FINANCIAL ADVISORS & REGISTERED REPS
Contact us if your state is not listed. Most Reps cover multiple states.
Arizona | California | Connecticut | Delaware | Florida | Indiana | Massachusetts | |Missouri | Pennsylvania | New Jersey | New York | North Carolina | Oklahoma | South Carolina | Tennessee | Virginia | Wyoming | Washington
ARIZONA
DAVID N. SLATER, MBA, RICP®, David is a compassionate, hardworking, problem solver who loves helping clients organize their financial worlds for today while preparing them for their future. He is a Series 7 designated Registered Representative with Chelsea Financial Services >>>CONTINUE READING>>>
Contact David via our Contact Form
Visit David’s website at dslatersolutions.com
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STEVEN SIROT, Registered Representative. Steven Sirot is a dedicated Registered Representative in the financial services industry. Licensed through FINRA with Series 6, 63, and SIE. He specializes in helping clients achieve their financial goals >>>CONTINUE READING>>>
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Visit Steven’s website at sirotfinancialservices.com
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CALIFORNIA
RIO VISTA | CA
ROB PEDERSEN, Rob is a Registered Representative with Chelsea Financial Services and Insurance Broker. With over 40 years of experience in Financial Services, Rob Pedersen >>>CONTINUE READING>>>
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Visit Rob’s website at riovistains.com
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DAVID N. SLATER, MBA, RICP®, David is a compassionate, hardworking, problem solver who loves helping clients organize their financial worlds for today while preparing them for their future. He is a Series 7 designated Registered Representative with Chelsea Financial Services >>>CONTINUE READING>>>
Contact David via our Contact Form
Visit David’s website at dslatersolutions.com
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STEVEN SIROT, Registered Representative. Steven Sirot is a dedicated Registered Representative in the financial services industry. Licensed through FINRA with Series 6, 63, and SIE. He specializes in helping clients achieve their financial goals >>>CONTINUE READING>>>
Contact Steven via our Contact Form
Visit Steven’s website at sirotfinancialservices.com
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CONNECTICUT
MONROE | CT
KEITH CHRISTIAN CUOMO, CPFA, CFBS, The goal of my practice is to work with my clients to help them identify their dreams and goals, and then partner with them to understand the financial >>>CONTINUE READING>>>
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STEVEN SIROT, Registered Representative. Steven Sirot is a dedicated Registered Representative in the financial services industry. Licensed through FINRA with Series 6, 63, and SIE. He specializes in helping clients achieve their financial goals >>>CONTINUE READING>>>
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Visit Steven’s website at sirotfinancialservices.com
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CHRISTOPHER “CHRIS” VETRANO, Investment Advisor and Securities Principal for Chelsea Financial Services, primarily serving Staten Island / New York City >>>CONTINUE READING>>>
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Visit Chris’ website at cvwealthmgtgroup.com
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DELAWARE
DAVID N. SLATER, MBA, RICP®, David is a compassionate, hardworking, problem solver who loves helping clients organize their financial worlds for today while preparing them for their future. He is a Series 7 designated Registered Representative with Chelsea Financial Services >>>CONTINUE READING>>>
Contact David via our Contact Form
Visit David’s website at dslatersolutions.com
Visit David’s LinkedIn profile
STEVEN SIROT, Registered Representative. Steven Sirot is a dedicated Registered Representative in the financial services industry. Licensed through FINRA with Series 6, 63, and SIE. He specializes in helping clients achieve their financial goals >>>CONTINUE READING>>>
Contact Steven via our Contact Form
Visit Steven’s website at sirotfinancialservices.com
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FLORIDA
DELRAY BEACH | FL
BILL BOZZA, FINANCIAL ADVISOR located in Delray Beach, FL. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. >>>CONTINUE READING>>>
Contact Bill via our Contact Form
LADY LAKE | THE VILLAGES | FL
PAUL BALOG, Paul offers several decades of experience within the investment and annuity business. While he has previously held management and supervisory positions involving branches and trading departments, he is focused exclusively on guiding individuals toward their >>>CONTINUE READING>>>
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MIAMI | SOUTH FLORIDA | FL
ODALIS M. LOPEZ, CFP® President and Founder of Sterling Benefits Group, LLC, serving Miami and South Florida. Odalis has been working in the financial and insurance industry since 1994 and became a CERTIFIED FINANCIAL PLANNER™ practitioner in June of 2007. Directory of Financial as President and Founder of Odalis M. Lopez Financial Associates, LLC, Odalis provides her clients with >>>CONTINUE READING>>>
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Visit Odalis’ website at omlfinancialassociates.com
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ORLANDO| FL
Larry A Langenkamp, He is Registered Representative >>>CONTINUE READING>>>
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SANFORD| FL
Ron Eiger, Building wealth through investing assets in leading stocks from leading sectors with a focus on exceptional service and accessibility. >>>CONTINUE READING>>>
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SARASOTA | TAMPA | BRADENTON | ST. PETERSBURG | FL
SANDRA KEIR, CFP®, CRPC, Financial Planner and Financial Advisor. Sandy has over 25 years of experience in the financial services industry and has worked at such well-known companies as Merrill Lynch, Lincoln National Life, and Prudential Financial. >>>CONTINUE READING>>>
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WEST PALM BEACH| FL
Terry M Birney, Retirement Income Planning >>>CONTINUE READING>>>
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JOHN PIROZZI, Owner of John Pirozzi Management Corp & Financial Advisor. Over 26 years of experience in Financial Services has enabled John Pirozzi to excel in assisting clients with retirement planning, estate planning, investments, insurance, and more. John also has >>>CONTINUE READING>>>
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DAVID MEDLIN, Financial Advisor | Wealth Management. With over 30 years of experience in the brokerage industry, David Medlin is well-prepared to guide his clients in meeting their financial goals today while planning for their future >>>CONTINUE READING>>>
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Visit David’s website at medlinadvisor.com
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STEVEN SIROT, Registered Representative. Steven Sirot is a dedicated Registered Representative in the financial services industry. Licensed through FINRA with Series 6, 63, and SIE. He specializes in helping clients achieve their financial goals >>>CONTINUE READING>>>
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Visit Steven’s website at sirotfinancialservices.com
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INDIANA
INDIANAPOLIS | ZIONSVILLE, IN
JEFFREY R. BATES, President/Founder | Portfolio Manager.. Jeff is highly experienced in Portfolio Management, with over 32 years of experience in Financial Services >>>CONTINUE READING>>>
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Visit Jeffrey’s website at whitecapinvestments.net
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INDIANAPOLIS | IN
Richard B. Stewart, CFP, CPA, Providing tax and financial management services to individuals, with an emphasis on tax reduction and retirement planning strategies. >>>CONTINUE READING>>>
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MASSACHUSETTS
LUDLOW | MA
DANIEL W. GOGGINS, CRPC, NACFF, NSSA, Wealth Advisor, Advocate, client centric, educator, National association of certified financial fiduciaries. I am blessed in having the ability to be part of two great organizations, as one of the partners of Alpine Wealth partners and the Chapter President of the Massachusetts Team for the Foundation for Financial Education, one of the largest and fastest growing 501(c)(3) nonprofits in >>>CONTINUE READING>>>
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MISSOURI
KENNETT | MO
RANDI ALLGOOD, Financial Advisor >>>CONTINUE READING>>>
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TROY | MO
WALTER FLOWERS III, Financial Advisor >>>CONTINUE READING>>>
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PENNSYLVANIA
DAVID N. SLATER, MBA, RICP®, David is a compassionate, hardworking, problem solver who loves helping clients organize their financial worlds for today while preparing them for their future. He is a Series 7 designated Registered Representative with Chelsea Financial Services >>>CONTINUE READING>>>
Contact David via our Contact Form
Visit David’s website at dslatersolutions.com
Visit David’s LinkedIn profile
STEVEN SIROT, Registered Representative. Steven Sirot is a dedicated Registered Representative in the financial services industry. Licensed through FINRA with Series 6, 63, and SIE. He specializes in helping clients achieve their financial goals >>>CONTINUE READING>>>
Contact Steven via our Contact Form
Visit Steven’s website at sirotfinancialservices.com
Visit Steven’s LinkedIn profile
INDIANAPOLIS | ZIONSVILLE, IN
JEFFREY R. BATES, President/Founder | Portfolio Manager.. Jeff is highly experienced in Portfolio Management, with over 32 years of experience in Financial Services >>>CONTINUE READING>>>
Contact Jeffrey via our Contact Form
Visit Jeffrey’s website at whitecapinvestments.net
Visit Jeffrey’s LinkedIn profile
NEW JERSEY
Brick | NJ
JAMES DYKSTRA, Registered Representative. James Dykstra is a seasoned financial planner and retired police chief with over 50 years of experience in financial services, primarily in insurance. Known for his trustworthiness, integrity, and personalized approach, James has built long-standing relationships with clients across New Jersey. >>>CONTINUE READING>>>
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Visit James’s website at nextdoorfinancialservices.com
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Cedar Knolls | NJ
STEVEN SIROT, Registered Representative. Steven Sirot is a dedicated Registered Representative in the financial services industry. Licensed through FINRA with Series 6, 63, and SIE. He specializes in helping clients achieve their financial goals >>>CONTINUE READING>>>
Contact Steven via our Contact Form
Visit Steven’s website at sirotfinancialservices.com
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HOLMDEL | NJ
SCOTT BRESKY, CLTC, Scott Bresky served as President of Chase Investment Services, a division of JP Morgan Chase where he directed the Wealth Management Group, Private Capital Investing Channel, and the Retirement Investment Center. He also held positions as Senior Vice President for >>>CONTINUE READING>>>
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RAMSEY | NJ
RICHARD L DARMINIO, Overall Financial Services including Life, Health, Medicare, Fixed & Variable Annuities >>>CONTINUE READING>>>
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JOHN PIROZZI, Owner of John Pirozzi Management Corp & Financial Advisor. Over 26 years of experience in Financial Services has enabled John Pirozzi to excel in assisting clients with retirement planning, estate planning, investments, insurance, and more. John also has >>>CONTINUE READING>>>
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Visit John’s website at jpmanagementcorp.com
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DAVID N. SLATER, MBA, RICP®, David is a compassionate, hardworking, problem solver who loves helping clients organize their financial worlds for today while preparing them for their future. He is a Series 7 designated Registered Representative with Chelsea Financial Services >>>CONTINUE READING>>>
Contact David via our Contact Form
Visit David’s website at dslatersolutions.com
Visit David’s LinkedIn profile
CHRISTOPHER “CHRIS” VETRANO, Investment Advisor and Securities Principal for Chelsea Financial Services, primarily serving Staten Island / New York City >>>CONTINUE READING>>>
Contact Chris via our Contact Form
Visit Chris’ website at cvwealthmgtgroup.com
Visit Chris’ LinkedIn profile
NEW YORK
CHITTENANGO | NY
MARK FARSACI, Experience matters. I have 40 years of experience. I specialize in dividend stocks, Medicare and growth stocks. >>>CONTINUE READING>>>
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HUNTINGTON STATION | NY
NICK IARROBINO, Financial Advisor | President and CEO, Premier Financial Network. Nick began his career in Finances with MetLife in 2005 after graduating from the University of Deleware in Leadership and Consumer Economics. At MetLife, Nick was primarily >>>CONTINUE READING>>>
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Visit Nick’s website at premierfinancial.network
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PLAINVIEW | NY
MARC SINGER, President of Singer Planning Services. I am looking to establish trusted relationships that both meet the financial needs of my clients as well as protect the people that they care >>>CONTINUE READING>>>
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STATEN ISLAND | NY
JON FRANCO Owner/President of J Franco Wealth Management. Investment Advisor & Senior Principal. With over 20 years of experience in Financial Services, Jon is an experienced Business Owner with a demonstrated history of excellence in the financial services industry. Skilled in Portfolio Management >>>CONTINUE READING>>>
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Visit Jon’s website at francowealthmanagement.com
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STATEN ISLAND | NY
JOHN PIROZZI, Owner of John Pirozzi Management Corp & Financial Advisor. Over 26 years of experience in Financial Services has enabled John Pirozzi to excel in assisting clients with retirement planning, estate planning, investments, insurance, and more. John also has >>>CONTINUE READING>>>
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Visit John’s website at jpmanagementcorp.com
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STATEN ISLAND | NY
STEVEN SIROT, Registered Representative. Steven Sirot is a dedicated Registered Representative in the financial services industry. Licensed through FINRA with Series 6, 63, and SIE. He specializes in helping clients achieve their financial goals >>>CONTINUE READING>>>
Contact Steven via our Contact Form
Visit Steven’s website at sirotfinancialservices.com
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STATEN ISLAND | NY
DAVID N. SLATER, MBA, RICP®, David is a compassionate, hardworking, problem solver who loves helping clients organize their financial worlds for today while preparing them for their future. He is a Series 7 designated Registered Representative with Chelsea Financial Services >>>CONTINUE READING>>>
Contact David via our Contact Form
Visit David’s website at dslatersolutions.com
Visit David’s LinkedIn profile
STATEN ISLAND | NY
CHRISTOPHER “CHRIS” VETRANO, Investment Advisor and Securities Principal for Chelsea Financial Services, primarily serving Staten Island / New York City >>>CONTINUE READING>>>
Contact Chris via our Contact Form
Visit Chris’ website at cvwealthmgtgroup.com
Visit Chris’ LinkedIn profile
STATEN ISLAND | NY
Andrew Cilento, CFP® Andrew Cilento is a CERTIFIED FINANCIAL PLANNER™ professional and serves as Vice President of FJC Financial Group Previously, Andrew was a portfolio specialist for the multi-asset strategies and solutions team at Voya Investment Management. The team manages over $30 Billion in assets, and Andrew was responsible >>>CONTINUE READING>>>
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STATEN ISLAND | NY
Roseann Palermo, ESQ, Account Executive >>>CONTINUE READING>>>
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YONKERS | NY
Philip Mathai, I sell variable annuities,IRA, 401K Rollovers >>>CONTINUE READING>>>
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NORTH CAROLINA
LELAND | NC
GREG DEROCCO, Owner of deRocco Financial Group. Boasting a career spanning more than three decades in the financial industry, Greg brings a straight forward approach to a disciplined investment strategy. Greg has an extraordinary work history that started in 1985, when >>>CONTINUE READING>>>
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RALEIGH | NC
TONY MCNEILL, Owner of McNeill Financial Partners. Over 20 years of experience in Financial Services has well prepared Tony to partner with YOU on YOUR financial walk. McNeill Financial Partners provides financial services, retirement planning, college savings and education planning >>>CONTINUE READING>>>
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Visit Tony’s website at mcneillfp.com
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ROCKY MOUNT | NC
Larry C Jackson, ChFC, CRPC, CMFC, I help people plan for three major events: If they live too long, they won’t run out of money; If they die too soon, those dependent on them financially, will be taken care of the way they want; and if due to an accident >>>CONTINUE READING>>>
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DAVID MEDLIN, Financial Advisor | Wealth Management. With over 30 years of experience in the brokerage industry, David Medlin is well-prepared to guide his clients in meeting their financial goals today while planning for their future >>>CONTINUE READING>>>
Contact David via our Contact Form
Visit David’s website at medlinadvisor.com
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JOHN PIROZZI, Owner of John Pirozzi Management Corp & Financial Advisor. Over 26 years of experience in Financial Services has enabled John Pirozzi to excel in assisting clients with retirement planning, estate planning, investments, insurance, and more. John also has >>>CONTINUE READING>>>
Contact John via our Contact Form
Visit John’s website at jpmanagementcorp.com
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STEVEN SIROT, Registered Representative. Steven Sirot is a dedicated Registered Representative in the financial services industry. Licensed through FINRA with Series 6, 63, and SIE. He specializes in helping clients achieve their financial goals >>>CONTINUE READING>>>
Contact Steven via our Contact Form
Visit Steven’s website at sirotfinancialservices.com
Visit Steven’s LinkedIn profile
OKLAHOMA
TULSA | OK
Mark W. Heinrich, Mark the Principal and founder., of Federal Capital Advisors, LLC., is a lifelong Tulsan where he attended Cascia Hall Preparatory School and later graduated from Westminster College, Fulton, Missouri with a BA in Accounting. Mark served in the United States Army as a Captain in the 486th Civil Affairs BN., Broken Arrow, Oklahoma and retired in 1996. Mark is married to his high school sweetheart Jenny and has four beautiful >>>CONTINUE READING>>>
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SOUTH CAROLINA
LANCASTER | SC
Scott Van Der Linden, Certified Financial Planner™ >>>CONTINUE READING>>>
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MYRTLE BEACH | SC
DAVID MEDLIN, Financial Advisor | Wealth Management. With over 30 years of experience in the brokerage industry, David Medlin is well-prepared to guide his clients in meeting their financial goals today while planning for their future >>>CONTINUE READING>>>
Contact David via our Contact Form
Visit David’s website at medlinadvisor.com
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JOHN PIROZZI, Owner of John Pirozzi Management Corp & Financial Advisor. Over 26 years of experience in Financial Services has enabled John Pirozzi to excel in assisting clients with retirement planning, estate planning, investments, insurance, and more. John also has >>>CONTINUE READING>>>
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Visit John’s website at jpmanagementcorp.com
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TENNESSEE
JOHN PIROZZI, Owner of John Pirozzi Management Corp & Financial Advisor. Over 26 years of experience in Financial Services has enabled John Pirozzi to excel in assisting clients with retirement planning, estate planning, investments, insurance, and more. John also has >>>CONTINUE READING>>>
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VIRGINIA
STEVEN HEATH, Wealth Management and Retirement Planning. With over 25 years of experience, Steve Heath has helped countless families achieve their financial goals. Whether you aim to grow your wealth, increase your income, or protect your your assets >>>CONTINUE READING>>>
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Visit Steve’s website at steveheath.investments
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STEVEN SIROT, Registered Representative. Steven Sirot is a dedicated Registered Representative in the financial services industry. Licensed through FINRA with Series 6, 63, and SIE. He specializes in helping clients achieve their financial goals >>>CONTINUE READING>>>
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Visit Steven’s website at sirotfinancialservices.com
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WYOMING
DAVID MEDLIN, Financial Advisor | Wealth Management. With over 30 years of experience in the brokerage industry, David Medlin is well-prepared to guide his clients in meeting their financial goals today while planning for their future >>>CONTINUE READING>>>
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Visit David’s website at medlinadvisor.com
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WASHINGTON
STEVEN SIROT, Registered Representative. Steven Sirot is a dedicated Registered Representative in the financial services industry. Licensed through FINRA with Series 6, 63, and SIE. He specializes in helping clients achieve their financial goals >>>CONTINUE READING>>>
Contact Steven via our Contact Form
Visit Steven’s website at sirotfinancialservices.com
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