We are proud to call these professionals - and many others - clients and friends.



Skip Schweiss
Tom Bradley
TD Ameritrade Institutional
www.TDAInstitutional.com
tom
Geoff Davey, CFP®
FinaMetrica, Inc.
www.RiskProfiling.com
Davey
Janine Wertheim
Securities America
www.SecuritiesAmerica.com
wertheim
Sheryl Garrett, CFP®
Garrett Planning Network
www.GarrettPlanningNetwork.com
garrett
George Kinder, CFP®,RLP®
Roger Wellington
Kinder Institute of Life Planning
www.KinderInstitute.com
george
David Drucker, CFP®
Drucker Knowledge Systems
www.DavidDrucker.com
drucker
David Drucker, CFP®
Joel Bruckenstein, CFP®
T3 Conference
www.TechnologyToolsForToday.com
www.JoelBruckenstein.com
Dave Joel
Brett Ellen
American Financial Network
www.AFN-Net.com
Ellen
Sarano Kelley
Sarano Kelley International
www.SaranoKelley.com
Sarano
Diane MacPhee, CFP®
DMAC Consulting Services
www.DMACConsulting.org    
dmac
Robert J. Lindner, CFP®, AIF
Lindner Capital Advisors
www.LCAUS.com    
lindner
Bob Veres
Inside Information
www.BobVeres.com
veres
Sue Stevens, CFP®
Financial Happiness
www.Financial-Happiness.com
stevens
Michael Kay, CFP®
The Business of Life
Financial Focus
www.TheBusinessOfLife.net
kay
Joe Luby, CFP®
Jagen Funds
www.JagenFunds.com
luby
Mark Tibergien
Pershing Advisor Solutions
www.Pershing.com/RIA
tibergian
Scott Hanson
Pat McClain
Hanson McClain Retirement Network
www.HMRN.com
hanson
Myra Salzer, CFP®
Executors Resource
www.ExecutorsResource.com
salzer
Susan Turnbull
Personal Legacy Advisors
www.PersonalLegacyAdvisors.com    
turnbull
Cheryl Chiara
Financial Network
www.FinancialNetwork.com
chiara
Edward Jacobson, PhD.
Edward Jacobson & Associates
www.EdwardJacobson.com    
jacobson
Barbara Culver, CFP®, ChFC
Purposeful Planning
www.Purposeful-Planning.com    
culver
Blaine Aiken
Heather Martorella
Fiduciary 360
www.fi360.com    
aiken
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