National Conference - Awards Banquet

173

Transcript of National Conference - Awards Banquet

Page 1: National Conference - Awards Banquet
Page 2: National Conference - Awards Banquet
Page 3: National Conference - Awards Banquet
Page 4: National Conference - Awards Banquet

1ST TEXAS FINANCIAL

SERVICES, LLPMOUNT PLEASANT, TX

BOB ARNOLD, DINAH ARNOLD, JENNIFER ARNOLD,

KRIS ARNOLD & LANNY WALKERPARTNERS

Page 5: National Conference - Awards Banquet

ALEXANDER WEALTH ADVISORS, LLC

HARVARD, MA

DAVID ALEXANDERMANAGING PARTNER

FIRST TIMEONE DIAMOND EAGLE

Page 6: National Conference - Awards Banquet

ARROWADVISORY

MOUNT PLEASANT, SC

SCOTT POWELLMANAGING PARTNER

Page 7: National Conference - Awards Banquet

REBECCA BRINDLEADVISOR

JAY REDDERSENCHAMPION PARTNER

BOND BEEBE FINANCIAL

ADVISORS, LLCBETHESDA, MD

Page 8: National Conference - Awards Banquet

BRANDSFIELDFINANCIAL GROUP

WINDSOR HEIGHTS, IA

BOB BRANDSFIELD & AARON BRANDSFIELDPARTNERS

Page 9: National Conference - Awards Banquet

GENE BREHMMANAGING PARTNER

KEVIN CARRASCOADVISOR

BREHM HAVEL& COMPANY, LLP

SAN ANTONIO, TX

FIRST TIMEONE DIAMOND EAGLE

Page 10: National Conference - Awards Banquet

CAPSTONE CAPITAL MANAGEMENT, LLC

TUCSON, AZ

CRAIG SANFORDMANAGING PARTNER

Page 11: National Conference - Awards Banquet

CHERYL DAVID, LLCGREENSBORO, NC

MANAGING PARTNER ADVISORCHERYL DAVID LINUS WHITLOCK

Page 12: National Conference - Awards Banquet

DON AKRIDGEMANAGING PARTNER

RODGER FAGERBURGPARTNER

CITADEL CPA, FINANCIAL PLANNING

& INVESTMENTSKENNESAW, GA

Page 13: National Conference - Awards Banquet

COMMONWEALTH FINANCIAL ADVISORS,

LLCMIDLOTHIAN, VA

BRAD GREGG & BILL GREGGPARTNERS

Page 14: National Conference - Awards Banquet

DCS WEALTH ADVISORY

SERVICES, LLCINDIANAPOLIS, IN

JAY BARCLAYADVISOR

Page 15: National Conference - Awards Banquet

FULLER, FROST, LANIER WEALTH

MANAGEMENT, LLCAUGUSTA, GA

CHUCK LANIERADVISOR

Page 16: National Conference - Awards Banquet

GWINNETT FINANCIAL

SERVICES, INC.LAWRENCEVILLE, GA

DOUG LANGLEYMANAGING PARTNER

Page 17: National Conference - Awards Banquet

JACOBS FINANCIAL MANAGEMENT, LLC

TOWSON, MD

JERRY JACOBSMANAGING PARTNER

Page 18: National Conference - Awards Banquet

JAIME JUNKER FINANCIAL SERVICES,

LLCLAKE ELMO, MN

JAIME JUNKERMANAGING PARTNER

Page 19: National Conference - Awards Banquet

JANNSEN WEALTH MANAGEMENT, INC.

PEWAUKEE, WI

THE JANNSENWEALTH MANAGEMENT TEAM

Page 20: National Conference - Awards Banquet

JOE R. HOELLE,CPA, P.C.

SAN ANGELO, TX

JOE HOELLEMANAGING PARTNER

FIRST TIMEONE DIAMOND EAGLE

Page 21: National Conference - Awards Banquet

JUNKER FINANCIAL ADVISORS, LLC

RICHMOND, TX

REBECCA JUNKERMANAGING PARTNER

Page 22: National Conference - Awards Banquet

JW WEALTH MANAGEMENT, LLC

PHOENIX, AZ

LISA JACKSON & DON WHITMANPARTNERS

Page 23: National Conference - Awards Banquet

KCSC FINANCIAL SERVICES, LLC

MORGAN CITY, LA

EARL BAILEYADVISOR

Page 24: National Conference - Awards Banquet

MIKE LONGPARTNER

RON SCHAEFERPARTNER

LONG SCHAEFERFINANCIAL ADVISORS, LLC

CINCINNATI, OH

Page 25: National Conference - Awards Banquet

MICHAEL G.PETERS, CPA

ELLICOTT CITY, MD

MIKE PETERSMANAGING PARTNER

FIRST TIMEONE DIAMOND EAGLE

Page 26: National Conference - Awards Banquet

PRICE &PRICE, CPAS

KINGWOOD, TX

GARY PRICEMANAGING PARTNER

Page 27: National Conference - Awards Banquet

PURK ADVISORS, LLCST. LOUIS, MO

ADVISOR

DAVID WALTHERBILL PURKMANAGING PARTNER

Page 28: National Conference - Awards Banquet

RYAN FINANCIAL SERVICES

CHICO, CA

DAVE RYAN & CARRIE RYANPARTNERS

Page 29: National Conference - Awards Banquet

SCHMERLING FINANCIAL GROUP,

LLCJENKINTOWN, PA

NEIL SCHMERLINGMANAGING PARTNER

Page 30: National Conference - Awards Banquet

SCHOWALTER & JABOURI, P.C.

ST. LOUIS, MO

JEFF MCCORKENDALEADVISOR

Page 31: National Conference - Awards Banquet

JOE SEDITAMANAGING PARTNER

NATHAN KILTONPARTNER

SEDITA KILTON LIFE & WEALTH

MANAGEMENT, LLCPLANT CITY, FL

Page 32: National Conference - Awards Banquet

SIEBERT & BRIGGS WEALTH MANAGEMENT

ADVISORS LLCROSENBERG, TX

CODY SIEBERT & RON BRIGGSPARTNERS

Page 33: National Conference - Awards Banquet

JACK EVANSMANAGING PARTNER

LISA MULLINSADVISOR

WEALTH CAREADVISORS, LLC

SOMERSET, KY

Page 34: National Conference - Awards Banquet

WILSON MONEY MANAGEMENT, INC.

ATHENS, TX

RICHARD WILSONMANAGING PARTNER

Page 35: National Conference - Awards Banquet

BILL HICKEYMANAGING PARTNER

MARY JO GARVEYADVISOR

BILL HICKEY FINANCIAL SERVICES

ORLAND PARK, IL

Page 36: National Conference - Awards Banquet

KING, NC

BARRY AMBURN MICHAEL EASTERMANAGING PARTNER PARTNER

MATT HEARNADVISOR

CANNON WEALTH MANAGEMENT SERVICES

Page 37: National Conference - Awards Banquet

CHRISTEN SOUERS FINANCIAL SERVICES,

LLCFORT WAYNE, IN

LUKE FUNKADVISOR

Page 38: National Conference - Awards Banquet

CLOVER WEALTH MANAGEMENT, LTD.

IRVINE, CA

EUGENE O’BRIENMANAGING PARTNER

Page 39: National Conference - Awards Banquet

FALCON& ASSOCIATES

HOUSTON, TX

PATRICK FALCONMANAGING PARTNER

FIRST TIMEONE DIAMOND EAGLE

Page 40: National Conference - Awards Banquet

FINANCIAL & ESTATE ADVISORS, LLC

DANVERS, MA

STEVE CHASEADVISOR

Page 41: National Conference - Awards Banquet

MCCONNELL& CO., INC.

HINGHAM, MA

MIKE MCCONNELLMANAGING PARTNER

FIRST TIMEONE DIAMOND EAGLE

Page 42: National Conference - Awards Banquet

MCCRATE, DELAET FINANCIAL ADVISORS,

LLCSIDNEY, OH

DON GOETTEMOELLERPARTNER

Page 43: National Conference - Awards Banquet

MCKELL FINANCIAL SERVICES

VALENCIA, CA

ALLEN MCKELLMANAGING PARTNER

FIRST TIMEONE DIAMOND EAGLE

Page 44: National Conference - Awards Banquet

RABCO FINANCIAL AND INSURANCE SERVICES,

INC.PASADENA, CA

SCOTT BROWNMANAGING PARTNER

Page 45: National Conference - Awards Banquet

ROLOFF, HNATEKAND CO., L.L.P.

VICTORIA, TX

PAUL HOLMPARTNER

Page 46: National Conference - Awards Banquet

SEA COASTWEALTH CARE, LLC

TOMS RIVER, NJ

JEFF LOOKERADVISOR

Page 47: National Conference - Awards Banquet

WAHLINWEALTH

MANAGEMENTPALM DESERT, CA

JAY WAHLINMANAGING PARTNER

Page 48: National Conference - Awards Banquet

WELLINGSWEALTH CARE

MENLO PARK, CA

BRUCE WELLINGSPARTNER

Page 49: National Conference - Awards Banquet
Page 50: National Conference - Awards Banquet

DENNY GIANOLITOTAL WEALTH CARE

CANNON FALLS, MN

Page 51: National Conference - Awards Banquet
Page 52: National Conference - Awards Banquet
Page 53: National Conference - Awards Banquet

KIVE STRICKOFFSTRICKOFF FINANCIAL SERVICES, LLC

GARDEN CITY, NY

Page 54: National Conference - Awards Banquet
Page 55: National Conference - Awards Banquet

LESLIE KILLGOREMANAGING PARTNER

DALE MONEYADVISOR

ACTIVE WEALTH MANAGEMENT, INC.

GREENVILLE, TX

Page 56: National Conference - Awards Banquet

BART ALLARD & PAUL ALLARD

PARTNERS

TONYA FULCHERADVISOR

ALLARD FINANCIAL ADVISORS, LLC

ROGERS, AR

Page 57: National Conference - Awards Banquet

DENNIS VOGTPARTNER

CHARLIE BYRONADVISOR

ALLOY SILVERSTEINFINANCIAL SERVICES,

INC.CHERRY HILL, NJ

Page 58: National Conference - Awards Banquet

CHRIS BOYNTONCHAMPION PARTNER

DENISE FERRARIADVISOR

ARXIS WEALTH MANAGEMENT, LLC

SIMI VALLEY, CA

Page 59: National Conference - Awards Banquet

BEACON WEALTH MANAGEMENT, LLC

HOUSTON, TX

BARBARA SOMERS & BRENT SHEPHERDPARTNERS

Page 60: National Conference - Awards Banquet

DAVE BREMERCHAMPION PARTNER

MOLLY SEBOLDADVISOR

BOULAY FINANCIAL ADVISORS, LLC

MINNEAPOLIS, MN

Page 61: National Conference - Awards Banquet

STEVE BRENDLEMANAGING PARTNER

ELAINE MORTONADVISOR

BRENDLE, SHAFFNER FINANCIAL ADVISORS,

LLCWINSTON-SALEM, NC

Page 62: National Conference - Awards Banquet

VICTORIA, TX

CHRIS KREJCI DAVID BAYARENACHAMPION PARTNER ADVISOR

JEROME KOTZUR, DENNIS SHAY & MIKE WENSKE

PARTNERS

BUMGARDNER MORRISON

WEALTH MANAGEMENT, LLC

Page 63: National Conference - Awards Banquet

WENATCHEE, WA

JEFF NEHER NANCIE WALSHMANAGIN PARTNER ADVISOR

KRISTINE LOOMISPARTNER

CNC FINANCIALGROUP, LLC

Page 64: National Conference - Awards Banquet

COSOURCE FINANCIAL GROUP

LLCLAFAYETTE, LA

BEAU BEAULLIEUMANAGING PARTNER

Page 65: National Conference - Awards Banquet

DAVIS-MONKFINANCIAL GROUP

GAINESVILLE, FL

GREG GROOMS & ANA CRAIGADVISORS

Page 66: National Conference - Awards Banquet

DGN WEALTHCARE ADVISORS, LLC

TRAVERSE CITY, MI

RICK GARNER & TOM GARNERPARTNERS

Page 67: National Conference - Awards Banquet

BEAUMONT, TX

ROBERT EDGAR CHARLOTTE JUNGENPARTNER ADVISOR

EKC ADVISORS, LLP

BRADLEY BROWNPARTNER

Page 68: National Conference - Awards Banquet

WESTWOOD, MA

DAN ROMANO JIM BRANCHPARTNER ADVISOR

PAUL GERRYPARTNER

GRAY EQUITY MANAGEMENT, LLC

Page 69: National Conference - Awards Banquet

HEIMLANTZ FINANCIAL

ADVISORS, LLCANNAPOLIS, MD

PAUL ABBOU & KATHIE SULICKPARTNERS

Page 70: National Conference - Awards Banquet

HILL, LONG & CO., P.C.HOUSTON, TX

PARTNERSADVISOR

DENNIS LONG & JERRY HILL

KATHY COSGROVE

Page 71: National Conference - Awards Banquet

I.M.FINANCIAL, LLC

SHREVEPORT, LA

PARKER INABNET, MORRIS INABNET & BOB NOVAKPARTNERS

FIRST TIMETWO DIAMOND EAGLE

Page 72: National Conference - Awards Banquet

ROBERT NEBELPARTNER

MICHAEL MCCLOSKEYADVISOR

JCCS WEALTHADVISORS, LLC

GREAT FALLS, MT

Page 73: National Conference - Awards Banquet

SAN JOSE, CA

BUD SANDERS &SHERYL PETERSONMANAGING PARTNER

PARTNERS

JY WEALTHCARE, LLC

BARBARA KONGADVISOR

DAVE DAVIS

Page 74: National Conference - Awards Banquet

DAN KOSMATKAMANAGING PARTNER

NANCY SASHADVISOR

KDCO FINANCIAL SERVICES, LLC

MEDFORD, OR

Page 75: National Conference - Awards Banquet

ROBERT KULASMANAGING PARTNER

JEFF STEINBERGADVISOR

KPS WEALTH MANAGEMENT, LLC

PORT SAINT LUCIE, FL

Page 76: National Conference - Awards Banquet

LFC WEALTH MANAGEMENT, LLC

ROCKVILLE, MD

THOMAS LYDON & TOM LYDON, IIIPARTNERS

Page 77: National Conference - Awards Banquet

LUMSDEN & MCCORMICK

FINANCIAL SERVICES, LLCBUFFALO, NY

DENNIS CASTIGLIAPARTNER

Page 78: National Conference - Awards Banquet

RICK DILLARD &ANDREW PETERSON

PARTNERS

QUINN JACKSONADVISOR

MSP WEALTH MANAGEMENT

KLAMATH FALLS, OR

Page 79: National Conference - Awards Banquet

N/L FINANCIALSERVICES, LLC

HUNT VALLEY, MD

KEN GRAVESPARTNER

Page 80: National Conference - Awards Banquet

OLSON & HATCHERFINANCIAL ADVISORS,

LLCPHOENIX, AZ

JOHN OLSON & DOUG HATCHERPARTNERS

Page 81: National Conference - Awards Banquet

PCC FINANCIALADVISORS

STUART, FL

DAVID PITTINOSADVISOR

Page 82: National Conference - Awards Banquet

PERMIAN BASIN WEALTHCARE ADVISORS,

LLCODESSA, TX

BRENT HOAK & TERRY HOAKADVISORS

FIRST TIMETWO DIAMOND EAGLE

Page 83: National Conference - Awards Banquet

RON PITTMANMANAGING PARTNER

PITTMAN & MURDOUGH

FINANCIAL ADVISORS, INC.

PHOENIX, AZ

Page 84: National Conference - Awards Banquet

BRUCE RAWDIN-BARONMANAGING PARTNER

STEVE POLLOCK & SEAN STORCK

PARTNERS

RAWDIN-BARON FINANCIAL, INC.

SAN DIEGO, CA

Page 85: National Conference - Awards Banquet

DALLAS/FORT WORTH, TX

WES ROLAND STEVEN KLEIBERCHAMPION PARTNER PARTNER

SHAWN MECHLERADVISOR

RKMFINANCIAL SERVICES

Page 86: National Conference - Awards Banquet

STRICKOFF FINANCIAL

SERVICES, LLCGARDEN CITY, NY

KIVE STRICKOFF MANAGING PARTNER

Page 87: National Conference - Awards Banquet

SWEENEY KOVAR FINANCIAL ADVISORS,

INC.DANVILLE, CA

KEVIN SWEENEY, JOSEPH KOVAR & K.C. BENNETTPARTNERS

Page 88: National Conference - Awards Banquet

TRUSTED GLOBAL ADVISORS, LLC

NEW YORK, NY

BERGE AVEDISIAN, MARY ANNE BOHLINGER& BRUCE HESSE

PARTNERS

Page 89: National Conference - Awards Banquet

MICHELE TREMBLAY

CHAMPION PARTNER

GERRICHERREY DIAMOND

ADVISOR

WABC WEALTH MANAGEMENT

SERVICESTIMONIUM, MD

Page 90: National Conference - Awards Banquet

JEFF WATSONMANAGING PARTNER

JOE GIANOLIADVISOR

WEALTHCARE FINANCIAL GROUP, LLC

INDIANAPOLIS, IN

Page 91: National Conference - Awards Banquet

WEST TEXAS WEALTHCARE

ADVISORS, INC.LUBBOCK, TX

CASIE FILLINGIM, BRAD GREEN, ELAINE MCNAIR & MICHAEL GARDINER

PARTNERS

Page 92: National Conference - Awards Banquet

DENNIS WIEDEMANMANAGING PARTNER

TROY HERMANADVISOR

WIEDEMAN FINANCIAL SERVICES, LLC

GERING, NE

Page 93: National Conference - Awards Banquet

BYRT FINANCIALADVISORS, LLC

WAYCROSS, GA

CHIP BEAL & JAMES RIVERSADVISORS

Page 94: National Conference - Awards Banquet

MEADE KAMPFMUELLERADVISOR

RICKY ROBERTSON& WILEY KEEL

PARTNERS

JOYNER, KIRKHAM, KEEL & ROBERTSON

WEALTHCARE, LLCRICHMOND, VA

FIRST TIMETWO DIAMOND EAGLE

Page 95: National Conference - Awards Banquet

SIERRA FINANCIAL ADVISORS, LLC

CARSON CITY, NV

KATIE DILILLO COOMBSPARTNER

Page 96: National Conference - Awards Banquet
Page 97: National Conference - Awards Banquet

MISTY BAINTERRKM FINANCIAL SERVICES

DALLAS/FORT WORTH, TX

Page 98: National Conference - Awards Banquet

JULIE CALHOUNMONHEIT FINANCIAL GROUP, LLC

SUN CITY WEST, AZ

WEALTH MANAGEMENT ASSISTANTSMASTER CERTIFICATION

Page 99: National Conference - Awards Banquet

RHONDA CHANEYCHERYL DAVID, LLC

GREENSBORO, NC

Page 100: National Conference - Awards Banquet

TIFFANI DAVEYPITTMAN & MURDOUGH FINANCIAL ADVISORS,

INC.PHOENIX, AZ

Page 101: National Conference - Awards Banquet

ANGELA DIGMANGWINNETT FINANCIAL SERVICES, INC.

LAWRENCEVILLE, GA

Page 102: National Conference - Awards Banquet

DENISE ELLISFMW FINANCIAL ADVISORS, LLC

BEAUMONT, TX

Page 103: National Conference - Awards Banquet

DAWNFILLIATREAULT WOOD

BENTLEY WEALTH ADVISORS, LLC

WARWICK, RI

Page 104: National Conference - Awards Banquet

SCARLET FILMOREMONHEIT FINANCIAL GROUP

SUN CITY WEST, AZ

Page 105: National Conference - Awards Banquet

MYRA HANSONFMW FINANCIAL ADVISORS, LLC

BEAUMONT, TX

Page 106: National Conference - Awards Banquet

LINDA HARTWEALTH ADVISORS NETWORK, INC.

GREELEY, CO

Page 107: National Conference - Awards Banquet

PAM JACOBSJACOBS FINANCIAL MANAGEMENT, LLC

TOWSON, MD

Page 108: National Conference - Awards Banquet

HOLLY JONESHPG WEALTHCARE ADVISORS, LLC

RALEIGH, NC

Page 109: National Conference - Awards Banquet

TAMMY HUBLWEALTH ADVISORS NETWORK, INC.

HASTINGS, NE

Page 110: National Conference - Awards Banquet

BRITTANY KEYSSEDITA KILTON LIFE & WEALTH MANAGEMENT, LLC

PLANT CITY, FL

Page 111: National Conference - Awards Banquet

VAL LANGELJCCS WEALTH ADVISORS, LLC

GREAT FALLS, MT

Page 112: National Conference - Awards Banquet

JENNIFER LEWISDSF WEALTH MANAGEMENT, LLC

LAFAYETTE, LA

Page 113: National Conference - Awards Banquet

CINDY LINDEMANEKC ADVISORS, LLP

BEAUMONT, TX

Page 114: National Conference - Awards Banquet

NICOLE MACKOWIAKPORTE BROWN WEALTH MANAGEMENT LLC

ELK GROVE VILLAGE, IL

WEALTH MANAGEMENT ASSISTANTSADVANCED CERTIFICATION

Page 115: National Conference - Awards Banquet

LORI MATUSHPG WEALTHCARE ADVISORS, LLC

RALEIGH, NC

Page 116: National Conference - Awards Banquet

PATRICIA MCCONNELLMCCONNELL & CO., INC.

HINGHAM, MA

WEALTH MANAGEMENT ASSISTANTSADVANCED CERTIFICATION

Page 117: National Conference - Awards Banquet

CINDY MERCADOOLSON & HATCHER FINANCIAL ADVISORS, LLC

PHOENIX, AZ

Page 118: National Conference - Awards Banquet

JENNIFER MOUTONDSF WEALTH MANAGEMENT, LLC

LAFAYETTE, LA

Page 119: National Conference - Awards Banquet

ANN REAGANMONHEIT FINANCIAL GROUP, LLC

SUN CITY WEST, AZ

Page 120: National Conference - Awards Banquet

PAMELA REHMWIEDEMAN FINANCIAL SERVICES, LLC

GERING, NE

Page 121: National Conference - Awards Banquet

LIZA RUTTIHUSAMI & ASSOCIATES

SANTA FE SRINGS, CA

WEALTH MANAGEMENT ASSISTANTSADVANCED CERTIFICATION

Page 122: National Conference - Awards Banquet

NANCY SALERNOCAPSTONE CAPITAL MANAGEMENT, LLC

TUCSON, AZ

Page 123: National Conference - Awards Banquet

JAMIE SCHACHERLBUMGARDNER MORRISON WEALTH

MANAGEMENT, LLCVICTORIA, TX

Page 124: National Conference - Awards Banquet

DEB SCHULZMUELLER FINANCIAL SERVICES, INC.

ELGIN, IL

WEALTH MANAGEMENT ASSISTANTSADVANCED CERTIFICATION

Page 125: National Conference - Awards Banquet

SARAH SMITHEYJUNKER FINANCIAL ADVISORS, LLC

RICHMOND, TX

WEALTH MANAGEMENT ASSISTANTSMASTER CERTIFICATION

Page 126: National Conference - Awards Banquet

DONNA STANARTUNION FINANCIAL ADVISORS, LLC

TULSA, OK

Page 127: National Conference - Awards Banquet

KATHLEEN WAITESEDITA KILTON LIFE & WEALTH MANAGEMENT, LLC

PLANT CITY, FL

Page 128: National Conference - Awards Banquet

CAROL WILSONFULLER, FROST, LANIER WEALTH MANAGEMENT,

LLCAUGUSTA, GA

WEALTH MANAGEMENT ASSISTANTSADVANCED CERTIFICATION

Page 129: National Conference - Awards Banquet

CARA ANGELOAVZ WEALTH MANAGEMENT, LLC

HAUPPAUGE, NY

Page 130: National Conference - Awards Banquet

JENNIFER BROUSSARDDSF WEALTH MANAGEMENT, LLC

LAFAYETTE, LA

Page 131: National Conference - Awards Banquet

KELLY KELTNERWEALTH MANAGEMENT INC.

BOWLING GREEN, KY

Page 132: National Conference - Awards Banquet

DENISE MADOLEUNION FINANCIAL ADVISORS, LLC

NORMAN, OK

Page 133: National Conference - Awards Banquet

ERIN STEELEJCCS WEALTH ADVISORS, LLC

MISSOULA, MT

Page 134: National Conference - Awards Banquet

MARGARET WOOLMANWEALTH ADVISORS NETWORK, INC.

HASTINGS, NE

Page 135: National Conference - Awards Banquet
Page 136: National Conference - Awards Banquet

ART HUSAMIHUSAMI & ASSOCIATES

SANTA FE SPRINGS, CA

Page 137: National Conference - Awards Banquet
Page 138: National Conference - Awards Banquet
Page 139: National Conference - Awards Banquet

TERRY JANNSENJANNSEN WEALTH MANAGEMENT, INC.

PEWAUKEE, WI

Page 140: National Conference - Awards Banquet
Page 141: National Conference - Awards Banquet

TOM MURRAYMANAGING PARTNER

KATIE CONNORS, BOB QUARTE,

JEFF DAVOLI & JOHN KNOXPARTNERS

AVZ WEALTHMANAGEMENT, LLC

HAUPPAUGE, NY

Page 142: National Conference - Awards Banquet

SKIP BRIGGSPARTNER

CHRIS RICCIADVISOR

BENTLEY WEALTHADVISORS, LLC

WARWICK, RI

Page 143: National Conference - Awards Banquet

HARVEY SCHROEDERCHAMPION PARTNER

ROBERT LEANZA & BRANDON DALGARNOADVISORS

D.E. FINANCIALGROUP, LLC

CARLSBAD, CA

Page 144: National Conference - Awards Banquet

ROCHESTER, NY

PAT GEORGE DAVID DANGLER& CHRIS SASSONEMANAGING PARTNER

ADVISORS

JIM SHAW, BOB LINDER, GREG MILLER& JOHN WILSON

PARTNERS

DKCB WEALTH CAREADVISORS, LLC

DAVE PITCHER& VINCE SIRIANNI

CHAMPION PARTNERS

Page 145: National Conference - Awards Banquet

GPP WEALTHMANAGEMENT L.L.C.

DALLAS, TX

DAVID SHILLPARTNER

Page 146: National Conference - Awards Banquet

RALEIGH, NC

PETER ADAMS DAN HUGHESCHAMPION PARTNER PARTNER

STEVEN KATZENSTEIN &

JENNIFER MCKINNONADVISORS

HPG WEALTHCAREADVISORS, LLC

Page 147: National Conference - Awards Banquet

MOORMAN, HARTINGFINANCIAL SERVICES,

LTDCOLDWATER, OH

JIM HARTING, MARLENE GAGEL & ALAN WOLTERS

PARTNERS

Page 148: National Conference - Awards Banquet

TONY KONGPARTNER

DAVID BARNETT

PK FINANCIALSTRATEGIES, LLC

PHOENIX, AZ

ADVISOR

Page 149: National Conference - Awards Banquet

BRUCE JONESMANAGING PARTNER

RON MANSOADVISOR

PORTE BROWNWEALTH

MANAGEMENT LLCELK GROVE VILLAGE, IL

Page 150: National Conference - Awards Banquet

TFC FINANCIAL ADVISORSCONROE, TX

BILL CROWL & JULIE FLYNNPARTNERS

Page 151: National Conference - Awards Banquet

UNION FINANCIAL ADVISORS, LLC

TULSA, OK

PARTNERS

STEVE HENDERSON, STEVE REGOUBY& DOANE HARRISON

Page 152: National Conference - Awards Banquet

JEFF ANDERSONMANAGING PARTNER

DAN CHARRON, MARLIN JOHNSON, PHILLIP NEVILLE &

JOHN POSEYPARTNERS

WEALTH ADVISORSNETWORK, INC.

HASTINGS, NE

Page 153: National Conference - Awards Banquet
Page 154: National Conference - Awards Banquet

DAVID WHITEMANAGING PARTNER

TERRY WHIDDON, LARRY MILLS

& MARCUS DICKERSONPARTNERS

FMW FINANCIAL ADVISORS, LLC

BEAUMONT, TX

Page 155: National Conference - Awards Banquet

HUSAMI & ASSOCIATESSANTA FE SPRINGS, CA

MANAGING PARTNER ADVISORART HUSAMI BASHEER HUSAMI

Page 156: National Conference - Awards Banquet

MONHEIT FINANCIALGROUP, LLCSUN CITY WEST, AZ

DAVID MONHEITPARTNER

Page 157: National Conference - Awards Banquet

ELGIN, IL

DWAIN TATARYN CRAIG TOWER& BRENT KALKACHAMPION PARTNER

ADVISORS

BRIAN SULLIVANPARTNER

MUELLER FINANCIALSERVICES, INC.

Page 158: National Conference - Awards Banquet

JOSEPH MENTREKCHAMPION PARTNER

MIKE NUZZO& SAUL STEPHENS

ADVISORS

THE WEALTH CENTER

AT MEADEN & MOORE

CLEVELAND, OH

Page 159: National Conference - Awards Banquet

MOUNT ARLINGTON, NJ

TOM DARTNELL& AL PASSANANTE

MARCIA GELTMAN

CHAMPION PARTNERSPARTNER

NISIVOCCIA LLP

MICHAEL STIEGLITZ, DAMIEN PAUMI& MELISSA NORWICKE

ADVISORS

Page 160: National Conference - Awards Banquet
Page 161: National Conference - Awards Banquet

BEALL BARCLAY WEALTH MANAGEMENT, LLC

FORT SMITH, AR

THE BEALL BARCLAY TEAM

Page 162: National Conference - Awards Banquet

EUGENE, OR

DOUG GRIESEL MARK COOMBE& MATT ADAMSMANAGING PARTNER

ADVISORS

BILL MASON, JIM CHRISTIAN & GARY KRONMILLER

PARTNERS

JONES & ROTHFINANCIAL ADVISORS,

LLCROBIN MATTHEWS

CHAMPION PARTNER

Page 163: National Conference - Awards Banquet
Page 164: National Conference - Awards Banquet

HAL SARGENT& SKIP ANGELO

MANAGING PARTNERS

TOM ROCHEPARTNER

HEADQUARTERSADVISORY GROUP, LLC

PARSIPPANY, NJ

Page 165: National Conference - Awards Banquet
Page 166: National Conference - Awards Banquet

JEFF WATSONWEALTHCARE FINANCIAL GROUP, LLC

INDIANAPOLIS, IN

Page 167: National Conference - Awards Banquet
Page 168: National Conference - Awards Banquet

PLYMOUTH, MN

JEFF MOLEVER JOEL MULLENPARTNER MANAGING PARTNER

LORRI CRAIGADVISOR

CORE FINANCIAL MANAGEMENT, LLC

Page 169: National Conference - Awards Banquet
Page 170: National Conference - Awards Banquet

LARRY SIKESDSF WEALTH MANAGEMENT, LLC

LAFAYETTE, LA

Page 171: National Conference - Awards Banquet
Page 172: National Conference - Awards Banquet

LAFAYETTE, LA

LARRY SIKES& JOHN ARMATO

DAVID STROTHER, JED INZERELLA

& BOBBY MARCELLCO-CHAMPION PARTNERS ADVISORS

CRAIG BABINEAUX, STEVE GARDES& JENNIFER ZIEGLER

PARTNERS

DSF WEALTHMANAGEMENT, LLC

Page 173: National Conference - Awards Banquet