Representative Clients| Registered Investment Advisor

Allegheny Financial Group – Pittsburgh, PA
Amper Financial Services, LLC – Bridgewater, NJ
Asset Planning Solutions – Edmond, OK
Asset Strategies & Management – Campbell, CA
Atlantic Capital Management, Inc. – Holliston, MA
CACH Capital Management, LLC – Austin, TX
Cambridge Associates, LLC – Boston, MA
Client 1st Advisors – Clearwater, FL
Cornerstone Capital Management – Bloomington, MN
Eastwind Capital, LLC - Westerville, OH
Findom, LLC – Colleyville, TX
Franklin Financial Planning, Inc. – Deland, FL
Generational Wealth Advisor - Redmond, WA

Gerber/Taylor Associates, Inc. – Memphis, TN

Global Financial Private Capital – Sarasota, FL

GRAnderson Wealth Management Group, Inc. – Denver, CO
Ironmark Advisors, LLC – Plano, TX
Legacy Family Office, LLC – Naples, FL
Lewis Financial Management, LLC – Raleigh, NC
Newport Capital Advisors, Inc. – North Quincy, MA
Ramsdell Capital – San Francisco, CA
Regatta Research and Money Management – Metarie, LA
Sterling Financial Planning, Inc. – Sparta, NJ
The Helix Financial Group – Irving, TX
The Pacific Financial Group, Inc. – Bellevue, WA
The Planning Group – Scottsdale, AZ
Thompson Creek Wealth Advisors – St. Francisville, LA
Ward & Associates – Rancho Santa Fe, CA