Fe Professional Ctr, 8564 E CR 466, STE 302
The Villages, FL 32162
352.633.9046
SERVICE AREA
Florida, Kentucky
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Diane Davis, ChFC® NSSA®
Investment Adviser Representative
9900 Corporate Campus, STE 3000
Louisville, KY 40223
877-659-2618
SERVICE AREA
Kentucky
^ Top of Page
LOUISIANA
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John Howell
Investment Adviser Representative
SERVICE AREA
Texas, Arkansas, Louisiana, Mississippi
^ Top of Page
MAINE
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Jim Clifford
Investment Adviser Representative
165 State Street, Brewer, ME 04412
400 N Hwy A1A, STE 53 Jupiter, FL 33477
207.989.5089
SERVICE AREA
Maine, Florida
^ Top of Page
MARYLAND
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David Latch, FSS, LUTCF
Investment Adviser Representative
178 Thomas Johnson Dr., STE 204
Frederick, MD 21702
301.662.6126
SERVICE AREA
Maryland, Virginia, West Virginia
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M. Scott Norris
Investment Adviser Representative
8700 Monrovia, STE 310
Lenexa, KS 66215
913.627.9447
SERVICE AREA
Kansas, Maryland, Missouri
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Tom Toggas
Investment Adviser Representative
301.841.7813
SERVICE AREA
Maryland, Pennsylvania
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MICHIGAN
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Rick Flatt
Investment Adviser Representative
671 E Big Beaver Rd, STE 107
Troy, MI 48083
248.879.9200
SERVICE AREA
Michigan
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James Underwood
Investment Adviser Representative
1000 W. McNab Road, Suite 144
Pompano Beach, FL 33069
SERVICE AREA
Florida, Michigan
^ Top of Page
MINNESOTA
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Brad Gerberding
Investment Adviser Representative
9040 Quaday Ave NE, Suite 205
Otsego, MN 55330
763.241.8197
SERVICE AREA
Minnesota
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Greg Rieckhoff, LUTC
Investment Adviser Representative
8646 Eagle Creek CR. #208
Savage, MN 55378
952-855-1198
SERVICE AREA
Minnesota
^ Top of Page
MISSISSIPPI
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John Howell
Investment Adviser Representative
SERVICE AREA
Texas, Arkansas, Louisiana, Mississippi
^ Top of Page
MISSOURI
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John Link, CLU®, ChFC®, RICP
Investment Adviser Representative
7300 W 110th St., Commerce Plaza I, Suite 700
Overland Park, KS 66210
913.317.1537
SERVICE AREA
Greater Kansas City Area
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M. Scott Norris
Investment Adviser Representative
8700 Monrovia, STE 310
Lenexa, KS 66215
913.627.9447
SERVICE AREA
Kansas, Maryland, Missouri
IAR Profile Image
John Poolman
Investment Adviser Representative
1722 S. Glenstone Ave.
Suite J, #12
Springfield, MO 65804
or
8237 Rosehill Rd
Lenexa, KS 66215
417-234-3185
SERVICE AREA
Kansas, Missouri
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Cal Rutledge
Investment Adviser Representative
Offices in Florida, New Hampshire & Missouri, North Carolina
1.800.932.0857
SERVICE AREA
Florida, Missouri, Massachusetts, New Hampshire
^ Top of Page
NEW HAMPSHIRE
IAR Profile Image
Cal Rutledge
Investment Adviser Representative
Offices in Florida, New Hampshire & Missouri, North Carolina
1.800.932.0857
SERVICE AREA
Florida, Missouri, Massachusetts, New Hampshire
^ Top of Page
NEW JERSEY
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Bob Cruces
Investment Adviser Representative
SERVICE AREA
New Jersey, New York
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Keith Hawk, AAMS®
Investment Adviser Representative
3322 US Highway 22 West, Suite 425
Branchburg, NJ 08876
908.722.4008
SERVICE AREA
New Jersey, Pennsylvania
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Rick Kelley
Investment Adviser Representative
999 Riverview Drive, Suite 201
Totowa, New Jersey 07512
973.406.5165
SERVICE AREA
New York, New Jersey
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Mark Kovler
Investment Adviser Representative
914.923.1160
SERVICE AREA
New York, Connecticut, New Jersey
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John Zakar
Investment Adviser Representative
201-708-7526
SERVICE AREA
New Jersey
^ Top of Page
NEW MEXICO
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Hunter Von Unschuld, JD, CEBS
Investment Adviser Representative
4801 Lang Ave NE, STE 110
Albuquerque NM 87109
505.301.7960
SERVICE AREA
New Mexico, Illinois
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NEW YORK
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Bob Cruces
Investment Adviser Representative
SERVICE AREA
New Jersey, New York
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Rick Kelley
Investment Adviser Representative
999 Riverview Drive, Suite 201
Totowa, New Jersey 07512
973.406.5165
SERVICE AREA
New York, New Jersey
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Mark Kovler
Investment Adviser Representative
914.923.1160
SERVICE AREA
New York, Connecticut, New Jersey
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Carmine Pardi
Investment Adviser Representative
5672 Main St
Williamsville,NY 14221
716-207-7243
SERVICE AREA
New York
^ Top of Page
NORTH CAROLINA
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Tim Baker
Investment Adviser Representative
1226 Marks Rd.
Valley City, OH 44280
216.644.5323
SERVICE AREA
North Carolina, Ohio
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Dan Cooper, CAS, RFC, LUTCF
Investment Adviser Representative
4024 Oleander Dr., Suite 1-A
Wilmington, NC 28403
910.790.7990
SERVICE AREA
North Carolina
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Davy Formyduval
Investment Adviser Representative
35 Winding Trail
Whispering Pines, NC 28327
910.638.9181
SERVICE AREA
North Carolina, South Carolina
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Jeff Heybrock
Investment Adviser Representative
426 West Friendly Ave.
Greensboro, NC 27401
336.442.8894
SERVICE AREA
North Carolina
^ Top of Page
OHIO
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Tim Baker
Investment Adviser Representative
1226 Marks Rd.
Valley City, OH 44280
216.644.5323
SERVICE AREA
North Carolina, Ohio
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John E. Harris, Jr, CFP®,RFC
Investment Adviser Representative
1550 Magnolia Dr.
Cincinnati, OH 45215
513.281.5200
SERVICE AREA
Ohio,Virginia
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Scott Heather
Investment Adviser Representative
4450 Belden Village St NW, STE 209
Canton, OH 44718
330.348.5000
SERVICE AREA
Ohio
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Kimball Kistler
Investment Adviser Representative
5400 Charleston Rd.
Newton Falls, OH 44444
330.872.0036
SERVICE AREA
Ohio
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Richard "Dick" Nester
Investment Adviser Representative
500 W. Turkeyfoot Lake Rd.
New Franklin, OH 44319
330.899.0810
SERVICE AREA
Ohio
^ Top of Page
OKLAHOMA
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Bryan Baca
Investment Adviser Representative
110 S. 13th Street
Clinton, OK 73601
580-323-6800
SERVICE AREA
Oklahoma, Texas
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Robert Norris
Investment Adviser Representative
2 South Vann St.
Pryor, OK 74361
918.530.1529
SERVICE AREA
Oklahoma
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PENNSYLVANIA
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Owen Edwards
Investment Adviser Representative
310 Third Street
Blakely, PA 18447
570.291.9916
SERVICE AREA
Pennsylvania (Northeastern Pennsylvania and surrounding area)
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Keith Hawk, AAMS®
Investment Adviser Representative
3322 US Highway 22 West, Suite 425
Branchburg, NJ 08876
908.722.4008
SERVICE AREA
New Jersey, Pennsylvania
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Tom Toggas
Investment Adviser Representative
301.841.7813
SERVICE AREA
Maryland, Pennsylvania
^ Top of Page
SOUTH CAROLINA
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Ed Falkowski
Investment Adviser Representative
Serving the Mt. Pleasant
and Charleston, SC area
843.442.0986
SERVICE AREA
South Carolina
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Davy Formyduval
Investment Adviser Representative
35 Winding Trail
Whispering Pines, NC 28327
910.638.9181
SERVICE AREA
North Carolina, South Carolina
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Ronald Woernle
Investment Adviser Representative
110 Traders Cross
Okatie, SC 29910
843.597.1011
SERVICE AREA
South Carolina
^ Top of Page
TEXAS
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Bryan Baca
Investment Adviser Representative
110 S. 13th Street
Clinton, OK 73601
580-323-6800
SERVICE AREA
Oklahoma, Texas
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Michael K. Budnick
Investment Adviser Representative
106 S. Harris St. Ste. 236
Round Rock, TX 78664

2600 W. Olive Ave. 5th Floor
Burbank, CA 91505
SERVICE AREA
California, Texas
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John Howell
Investment Adviser Representative
SERVICE AREA
Texas, Arkansas, Louisiana, Mississippi
IAR Profile Image
Alan Olson
Investment Adviser Representative
12727 Featherwood #119
Houston TX 77034
281.481.0872
SERVICE AREA
Texas
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Art Papale
Investment Adviser Representative
P O Box 23756
Jacksonville, FL 32241
904-262-4052
SERVICE AREA
FL & TX
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John Stephens, CPA
Investment Adviser Representative
1529 Bethlehem Rd.
Allen, TX 75002
214.288.5018
SERVICE AREA
Texas
^ Top of Page
UTAH
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Chris Platt, LUTCF
Investment Adviser Representative
1044 E Buchnell Dr
801-556-9407
SERVICE AREA
Utah
^ Top of Page
VIRGINIA
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John E. Harris, Jr, CFP®,RFC
Investment Adviser Representative
1550 Magnolia Dr.
Cincinnati, OH 45215
513.281.5200
SERVICE AREA
Ohio,Virginia
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Charles Gary Hoffman
Investment Adviser Representative
SERVICE AREA
Virginia
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David Latch, FSS, LUTCF
Investment Adviser Representative
178 Thomas Johnson Dr., STE 204
Frederick, MD 21702
301.662.6126
SERVICE AREA
Maryland, Virginia, West Virginia
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Kelley C. Pyles, CFP®
Investment Adviser Representative
1515 Buenos Aires Boulevard
The Villages, FL 32159
352.750.1637
SERVICE AREA
Florida, Virginia
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Shelli Richardson
Investment Adviser Representative
501 Village Green Parkway, Unit 5
Bradenton, FL 34209
941-251-9916
SERVICE AREA
Virginia and Florida
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John Thoma
Investment Adviser Representative
9701 Gayton Road Ste. 9
Richmond, VA 23238
804.562.7209
SERVICE AREA
Virginia
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Reese Smith
Investment Adviser Representative
90 Emerald Heights Dr
Fishersville, VA 22939
SERVICE AREA
The Shenandoah Valley and Central Virginia.
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WASHINGTON
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Jonathan Altmeyer
Investment Adviser Representative
111 S Post St Suite 2240
Spokane, WA 99201
509.455.7888
SERVICE AREA
Washington
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Rick Anderson
Investment Adviser Representative
2425 N Trumpeter Dr
Mount Vernon, WA 98273
360.391.3279
SERVICE AREA
Washington
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Bill Derrington, CLU, ChFC
Investment Adviser Representative
13716 NE 28th St
Bellevue, WA 98005
425.577.3850
SERVICE AREA
Washington
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WEST VIRGINIA
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David Latch, FSS, LUTCF
Investment Adviser Representative
178 Thomas Johnson Dr., STE 204
Frederick, MD 21702
301.662.6126
SERVICE AREA
Maryland, Virginia, West Virginia
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WISCONSIN
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Harlan Hogrefe
Investment Adviser Representative
220 Second Ave. North
Onalaska, WI 54650
608.498.1831
SERVICE AREA
Wisconsin, Iowa
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Tom Strangstalien
Investment Adviser Representative
120 S. Leonard St.
West Salem, WI 54669
608.304.1579
SERVICE AREA
Wisconsin