Broker Check

Consultants

Colorado

Don Hartmann

Don Hartmann

FOUNDER HARTMANN FINANCIAL ADVISORS, LLC

(303) 756-8900

Michael L. Romero

Michael L. Romero

OWNER, RICP® WEALTH MANAGEMENT ADVISORS

(970) 475-1753

Florida

Pablo Balart

Pablo Balart

ADVISOR ⁄ FOUNDER BRIDGESPAN PLAN STRONG

(727) 230-9000

Rey Descalso

Rey Descalso

FINANCIAL PLANNER, ChFEBC PRIVADA WEALTH

(321) 280-9081

Will Brooke

Will Brooke

ADVISOR ⁄ FOUNDER BRIDGESPAN PLAN STRONG

(727) 230-9000

Georgia

Daniel NeSmith

Daniel NeSmith

VICE PRESIDENT, RICP, NSSA SECURITY FIRST ASSET MANAGEMENT

(888) 417-6278

Phimar Patterson

Phimar Patterson

WEALTH MANAGER, CFP® BLUE CLOVER FINANCIAL, LLC

(678) 719-2735

William Danner

William Danner

PRESIDENT & CEO, NSSA, LUTCF, RICP SECURITY FIRST ASSET MANAGEMENT

(888) 417-6278

Illinois

Joe Catanzarite

Joe Catanzarite

FINANCIAL ADVISOR, CFP® CATANZARITE FINANCIAL SERVICES, INC.

(574) 232-2650

Indiana

Texas

Steve  Kwan

Steve Kwan

OWNER, CFP®, CPA ​INSIGHT WEALTH MANAGMENT

(512) 263-3311

Virginia

Regan Washer

Regan Washer

INDIVIDUAL ADVISOR REPRESENTATIVE

(703) 378 - 2900