Broker Check

St. Petersburg Office

6414 1st Avenue North,

St. Petersburg, FL 33710


124 E. Walnut St. Suite 260

Mankato MN, 56001

Office:     (507) 625-4322

Fax:     (507) 625-4346


Our clients seek to build, protect, and preserve their wealth through personalized investment strategies.

Achieving your investment goals – like a secure retirement – is similar to taking a cross-country journey. To reach your destination requires time, careful planning, and the right vehicle to get you there.

For each client, we identify an appropriate target mix of investments based on their return objectives, risk preference, time horizon, cash flow requirements and any other relevant circumstances. Our investment strategies are selected to address each of your planning needs.


Roxanne Blade, CFP
Blade Financial Services

515 S Federal HWY
Deerfield Beach, FL 33441

Office:     (954) 429-1200
Fax:     (954) 429-0739

Blade Financial Services offers comprehensive solutions through a spectrum of financial services from growing your wealth to planning for your family’s future.

Whether you are an experienced investor or are just starting to manage your portfolio, Blade Financial Services can help you achieve your goals and surpass them in time.

At Blade Financial Services, we focus on tailoring our plans to not only fit your current situation but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.


1700 Park St Suite 110

Naperville, IL 60563

Office:     (630) 778-8100

Fax:     (630) 778-8118

David Blaydes     Jim Wilkins     Jared Lester

RPI focuses on helping people who are going through transitions. Through our personal approach of identifying your future needs and providing direction on your financial plans, we are able to give you the reassurance and financial guidance you need to help survive your transition financially. At RPI, you are our client, not your money.


Office:     (630) 428-9300

Fax:     (630) 428-9300

1700 Park Street, Suite 110

Naperville, IL 60563

Scott Brown     Tom Janus

We are a team of financial professionals who believe financial advice comes from understanding the whole family. At RAI, getting to know you is a key part of developing a financial plan that gets you where you want to go.

For more than 30 years, RAI has been helping families reach their financial goals. Through our commitment to caring above and beyond, we are able to help them to take advantage of the opportunities and attain their goals.

Davis Wealth Management

150 Saint Andrews Ct. Suite #220

Mankato, MN 56001

Office:     (507) 344-1076

Toll-Free      877) 650-6560

Fax:     (507) 344-1077

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

We specialize in working with Employees of 3M, Kraft, Taylor Corp. and the Minnesota State University System.

500 Boulevard Park East

Mobile, AL 36609

Office:     (251) 344-4131

Fax:     (251) 344-7526


2610 Lake Cook Road, Suite 250

Riverwoods, IL 60015

Office:     (800) 596-0253

Fax:     (800) 596-0306

Josh Kadish     Nicole Mayer     George Vida     Scott Loochtan

Life and financial planning taken to a whole new level – Our experiences help our clients to delve deeper to identify their compelling vision for their future and create the financial foundation to achieve and enjoy it. We’re Life Transition Specialists who are passionate about helping you identify what is important in life to you and helping you build the financial foundation to enjoy it!

155 Pfingsten Road

Suite 330

Deerfield, Illinois 60015

Office:     (847) 267-9000

Fax:     (847) 267-9001

Mann Associates is a multi-disciplined firm of professionals specializing in retirement plans and employee benefit programs.  Our firm focuses on the design, consulting, implementation, compliance, and administration of retirement plans that allow our clients to shelter compensation and profit from taxation and to provide an important and valued benefit to their employees.

The firm is comprised of consultants and administrators who have dedicated their expertise to the areas of qualified and deferred compensation planning, actuarial consulting, and wealth accumulation.


5435 Emerson Way, Suite 450

Indianapolis, IN 46226-1467

Phone:     (317) 377-0540

Fax:     (317) 377-0547

Kate Marvel     Jay Barclay

Strategic Financial Planning is a financial services firm committed to our clients' long-term financial success.  Our goal is to help you manage, protect, and conserve your wealth while delighting you with an extraordinary level of personalized service and expertise.

Co-advisors; Katharine "Kate" Marvel and Jay B. Barclay are united in their belief that the firm must reflect their personal values of integrity, customer service, and building relationships.  Financial advice and service are provided to all those who need it because the bottom line is not the only way to measure a person.

12343 Whisper Lake Drive 

Bradenton, FL 34211 

Office:     (941) 379-3807 

Fax:     (844) 247-6772

Mobile:     (941) 544-2269

Planning for your retirement.Sending your kids to college. Protecting your family against financial ruin. 

It can be a daunting task, and many people fall short of achieving their goals. We at Moore Financial Management, Inc. are passionate about helping families correct these issues. We do so through comprehensive financial planning, retirement planning, portfolio management, and insurance needs analysis, all with concierge level service.


3924 Forest Drive, Suite 1

Columbia, SC  29204

Phone:     (803) 790-1677   

Fax:     (803) 790-1831  


Most of our clients are women experiencing a major life transition like divorce, the loss of a spouse or loved one, facing retirement or are taking care of aging parents. For most, they are going through a difficult transition in their life where they find themselves having to make tough financial decisions while dealing with unsettling times.

Every client has a unique DNA and blueprint of life experiences and each can create an exciting vision of their desired future. Our passion is to effectively help structure that vision, design & implement investment strategies and then apply a professional process to make it happen. We do love to be fully engaged in our formal process to help develop and manage new personal visions.


5850 Coral Ridge Drive, Suite 314

Coral Springs, FL 33076

Phone:     (954) 227-1010

Fax:     (954) 227-1020

Ken Saunders has been in the Financial Services Industry since 1985. He works with individual investors to help them properly allocate their investment mix to suit their individual needs and financial planning goals. He is committed to helping his clients evaluate their financial situations and give them tools to help them make informed decisions.


1700 Park Street - Suite 110

Naperville, IL 60563

Phone:     (630) 428-9300

Fax:     (630) 428-9333

Natalie Jump

Ken Small

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with a visible and venerable guidance to help you reach your goals.


101 E. Washington Street

P.O. Box 172

Greencastle, IN 46135

Phone:     (765) 653-2040

Toll-free:     (800) 655-0353

Fax:     (765) 653-1683

Advantage Financial Group is a financial services firm committed to our clients' long-term financial success.  Our goal is to help you grow, protect, and conserve your wealth while providing you with an extraordinary level of personalized service and expertise.

Advantage Financial Group is located in central Indiana. The firm reflects the personal values of integrity, customer service, and building relationships.  Financial advice and service are provided to all those who need it because the bottom line is not the only way to measure a person.

Advantage Financial Group has grown through both hard work and through the kind endorsement of our clients. 

If we don't do well - tell us.

6830 Central Ave, Suite D

Saint Petersburg, FL 33707

Office:     (727) 323-2910

209 E. Morthland Dr. Suite 3

Valparaiso, IN 46383

Phone: (219) 508-3136

TTF Wealth Management is founded on the belief that people deserve a financial planner that will work hard for them. We understand the effort, commitment, and sacrifice that is needed to reach our clients' financial goals.  TTF Wealth Management promises to work equally as hard towards your financial goals.  We will listen to your needs so that we can provide you with appropriate investment opportunities and strategies to reach your retirement goals.

132 Venturi Drive, Ste. C

Chesterton, IN 46304

Office:     (219) 929-1234

Fax:     (219) 921-1992

Brad Werner, Accredited Asset Management Specialist, (AAMS), is a financial consultant who is committed to helping his clients find the solutions that will allow them to meet their financial goals.  Brad's advice and committed service, as an independent advisor, can help you obtain financial freedom, independence, and enjoy life. 

Plan for the Unexpected

For Brad's clients, his ability to help them around and over life's challenges makes him an invaluable friend.  He works with them to develop financial strategies to plan for the future.  "The planning process can be liberating," says Brad.  "I try to make sure that my clients know that they are on the right track."

Carole A. Rainey

6631 1st Ave S

St. Petersburg, FL 33707

Office:     (727) 368-9401

Fax:     (272) 954-3904

MLW Tax and Financial Services INC.

Michael Woods

7570 S US Highway One

Hypoluxo, Fl 33462

Office:     (561) 586-0090

Fax:     (561) 586-2428

Charles E. Wirtz

128 Garwood Drive

Canfield, OH 44406

Office:     (330) 286-3057

Fax:     (330) 286-3057

Asset & Equity Management, LLC

Donald Barron

8435 Keystone Crossing, Suite 170

Indianapolis, IN 46240

Office:     (317) 202-4725

Fax:     (317) 202-4710 

Michael P. McCormick

1031 Shelby St.

Indianapolis, IN 46203

Office:     (317) 236-8007

Fax:     (317) 266-0290 

Poe and Associates

William Poe

3190 Willow Creek Rd. Suite A

Portage, IN 46368

Office:     (219) 763-1578

Fax:     (219) 762-1835

Lighthouse Financial Enterprises LLC

Dominick Senna

1515 N. Federal Hwy, #107

Boca Raton, FL 33432

Office:     (561) 338-7606

Fax:     (561) 338-0655 

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