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David Peterson, JD, CFP® President |
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Sid C. Smith, CPA Certified Public Accountant and Financial Consultant |
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Jonathan A. Blumenthal, CFP® Senior Vice President |
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James Donahue Financial Consultant |
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Brandon M. Ross Senior Vice President |
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Curtis L. Gibson C.P.R.C., Series 7, Series 63 & 65 Financial Consultant |
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Timothy Harder , CFA®, CFP® Financial Analyst |
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Christy Dallmann, CFP®,
MBA Certified Public Accountant and Financial Consultant |
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Peter Bellefountaine, AAMS Financial Consultant |
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Irving (Irv) Carey Series 7, 8, 63 & 66 Financial Consultant |
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John Mumford, CFP® Financial Consultant |
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Joshua B. Smith* Series 7, 63 & 65 Financial Consultant |
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Bruce Fitzsimmons*series 7 & 66 Financial Consultant |
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Garry Kirkland *series 6, 7, 63, 66, & 65 |
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Daniel Wainwright* Series 7, 66 & Group 1 Wealth Manager |
