The following are members of the exclusive panel of RIA professionals that help determine the monthly AdvisorBenchmarking Advisor Confidence Index (ACI).
| Name | Company | Title |
|---|---|---|
| Alan Battles | Brighton Wealth Management, Inc. | President |
| Alan Cole | Cedar Hill Associates | President/Chief Investment Officer |
| Alan Harter | Pactolus Private Wealth Management | Founder and Managing Director |
| Alan Nadolna | The Associates Group | CEO |
| Alexander D Weston Smith | Weston Smith Financial | Managing Partner |
| Alexey Bulankov | Mccarthy Asset Management, Inc. | Director |
| Andrew P Castellano | Suntrust Investment Services | Vice President |
| Andy Knott | Wintrust Wealth Management | Portfolio Manager |
| Anthony C. Purpero | Partnervest Financial Group LLC | Financial Advisor/Partner of Partnervest Financial Group |
| Anthony J Sorrentino | Retirement Planning Partners LLC | Managing Partner |
| Anthony Pascazio | SF Advisors, LLC | Managing Director |
| Arnold Baratz | JMS Capital Management | CFO, Senior Managing Partner; Wealth Management |
| Arthur T. Doglione | Alpha Fiduciary | President |
| Augustine Hong | Alexandria Capital, LLC | CEO |
| Barry Haffner | UBS | Senior Vice President |
| Benjamin A Tobias | Tobias Financial Advisors | President |
| Bjorn Tuypens | Platinum Grove Asset Management, L.P. | CIO |
| Bob Long | Ariba Asset Mgt | CEO |
| Bob Rothe, Cfp | Welath Management Group. LLC | President |
| Bob Weisse | Heritage Financial Services | Director of Portfolio Management |
| Brad Orvieto | Strategic Asset Management Group Advisors Inc | Partner |
| Brett Kusske | Kusske Financial Management | Certified Financial Planner |
| Brian Deal | Bradway Financial | COO, CCO |
| Brian Fricke | Financial Management Concepts | President |
| Brian O'Neill | Cahaba Wealth Management | President |
| Brock Dexter | Trinity Wealth Management, LLC | COO and Senior Advisor |
| Bruce A. Jentner | Jentner Wealth Management | President |
| Bruce Mohr | Buffington Mohr McNeal | Partner |
| Bruce Porter | SMB Financial Services | Partner |
| Bryan Sullivan | Vellum Financial | Principal |
| Bud Abbott | Family Endowment Partners | Senior Director |
| Carl Robinson | Ross, Sinclaire & Associates, LLC | VP, Head of Business Development |
| Carmine D'Avino | PWM Advisory Group, LLC | Principal, CCO and Investment Advisor |
| Carol Somoano | Asset Planning, Inc | Vice-President; Financial Planner and Advisor |
| Carolyn Stys | Bluemont Capital Advisors | President |
| Carroll Hayes | Charles Carroll Financial Partners | Principal |
| Cathy Pareto | Cathy Pareto and Associates | President |
| Chad Carlson | Balasa Dinverno Foltz LLC | Wealth Manager |
| Charles F. Parks | C.F. Parks and Co. Inc. | President/CEO |
| Charles Helme | BH Asset Management | Managing Director |
| Charles Krusen | Krusen Capital Management | CEO |
| Charles Massimo | CJM wealth management | CEO |
| Cheryl Costa | Forteris Wealth Management | Principal |
| Cheryl Page | Caprin Asset Management, LLC | Managing Director |
| Chris Doughty | Alliance Wealth Management | founder |
| Chris Gauthier | Wealth Management Group LLC | Portfolio Manager |
| Chris W. Walker | Investment Counsel, Inc. | Prisident |
| Christopher Hobaica | HNP Capital | Principal/Portfolio Manager |
| Clark B. Hoover | Acacia Blue Asset Management | CEO |
| Clint Walkner | Walkner Condon Financial Advisors LLC | |
| Craig Giventer | Financial Partners Capital Management, LLC | Partner |
| Craig Marrs | Marrs Wealth Management | Principal |
| Craig Reed | TrustCore | Partner |
| Craig Watanabe | Penniall & Associates, Inc. | COO |
| Curtis L. Hornstra | Wells Fargo Advisors | Managing Director- Investments |
| Cynthia Zalewsky | Saratoga Investment Solutions Inc. | CFP, CSC |
| Dale C. Rogers | Rogers Wealth Group, Inc. | Chairman & CEO |
| Damon Boyar | LPL Financial | Wealth Management Advisor |
| Dan Pinkerton | Pinkerton Retirement Specialists, LLC | President, CEO |
| Dan Serra | Freed Advisors | Senior Advisor |
| Dan Wilson | CedarPoint Investment Advisors, Inc. | Partner |
| Daniel Bauer | AllSquare Wealth Management, LLC | Principal Advisor |
| Daniel F. Silver | Adviser Investments | President |
| Daniel Kern | Advisor Partners | President and Chief Investment Officer |
| Daniel Mcconlogue | Eleven O'Clock Associates, LLC | CIO |
| Daniel Newman | The Glowacki Group | Manager of Business Development |
| Dave Shepherd | Shepherd Wealth & Retirement | President/CEO |
| Dave Walker | YellowWood Financial Advisors, Inc. | Operations |
| David Bottoms | Banyan Partners, LLC | Exec Managing Director |
| David Bush-Brown | Long Wharf Investors | Principal |
| David Crooks | David M. Crooks And Associates, LLC | Principal |
| David Dahl | Dahl Financial Services, Inc. | President |
| David Damm | Carolina Wealth Management Inc | Managing Partner |
| David Diesslin | Diesslin & Associates, Inc. | CEO |
| David Edwards | Heron Financial Group | Wealth Advisors | President |
| David Fuhrman | National Wealth Management LLC | Managing Director |
| David Gray | Capital Management, LLC | CEO |
| David Katz | Gitterman & Associates Wealth Management, LLC | COO |
| David L. Blain | D. L. Blain & Co., LLC | President and Chief Investment Officer |
| David Williamson | Pathways Advisory Group, Inc. | President |
| Dennis Carpenter | International Wealth Management | President |
| Dennis Packard | Align Wealth Management | Partner / CFP |
| Diahann W. Lassus | Lassus Wherley | President and CIO |
| Dick Kinney | Legacy Wealth Management, LLC | Managing Partner |
| Don Clark | Personal Financial Group | President |
| Don Woodley | Woodley Farra Manion Portfolio Management, Inc | Principal |
| Donald J. Uhrin | Donald J. Uhrin, LLC | Managing Partner |
| Donald Sazdanoff | Sovereign Asset Management | Chief Executive Officer and President |
| Doug Downer | Sundowner Capital Management, LLC | President |
| Douglas Feller | Investment Partners, Ltd | CFA, CFP® |
| Douglas Stone | Seacrest Wealth Management, LLC | Wealth Advisor |
| Ed Meek | Edge Portfolio Mgmt | CEO |
| Edd H Hyde | Radnor Financial Advisors, Inc. | President and CEO |
| Edward Bondy | Sterling Global Strategies | VP Institutional Sales |
| Edward J Kohlhepp, Sr | Kohlhepp Investment Advisors, Ltd | President |
| Edward R Jastrem | Heritage Financial Services, Inc. | Financial Advisor |
| Edward W. Eagan | Eagan Capital Management, LLC | RIA |
| Elaine E. Bedel | Bedel Financial Consulting, Inc. | President and CEO |
| Eric Cumley, Cfp | Olympic Wealth Management | Owner |
| Eric J. Caisse | Csenge Advisory Group | Director of Investments |
| Eric Kirste | Iron Financial | Director, Business Development |
| Eric Wulff | Aurum Wealth Management Group | Managing Director |
| Erich Hickey | Spouting Rock Consulting | CIO |
| Erick Newton | Copperwynd Financial | CFP & CCO |
| Evan Levine | Completeadvisors.com | Financial Advisor |
| Francis L. Ostrom, III | Tompkins Financial Advisors | Certified Business Exit Consultant, VP & Sr. Wealth Advisor |
| Frank Beck | Beck Capital Management LLC | Chief Investment Analyst |
| Frank Sloan | Sloan Wealth Management, LLC | President |
| Frederick Horton | Strategos Capital | Managing Director |
| Gabriel Burczyk | Wrapmanager | CEO |
| Gary Alt | Monterey Private Wealth | Principal |
| Gary Corderman | Halbert Hargrove | Regional Director |
| Gary Krasnov | Advisor Financial Services, LLP | Partner |
| Gary P. Wagner | Carnegie Investment Counsel | Principal/COO |
| Gautam Chhada | Highmount Capital | Director |
| Gayle Buff | Buff Capital Management | |
| Geoffrey G. (Rip) Maclay, Jr. | Cddarwinds Investment Management | Managng Partner |
| George Cheatham | American Financial Consultants Inc | |
| George Evans | Marshall Financial Group | Investment Analyst |
| George N. Luciani | Capital Planning Advisory Group | President/CIO |
| George R. Gay | First Affirmative Financial Network | Managing Member and Chief Executive Officer |
| Gerald A. Fegler | Cb&T Wealth Management | Vice President, Senior Wealth Advisor |
| Gerard A. Klingman | Klingman And Associates, LLC | President |
| Glenn Capel | Global Diversified Capital, LLC | Owner/Principal |
| Glenn Meyer | Gdm Advisory Group, Ltd. | President |
| Glenn S. Goldstein | Focused Wealth Management | Managing Director of Portfolio Management |
| Greg Morgan | Sfmg Wealth Advisors | Founder - Partner |
| Greg Sullivan | Sullivan, Bruyette, Speros & Blayney, Inc | President/CEO |
| Gregory Crawford | Crawford Financial Planning | Senior Portfolio Advisor |
| Gregory D. Gardner | The Gardner Group | President |
| Gregory Horn | Persimmon Capital Management | Chairman & CEO |
| Gregory Makowski | Cfs Investment Advisoryservices, LLC | Managing Member |
| Gregory S. Sloan | Daniel Advisors | President |
| Guy Baker | Wealth Teams Solutions | Managing Director |
| Hal Sheehan | Olympus Investment Group | Wealth Partner |
| Hannah O'Loughlin | Clelland & Company, Inc. | Investment Analyst |
| Harald Hvideberg | Wood Asset Management | Chief Investment Officer |
| Harris Nydick | Cfs Investment Advisory Services, L.L.C. | Managing Member |
| I. Mark Cohen | Optifour Integrated Wealth Management, LLC, Ria | Chairman |
| Isaac Braley | Bts Asset Managenet | President |
| Jack Salzman | Kings Point Capital Management LLC | Senior Managing Partner |
| Jack Waymire | Paladin Registry | Founder |
| James B. Callahan | Janiczek & Company, Ltd. | Managing Director & Chief Investment Officer |
| James Dailey | Team Financial Managers | Principal and Chief Market Strategist |
| James Donald | Veremuelen Capital Management | Executive |
| James Houston | Turnberry Financial Services, Inc. | Portfolio Manager |
| James K. Cornell | The Bollard Group LLC And Spinnaker Capital LLC | Managing Director and Chief Investment Officer |
| James R. Allan | Verus Investment Advisory Group Inc. | Owner,VP, CIO |
| James R Cannon | Dynamic Wealth Advisors | CEO |
| James W. Mccarthy | Seascape Capital Management, LLC | President and Chief Investment Officer |
| Jason Freeman | J.Freeman & Associates | CEO |
| Jason Papier | Fluent Wealth Partners, LLC | President |
| Jay Batcha | Optimal Capital | Founder |
| Jay W. Brooks | Brooks, Moore & Associates, Inc. | Managing Director |
| Jeannine Vanian | Kayne Anderson Rudnick Investment Management | COO |
| Jeff Bernier | Tandemgrowth Financial Advisors, LLC | President and Chief Investment Officer |
| Jeff Gallant | Gluskin Sheff + Associates | Analyst |
| Jeff Nauta | Vision Capital Partners | Principal |
| Jeff Zesiger | Uma Financial Services | Financial Planner |
| Jeffrey Apps | Srs Capital Advisors | Vice President |
| Jeffrey Black | Becker, Burke Associates | Associate |
| Jeffrey Carbone | Cornerstone Financial Partners | Senior Partner |
| Jennifer A. Garrett | CMS | Senior Portfolio Manager |
| Jennifer Green | Metropolitan Capital Strategies | Vice President Sales & Marketing |
| Jeremy Green | Carlson Capital Management, Inc | Wealth Strategist |
| Jeremy Office | Maclendon Wealth Management | Principal |
| Jerrod L. Foresman | Bankers & Investors Company, Inc. | President |
| Jesse Anderson | Snider Advisors | Chief Investment Officer |
| Jim Boulay | Lutz Financial | Managing Member |
| Jim Catanese | KeyBridge Financial, LLC | Principal |
| Jim Elder | Elderado Financial | Owner, Financial Planner |
| Jim Goodlandq | Securus Wealth Management LLC | President |
| Jimmy Perryman | Perryman Financial Advisory, Inc. | CFP |
| Joe Gordon | Gordon Asset Management, LLC | Managing Partner |
| Joel Faircloth | Mcgee Wealth Management | Portfolio Manager |
| Joel Smith | Joel Smith & Associates LLC | President and CEO |
| Johann A. Klaassen | Horizons Sustainable Investment Services | Chief Investment Officer & EVP |
| John A. Staab | Hks Capital Advisors | Principal |
| John A Kailunas Ii | Regal Investment Advisors | President/CEO |
| John C Lipaj | Mcdonald Partners, LLC. | Managing Director |
| John Cox | Charles D Haines | Director of Alternative Investments |
| John Hyman | Algonquin Advisors | CEO |
| John Jay Hurford | The Advisory Group Of San Francisco, LLC | Director of Private Wealth Services |
| John Kauth | Intercontinental Wealth Advisors LLC | CEO |
| John O'Connor | 3D Asset Management, Inc. | President |
| John Palmer | Cnl Fund Advisors | Director of Fund Management |
| John V. Purrington | Armor Investment Advisors | Partner |
| Johnny Brown | Schallhorn Brown Capital Management | Executive Vice President |
| Jon Castle | Paragon Wealth Strategies, LLC | Managing Partner and Chief Investment Officer |
| Jon Kmett | Sfe Investment Counsel Inc. | President |
| Jon Larsen | Albion Financial | Portfolio Manager |
| Jonathan D. Torrens | Torrens Capital Management, LLC | President & CIO |
| Jonathan Foster | Angeles Wealth Management | President & CEO |
| Jonathan R Kelley | Hinds Financial Group | Partner |
| Jordan Heller | Heller Wealth Advisors | President |
| Joseph A. Sheehan | Moneta Group | Principal,MBA, CFA®, AWMA, CFP® |
| Joseph B Glossberg | Gofen And Globerg LLC | Chairman |
| Joshua P. Goldsmith | Scarborough Capital Management, Inc. | Vice President of Investments |
| Judith Vicks Sweet | Strategic Financial Services | President |
| Karim Ahamed | Hpm Partners LLC | Partner |
| Karl L. Hicks | Leonard Financial | CEO |
| Keith Newcomb | Full Life Financial LLC | |
| Kelly Durham | Tirstar Advisors | INVESTMENT ADVISOR |
| Ken Graves | Capital Research | |
| Ken Kamen | Mercadien Asset Management | Managing Director |
| Ken Petersen | Monterey Private Wealth | Principal |
| Ken Stern | Ken Stern & Associates | Managing Director |
| Kendall J. Anderson | Anderson Griggs Investments | President |
| Kenneth Woods | Asset Preservation Advisors | CEO |
| Kenny Landgraf | Kenjol Capital Management LLC | |
| Keri Maiello | Marsh Private Client Services | Sales & Risk Consultant |
| Kevin Gahagan | Mosaic Financial Partners | Principal |
| Kevin Keating | Mill Creek Capital Advisors LLC | Principal |
| Kevin Mastaler | Maclendon Wealth Management | Portfolio Manager |
| Kevin Stockton | Horter Investment Management, LLC | Investment Advisor Representative |
| Kim D Arthur | Main Management | President |
| Kirsten Mires | Lee Financial | Chief Compliance Officer, Risk Mananger, Investment Analyst |
| Kris Maksimovich | Global Wealth Advisors | President |
| Kurt Durrwachter | Ledge Wealth Management | CEO |
| Kurt E. Carlson | Hefren-Tillotson, Inc. | Executive Vice President |
| Kurt Mears | Advance Capital Management | Regional Vice President |
| Larry Lindsley | Summit Planning Group LLC | President |
| Laura Tarbox | The Tarbox Group, Inc. | President |
| Lee Mcgowan | Monument Financial Advisors | Managing Director |
| Lee Price | Smith Anglin Financial | Financial Advisor |
| Len Neisler | The Financial Group Inc. | |
| Leonard Rickey | Leonard Rickey Investment Advisors | Managing Partner |
| Li Chang | Kam Advisors | Portfolio Manager |
| Lisa Bayer Tang | Pinnacle Financial Group, LLC | Principal |
| Lisa Messina | Biondo Investment Advisors | Director |
| Lloyd S Yamada | Lsy Financial Group | CFP |
| Lon Morton | Morton Capital Management | President / CEO |
| Malcolm E. Polley | Stewart Capital Advisors LLC | President & CIO |
| Marilyn Capelli Dimitroff | Capelli Financial Services, Inc. | President |
| Mark Carlton | Trademark Financial Managment LLC | President |
| Mark Cottle | Cottle & Swanson, Cpa'S, PLLC | Director of Financial Planning Services |
| Mark Delfino | Hoylecohen, LLC | Senior Managing Director |
| Mark French | Scott & Stringfellow | Vice President |
| Mark Frugoni | Focus Wealth Advisors | Co-Founder & Principal |
| Mark J. Gilbert | Reason Financial Advisors, Inc. | Principal |
| Mark J. Kavaloski | Ameritrust Capital Management, Ltd. | President |
| Mark Willoughby | Capwealth Advisors LLC | Managing Director |
| Martin Gallagher | Gallagher Investment Services, Inc. | President |
| Marvin Barron | Tgs Financial Advisors | |
| Matt Ventura | Frontier Investment Management Company | Director |
| Matthew Armistead | Camelback Wealth Management | Managing Partner |
| Matthew Neyland | Sk Wealth Management | Director of Investments |
| Matthew Swendiman | Swendiman Wealth Strategies, Inc. | President |
| Maxwell Heller | Hj Wealth Management LLC | Vice President |
| Michael C. Kusick | Investmark Advisory Services, Inc. | Managing Principal |
| Michael Comando | Avery Investment Managment | Financial Advisor |
| Michael Dubis | Touchstone Financial LLC | President |
| Michael Guarracino | Mg Financial Management, LLC | Senior Financial Advisor |
| Michael Hohf | Advance Capital Management, Inc. | Senior Vice President and Financial Adviser |
| Michael J. Hudock Jr. | Hudock Moyer Wealth Resources | President |
| Michael J. Schmitz | Schmitz Capital Partners | VP Investments & COO |
| Michael Maresh | The Maresh Yoshida 401K Group | Principal |
| Michael Marvin | Tam Financial Advisors, LLC | President |
| Michael Norris | Valued Investment Partners, LLC | Principal |
| Michael P Kabarec | Kabarec Financial Advisors, Ltd | President |
| Michael Perry | Retirement Advisors, LLC | President |
| Michael Sadoff | Sadoff Investment Management LLC | Owner |
| Michael Silver | Baron Silver Stevens Financial Adviosrs, LLC | Principal |
| Michelle Scarver | Netting & Pace, Cpas | Investment Manager |
| Mike Dewitt | Smith & Howard Wealth Management | Partner |
| Mike Walters | Usa Financial | CEO |
| Mitchell Pindus | Wells Fargo Advisors | Sr. Vice President |
| Nathan Baumann | Lvz Advisors, Inc. | Vice President / Portfolio Counselor |
| Nathan Erickson | Miller/Russell & Associates | Investment Strategy Manager |
| Neal Tourdo | Mastrapasqua Asset Management | National Sales Director |
| Nicholas A. Dostal | Securities America | Registered Investment Advisor |
| Nicholas Anastasakis | Cornerstone Asset Management Services, Inc. | Senior Vice President, Portfolio Manager |
| Nikki Chicotel | Private Capital Management Associates | Owner |
| Patrick Bourbon | Bourbon Financial Management | CEO |
| Paul Bains | Pacifica Partners Capital Management Inc. | Managind Director & Portfolio Manager |
| Paul Bennett | C5 Wealth Management | Certified Financial Planner |
| Paul Byron | Not Specified | |
| Paul Ewing | Prosperity Advisory Group | CFP(r) |
| Paul H. Welch | Fiduciary Financial Services Of The Southwest | Chief Investment Officer and Strategist |
| Paul S. King | King Wealth Planning, Inc. | President |
| Peter Ashby | Adams Ashby Financial Advisors | Finanical Advisor |
| Peter Pottle | Pottle Financial Services | President |
| Peter Rocca | Palisade Asset Management, LLC | Principal |
| Peter Uher | Sage Hill Capital | Principal |
| Philip J. Cole | Hochman Cole Investment Advisors, Inc. | Vice President |
| Phillis Pilvinis | Psp Financial Services LLC | Managing Partner |
| R Philip Petrowski | Blackhorn Partners | Senior Partner |
| Ralph Heffelman | Icmc | CEO |
| Randale Honaker | Merrill Lynch | Senior Vice President Investments |
| Randy Cathcart | Ubs Financial Services | Financial Advisor |
| Randy M. Long | Long Investment Advisory, Inc. | President |
| Richard A Hewitt | Praetorian Guard | President |
| Richard Bregman | Mjb Asset Management LLC | CEO |
| Richard Coe | Coe Financial Services | President and Owner |
| Richard Hough Iii | Silvercrest Asset Management Group | President and Chief Operating Officer |
| Richard J Martin | Steinhaus Financial Group | Managing Director |
| Richard Rego | Alpha Capital Research, LLC | CIO |
| Rick Jurrens | F.I.F. Financial Advisor Services, Inc. | President |
| Rick L Horton | Wealthplan Advisors | Principal / CEO |
| Rick Roop | Donaldson Capital Management | VP & Sr. Portfolio Mgr |
| Rick Tasker | Epoch Consulting Group | President |
| Rita Lee | Brouwer & Janachowski | Director of Research |
| Rob Siegmann | Financial Management Group | Chief Operating Officer, Chief Compliance Officer, Senior Advisor |
| Robby Schultz | Rollins Financial, Inc. | Partner |
| Robert A. Connell | Apex Financial Advisors, Inc. | CEO |
| Robert A. Milner | Standard Life Investments Inc. (Canada) | Senior Vice President Sales |
| Robert Cochran | Pds Planning, Inc. | Principal, CIO |
| Robert Henrich | Coastal Partners Ltd. | Managing Director |
| Robert Keeler | Investment Advisor Alliance | CEO |
| Robert Maloney | Axa-Equitable | |
| Robert Pagliarini | Pacifica Wealth Advisors, Inc. | President |
| Rocco Scarsella | Rws Financial Group, LLC | President / Owner |
| Roger L. Johnson | Personal Benefit Services Wealth Management | President/CEO |
| Roger Schreiner | Schreiner Capital Management | |
| Roger Willroth | Marrs Wealth Management | Principal |
| Ron Knipping | Rehmann | Partner |
| Ronald E. Simmons | Retirement Advisors Of America | Chairman |
| Ronald Henson | Ing | MBA CPA IAR |
| Ross Bramwell | Cornerstone Wealth Management, LLC | Director of Investments |
| Sam C Bills | Bills Asset Management | CEO |
| Scott Kubie | Cls | |
| Scott M Freund | Family Office Research | president |
| Scott O'Brien | Trovena | Director of Wealth Management |
| Scott Shellhamer | Warren Financial Service | Managing Director |
| Scott W. Reed | Gentry Wealth Management | Wealth Advisor |
| Sean Castle | Cherry Creek Investment Advisors, Inc. | EVP |
| Sean Cavanaugh | Raymond James | President |
| Sean F. Donovan | Delta Financial Group, Inc. | partner |
| Seth Meisler | Affiance Financial LLC | |
| Sharon Calhoun | Vector Wealth Management | Principal |
| Sheri Iannetta Cupo | Sage Advisory Group LLC | Founding Principal, Certified Financial Planner Professional |
| Sherwin Lesk | Leonetti & Associates, LLC | CFP®, Attorney [J.D., LL.M. (Tax)] |
| Stefan Meierhofer | Telos Capital Management, Inc. | President & CEO |
| Stephen B. Hilbert | Rainier Group Investment Advisory | Principal |
| Stephen C. Browne | Paul Comstock Partners | Chief Investment Officer |
| Stephen C Winks | Pct Research And Consulting/ Www.Srconsultant.Com | Chairman |
| Stephen Craffen | Stonegate Wealth Management, LLC | Managing Member |
| Stephen Doucette | Proctor Financial | VP |
| Stephen High | Kraft Asset Management, LLC | Chief Manager |
| Stephen M. Hart | Robotti & Company Advisors, LLC | CHIEF COMPLIANCE OFFICER |
| Stephen R Barbera | Ubs Financial Services Inc. | First Vice President - Investments |
| Steve Coggins | Irongate Partners | Chief Investment Officer |
| Steve Cordasco | Cordasco Financial Network | principal |
| Steve Walstad | Independent Investment Advisors Inc. | President |
| Steve Wolff | Wwm Financial | Managing Partner |
| Steven Brill | Spielberger Dampf Brill & Levine LLC | President |
| Steven Gluckstein | Seaview Global Advisors LLC | Managing Partner |
| Steven M. Elefson | Viking Wealth Management | Financial Advisor |
| Steven Zimmerman | Mindful Asset Planning | Partner |
| Stuart Brown | Warren Capital | Chief Investment Strategist - Portfolio Manager |
| Susan Erb | Merrill Lynch | Senior Vice President, Financial Advisor |
| Susan Morrison | Dorsey, Wright & Associates | Senior vice President |
| T. Taylor Payne | Payne Wealth Partners, Inc. | Investment Manager, President |
| Ted Sarenski | Blue Ocean Strategic Capital, LLC | CEO |
| Teresa Jensen White | Money Managers, Inc | CEO, CCO |
| Terry C. Kingsbery | Investment Counseling Services, Inc. | President |
| Terry Cicero | Dhjj Financial Advisors | Principal |
| Thomas Myers | Brownson, Rehmus & Foxworth | Principal |
| Thomas R Hokr | The Capital Advisory Group, LLC. | Founding Partner |
| Tim Lee | Monument Wealth Management | Managing Director |
| Tim Sinks | Aspect Wealth Management | Chief Retirement Officer |
| Timothy James Staley | Alhambra Investment Partners | Vice President Investments |
| Timothy Parker | Regency Wealth Management | Partner |
| Tj Tillman | Empire Wealth Advisors, Inc. | Wealth Advisor |
| Todd Douma | Tmd & Associates, Inc. | Principal |
| Todd Petzel | Offit Capital | CIO and Partner |
| Tom Burkhart | Savant Investment Group, LLC | Managing Member |
| Tom Chancellor | Teak Tree Capital Management LLC | Financial Advisor |
| Tom Karsten | Karsten Advisors | President and CIO |
| Tom Meyer | Meyer Capital Group | CEO |
| Tom Orecchio | Modera | Principal |
| Tony Proctor | Proctor Financial | President |
| Ushir Shah | Round Table Services, LLC | Partner, COO |
| Vince A. Dileva | Seia | Senior Partner |
| Virginia Stanley | Redw Stanley Financial Advisors, LLC | Managing Principal |
| Walid Petiri | Fms, LLC | Chief Strategist |
| Wayne Randall | Rainey & Randall Investment Management, Inc. | Advisor |
| Wes Moss | Capital Investment Advisors | Chief Investment Strategist |
| Will Doheny | Doheny Asset Management | Managing Director |
| William Gray | Goodpasture Gray Inc. | Founder |
| William Green | Gl Capital Partners | Vice President, Investment Advisory |
| William Langdon | William H. Langdon Ph.D. | |
| William Mccollum | Eagle Financial Management Services LLC | Portfolio Manager and Chief Compliance Officer |
| William Oconor | Penton | VP |
| William Taylor | Taylor Securities, Inc. | President |
