Meet Our Advisors

David L. Blaydes, MS, CFP®, AIF®, BFA™

Illinois

630-778-8100

davidb@rpiplan.com

Brad Werner

Indiana

219-929-1234

brad@bradwerner.com

Andrew Palomo, CFP®

Illinois

708-383-2280

andrew@pillarfp.com

Lonnie Simpson

Alabama

334-826-6074

334-239-5564

Lon@2020wmg.com

Michelle Amundson

Minnesota

507-625-4322

michelle.amundson@sherwingroup.biz

Roxanne Blade, CFP

Florida

954-429-1200

roxanne@bladefinancialservices.com

Jim Wilkins, RFC

Illinois

630-778-8100

jimw@rpiplan.com

Jared Lester, MBA , RFC

Illinois

630-778-8100

jaredl@rpiplan.com

JD Blaydes, RFC, BFA

Illinois

630-778-8100

jdb@rpiplan.com

Jeff Nance, CRPC®

Alabama

334-329-5566

Jeff@2020wmg.com

Jay Barclay

Indiana

317-377-0540

jay.barclay@sfpindy.com

Gary Roberson, CFP®

South Carolina

803-790-1677

gary@garyroberson.com

Kenneth Saunders

Florida

954-227-1010

kenneth.saunders@securitiesamerica.com

EDWARD KNOWLES, AIF®, BFA™

Florida

850-692-2500

eknowles@pwmcllc.com

MARK W. FRIEDMAN, CPA/PFS, AWMA

Florida

850-670-1253

866-655-4380

mark@friedmanwealth.com

Lloyd M. Baxter, CWS ®, AIF ®

Mississippi

228-385-1055

skip@cwmg.solutions

George Cumbest

Mississippi

228-385-1055

george@cwmg.solutions

Timothy Taranto

Mississippi

228-385-1055

tim@cwmg.solutions

Rob Ten Eyck

Florida

727-323-2910

ROBERT.TENEYCK@securitiesamerica.com

Bill Poe

Indiana

219-763-1578

WILLIAM.POE@securitiesamerica.com

Darryl Meadows

Mississippi

228-385-1055

DARRYL@cwmg.solutions

Jada M. Edwards, AAMS®

Mississippi

228-623-7947

jada@cwmg.solutions

April Wallace

Alabama

205-454-8731

April@2020wmg.com

Dr. Evgueni Oks

Alabama

344-744-8963

Eoks@2020wmg.com

Ron Cutsinger

Florida

941-493-3202

ron@waypointadvisor.com

John Oliva

Florida

302-584-2263

727-896-7916

JOHN.OLIVA@securitiesamerica.com

Claudia L. Sachs, CFP™, CTP

Florida

850-212-8509

claudia.sachs@securitiesamerica.com

Carol Knowlton

California

714-685-9608

714-464-4243

carol.knowlton@securitiesamerica.com

Michael Dollins

California

562-274-7647

mike.dollins@securitiesamerica.com

David Sakata

California

805-465-0038

david.sakata@securitiesamerica.com

Ritas Smith, CFP®

California

310-378-9581

ritas@ritassmith.com

David LaCroix

California

310-722-6998

david.lacroix@securitiesamerica.com

Levi Palomo

Illinois

708-383-2280

levi@pillarfp.com

Neal J. Hebert, CFP®

Louisiana

337-277-6085

neal.hebert@securitiesamerica.com

David Hodgkins Jr.

New Hampshire

603-224-2777

603-715-1626

david@epgne.com

Edward Banks AAMS,AWMA

Connecticut

203-513-8055

203-590-6676

edward@bankswealth.com

Steve Voshall

Georgia

770-887-6710

770-886-0029

steve.v@wlthmgtoutfitters.com

Frank Metrusky, AIFA®, BFA™, CFP®

Connecticut

203-386-8977

203-386-8853

frank.metrusky@securitiesamerica.com

Keith Duncan

Montana

406-727-8151

406-216-2303

keith@keystoneplanningmt.com

Kyle Platt

Indiana

(317) 774-9490

317-774-9491

kyle.platt@securitiesamerica.com

Thane Bushong

Indiana

317-774-9490

317-774-9491

bushong@pcmginc.com

TJ Hickey

Connecticut

860-633-1662

860-657-9398

timothy.hickey@securitiesamerica.com

Mark Gianno

Massachusetts

508-778-5555

508-778-5556

mark@giannoandfreda.com

Steven Lombardo

Connecticut

860-236-6064

860-236-8510

steven.lombardo@securitiesamerica.com

Scott Zavatkay

Connecticut

203-915-6365

scott.zavatkay@securitiesamerica.com

Eric Zimmerman

Connecticut

203-640-6290

203-287-1743

eric.zimmerman@securitiesamerica.com

Scottie Pires

Massachusetts

774-762-4987

scotty@epgne.com

John Gomes

Connecticut

203-513-2890

203-513-8125

john.gomes.ea@jsgtax.com

Glen Maleri

Connecticut

203-533-4201

203-651-1121

gmaleri@themalerigroup.com

Gary S. Radler CLU, ChFC

Connecticut

860-674-8881

860-606-8024

gary.radler@securitiesamerica.com

Barry Michintsch

Connecticut

203-755-7676

barry@brasscityfinancial.com

Gary Mann, CPA

Illinois

847-267-9000

GARY.MANN@securitiesamerica.com

Courtney Mann

Illinois

847-267-9000

courtney.mann@securitiesamerica.com

Carole Rainey

Florida

727-368-9401

Michael Woods

Florida

561-586-0090

Richard George

New York

315-451-5397

RICHARD.GEORGE@securitiesamerica.com

Linda Dunbar

California

949-355-3173

linda.dunbar@securitiesamerica.com

George Moeschlin

New York

212-307-3161

g.moeschlin@securitiesamerica.com

Stephen Marcarelli

Connecticut

203-387-8222

Scott Fluet

Connecticut

855-553-8795

860-266-2381

scott.fluet@securitiesamerica.com

Kenneth McManus

North Carolina

855-553-8795

860-266-2381

kenneth.mcmanus@securitiesamerica.com

Kenneth Carone

Connecticut

203-458-9998

203-458-0823

ken@clearviewwealth.com

Brett Dolan

Connecticut

203-458-9998

203-458-0823

brett@clearviewwealth.com

George Taub

New York

212-868 0200

212-681-0810

georget@gbtfinancialgroup.com

Lone McCord

Massachusetts

508-248-3921

508-248-2937

lone@mccordllc.com

Chester McCord

Massachusetts

508-248-3921

508-248-2937

chet@mccordllc.com

Edward Debay

Connecticut

860-808-8376

860-289-1270

Edward.debay@securitiesamerica.com

David Long, CFP, EA

Connecticut

203-775-4600

dlong@ptsfinancial.us

Nathaniel Schneider, Esq.

New York

914-366-6445

914-366-6444

nathaniel.schneider@securitiesamerica.com