FINANCIAL ADVISORS & REGISTERED REPS
Contact us if your state is not listed. Most Reps cover multiple states.
Arizona | California | Connecticut | Delaware | Florida | Illinois | Indiana | Missouri | Pennsylvania | New Jersey | New York | North Carolina | Oklahoma | South Carolina | Tennessee | Virginia | Wyoming | Washington
ARIZONA
Also Licensed in Arizona:
DAVID N. SLATER, MBA, RICP® >>>CONTINUE READING>>>
STEVEN S. MAHER SR. Retirement Specialist >>>CONTINUE READING>>>
CALIFORNIA
RIO VISTA | CA
Contact Rob via our Contact Form
Visit Rob’s website at riovistains.com
Visit Rob’s LinkedIn profile
Also Licensed in California:
DAVID N. SLATER, MBA, RICP®, CA License #0K59220 >>>CONTINUE READING>>>
STEVEN S. MAHER SR. Retirement Specialist >>>CONTINUE READING>>>
STEVEN SIROT, Registered Representative. >>>CONTINUE READING>>>
CONNECTICUT
MONROE | CT
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>>>
Contact Keith via our Contact Form
Also Licensed in Connecticut:
STEVEN SIROT , Registered Representative. >>>CONTINUE READING>>>
STEVEN S. MAHER SR. Retirement Specialist >>>CONTINUE READING>>>
CHRISTOPHER “CHRIS” VETRANO , Investment Advisor and Securities Principal >>>CONTINUE READING>>>
DELAWARE
Also Licensed in Delaware:
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>>>
Contact Paul via our Contact Form
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>>>
Contact Odalis via our Contact Form
Visit Odalis’ website at omlfinancialassociates.com
Visit Odalis’ LinkedIn profile
ORLANDO| FL
Larry A Langenkamp, He is Registered Representative >>>CONTINUE READING>>>
Contact Larry via our Contact Form
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>>>
Contact Ron via our Contact Form
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>>>
Contact Sandy via our Contact Form
WEST PALM BEACH| FL
Terry M Birney, Retirement Income Planning >>>CONTINUE READING>>>
Contact Terry via our Contact Form
VALRICO| FL
Darin Golden, Financial Advisor >>>CONTINUE READING>>>
Contact Darin via our Contact Form
Also Licensed in Florida:
JOHN PIROZZI, Owner of John Pirozzi Management Corp & Financial Advisor >>>CONTINUE READING>>>
DAVID MEDLIN, Financial Advisor | Wealth Management >>>CONTINUE READING>>>
STEVEN SIROT, Registered Representative. >>>CONTINUE READING>>>
STEVEN S. MAHER SR. Retirement Specialist >>>CONTINUE READING>>>
ILLINOIS
ORLAND PARK | IL
RUSSELL G LUCE RFC,LUTCF,FIC. Russell has over 32 years of experience working in all areas of the Financial Industry, including working with clients in Special Needs Planning, Retirement Planning, and Wealth Management. Next, Russell entered the Insurance and Financial Planning industry with Aid Association for Lutherans, currently known >>>CONTINUE READING>>>
Contact Russell via our Contact Form
Visit Russell’s website at plfg.org
Visit Russell’s LinkedIn profile
INDIANA
INDIANAPOLIS | IN
JEFFREY R. BATES, President/Founder, Whitecap Investments | Portfolio Manager.. Jeff is highly experienced in Portfolio Management, with over 34 years of experience in Financial Services. This empowered Jeffrey Bates to successfully guide clients to maximize their portfolio returns with a diverse combination of investments. >>>CONTINUE READING>>>
Contact Jeffrey via our Contact Form
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>>>
Contact Richard via our Contact Form
Also Licensed in Indiana:
RUSSELL G. LUCE, RFC, LUTC, FIC. Retirement Planning & Wealth Management >>>CONTINUE READING>>>
MISSOURI
KENNETT | MO
RANDI ALLGOOD, Financial Advisor >>>CONTINUE READING>>>
Contact Randi via our Contact Form
TROY | MO
Walter Flowers III, Financial Advisor >>>CONTINUE READING>>>
Contact Walter via our Contact Form
PENNSYLVANIA
QUARRYVILLE | PA
NICHOLAS J. FIORE, CPA, Financial Advisor >>>CONTINUE READING>>>
Contact Nicholas via our Contact Form
Also Licensed in Pennsylvania:
DAVID N. SLATER, MBA, RICP® >>>CONTINUE READING>>>
STEVEN SIROT, Registered Representative. >>>CONTINUE READING>>>
STEVEN S. MAHER SR. Retirement Specialist >>>CONTINUE READING>>>
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>>>
Contact James via our Contact Form
Visit James’s website at nextdoorfinancialservices.com
Visit James’s LinkedIn profile
BRIELLE | NJ
STEVEN S. MAHER SR. I earned my B.A. from Fairleigh Dickinson University in 1972 and began my career in the financial services industry that same year with Penn Mutual Life in New York City. My first office was located in the Chrysler Building at the intersection of 42nd Street and Lexington Avenue >>>CONTINUE READING>>>
Contact Steven via our Contact Form
Visit Steven’s website at maherfinancialservicesllc.com
Visit Steven’s LinkedIn profile
CEDAR KNOLLS | NJ
Steven M. Melchiorri, With over 23 years of experience in the financial services industry, I’ve had the privilege of serving individuals, families, and financial professionals with integrity, passion, and a commitment to excellence. My journey has taken me through leadership roles as a Regional Vice President in the Northeast for two of the country’s oldest and most respected mutual financial services companies, where I helped individual advisors grow and scale their >>>CONTINUE READING>>>
Contact Steven via our Contact Form
Visit Steven’s website at cumulativewealth.com
Visit Steven’s LinkedIn profile
CEDAR KNOLLS | NJ
STEVEN SIROT, Registered Representative. With more than 25 years of experience as a trusted financial professional, I have dedicated my career to helping individuals and families make informed financial decisions and work toward achieving their most important goals. My approach is centered on education, collaboration, and long-term planning, helping clients navigate the many financial choices they face throughout their lives. >>>CONTINUE READING>>>
Contact Steven via our Contact Form
Visit Steven’s website at cumulativewealth.com
Visit Steven’s LinkedIn profile
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>>>
Contact Scott’s via our
Contact Fo
NORTH BERGEN | NJ
RICK SALTARELLI, Registered Rep – 29 years as a registered rep in the financial industry, focusing on building portfolios with stocks, mutual funds, options, Index funds, ETF’s. Also retirement accounts and college savings plans. >>>CONTINUE READING>>>
Contact Rick via our Contact Form
RAMSEY | NJ
RICHARD L DARMINIO, Overall Financial Services including Life, Health, Medicare, Fixed & Variable Annuities >>>CONTINUE READING>>>
Contact Richard via our Contact Form
SECAUCUS | NJ
DENISE CERVENY, Registered Representative. Denise Cerveny is a dedicated Registered Representative in the financial services industry. Licensed through FINRA with Series 7,24,55 63. She specializes in helping clients achieve their financial goals through personalized investment >>>CONTINUE READING>>>
Contact Denise via our Contact Form
Also Licensed in New Jersey:
JOHN PIROZZI, Owner of John Pirozzi Management Corp & Financial Advisor >>>CONTINUE READING>>>
DAVID N. SLATER, MBA, RICP® , >>>CONTINUE READING>>>
CHRISTOPHER “CHRIS” VETRANO , Investment Advisor and Securities Principal >>>CONTINUE READING>>>
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>>>
Contact Mark via our Contact Form
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>>>
Contact Nick via our Contact Form
Visit Nick’s website at premierfinancial.network
Visit Nick’s LinkedIn profile
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>>>
Contact Jon via our Contact Form
Visit Jon’s website at francowealthmanagement.com
Visit Jon’s LinkedIn profile
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>>>
Contact John via our Contact Form
Visit John’s website at jpmanagementcorp.com
Visit John’s LinkedIn profile
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 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>>>
Contact Andrew via our Contact For
STATEN ISLAND | NY
Matthew Cilento, CFP® Matthew Cilento is a CERTIFIED FINANCIAL PLANNER® professional and serves as Vice President of FJC Financial Group. >>>CONTINUE READING>>>
Contact Matthew via our Contact Form
STATEN ISLAND | NY
Roseann Palermo, ESQ, Account Executive >>>CONTINUE READING>>>
Contact Roseann via our Contact Form
YONKERS | NY
Philip Mathai, I sell variable annuities,IRA, 401K Rollovers >>>CONTINUE READING>>>
Contact Philip via our Contact Form
Also Licensed in New York:
STEVEN S. MAHER SR., Retirement Specialist >>>CONTINUE READING>>>
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>>>
Contact Greg via our Contact Form
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>>>
Contact Tony via our Contact Form
Visit Tony’s website at mcneillfp.com
Visit Tony’s LinkedIn profile
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>>>
Contact Larry via our Contact Form
Also Licensed in North Carolina:
DAVID MEDLIN, Financial Advisor | Wealth Management >>>CONTINUE READING>>>
OKLAHOMA
TULSA | OK
Mark W. Heinrich, Mark is a lifelong Tulsan, graduating 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 children. Mark’s passion for his work which includes over 25 years in the Financial Services Industry started as an Oklahoma
State Bank Examiner. >>>CONTINUE READING>>>
Contact Mark via our Contact Form
Also Licensed in Oklahoma:
SOUTH CAROLINA
LANCASTER | SC
Scott Van Der Linden, Certified Financial Planner™ >>>CONTINUE READING>>>
Contact Scott via our Contact Form
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
Visit David’s LinkedIn profile
Also Licensed in South Carolina:
John Pirozzi Management Corp & Financial Advisor >>>CONTINUE READING>>>
STEVEN S. MAHER SR. Retirement Specialist >>>CONTINUE READING>>>
TENNESSEE
Also Licensed in Tennessee:
JOHN PIROZZI, Owner of John Pirozzi Management Corp & Financial Advisor >>>CONTINUE READING>>>
VIRGINIA
Newport News | VA
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 assets >>>CONTINUE READING>>>
Contact Steven via our Contact Form
Visit Steve’s website at steveheath.investments
Visit Steven’s LinkedIn profile
Also Licensed in Virginia:
WYOMING
Also Licensed in Wyoming:
DAVID MEDLIN, Financial Advisor | Wealth Management >>>CONTINUE READING>>>
WASHINGTON
Also Licensed in Washington:
STEVEN S. MAHER SR. Retirement Specialist >>>CONTINUE READING>>>
