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Corporate Headquarters
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Mark Sorensen
CEO, Founder
1515 Buenos Aires Blvd.
The Villages, FL 32159
352.750.1637
SERVICE AREA
Corporate Headquarters
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Linda Sorensen
Co-Founder / Office Management
1515 Buenos Aires Blvd.
The Villages, FL 32159
352.750.1637
SERVICE AREA
Corporate Headquarters
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Michael Tarr
Director of 401(k) Maneuver/MEP
1515 Buenos Aires Blvd.
The Villages, FL 32159
615.519.2136
SERVICE AREA
Corporate Headquarters
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Stephanie Maufroy
Chief Compliance Officer
1515 Buenos Aires Blvd
The Villages, FL 32159
352.750.1637
SERVICE AREA
Corporate Headquarters
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Carissa Bruce
Chief Administrative Officer / Executive Assistant
1515 Buenos Aires Blvd.
The Villages, FL 32159
352.750.1637
SERVICE AREA
Corporate Headquarters
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Jess Quirello
Senior Adviser Success Specialist
1515 Buenos Aires Blvd.
The Villages, FL 32159
352.750.1637
SERVICE AREA
Corporate Headquarters
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Jessica Willis
Business Systems Analyst
1515 Buenos Aires Blvd.
The Villages, FL 32159
352.750.1637
SERVICE AREA
Corporate Headquarters
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Laura Hallett
Adviser Success Specialist
1515 Buenos Aires Blvd.
The Villages, FL 32159
352.750.1637
SERVICE AREA
Corporate Headquarters
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Joanna St. Clair
Trading & Service Specialist
1515 Buenos Aires Blvd.
The Villages, FL 32159
352.750.1637
SERVICE AREA
Corporate Headquarters
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Ayris Abad
Trading & Service Specialist
1515 Buenos Aires Blvd.
The Villages, FL 32159
352.750.1637
SERVICE AREA
Corporate Headquarters
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Tara Stohr
Adviser Success Specialist
1515 Buenos Aires Blvd.
The Villages, FL 32159
352.750.1637
SERVICE AREA
Corporate Headquarters
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Amy Claesson
Adviser Success Specialist
1515 Buenos Aires Blvd.
The Villages, FL 32159
352.750.1637
SERVICE AREA
Corporate Headquarters
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Kelley C. Pyles, CFP®
Investment Adviser Representative
1515 Buenos Aires Boulevard
The Villages, FL 32159
352.751.4590
SERVICE AREA
Florida, Texas
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Craig Sullivan
Investment Adviser Representative
1515 Buenos Aires Blvd.
The Villages, FL 32159
352-751-4590
SERVICE AREA
Florida
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Rebel - In Loving Memory (2008-2016)
Office Liaison
1515 Buenos Aires Blvd.
The Villages, FL 32159
SERVICE AREA
Corporate Headquarters
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Maverick
Mascot of Maneuver Nation
1515 Buenos Aires Blvd.
The Villages, FL 32159
352.750.1637
SERVICE AREA
Corporate Headquarters
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ARIZONA
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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
Arizona, New Mexico, Texas
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ARKANSAS
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John Howell
Investment Adviser Representative
Virtual Office
501.291.8918
SERVICE AREA
Texas, Arkansas
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David Templeton, RFC
Investment Adviser Representative
24 Chicot Drive
Maumelle, AR 72113
501.803.0271
SERVICE AREA
Arkansas, Texas
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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, Tennessee
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Craig Cassidy
Investment Adviser Representative
38908 Desert Greens Dr. E
1760-766-0700
SERVICE AREA
California, Texas
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Neil Higger
Investment Adviser Representative
10055 Slater Avenue, Suite 260
Fountain Valley, CA 92708
714.803.0333
SERVICE AREA
California, Texas
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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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COLORADO
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Judy Carlson, CPA
Investment Adviser Representative
9233 Park Meadows Dr. | Suite #125
Lone Tree, CO 80124
720-445-1308
SERVICE AREA
Colorado
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Pat Frederiksen
Investment Adviser Representative
Golden, CO 80401
303-919-1020
SERVICE AREA
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, Texas
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Matthew Jackson
Investment Adviser Representative
375 E Horsetooth Road #2-202
Fort Collins, CO 80525
970.229.1616
SERVICE AREA
Colorado, Texas
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Nick Naseman, RICP®
Investment Adviser Representative
6975 Battle Mountain Rd
Colorado Springs, CO 80922
719-623-7433
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
7040 NE 14th Street Suite 103
Ankeny, IA 50021
515.528.8632
SERVICE AREA
Central Iowa, Colorado Front Range
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Terry Tyler
Investment Adviser Representative
355 South Teller St., STE 200
Lakewood, CO 80226
303.231.1008
SERVICE AREA
Colorado
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CONNECTICUT
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David Martin, CFP
Investment Adviser Representative
1086 Elm Street, Suite 102
Rocky Hill, CT 06067
(860)721-6110
SERVICE AREA
Connecticut, Florida, Texas
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FLORIDA
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Clem Brandenburg, CPA
Investment Adviser Representative
4440 PGA Blvd Ste 600
Palm Beach Gardens, FL 33410
15617470799
SERVICE AREA
Florida
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Jim Clifford
Investment Adviser Representative
165 State Street, Brewer, Maine 04412
400 N. Hwy, A1A, No. 53, Jupiter, Florida 33477
207.356.4178
SERVICE AREA
Maine, Florida
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Michael Conway
Investment Adviser Representative
700 22nd Place, Suite A
Vero Beach, FL 32960
772.480.4110
SERVICE AREA
Florida
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Bryan Daly
Investment Adviser Representative
17626 130th Ave North
Jupiter Fl 33478
561.246.1404
SERVICE AREA
Florida
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R. Joseph Davis, LUTCF
Investment Adviser Representative
6522 King Palm Way
Apollo Beach, FL 33572
813.760-5782
SERVICE AREA
Greater Tampa Bay Area
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Liliana DeLara
Investment Adviser Representative
5401 S Kirkman Rd, Ste 310 Orlando, FL 32819

7700 North Kendall Dr, Ste 607 Miami, FL 33156

201 Alhambra Cir, Ste 500, Coral Gables, FL 33134
321.939.4157
SERVICE AREA
Central and South 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, Suite 208
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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Dan Johnson
Investment Adviser Representative
6851 13th Ave. N
St. Petersburg, FL 35710
727.343.9879
SERVICE AREA
Florida
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Jonathan Jung
Investment Adviser Representative
Casselberry, FL 32707
833.469.4015
SERVICE AREA
Florida
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Lincoln E. McRae, IV
Investment Adviser Representative
7400 Baymeadows Way Ste 106
Jacksonville, FL 32256-6829
904.683-3236
SERVICE AREA
Florida, Texas
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David Martin, CFP
Investment Adviser Representative
1086 Elm Street, Suite 102
Rocky Hill, CT 06067
(860)721-6110
SERVICE AREA
Connecticut, Florida, Texas
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Brian Neff
Investment Adviser Representative
5027 Cardinal Ct.
Little Elm, TX 75068
972.704.3017
SERVICE AREA
Texas, Ohio, Florida, Nevada
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Brady Nelson
Investment Adviser Representative
108 Spoonbill Dr. S.
Palm Coast, FL 32164
517-303-1414
SERVICE AREA
Northeast Florida
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Kelley C. Pyles, CFP®
Investment Adviser Representative
1515 Buenos Aires Boulevard
The Villages, FL 32159
352.751.4590
SERVICE AREA
Florida, Texas
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Ginny Schlosser
Investment Adviser Representative
Jacksonville Beach, FL
904.302.0950
SERVICE AREA
Florida
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Kevin J. Schneider
Investment Adviser Representative
SERVICE AREA
Florida
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Craig Sullivan
Investment Adviser Representative
1515 Buenos Aires Blvd.
The Villages, FL 32159
352-751-4590
SERVICE AREA
Florida
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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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Frederick Wright
Investment Adviser Representative
407-758-7486
SERVICE AREA
Florida
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GEORGIA
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Erik Dodds
Investment Adviser Representative
SERVICE AREA
Georgia and Nevada
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John Mills, Enrolled Agent - Tax Planning
Investment Adviser Representative
2002 Summit Blvd, Suite 300
Atlanta, GA 30319
7708435159
SERVICE AREA
Georgia
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ILLINOIS
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Nathan Chapel
Investment Adviser Representative
2815 Forbs Avenue, Suite 107
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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Rick Wang
Investment Adviser Representative
Century Plaza
7210 E. State St., Ste 102, Rockford, IL 61108
815.997.5930
SERVICE AREA
Illinois
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Andrew Watson
Investment Adviser Representative
5250 Old Orchard Rd.
Suite 300
Skokie, IL 60077
847-256-3049
SERVICE AREA
Illinois
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INDIANA
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Richard "Dick" Nester
Investment Adviser Representative
500 W. Turkeyfoot Lake Rd.
New Franklin, OH 44319
330.899.0810
SERVICE AREA
Indiana, Ohio, Texas
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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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Paul Fokken
Investment Adviser Representative
231 W. Main Street
Suite 102
Cherokee, IA 51012
712-321-3272
SERVICE AREA
Iowa, Texas
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Aaron Hawks, CFE Certified Financial Educator®
Investment Adviser Representative
1370 NW 114th Street, Suite 204
Clive, IA 50325
515-422-9021
SERVICE AREA
Iowa, Texas
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Vicki Monaco
Investment Adviser Representative
7900 Hickman Road, Suite 200A
Windsor Heights, IA 50324
515.309.2985
SERVICE AREA
Iowa
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Mark Triplett, CFEd
Investment Adviser Representative
7040 NE 14th Street Suite 103
Ankeny, IA 50021
515.528.8632
SERVICE AREA
Central Iowa, Colorado Front Range
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Russ Wagner
Investment Adviser Representative
111 NW 2nd, Suite 200, Stuart, IA 50250
515.745.3720
SERVICE AREA
Iowa, Texas
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KC Wingert, RICP®
Investment Adviser Representative
7177 Hickman Road, Suite 4
Urbandale, IA 50322
(515) 274-9190
SERVICE AREA
Iowa
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KANSAS
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Michael Berlau
Investment Adviser Representative
11237 Nall Ave., Suite 100
Leawood, Kansas 66211
913 638-9260
SERVICE AREA
Kansas, Texas
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John Lawrence
Investment Adviser Representative
7300 W 110th Street, Suite 700
Overland Park, KS 66210
913-645-4820
SERVICE AREA
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
Kansas, Texas
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M. Scott Norris
Investment Adviser Representative
7300 W 110th St., Suite 700
Overland Park, KS 66210
913.627.9447
SERVICE AREA
Kansas, Maryland
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MAINE
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Jim Clifford
Investment Adviser Representative
165 State Street, Brewer, Maine 04412
400 N. Hwy, A1A, No. 53, Jupiter, Florida 33477
207.356.4178
SERVICE AREA
Maine, Florida
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MARYLAND
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Barth Frankenberry Jr, LUTCF
Investment Adviser Representative
1254 Vocke Rd STE A
LaVale, MD 21502
240.920.3470
SERVICE AREA
Maryland
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David Latch, CFP®
Investment Adviser Representative
Frederick, MD 21702
301.662.6126
SERVICE AREA
Maryland, Texas
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M. Scott Norris
Investment Adviser Representative
7300 W 110th St., Suite 700
Overland Park, KS 66210
913.627.9447
SERVICE AREA
Kansas, Maryland
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MINNESOTA
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Todd Ehret, CSA
Investment Adviser Representative
1403 15th Ave NW
Austin, MN 55912
507.433.3353
SERVICE AREA
Minnesota
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Gabe Fransen
Investment Adviser Representative
10740 185th cir NW
Elk River, MN 55330
320.319.0582
SERVICE AREA
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
13951 West Preserve Blvd, Suite 101
Burnsville, MN 55337
952-855-1198
SERVICE AREA
Minnesota
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MISSOURI
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Camden Sprouse
Investment Adviser Representative
SERVICE AREA
Missouri, Texas
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NEVADA
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Erik Dodds
Investment Adviser Representative
SERVICE AREA
Georgia and Nevada
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Brian Neff
Investment Adviser Representative
5027 Cardinal Ct.
Little Elm, TX 75068
972.704.3017
SERVICE AREA
Texas, Ohio, Florida, Nevada
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NEW JERSEY
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John Zakar
Investment Adviser Representative
201-708-7526
SERVICE AREA
New Jersey
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NEW MEXICO
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Henry Unschuld
Investment Adviser Representative
SERVICE AREA
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
Arizona, New Mexico, Texas
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NORTH CAROLINA
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Sean Clark, MBA, MRFC, CFEI
Investment Adviser Representative
321 N FRONT ST
SUITE C
WILMINGTON NC 28401
717.324.6147
SERVICE AREA
North Carolina, Pennsylvania
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Tom Corbett
Investment Adviser Representative
2011 Winter Street
Charlotte, NC 28205
704-469-2714
SERVICE AREA
North Carolina
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OHIO
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Scott Heather
Investment Adviser Representative
4450 Belden Village St NW, STE 206
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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Brian Neff
Investment Adviser Representative
5027 Cardinal Ct.
Little Elm, TX 75068
972.704.3017
SERVICE AREA
Texas, Ohio, Florida, Nevada
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Richard "Dick" Nester
Investment Adviser Representative
500 W. Turkeyfoot Lake Rd.
New Franklin, OH 44319
330.899.0810
SERVICE AREA
Indiana, Ohio, Texas
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Ben Nienberg, CLU, ChFC
Investment Adviser Representative
130 Washington St., P. O. Box 130, Glandorf, OH 45848
419-538-6824
SERVICE AREA
Ohio
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OKLAHOMA
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Briley Baca, CFP®
Investment Adviser Representative
110 S. 13th St. Clinton, OK 73601
580.323.6800
SERVICE AREA
Oklahoma, 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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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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Sean Clark, MBA, MRFC, CFEI
Investment Adviser Representative
321 N FRONT ST
SUITE C
WILMINGTON NC 28401
717.324.6147
SERVICE AREA
North Carolina, Pennsylvania
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Owen Edwards
Investment Adviser Representative
1418 Main Street, Suite 105
Peckville, PA 18452
570.383.0515
SERVICE AREA
Pennsylvania, Texas
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Keith Hawk, AAMS®
Investment Adviser Representative
101 Larry Holmes Drive, Suite 312
Easton, PA 18042
(610) 500-5000
SERVICE AREA
Pennsylvania
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TENNESSEE
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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, Tennessee
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TEXAS
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Briley Baca, CFP®
Investment Adviser Representative
110 S. 13th St. Clinton, OK 73601
580.323.6800
SERVICE AREA
Oklahoma, 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 Berlau
Investment Adviser Representative
11237 Nall Ave., Suite 100
Leawood, Kansas 66211
913 638-9260
SERVICE AREA
Kansas, 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, Tennessee
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Craig Cassidy
Investment Adviser Representative
38908 Desert Greens Dr. E
1760-766-0700
SERVICE AREA
California, Texas
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Harry Coussou
Investment Adviser Representative
SERVICE AREA
Texas
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Owen Edwards
Investment Adviser Representative
1418 Main Street, Suite 105
Peckville, PA 18452
570.383.0515
SERVICE AREA
Pennsylvania, Texas
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Paul Fokken
Investment Adviser Representative
231 W. Main Street
Suite 102
Cherokee, IA 51012
712-321-3272
SERVICE AREA
Iowa, Texas
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Aaron Hawks, CFE Certified Financial Educator®
Investment Adviser Representative
1370 NW 114th Street, Suite 204
Clive, IA 50325
515-422-9021
SERVICE AREA
Iowa, Texas
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Neil Higger
Investment Adviser Representative
10055 Slater Avenue, Suite 260
Fountain Valley, CA 92708
714.803.0333
SERVICE AREA
California, Texas
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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, Texas
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John Howell
Investment Adviser Representative
Virtual Office
501.291.8918
SERVICE AREA
Texas, Arkansas
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Matthew Jackson
Investment Adviser Representative
375 E Horsetooth Road #2-202
Fort Collins, CO 80525
970.229.1616
SERVICE AREA
Colorado, Texas
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David Latch, CFP®
Investment Adviser Representative
Frederick, MD 21702
301.662.6126
SERVICE AREA
Maryland, Texas
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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
Kansas, Texas
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David Martin, CFP
Investment Adviser Representative
1086 Elm Street, Suite 102
Rocky Hill, CT 06067
(860)721-6110
SERVICE AREA
Connecticut, Florida, Texas
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Lincoln E. McRae, IV
Investment Adviser Representative
7400 Baymeadows Way Ste 106
Jacksonville, FL 32256-6829
904.683-3236
SERVICE AREA
Florida, Texas
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Brian Neff
Investment Adviser Representative
5027 Cardinal Ct.
Little Elm, TX 75068
972.704.3017
SERVICE AREA
Texas, Ohio, Florida, Nevada
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Richard "Dick" Nester
Investment Adviser Representative
500 W. Turkeyfoot Lake Rd.
New Franklin, OH 44319
330.899.0810
SERVICE AREA
Indiana, Ohio, Texas
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Alan Olson
Investment Adviser Representative
16850 Saturn Ln, Ste 100
Houston, Texas 77058
281.967.6069
SERVICE AREA
Texas
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Kelley C. Pyles, CFP®
Investment Adviser Representative
1515 Buenos Aires Boulevard
The Villages, FL 32159
352.751.4590
SERVICE AREA
Florida, Texas
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Andres Rodriguez
Investment Adviser Representative
6427 Fairmont Parkway, Pasadena TX 77505 Suite 101
281-206-0066
SERVICE AREA
Texas
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Camden Sprouse
Investment Adviser Representative
SERVICE AREA
Missouri, Texas
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John Stephens, CPA
Investment Adviser Representative
1529 Bethlehem Rd.
Allen, TX 75002
214.288.5018
SERVICE AREA
Texas
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David Templeton, RFC
Investment Adviser Representative
24 Chicot Drive
Maumelle, AR 72113
501.803.0271
SERVICE AREA
Arkansas, Texas
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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
Arizona, New Mexico, Texas
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Russ Wagner
Investment Adviser Representative
111 NW 2nd, Suite 200, Stuart, IA 50250
515.745.3720
SERVICE AREA
Iowa, Texas
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VIRGINIA
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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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Rick Anderson
Investment Adviser Representative
2425 N Trumpeter Dr
Mount Vernon, WA 98273
360.391.3279
SERVICE AREA
Washington
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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