Financial Professional Directory
First Name Last Name Mailing City Email Seth Zudell Scottsdale sl.zudell@sagewealthpartners.com First Name Last Name Mailing City Email Cyndie Barone Palm Springs cbarone@securitiesmail.com Robert Baumann Culver City robert@baumannfinancial.com Yvette Broder Beverly Hills ybroder@securitiesmail.com Lien Dang Cerritos ldang@securitiesmail.com Anthony DiBernardo Newport Beach tony@lfsecurities.com Young Kim Torrance ykim@securitiesmail.com Daniel McDermott Placentia djmcdermott@securitiesmail.com A. Bradly Penry Newport Beach bpenry@securitiesmail.com Alvin Penry Newport Beach apenry@securitiesmail.com Randy Pickering Vista rpickering@securitiesmail.com John Pivirotto Burlingame jpivirotto@securitiesmail.com Sheryl Raetz Stevenson Ranch sraetz@pilotfinancial.com James Raft West Hills james@jamesraft.com Gregory Robinson Westlake Village gregoryrobinson@securitiesmail.com Thomas Sim Laguna Beach ts@tax-and-financial.com Derek Wilson Placentia derek.wilson@securitiesmail.com Glenn Yasukochi Norwalk gyasukochi@securitiesmail.com First Name Last Name Mailing City Email Scott Berney North Haven scott@nutmegag.com Thomas Dittmeier Waterford tdittmeier@securitiesmail.com Corey Gallagher Stratford cgallagher@securitiesmail.com Ronald Gambardella Hamden rgambardella@securitiesmail.com William Giaquinto Jr. North Haven william@nutmegag.com Heather Hefferon Stratford hhefferon@securitiesmail.com Daniel Martin Weathersfield dmartin@securitiesmail.com Paul Shay Cheshire pshay@securitiesmail.com First Name Last Name Mailing City Email Mark Griffith Winter Garden mgriffith@securitiesmail.com Ronald Hester Brooksville rhester@securitiesmail.com Tony Keena Winter Park tony@keenawealth.com Carolyn Shott Palm Bay cshott@securitiesmail.com Ken Wong Miami kwong@securitiesmail.com First Name Last Name Mailing City Email Melissa Ekeberg Blairsville melissa@appwealthmgt.com First Name Last Name Mailing City Email Steven Kira Waialua skira@securitiesmail.com Stephen Sugai Waialua ssugai@advisorplanit.com Kaelene Wong Kaneohe kwong@riseupf.com First Name Last Name Mailing City Email Myron Friesen Osage friesen@lfsecurities.com John Hansen Cedar Rapids hansen@lfsecurities.com Travis Harris Bloomfield harris@lfsecurities.com Mark McLaughlin Ankeny mclaughlin@lfsecurities.com Kerry Skinner Eldridge kskinner@securitiesmail.com First Name Last Name Mailing City Email Ronald Jedda Collinsville rjedda@securitiesmail.com Edward Milewski Calumet Park emilewski@securitiesmail.com First Name Last Name Mailing City Email Kyle Grayson Fishers kgrayson@securitiesmail.com Barclay Grayson Fishers bgrayson@securitiesmail.com First Name Last Name Mailing City Email Dustin Stacy Lexington dstacy@securitiesmail.com Thomas Whitehouse Stanford twhitehouse@securitiesmail.com First Name Last Name Mailing City Email Theron Rawls Dupree West Monroe rdupree@lfsecurities.com Christopher Lee Leesville clee@lfsecurities.com Joanna Slade Ponchatoula jslade@securitiesmail.com Joseph "Paul" Tauzin Bossier City paul@tauzinfinancial.com First Name Last Name Mailing City Email Joseph Cataldo Everett jcataldo@securitiesmail.com Martin Cunningham Springfield mcunningham@securitiesmail.com Sean Curran Springfield scurran@lfsecurities.com Peter Fredericks Acton pfredericks@securitiesmail.com Michael Kaleel Boston mkaleel@kaleelcompany.com Carlos Paiva New Bedford cpaiva@securitiesmail.com First Name Last Name Mailing City Email Arthur Barr Owings Mills abarr@pilotfinancial.com Cecilia Brown Annapolis ceciliabrown@securitiesmail.com Michael Mooney Columbia mmooney@pilotfinancial.com First Name Last Name Mailing City Email David Ferland York david.ferland@securitiesmail.com Richard Hammond Houlton rhammond@securitiesmail.com Lynette McLaughlin Houlton lmclaughlin@securitiesmail.com First Name Last Name Mailing City Email Larry Beaupre Bruce lbeaupre@securitiesmail.com David C Bishop Bruce dcbishop@securitiesmail.com David S Bishop Bruce dbishop@securitiesmail.com Ronald Brant Monroe rbrant@securitiesmail.com David Lolley Adrian david@lolleyfinancial.com Troy Moulton Sanford troymoulton@moultonfinancialgroup.com First Name Last Name Mailing City Email Danny Hankins Hattiesburg dhankins@securitiesmail.com Ronald Kyzar Clinton ronaldkyzar@securitiesmail.com First Name Last Name Mailing City Email Todd DePinto Greensboro todd@6pofp.com Charles Forester North Wilkesboro csforester@pilotfinancial.com Bill Hedrick Jr. Lexington bhedrick@securitiesmail.com John Lombardi Worcester jlombardi@securitiesmail.com Matthew McCoy Greensboro matt@6pofp.com Bing Michael Charlotte bingmichael@securitiesmail.com Patrick Parrish Greensboro patrickparrish@securitiesmail.com Brian Peters Greensboro bpeters@pilotfinancial.com R. Christopher Roney Greensboro croney@pilotfinancial.com John Gregory Smith Greensboro gsmith@pilotfinancial.com Laura Teter Greensboro lteter@pilotfinancial.com Sammy Tuggle Jr. Greensboro rtuggle@pilotfinancial.com William Eric Womack Greensboro ewomack@pilotfinancial.com First Name Last Name Mailing City Email Dominic Caputo Amherst dcaputo@securitiesmail.com Edward Carvalho Manchester ecarvalho@securitiesmail.com Annmarie Daigle Manchester adaigle@securitiesmail.com Torrey Greene Newport tgreene@securitiesmail.com William Halliday Moultonborough whalliday@securitiesmail.com William Raymond Amherst wraymond@securitiesmail.com Raymond White Bedford rmwhite@securitiesmail.com First Name Last Name Mailing City Email Ian Davis Far Hills ian@horizonfinancialgrp.com Robert Diamond Little Falls robert.diamond@securitiesmail.com Robert Iandoli Far Hills bob@horizonfinancialgrp.com Deborah Stanfa Cherry Hill dstanfa@securitiesmail.com Peter Striano Little Falls pstriano@securitiesmail.com Jake von Halle Little Falls jake.vonhalle@securitiesmail.com Peter von Halle Little Falls peter.vonhalle@securitiesmail.com First Name Last Name Mailing City Email Dawn Gordon Las Vegas dawn@dgfinancial.com First Name Last Name Mailing City Email Leykun (Lee) Brouk Rochester lbrouk@securitiesmail.com First Name Last Name Mailing City Email Lori Bowden Canfield lbowden@securitiesmail.com Kenneth Boyd Clayton kboyd@securitiesmail.com Michael Draper Canton mdraper@securitiesmail.com Andrew Strasburg Wapakoneta astrasburg@securitiesmail.com First Name Last Name Mailing City Email Richard Clifford Warminster rick@swplanners.com Theresa Detrick Tunkhannock tdetrick@securitiesmail.com Stephen Ebbecke Huntingdon Valley stephen@sebbecke.com Matthew Ebbecke Warrington matt@sebbecke.com Vanessa Fischer New Kensington vfischer@securitiesmail.com James FitzSimmons, Jr. Monaca jhf@securitiesmail.com Daryl E King Canonsburg dking@pilotfinancial.com Nathan Lee Douglassville n.lee@securitiesmail.com Daniel Mackey Pittsburgh damackey@securitiesmail.com Jessica McCrory Canonsburg jessicam@newbeginningswealth.com Scott Mclaughlin North Wales scott.mclaughlin@securitiesmail.com Charles Pinchotti Monaca chuckp@secutiesmail.com John Richards North Wales john.richards@securitiesmail.com Robert Ruffolo Trafford bruffolo@securitiesmail.com Nathan Woods Bethel Park nwoods@securitiesmail.com First Name Last Name Mailing City Email Diana Corujo-Ramsey San Juan dcorujo@securitiesmail.com Joaquin Oliver- Hernandez San Juan joliver@securitiesmail.com Joaquin Oliver-Rivera San Juan jeoliver@securitiesmail.com First Name Last Name Mailing City Email James Crosson Middletown jdcrosson@securitiesmail.com James Malcom Crosson Middletown jmcrosson@securitiesmail.com Eric Majewski Cranston emajewski@securitiesmail.com First Name Last Name Mailing City Email Ann Ansel Ridgeland annansel@securitiesmail.com James Tollus Greenville jtollus@securitiesmail.com First Name Last Name Mailing City Email Lodie ‘Van’ Biggs III Millington v.biggs@securitiesmail.com First Name Last Name Mailing City Email J. Kyle Cozart Spring kyle@cozartfarrell.com John Cozart Tomball john@cozartfarrell.com Michael Johnson San Antonio mjohnson@securitiesmail.com James Kelley Kerens jkelley@securitiesmail.com Edward Owen Miller Breckenridge owen.miller@xeowealth.com Myra Slaybaugh Arlington myra@plan2rise.com First Name Last Name Mailing City Email Jonathan Hatch Salt Lake City jbh@wascap.com C. Bradford Hatch Salt Lake City cbh@wascap.com Kurt Holmstead Highland kholmstead@securitiesmail.com First Name Last Name Mailing City Email Michael Andrews Henrico m.andrews@securitiesmail.com Gabriel Christensen Norfolk gchristensen@securitiesmail.com Evelyn Drake N. Chesterfield edrake@securitiesmail.com Patrick Moore Norfolk pmoore@securitiesmail.com First Name Last Name Mailing City Email David Coulter Bremerton davidcoulter@securitiesmail.com Carol Hoffman Poulsbo cd.hoffman@sagewealthpartners.com Staci Mapes Lakewood samapes@securitiesmail.com Cheryl Zudell Poulsbo cl.zudell@sagewealthpartners.com First Name Last Name Mailing City Email James Sawczyszyn Morgantown tsawczyszyn@securitiesmail.com

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