Our Partner Firms

Jay Matthews & Gary Fouts

Virginia Beach, VA & Murfreesboro, TN
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Rick Danielson & Doug Tate

Mandeville, LA
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Alan Cohen

West Berlin, NJ
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Alec Price

Berlin Township, NJ
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Alex Reed, Brian Campagna, Doug MacLardy, Jeff MacLardy, Rob Musante & Timothy Smith

Portland, OR
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Keith Huberman & Dan Roeske

The Woodlands, TX
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William Rice IV, Bill Rice III & Joe Knox

Longview, TX
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Stevan Dority

San Diego, CA
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Brian Serimian, Carolyn Parenti-Pearson & Anthony Camacho

Fresno, CA
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Brian Gray, William Reap & Mark Hofstetter

Chicago, IL
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Michael Bauer, Elizabeth “Betsy” Meagher, Mark Rodgers, & John Reeber

Grosse Pointe, MI
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David Baland & Lia Levy

Albuquerque, NM
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Doug Solorzano

San Diego, CA
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Krista Stamper

Fairbanks, AK
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Alan Head & Austin Head

Fairbanks, AK
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Rick Lima, John Saalfield, David McBee, Mike Mikeska, Mike Peschel, Brittany D. Smith, David Silva, John Garcia, Garry Scheufler, Brandon Glasscock, Mandy Haskell, Lora Hoff, Joshua Hoff, Dennis Lambert, Lindsay Lambert, Michael Voltin, Jerome Caulk, Thor Hoppess, & Jonathan Willams

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Mark Johnson & John Harris

Norman, OK
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Matt Lindamood, Lee House & Jordan Tickle

Lebanon, VA
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Dan Maroney, Warren Bowman, Jiles Kirkland, Richard Crowne, & George Hoos

Lakewood Ranch, FL
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Randy Sauer

Pittsburg, KS
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Anthony David

Washington, D.C.
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Nick Hamilton & Anthony Paul

Denver, CO
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Craig Weinstein & Amir Barar

Walnut Creek, CA
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Garner Mabry IV, Todd Schwartz, Karch Schwartz, Randy Sauer, Scott Garcia, Olivia Sebastian, Bobby Foster, Bill Mead, Alan Riesenberg, Sean O'Neill, Dimitris Magemeneas, Trent Culver, Mark Culver, & Gabriel Veve

Greenwood Village, CO
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Paul D. Neuner, Dominic Repetti, Kevin McFarland, Damon Delillo, & Michael Rozovics

San Diego, CA
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Timothy Cronin

San Diego, CA
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Krystian Moreno

Miami, FL
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Ross Ramsey, R. Corley Watson III, Charles J. “Rocky” Costa, Charles Wesley Davidson, Jr., Kelly Manning Rodriguez, Wesley Turner, & Thomas McLeod

Alpharetta, GA
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Jamie Tidwell & William Premock

Fort Lauderdale, FL
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Art Klugh, Brandon Cox, & Thomas Cox

Anderson, SC
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Sean Morton, Michael Morton & Andrew Palmasano

Cañon City, CO
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Tatiana Stratigaki

Boca Raton, Florida
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Ramin Abrams

New York, New York
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Glenn Holmes

Tampa, FL
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Ken Maring

San Diego, CA
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Jeff Breese, Brent Mekosh, Ryan Reming & Cyrus Baravati

Chandler, AZ
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Rodd Newhouse & Tia Woolfolk

Dallas, TX
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Tye L. Pipkin, Kenneth L. Pipkin, CFP®, Kristen M. Moore, & Jennifer Fussell

St Simons Island, GA
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Steven Engelstad, Jodi Engelstad, AAMS®,CFA®, & Mike Engelstad

Columbus, IN
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Brian Serimian, Carolyn Parenti-Pearson, & Anthony Camacho, AIF®, CPFA®

Fresno, CA
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Jason Hudson

Hattiesburg, MS
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Louis C. Ciliberti, CLU®, CFP®, ChFC®, BFA, George F. Crowley, III, APMA®, BFA, & Joseph F. Ciliberti, MBA, CRPS®, CRPC®

Plainview, NY
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Michael J. Valenta, Colby J. Valenta, & Dan Thomas

Westminster, CO
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Stephen Hollingsworth & Jacquelin Medeiros

Newton, MA
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Anthony Javarone

West Palm Beach, FL
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George Arky, CFP®, Joe Miller, CFP®, Diane Bonner, CFP®, & Becky Crissinger

Durham, NC
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Sean Foote & Stephen Welch

Atlanta, GA
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Gregory Taylor, Natalie Wells, Timothy Colvin, Jeffery Bedford, Andrew Medukas, & Zach Colvin

Kingsport, TN
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SaVion Harris

Dallas, TX

Brett Hina, Daniel J. Lesneski, Gregory Gottlieb, Tim Seeger, Lisa Ruela, Melissa Goldstein, Jackson Ross, & Anthony Lawler

Northfield, NJ
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Patrick Schultz

Charlotte, NC
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Leah Bennett

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Laura Christofferson, Matthew Berkley Wigren

Bellevue, WA
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Josh Curtis, David Naylor, Kenny Byrne

Lewis, DE
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Jonathan Neher

Fort Collins, CO
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James Lee

Saratoga Springs, NY
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Paul Guerra

Canton, OH
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Bill Keaton & Alfred Sams

Savannah, GA | Saint Simons Island, GA
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