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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
Office Manager
1515 Buenos Aires Blvd.
The Villages, FL 32159
352.750.1637
SERVICE AREA
Corporate Headquarters
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Craig Merz
General Manager/Head of Trading
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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Jessica Willis
Business Systems Analyst
1515 Buenos Aires Blvd.
The Villages, FL 32159
352.750.1637
SERVICE AREA
Corporate Headquarters
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Stephanie Maufroy
Adviser Success Manager
1515 Buenos Aires Blvd
The Villages, FL 32159
352.750.1637
SERVICE AREA
Corporate Headquarters
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Laremy Griffis
Trading / Adviser Liaison Specialist
1515 Buenos Aires Blvd.
The Villages, FL 32159
352.750.1637
SERVICE AREA
Corporate Headquarters
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Verniece Roberts
Adviser Success Specialist
1515 Buenos Aires Blvd.
The Villages, FL 32159
352.750.1637
SERVICE AREA
Corporate Headquarters
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Makenna Hay
Administrative Assistant
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
352.750.1637
SERVICE AREA
Florida, Virginia, Texas
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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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ARKANSAS
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John Howell
Investment Adviser Representative
SERVICE AREA
Texas, Arkansas
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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
8165883624
SERVICE AREA
KS, MO, AR, TX
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Gary Pinkerton
Investment Adviser Representative
221 MAIN AVENUE
DIERKS , AR 71833
870-286-2000
SERVICE AREA
Arkansas
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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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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, Texas
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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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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
1198 East Lone River Drive
Eagle, ID 83616
949-276-4186
SERVICE AREA
California, Idaho
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Robert Wheat
Investment Adviser Representative
SERVICE AREA
California
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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
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Matthew Jackson
Investment Adviser Representative
375 E Horsetooth Road #2-101
Fort Collins, CO 80525
970.229.1616
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
1680 SW Ankeney Rd., STE 1A Unit 6
Ankeny, IA 50023
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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FLORIDA
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Van Albanese, CLU, ChFC
Investment Adviser Representative
352.350.7130
SERVICE AREA
Florida
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Brandon Beck
Investment Adviser Representative
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
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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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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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Jason Compton
Investment Adviser Representative
SERVICE AREA
Florida
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Joseph F Coniglione
Investment Adviser Representative
Egg Harbor Township, NJ 08234
SERVICE AREA
Florida, New Jersey
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Michael Conway
Investment Adviser Representative
700 22nd Ave Suite A
Vero Beach, FL 32966
772.480.4110
SERVICE AREA
Florida
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Edward Cottrell
Investment Adviser Representative
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
813.649.0502
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
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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Nate Finger
Investment Adviser Representative
561.537.1759
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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David Locy
Investment Adviser Representative
48 Cottonwood Ct.
Palm Coast, FL 32137
386.843.9192
SERVICE AREA
Florida, Georgia
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Robert Lozano, M.A.
Investment Adviser Representative
Virtual Office
786-390-3652
SERVICE AREA
Florida
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Lincoln McRae
Investment Adviser Representative
PO Box 16783, Jacksonville, FL 32245
904.232-8820
SERVICE AREA
Florida, Texas
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Jeff Manz, MBA
Investment Adviser Representative
4521 PGA Blvd #171 Palm Beach Gardens, FL 33418
954-234-7397
SERVICE AREA
Florida
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Tony Menendez
Investment Adviser Representative
1205 Mariposa Ave
# 409
786.259.2000
SERVICE AREA
Florida
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Michelle Metzger
Investment Adviser Representative
SERVICE AREA
Florida
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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
48 Kings Colony Ct.
Palm Coast, FL 32137
904-878-1618
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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Kelley C. Pyles, CFP®
Investment Adviser Representative
1515 Buenos Aires Boulevard
The Villages, FL 32159
352.750.1637
SERVICE AREA
Florida, Virginia, Texas
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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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Kevin J. Schneider
Investment Adviser Representative
SERVICE AREA
Florida
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James Underwood
Investment Adviser Representative
1451 W. Cypress Creek Rd, Ste 300
Ft. Lauderdale, FL 33309
954-947-3015
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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Frederick Wright
Investment Adviser Representative
407-758-7486
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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Dwain Blake
Investment Adviser Representative
SERVICE AREA
Georgia and Nevada
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Erik Dodds
Investment Adviser Representative
SERVICE AREA
Georgia and Nevada
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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, Enrolled Agent - Tax Planning
Investment Adviser Representative
2002 Summit Blvd, Suite 300
Atlanta, GA 30319
770.843.5159
SERVICE AREA
Georgia
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Steve Morris
Investment Adviser Representative
Offices in Georgia
770.596.2644
SERVICE AREA
Georgia
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Brady Nelson
Investment Adviser Representative
48 Kings Colony Ct.
Palm Coast, FL 32137
904-878-1618
SERVICE AREA
Northeast Florida, Georgia
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IDAHO
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Elgin Laib
Investment Adviser Representative
1198 East Lone River Drive
Eagle, ID 83616
949-276-4186
SERVICE AREA
California, Idaho
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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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Patrick Kaiser, CLU, ChFC
Investment Adviser Representative
9501 W. 144th Place #300A
Orland Park, IL 60462
708.633.9900
SERVICE AREA
Illinois
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Sean Rhodes
Investment Adviser Representative
630-945-3517
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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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
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
12951 University Avenue
120-A
Clive, Iowa 50325
866-694-5381
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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Paul Fokken
Investment Adviser Representative
704 Eaton St.
Dunlap, IA 51529
605.695.6776
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
7177 Hickman Road, Suite 4
Urbandale, IA 50322
515.309.2985
SERVICE AREA
Iowa
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Mark Triplett, CFEd
Investment Adviser Representative
1680 SW Ankeney Rd., STE 1A Unit 6
Ankeny, IA 50023
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
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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, 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
8165883624
SERVICE AREA
KS, MO, AR, TX
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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
8700 Monrovia, Suite 310
Lenexa, KS 66215
913-647-7524
SERVICE AREA
Kansas, Missouri
^ 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, CFP®
Investment Adviser Representative
178 Thomas Johnson Dr., STE 204
Frederick, MD 21702
301.662.6126
SERVICE AREA
Maryland, Pennsylvania, 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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MICHIGAN
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James Underwood
Investment Adviser Representative
1451 W. Cypress Creek Rd, Ste 300
Ft. Lauderdale, FL 33309
954-947-3015
SERVICE AREA
Florida, Michigan
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MINNESOTA
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Todd Ehret
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
9040 Quaday Ave NE, Suite 205
Otsego, MN 55330
763.241.8197
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
8646 Eagle Creek CR. #208
Savage, MN 55378
952-855-1198
SERVICE AREA
Minnesota
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MISSOURI
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Michael Berlau
Investment Adviser Representative
11237 Nall Ave., Suite 100
Leawood, Kansas 66211
913 638-9260
SERVICE AREA
Kansas, 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
8165883624
SERVICE AREA
KS, MO, AR, TX
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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
8700 Monrovia, Suite 310
Lenexa, KS 66215
913-647-7524
SERVICE AREA
Kansas, Missouri
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NEVADA
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Erik Dodds
Investment Adviser Representative
SERVICE AREA
Georgia and Nevada
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Dwain Blake
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
^ Top of Page
NEW JERSEY
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Joseph F Coniglione
Investment Adviser Representative
Egg Harbor Township, NJ 08234
SERVICE AREA
Florida, New Jersey
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Bob Cruces
Investment Adviser Representative
411 Hackensack Ave Ste 200
Hackensack, NJ 07601
201.425.8018
SERVICE AREA
New Jersey, New York
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Keith Hawk, AAMS®
Investment Adviser Representative
400 Northampton Street, Suite 300
Easton, PA 18042
(610) 500-5000
SERVICE AREA
New Jersey, Pennsylvania
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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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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
411 Hackensack Ave Ste 200
Hackensack, NJ 07601
201.425.8018
SERVICE AREA
New Jersey, New York
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Carmine Pardi
Investment Adviser Representative
5672 Main St
Williamsville,NY 14221
716-207-7243
SERVICE AREA
New York
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Stephen Snitchler, CLTC
Investment Adviser Representative
316 Park Ave
Binghamton, NY 13903
607.760.6038
SERVICE AREA
New York
^ Top of Page
NORTH CAROLINA
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Tim Baker
Investment Adviser Representative
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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OHIO
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Tim Baker
Investment Adviser Representative
216.644.5323
SERVICE AREA
North Carolina, Ohio
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Woody Bowling
Investment Adviser Representative
SERVICE AREA
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 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
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
Greater Northwest Ohio and Ohio
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Bill Schaufert
Investment Adviser Representative
5027 Cardinal Ct.
Little Elm, TX 75068
972.704.3017
SERVICE AREA
Ohio
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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
400 Northampton Street, Suite 300
Easton, PA 18042
(610) 500-5000
SERVICE AREA
New Jersey, Pennsylvania
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David Latch, CFP®
Investment Adviser Representative
178 Thomas Johnson Dr., STE 204
Frederick, MD 21702
301.662.6126
SERVICE AREA
Maryland, Pennsylvania, Virginia, West Virginia,
^ 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
^ 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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Craig Cassidy
Investment Adviser Representative
12180 Ridgecrest Road, Suite 110
Victorville, CA 92395
760-766-0700
SERVICE AREA
California, Texas
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John Howell
Investment Adviser Representative
SERVICE AREA
Texas, Arkansas
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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
8165883624
SERVICE AREA
KS, MO, AR, TX
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Lincoln McRae
Investment Adviser Representative
PO Box 16783, Jacksonville, FL 32245
904.232-8820
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
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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Art Papale
Investment Adviser Representative
P O Box 23756
Jacksonville, FL 32241
904-262-4052
SERVICE AREA
FL & TX
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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, 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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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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David Latch, CFP®
Investment Adviser Representative
178 Thomas Johnson Dr., STE 204
Frederick, MD 21702
301.662.6126
SERVICE AREA
Maryland, Pennsylvania, 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, Texas
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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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Rick Anderson
Investment Adviser Representative
2425 N Trumpeter Dr
Mount Vernon, WA 98273
360.391.3279
SERVICE AREA
Washington
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Ken Eddy
Investment Adviser Representative
SERVICE AREA
Washington
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WEST VIRGINIA
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David Latch, CFP®
Investment Adviser Representative
178 Thomas Johnson Dr., STE 204
Frederick, MD 21702
301.662.6126
SERVICE AREA
Maryland, Pennsylvania, 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