Our Financial Services Representatives

Matthew D. Addy

Financial Planner

Manuel Amezcua

CEO

Cynthia L. Balkwell

Financial Planner

Vincent (Vince) Bartolomucci

Financial Services Representative

CLTC

Jack Bletstein

Financial Services Representative

Paul E. Bozymowski

Financial Services Representative

Kevin M. Burns

Wealth Management Advisor

Dean Cady

Financial Advisor

ChFC®, LUTCF®

Joe Carabio

Financial Services Representative

Peter (Pete) Chadwick

Financial Advisor

CLU®, ChFC®, CEPA, CASL®

Chuck Christie

Financial Services Representative

Thomas Cornfield

Financial Services Representative

ChFC®

Kristo Cule

Financial Services Professional

Randa F. Dagher

Financial Services Professional

MBA

Matthew (Matt) Dalton Bonarek

Financial Services Representative

Demetrice W. Dawkins

Head of Investments & Wealth Management

Nick A. Delicata

Financial Advisor, Investment Advisor Representative

Vinny Delicata

Senior Managing Director - Financial Planning

CFP®

Brett Dennis

Financial Services Professional

Ray Digby

Managing Director

Daniel (Dan) Dillingham

Financial Services Representative

CLU®

Daniel Donohue

Managing Director, Financial Services Professional

CLU®, ChFC®, MBA, ChSNC™

Amanda S. Doren

Financial Advisor

ChFC®, CLU®

Gerald (Jerry) Doran

Financial Planner

RICP®

Ryan P. Dugan

Financial Planner

Joshua Ellis

Financial Services Professional

Christian Fairbanks

Financial Planner

JD

Ed Fedell

Financial Advisor

CASL®, CLU®, ChFC®, RHU®

Trent M. Fetters

Financial Advisor

Marcia Glencer

Financial Services Representative

Robert Grabiel

Financial Planner

CFA

Angelo Grant

Financial Services Professional

Nidal Hamameh

Financial Services Representative

Nicholas Hamp

Financial Services Representative

CLU®, ChFC®, CLTC

Robert (Bob) Havern

Financial Advisor

CFP®

Claire Hayes

Financial Advisor

CFP®

Ron Hebert

Financial Advisor

Markham A. Heid

Dale Holec

Financial Services Representative

ChFC®, CLU®

Jeffrey (Jeff) Hollifield

Financial Planner; Investment Advisor Representative; Registered Representative

LUTCF®, RICP®

Daniel E. Johnson

Financial Services Representative

Valerie Kammeraad

Financial Services Professional

CLTC

Zach Kammeraad

Financial Advisor

CFP®, BFA

Arthur Kachur

Investment Adviser Representative

Jeff Kammeraad

Financial Advisor

CLU®, ChFC®, CLTC, RICP®

Blake Karcher

Financial Services Representative

Mark Karcher

Financial Services Representative

CFBS, CLTC

Martin Kelln

Financial Services Representative

CLU®, ChFC®, CFP®

Brenden Kevelighan

Investment Advisor Representative

Thomas Klamo

Financial Services Professional

David P. Knooihuizen CPFA

Financial Services Professional

MBA

Dmitri A. Knysh

Financial Advisor

CASL®

Aiden Krause

Financial Advisor

Michael G. Kreh

Financial Services Representative

LUTCF®

Jacquelyn (Jackie) Kuhn

Financial Planner

LUTCF®, RICP®

Jonathan D. Lau

Certified Financial Planner

MSFS, AEP®, CPWA®, CFP®

Christopher Leone

Financial Services Professional

Stephen Liagre

Registered Representative

Paul MacKinnon

Managing Director

CFP®

Adam Mahd

Financial Services Representative

MBA

Mike Malott

Associate Managing Director

CLU®, CPCU®

Jacob Marshell

Financial Services Professional

John Martin

Financial Services Representative

CLU®, ChFC®, LUTCF®

Timothy J. Martin

Financial Advisor

CFP®, ChSNC™

Karen L. May

Investment Advisor Representative

ChSNC™

Brook Maziasz

Registered Representative

John McGowan

Business & Estate Planning, Financial Services Representative

Earl McHugh

Financial Services Representative

CLU®, ChFC®

Jake M. McNeil

Financial Advisor

RICP®, CEPA

Mac McPherson

Financial Services Representative

CLU®

Nick Muraca

Financial Planner

CFP®

Patrick Nagle

Financial Services Professional

Daniel E. Ortman

Financial Planner

CASL®

Nicholas S. Patterson

Financial Advisor

CFP®

John Perras

Financial Advisor

Emily Polaczyk

Financial Services Representative, Client Services Manager

Mark J. Prohaska

Registered Representative

LUTCF®

Sean O'Guinn

Financial Advisor

David Raguse

Financial Services Representative

ChFC®, CLU®

Aaron Rask

Financial Planner

Thomas Reehorst

Financial Services Representative

ChFC®, CLU®

Michael (Mike) Regan

Financial Planner

LUTCF®

Jeffrey Richards

Financial Advisor

Mike Ringler

Wealth Advisor

CPA

Jake Rose

Financial Services Representative

LUTCF®

Xavier Scott

Financial Planner

Mark Segel

Financial Services Representative

CLU®, MBA

Nik Sellers

Senior Managing Director - Financial Planning

Nicholas Schummer

Wealth Management Advisor

CLU®, RICP®

Graham Shullman

Financial Services Representative

Tom Slikkers

Financial Services Representative

ChFC®, CLU®, JD

Drew Shapiro

Managing Director

Jeff Snider

Financial Services Representative

LUTCF®, CLTC, CFBS

Glen Spice

Financial Advisor

Sergey G. Solovyev

Financial Advisor

MBA, CASL®

Matthew (Matt) Steintrager

Financial Services Representative

Austin Tackmann

Financial Services Professional

Jason Tether

Financial Services Representative

CLTC, CRPC®

DeAnte Thompkins

Senior Vice President, Growth & Development

Kyle Tousain

Financial Planner

Alan C. Turner

Financial Service Representative

LUTCF®

Tommy Twardecki

Financial Advisor

Brent Ussary

Executive Vice President, Field Leadership

MBA

Brian Van Riper

Financial Services Professional

Laura Landenberger Voigt

Director of Advisor Practice Operations, Teaming & Succession Planning

Vyacheslav (Slava) Vorobyev

Registered Representative

Ed Walter

Financial Services Professional

Alex Westmorland

Financial Services Professional

Sergei Yelizarov

Financial Services Representative

Mark Zobl

Investment Advisor Representative

CFP®, LUTCF®