Advisors

External advisors and partner-firm offices. Impersonate to view their book as they see it.

20 of 20 advisors

		Role	Email	Status
JB Joe Baaklini	Dagher Financial dagherfinancial.com	Advisor	jbaaklini@dagherfinancial.com	active
MB Marcia Bernstein	ML Bernstein mlbernstein.com	Advisor	marcia@mlbernstein.com	active
JB Jeffrey Beyer	Retire Paladin retirepaladin.com	Advisor	jeff@retirepaladin.com	active
EB Eric Brown	LSF Capital lsfcapital.com	Advisor	eric@lsfcapital.com	active
AC Alana Callahan	NA Financial Advisors nafinancialadvisors.com	Advisor	acallahan@nafinancialadvisors.com	active
C Chuck	SWMIF swmif.com	Advisor	chuck@swmif.com	active
CC Corey Cordray	OW Private Capital owprivatecapital.com	Advisor	corey@owprivatecapital.com	active
MD Micheline Dagher	Dagher Financial dagherfinancial.com	Advisor	mdagher@dagherfinancial.com	active
JD Josh Driskill	Advanced Retirements advancedretirements.com	Service	josh@advancedretirements.com	active
CH Cody Hines	Kenneth Porter & Co kennethporterandco.com	Advisor	cody@kennethporterandco.com	active
MK Mike Kania	Quest Commonwealth questcommonwealth.com	Advisor	mkania@questcommonwealth.com	active
RK Ryan Kelly	RK Financial Services rkfinancialservices.net	Advisor	ryankelly@rkfinancialservices.net	active
AL Alyssa Loughlin	DPS Advisors dpsadvisors.net	Advisor	alyssa@dpsadvisors.net	active
SM Susan McBournie “Hopp”	Foundations Investment Advisors fiwealth.com	Advisor	susan@foundationsadv.com	active
SO Sherri Over	The Athena Team theathenateam.com	Advisor	sherri@theathenateam.com	active
MR Michael Ryan	Foundations Investment Advisors fiwealth.com	Advisor		active
SS Scott Senzor	McKenzie Financial Group mckenziefinancialgroup.com	Advisor	senzor@mckenziefinancialgroup.com	active
DS Dale Soutas	Soutas soutas.com	Insurance	dale@soutas.com	active
T Tom	TD Wealth Advisor tdwealthadvisor.com	Advisor	thomas@tdwealthadvisor.com	active
TW Terek Wilson	LSF Capital lsfcapital.com	Advisor	terek@lsfcapital.com	active