Affiliates

Our affiliate partners work directly with clients and provide guidance and support for their financial needs.

We are proud to support the following group of professionals:

LOCATIONS

California

Chanter, Timothy – Vantreo Insurance Brokerage, 100 Stony Point Rd, #160, Santa Rosa, CA  95401  (707)546-230, ext. 220

Legacy Finance
Bradley Warner, CFA, CFP, MBA
516 5th Street, Suite #201
Clovis, CA  93612
559.297.8080

Florida

Bond, Bradley – 1260 Placid Court, Weston, FL  33327  (727)641-8335

Clark, Tara – GFA Financial Group, LLC, 5601 Mariner St., Suite 475, Tampa, FL  33609  (727)450-1625

Garvin, Matthew – GFA Financial Group, LLC, 5601 Mariner St., Suite 475, Tampa, FL  33609  (727)450-1625

Gulino, Emanuele – 7721 SW 62nd Ave., Suite 201, South Miami, FL  33143  (305)667-1990, ext. 121

Hess, Harvey – 450 N. Federal Highway, #1114N, Boynton Beach, FL  33435  (410) 440-4852

Hyatt, Ronald – 2051 68th Avenue South, St. Petersburg, FL  33712  (727)430-0922

Jordan, Carol – 611 Druid Rd. E., Suite 709, Clearwater, FL  33756  (727)230-1657

Jullie, David – 7721 SW 62nd Ave., Suite 201, South Miami, FL  33143  (305)667-1990, ext. 320

Kaercher, James – 7721 SW 62nd Ave., Suite 201, South Miami, FL  33143  (305)667-1990, ext. 330

Lively, Edwin – 7294 Maidencane Court, Seminole, FL  33777  (727)698-4160

Milas, Michael – 5601 Mariner Street, Suite 475, Tampa, FL  33609  (727)450-1625

Quealy, Phil – 5601 Mariner Street, Suite 475, Tampa, FL  33609  (727)450-1625

Raymer, Norman – Wealth Management Advisors, 509 South Hyde Park Ave., Suite C, Tampa, FL  33606  (813)228-7259

Thelen, Brian – 7721 SW 62nd Ave., Suite 201, South Miami, FL  33143  (305)667-1990, ext. 153

Illinois

Hartwell, Robert – 8435 Old Ridge Road, Plainfield, IL  60544  (815)254-1111

Indiana

Anderson, Jared – Anderson Wealth Management, 128 S. Main Street, Monticello, IN  47960  (317)625-5570

Blunk, Greg – Blunk Financial Group, 11711 N. Meridian St., Suite 110, Carmel, IN  46032  (317)843-5880

Bradley, Geoff – Bradley Financial, 4922 W. 16th St., Speedway, IN  46224  (317)501-8254

Dum, Steve – Providence Financial Group, 1050 E. 86th St., Suite 55-C, Indianapolis, IN  46240  (317)708-0382

Gayso, Paul – 2901 Ohio Blvd., Suite 130, Terre Haute, IN  47803  (812)234-9982

Hill, John – 2710 Willowcreek Rd., Portage, IN  46368  (219)762-6167

Jett, Jason – Jett Financial, 995 S. Kenmore Drive, Evansville, IN  47714  (812)473-4005

Konvolinka, Christine – Benefit Solutions, Inc., 4900 Buttonwood Crescent, Suite 100, Indianapolis, IN  46228  (317)638-3000

Norman, Corey – 11611 N. Meridian St., Suite 300, Carmel, IN  46032  (317)573-2250, ext. 2483

Olson, Robert “Chip” – Olson Financial Services, 3252 Mallard Cove Lane, Fort Wayne, IN  46804  (260)436-6068

Robinette, Richard – R.D. Robinette & Associates, 1228 W. 8th St., Anderson, IN  46016  (765)642-9417

Ruble, Larry – NorthStar Advisors, LLC, 504 S. Turnberry Lane, Yorktown, IN  47396  (877)741-9990

Trible, Bryan – Trible Financial Group, 2231 W. Franklin St., Suite D, Evansville, IN  47712  (812)473-9958

Turner, Nathaniel – Iconoclast Financial Services, 450 E. 96th St, Suite 500, Indianapolis, IN  46240  (317)249-0785

NorthStar Capital Group
Ken Varndell, CFP, ChFC, CLU
Investment Adviser Representative
15686 Beth Page Trail, Carmel, IN  46033
317.848.9701

Waterman, Lisa – Waterman Financial Services, 3252 Mallard Cove Lane, Fort Wayne, IN  46804  (260)436-6588

Woosley, Robert – Woosley Financial Group, 2231 W. Franklin St., Suite D, Evansville, IN  47712  (812)422-8400

Louisiana

Black, Jon – 8518 Line Ave., Suite 102, Shreveport, LA  71106  (318)868-8338

Dahlstrom, Peter – 110 Shoreline Court, Covington, LA  70435  (985)273-5400

Dale, Hubert – RAM Asset Management, 1906 Chopin Dr., Baton Rouge, LA  70806  (225)927-9988

Hancock, William – 7111 University Drive, Suite D, Shreveport, LA  71105  (318)797-4004

Harbuck, Christopher

Harbuck, Kit – 7111 University Drive, Suite D, Shreveport, LA  71105  (318)797-4004

Minshew, Homer – 475 Jefferson Ave., Metairie, LA  70001  (504)432-2873

Nicholson, Coyt – Nicholson Financial, 10500 Coursey Boulevard, Suite 103, Baton Rouge, LA  70816  (225)937-8311

Watt, Janice

Michigan

Amlott, Jr., George – Northern Financial Group, 7192 E. 34 Rd., Cadillac, MI  49601  (231)775-2864

Bailey, Dan – Northern Financial Group, 7192 E. 34 Rd., Cadillac, MI  49601  (231)779-5943

Cummings, Kevin – Northern Financial Group, 7192 E. 34 Rd., Cadillac, MI  49601  (231)775-1706

Myers, Jr., Rick – Northern Financial Group, 7192 E. 34 Rd., Cadillac, MI  49601  (231)779-2474

Parker, Jason

Zimmerman, Bobby

Nebraska

Drobny, Doug – Drobny Wealth Management, LLC, 5030 S. 178th St, Omaha, NE  68135  (402)933-9791

New Jersey

Gottlieb, Lee – 2221 Burroughs Ave., Linwood, NJ  08221  (609)442-7414

Nevada

Guida, Albert – 2626 Wigwam Parkway, Suite 100, Henderson, NV  89074  (702)732-9226

McCubbin, Conner – 2626 Wigwam Parkway, Suite 100, Henderson, NV  89074  (702)732-9226

Ohio

Jackson, Larry – Integrated Planning Solutions, Inc., 200 E. Campus View Blvd., Suite 200, Columbus, OH  43235  (614)825-6008

Oklahoma

Emerson, John – Emerson & Co., 837 E. 33rd St., Edmond, OK  73013  (405)627-1866

Jacobs, James – Garrett & Company, 837 E. 33rd St., Edmond, OK  73013  (405)942-5000

Tennessee

Hamilton, William – 4499 Harbor Drive, Morristown, TN  37814  (423)581-3452

Texas

Baker, Glendell – Glen Baker Insurance, 8380 Warren Parkway, Suite 303, Frisco, TX  75034

Balch, Randy – Financial & Insurance Services of Texas, 18601 LBJ Freeway, Suite 140, Mesquite, TX  75150  (972)279-1147

Cure, Elmo “Trey” – Cure Financial, 1255 W. 15th Street, Suite 250, Plano, TX  75075  (972)379-2323

Fox, Tim – Fox Financial Services, 6040 Camp Bowie Blvd., Suite 66, Fort Worth, TX  76116  (817)810-0999

Kilgore, Carmen – The Kilgore Group, 5757 ALpha Rd., Suite 221, Dallas, TX  75240  (972)968-0100

Montgomery, Matthew

Muzkiz, Melchor – Integrated Financial Solutions, 1405 Briar Hollow Lane, Garland, TX  75043  (972)977-2409

Verhalen, Michael

Yohn, Paige

Young, Damon – 4122 Texas Blvd., Texarkana, TX  75503  (903)223-1643

Virginia

Chandler, Debra – 6101 Edsall Road, Apt. 812, Alexandria, VA  22304  (703)725-0106

Greenwich, Jonathan – Virtus Capital, 4250 North Fairfax Drive, Suite 600, Arlington, VA  22203  (703)635-4172

Washington

Azose, Maynard – Azose Johnson & Associates, 528 E. Spokane Falls Boulevard, Suite 303, Spokane, WA  99202  (509)822-4363