2013

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ADE, LLC f/k/a ADAG, LLC

Roy Dixon (410) 884-3120 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol August 15, 2013 Updated 12/15/15

Adkins Seale Capital Management LLC

P. Michael Adkins (318) 703-3641 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 4/19/13

Affinity Capital Advisors LLC f/k/a Insight Wealth Management, LLC

Sean Kenmore (510) 984-0261 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 5/23/13

Arbor Point Advisors, Inc

Christina Heller (402) 399-9111 ext. 6213 This email address is being protected from spambots. You need JavaScript enabled to view it. Mark Lasswell (402) 399-9111 ext. 1009 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 2/4/13

Archford Capital Strategies, LLC (formerly April Wealth Endeavor, LLC)

James Maher (618) 416-7085 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 2/19/13

Arvest Asset Management

Calvin Jarrett (479) 770-1825 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 7/24/2013 Withdrew as Member (Effective June 1, 2015)

Aspen Leaf Partners, LLC

Greg Lessard (303) 827-2444 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 10/25/13

Atlas Capital Advisors LLC

Albert J. Gutierrez (415) 354-2400 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 8/14/13

B P Financial Associates, LLC

Blake Parrish 649 NW Newstead Terrace Beaverton, OR 97006-9220
  • Date of Joining Protocol 1/4/13

Beacon Wealth Consultants, Inc

Rick Laymon (540) 345-3891 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 6/4/13

Beirne Wealth Consulting Services, LLC

James Betzig (203) 701-8975 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 2/6/13

Bolton Securities Corporation

Steven Preskenis (978) 779-5361 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 1/23/13

Brandell Wealth Management, LLC

Robert Holt (712) 420-5925 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 8/12/13

Cadent Capital Advisors, LLC f/k/a Cadence Capital Management, LLC

Mendee J. Perry (918) 935-3450 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 12/4/13

Cantor Fitzgerald Wealth Partners, LLC

Harris J. Bogner, CCO

(212) 915-1208

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    5/2/13

    Contact information updated 11/9/16

CapitalRock Investments, LLC

Christopher E. Winn (617) 532-0925 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 3/19/13

Carey, Thomas, Hoover & Breault Inc.

Jeff Breault (316) 634-2222
  • Date of Joining Protocol 3/14/13

Cedar Mountain Advisors, LLC

Todd Schwartz This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 1/9/13

Centricity Wealth Management, LLC

Chris Ciehanski 614-392-5155 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 1/7/13

Chancellor Financial Group

Terrence Casey (570)-822-4475 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 8/27/13

Clarus Financial Inc

Anthony Paduano (212) 785-9100 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 6/28/13

Cleland Wollworth Capital Group LLC/CWC Advisors LLC

Gary Woolworth (503) 968-0950 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 9/11/13

Cohen Investment Advisors, LLC f/k/a Avelioch Wealth Management, LLC

Daniel Cohen (603) 232-8351 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 7/22/13

Coliseum Wealth Management, LLC

Ashleigh Swayze, Esq. (646) 395-3900 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol February 8, 2013 Withdrew as Member (Effective April 14, 2014)

Concentrum Wealth Management, LLC

Jeffrey Fong 669-900-5490 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 4/15/13

Concept Capital Markets, LLC

Robert Moore (516) 833-8522 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 3/25/13

Crossmarket Capital, LLC

Alex Rodriquez 949-290-1660 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 9/30/13

DaVinci Financial Designs, LLC

Elizabeth Agostini (803) 741-0134 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 3/14/13

De Groote Financial Group, LLC f/k/a Abernand Capital Advisors, LLC

Doug De Groote (805) 230-0111 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 7/15/13

Destiny Capital Securities Corp

Patricia Kramer (303) 277-9977 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 11/26/13

e3 Wealth Management, LLC

Anthony Paduano (212) 785-9100 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 7/5/13

Echo Creek Capital Management, LLC

Steve Berube (301) 652-0724 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 7/11/13

Emerald Asset Management Inc.

Patrick J. Burns, Jr. (310) 275-5059 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 12/13/13

Ferguson Wellman Capital Management, Inc.

Steven J. Holwerda (503) 226-1444 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 6/28/13

FFT Wealth Management, LLC

Christopher Brown

(610) 545-6101

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    10/30/13

     

    Withdrew as Member (effective August 16, 2016)

Financial Services International Corp. aka FSIC

Brenda R. Pingree (206) 386-5475
  • Date of Joining Protocol 2/12/13

First Dakota National Bank

Rob Ness (605) 665-4959 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 11/15/13

Fischer & Co. LP

David Choe (212) 759-4400 This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    8/1/13

    Withdrew as Member (Effective 12/12/16)

Foster Group, Inc.

Mark Stadtlander (515) 224-4970 (fax)
  • Date of Joining Protocol 7/19/13

Fraser Landmark, LLC

David H. Thorson (702) 354-0354 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 7/24/13

FSC Wealth Advisors, LLC

Ed Hogan, Jr (845) 297-0300 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 6/27/13

Further Lane Asset Management, LLC

Michael Araiz (212) 808-4800 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 6/22/13

Fusion Family Wealth, LLC

Jonathan R. Blau (212) 323-1027 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol November 7, 2013 Withdrew as Member (Effective March 16, 2015)

Genesee Capital Advisors, LLC

Ashleigh Swayze (646) 395-3900 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 5/10/13

Gira & Gira Investment Advisors, LLC

Ashleigh Swayze (646) 395-3900 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 6/20/13

Global Alliance Investment Management, LLC DBA Accordia International Advisors

Matthew A. Lapides (305) 602-1000 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 3/11/13

Global Financial Private Capital, LLC

Kenneth Jones (941) 918-0570 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 7/2/13

Global Financial Services, LLC

Jack Bruno

(713) 968-0460

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    3/27/13

    Withdrew as Member October 17, 2016

Granite Financial Group, LLC

Ellen Duhamel 262-439-8009 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 8/23/13

Gupta Wealth Management, LLC f/k/a Artelm Wealth Advisors, LLC

Ajay Gupta (858) 764-7120 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 10/1/13

H.D. Vest Investment Services, Inc

Ruth Papazian (972) 870-6510 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 10/28/13

Haven Capital Management, LLC

Linda Eydt (404) 558-5638 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 5/20/13

Holdfast Wealth Management, LLC

John Dapper 512-689-5137 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 6/19/13

i2i Analytics LLC

Jennifer Schmitz This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 6/27/13

Insight Advisors, LLC

Carla Simon 215-550-6011 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 7/30/13

Institutional and Family Asset Management, LLC D/B/A IFAM Capital f/k/a IFM Capital Advisors, LLC f/k/a Arlene Advisors, LLC

Clayton Hartman (970) 530-5022 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 12/4/13

Investment Leadership, LLC

Ashleigh Swayze (646) 395-3900 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 5/24/13

Ironridge Wealth Management, LLC

Brian Stickney (770) 841- 0772
  • Date of Joining Protocol 2/22/13

Kitzinger, Lautmann Capital Management Inc.

Carl J. Fuda (414) 765-1234
  • Date of Joining Protocol 1/28/13

Klaren Capital, LLC

Gregory Harris (434) 326-5174 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 3/4/13

Know Your Options LLC d/b/a RCM Wealth Advisors

Michael A. Cavanaugh (800) 903-1822 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 8/15/13

L.M Kohn & Company

Larry Kohn (513) 792-0301 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 10/7/13

LBA Wealth Management, LLC

David T. Albaneze (904) 396-4015 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 8/21/13

Locust Capital Management LLC

Ashleigh Swayze, Esq. (646) 395-3900 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 1/29/13

M3 Asset Management, Inc.

James Yoo (310) 720-8207 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 11/25/13

Martin Financial Group LLC

George W Martin III (812) 542-1018 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol September 23, 2013

Martin Nelson & Co.

Martin Nelson (206) 682-6260 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 7/26/13

Medallion Wealth Management, Inc

Anna Haney (742) 934-8601 (fax)
  • Date of Joining Protocol 4/9/13

Merit Financial Advisors, LLC

Rick Kent (678) 867-7050 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 6/17/13

Mills Barrington Advisors, LLC

Michael Mills (636) 399-6718 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 9/5/13

Mora WM Securities, LLC

Eli Butnaru (305) 459-5433 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 9/27/13

NCS Wealth, LLC

Julie Meissner (415) 229-9042 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 8/15/13

Nexus Wealth Advisors, LLC

Lance Wexler (831) 476-5210 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 8/26/13

Noon Financial, LLC d/b/a Wealth Preservation Advisors

Todd Phillips 423-486-9400 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 4/23/13

North Star Investment Services, Inc.

Sheldon L. Goodman (312) 580-1056
  • Date of Joining Protocol 1/31/13

NorthRock Partners, LLC f/k/a Orpheus Wealth Management, LLC

Todd Witcraft (612) 367-8800 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 10/1/13

O'Connor Portfolio Management, LLC f/k/a Wealth Portfolio Management, LLC

Catherine O'Connor 813-841-4426 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 10/1/13

Occidental Asset Management, LLC

Jack Martel (415) 453-9433 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 9/17/13

Ocean Capital Management, LLC

Jim Aljian 707-230-2158 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 9/4/13

OceanIQ Capital, LLC f/k/a Tactical Advisor 6, LLC

Kai Chen (415) 676-1229 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 9/12/13

Pacific Mountain Advisor, Inc

Michael F. Meara This email address is being protected from spambots. You need JavaScript enabled to view it. (831) 706-2763
  • Date of Joining Protocol 1/28/13

Pavis Financial Management Limited

Robert A Newton +44 151 706 0701 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 3/26/13

Per Stirling Capital Management, L.L.C.

Robert Stirling Phipps, III (512) 628-2300 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 2/5/13

Point Bridge Capital, LLC

Hal Lambert (817) 632-2504 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 10/1/13

Private Advisor Group, LLC

Patrick Sullivan (973) 538-7010 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 7/17/13

Providus Advisors, LLC f/k/a McGinley Financial Advisory, LLC

Michael McGinley 480-704-3024 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 5/30/13

Providus Advisors, LLC

Michael McGinley 480-704-3024 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 5/22/13

PWA Financial f/k/a Penn Wealth Advisors, LLC

Michael Carlucci (877) 576-4248 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 1/9/13

Refined Wealth Management

Ryan Larsen (385) 351-0200 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 11/7/13

Robertson Stephens Advisors LLC f/k/a Robertson Stephens Asset Management LLC

Anthony Linder (415) 500-6806 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 8/23/13

Rocky Mountain Advisers, LLC

Stephen C. Miller (303) 444-5483 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 9/9/13

SANDLAPPER Securities, LLC

Hannah Stevens (864) 679-4701 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol October 30,2013

Schechter Investment Advisors, LLC f/k/a Aravello Capital Partners, LLC

Stephen Blocki (248) 731-9500 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 10/14/13

Seckel Capital Advisors, LLC

John Seckel (888) 546-2814 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 8/7/13

Stability Financial, LLC

William S. Kirkikis (504) 586-8100 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 6/27/13

Steward Partners Global Advisory

Hy Saporta (203) 293-6230 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 8/13/13

Strategic Income Group LLC

Mike Gauthier 602-750-7494 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 3/4/13

Streettalk Advisors, LLC

Hope Edick (281) 822-8800 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 7/29/13

Summit Advisors, LLC

Robert Bizek (802) 287-0822 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 10/26/13

T.H. Rapko & Company, LLC

Tom Rapko (617) 331-1784 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 1/4/13

T2 Asset Management, LLC

Dan Timotic (312) 925-4437 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 5/22/13

Three Bell Capital, LLC

Jon Porter (650) 843-9836 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 12/1/13

Total Wealth Advisors, LLC

Paul McCoy (952) 923-2451 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 10/9/13

Towne Investment Group

Ken Wren, Jr. (757) 638-6856 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol September 23, 2013

Traynor Capital Management

Jean Hanna Bickart (610) 341-1019 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 7/2/13

Umpqua Bank f/k/a Sterling Savings Bank

Andrew Ognall (503) 727-4112 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 7/29/13

United Advisors Services LLC

Damian H. Peter (212) 444-2362 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 4/19/13

United Global Advisors, LLC

Doran Adhami (424) 278-1798 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 6/28/13

Verde Capital Management

Carl Szasz (248) 528-1870 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 9/30/13

Vesta Wealth Management, LLC f/k/a Banovia Wealth Management, LLC

Daniele Ghiotti (305) 240-6670 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 4/24/13

Vestor Capital, LLC

Martin Beuhler (312) 641-2400 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 4/16/2013 Withdrew as Member (Notice Provided July 28, 2015)

W Advisors LLC

William French 901-483-3056 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol September 18, 2013

Waypoint Advisors, LLC

Elizabeth T. Patterson (757) 623-1600 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 6/13/13

Wheeler Financial Services, LLC

Terry Wheeler (812) 401-1527 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 12/23/13

White Water Wealth Management, LLC

Patrick J. Burns, Jr. (310) 275-5059 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 12/2/13

WSFS Wealth Management, LLC

Mark A. Gordon (302) 573-3245 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 10/28/13