National Conference - Awards Banquet
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Transcript of National Conference - Awards Banquet
1ST TEXAS FINANCIAL
SERVICES, LLPMOUNT PLEASANT, TX
BOB ARNOLD, DINAH ARNOLD, JENNIFER ARNOLD,
KRIS ARNOLD & LANNY WALKERPARTNERS
ALEXANDER WEALTH ADVISORS, LLC
HARVARD, MA
DAVID ALEXANDERMANAGING PARTNER
FIRST TIMEONE DIAMOND EAGLE
ARROWADVISORY
MOUNT PLEASANT, SC
SCOTT POWELLMANAGING PARTNER
REBECCA BRINDLEADVISOR
JAY REDDERSENCHAMPION PARTNER
BOND BEEBE FINANCIAL
ADVISORS, LLCBETHESDA, MD
BRANDSFIELDFINANCIAL GROUP
WINDSOR HEIGHTS, IA
BOB BRANDSFIELD & AARON BRANDSFIELDPARTNERS
GENE BREHMMANAGING PARTNER
KEVIN CARRASCOADVISOR
BREHM HAVEL& COMPANY, LLP
SAN ANTONIO, TX
FIRST TIMEONE DIAMOND EAGLE
CAPSTONE CAPITAL MANAGEMENT, LLC
TUCSON, AZ
CRAIG SANFORDMANAGING PARTNER
CHERYL DAVID, LLCGREENSBORO, NC
MANAGING PARTNER ADVISORCHERYL DAVID LINUS WHITLOCK
DON AKRIDGEMANAGING PARTNER
RODGER FAGERBURGPARTNER
CITADEL CPA, FINANCIAL PLANNING
& INVESTMENTSKENNESAW, GA
COMMONWEALTH FINANCIAL ADVISORS,
LLCMIDLOTHIAN, VA
BRAD GREGG & BILL GREGGPARTNERS
DCS WEALTH ADVISORY
SERVICES, LLCINDIANAPOLIS, IN
JAY BARCLAYADVISOR
FULLER, FROST, LANIER WEALTH
MANAGEMENT, LLCAUGUSTA, GA
CHUCK LANIERADVISOR
GWINNETT FINANCIAL
SERVICES, INC.LAWRENCEVILLE, GA
DOUG LANGLEYMANAGING PARTNER
JACOBS FINANCIAL MANAGEMENT, LLC
TOWSON, MD
JERRY JACOBSMANAGING PARTNER
JAIME JUNKER FINANCIAL SERVICES,
LLCLAKE ELMO, MN
JAIME JUNKERMANAGING PARTNER
JANNSEN WEALTH MANAGEMENT, INC.
PEWAUKEE, WI
THE JANNSENWEALTH MANAGEMENT TEAM
JOE R. HOELLE,CPA, P.C.
SAN ANGELO, TX
JOE HOELLEMANAGING PARTNER
FIRST TIMEONE DIAMOND EAGLE
JUNKER FINANCIAL ADVISORS, LLC
RICHMOND, TX
REBECCA JUNKERMANAGING PARTNER
JW WEALTH MANAGEMENT, LLC
PHOENIX, AZ
LISA JACKSON & DON WHITMANPARTNERS
KCSC FINANCIAL SERVICES, LLC
MORGAN CITY, LA
EARL BAILEYADVISOR
MIKE LONGPARTNER
RON SCHAEFERPARTNER
LONG SCHAEFERFINANCIAL ADVISORS, LLC
CINCINNATI, OH
MICHAEL G.PETERS, CPA
ELLICOTT CITY, MD
MIKE PETERSMANAGING PARTNER
FIRST TIMEONE DIAMOND EAGLE
PRICE &PRICE, CPAS
KINGWOOD, TX
GARY PRICEMANAGING PARTNER
PURK ADVISORS, LLCST. LOUIS, MO
ADVISOR
DAVID WALTHERBILL PURKMANAGING PARTNER
RYAN FINANCIAL SERVICES
CHICO, CA
DAVE RYAN & CARRIE RYANPARTNERS
SCHMERLING FINANCIAL GROUP,
LLCJENKINTOWN, PA
NEIL SCHMERLINGMANAGING PARTNER
SCHOWALTER & JABOURI, P.C.
ST. LOUIS, MO
JEFF MCCORKENDALEADVISOR
JOE SEDITAMANAGING PARTNER
NATHAN KILTONPARTNER
SEDITA KILTON LIFE & WEALTH
MANAGEMENT, LLCPLANT CITY, FL
SIEBERT & BRIGGS WEALTH MANAGEMENT
ADVISORS LLCROSENBERG, TX
CODY SIEBERT & RON BRIGGSPARTNERS
JACK EVANSMANAGING PARTNER
LISA MULLINSADVISOR
WEALTH CAREADVISORS, LLC
SOMERSET, KY
WILSON MONEY MANAGEMENT, INC.
ATHENS, TX
RICHARD WILSONMANAGING PARTNER
BILL HICKEYMANAGING PARTNER
MARY JO GARVEYADVISOR
BILL HICKEY FINANCIAL SERVICES
ORLAND PARK, IL
KING, NC
BARRY AMBURN MICHAEL EASTERMANAGING PARTNER PARTNER
MATT HEARNADVISOR
CANNON WEALTH MANAGEMENT SERVICES
CHRISTEN SOUERS FINANCIAL SERVICES,
LLCFORT WAYNE, IN
LUKE FUNKADVISOR
CLOVER WEALTH MANAGEMENT, LTD.
IRVINE, CA
EUGENE O’BRIENMANAGING PARTNER
FALCON& ASSOCIATES
HOUSTON, TX
PATRICK FALCONMANAGING PARTNER
FIRST TIMEONE DIAMOND EAGLE
FINANCIAL & ESTATE ADVISORS, LLC
DANVERS, MA
STEVE CHASEADVISOR
MCCONNELL& CO., INC.
HINGHAM, MA
MIKE MCCONNELLMANAGING PARTNER
FIRST TIMEONE DIAMOND EAGLE
MCCRATE, DELAET FINANCIAL ADVISORS,
LLCSIDNEY, OH
DON GOETTEMOELLERPARTNER
MCKELL FINANCIAL SERVICES
VALENCIA, CA
ALLEN MCKELLMANAGING PARTNER
FIRST TIMEONE DIAMOND EAGLE
RABCO FINANCIAL AND INSURANCE SERVICES,
INC.PASADENA, CA
SCOTT BROWNMANAGING PARTNER
ROLOFF, HNATEKAND CO., L.L.P.
VICTORIA, TX
PAUL HOLMPARTNER
SEA COASTWEALTH CARE, LLC
TOMS RIVER, NJ
JEFF LOOKERADVISOR
WAHLINWEALTH
MANAGEMENTPALM DESERT, CA
JAY WAHLINMANAGING PARTNER
WELLINGSWEALTH CARE
MENLO PARK, CA
BRUCE WELLINGSPARTNER
DENNY GIANOLITOTAL WEALTH CARE
CANNON FALLS, MN
KIVE STRICKOFFSTRICKOFF FINANCIAL SERVICES, LLC
GARDEN CITY, NY
LESLIE KILLGOREMANAGING PARTNER
DALE MONEYADVISOR
ACTIVE WEALTH MANAGEMENT, INC.
GREENVILLE, TX
BART ALLARD & PAUL ALLARD
PARTNERS
TONYA FULCHERADVISOR
ALLARD FINANCIAL ADVISORS, LLC
ROGERS, AR
DENNIS VOGTPARTNER
CHARLIE BYRONADVISOR
ALLOY SILVERSTEINFINANCIAL SERVICES,
INC.CHERRY HILL, NJ
CHRIS BOYNTONCHAMPION PARTNER
DENISE FERRARIADVISOR
ARXIS WEALTH MANAGEMENT, LLC
SIMI VALLEY, CA
BEACON WEALTH MANAGEMENT, LLC
HOUSTON, TX
BARBARA SOMERS & BRENT SHEPHERDPARTNERS
DAVE BREMERCHAMPION PARTNER
MOLLY SEBOLDADVISOR
BOULAY FINANCIAL ADVISORS, LLC
MINNEAPOLIS, MN
STEVE BRENDLEMANAGING PARTNER
ELAINE MORTONADVISOR
BRENDLE, SHAFFNER FINANCIAL ADVISORS,
LLCWINSTON-SALEM, NC
VICTORIA, TX
CHRIS KREJCI DAVID BAYARENACHAMPION PARTNER ADVISOR
JEROME KOTZUR, DENNIS SHAY & MIKE WENSKE
PARTNERS
BUMGARDNER MORRISON
WEALTH MANAGEMENT, LLC
WENATCHEE, WA
JEFF NEHER NANCIE WALSHMANAGIN PARTNER ADVISOR
KRISTINE LOOMISPARTNER
CNC FINANCIALGROUP, LLC
COSOURCE FINANCIAL GROUP
LLCLAFAYETTE, LA
BEAU BEAULLIEUMANAGING PARTNER
DAVIS-MONKFINANCIAL GROUP
GAINESVILLE, FL
GREG GROOMS & ANA CRAIGADVISORS
DGN WEALTHCARE ADVISORS, LLC
TRAVERSE CITY, MI
RICK GARNER & TOM GARNERPARTNERS
BEAUMONT, TX
ROBERT EDGAR CHARLOTTE JUNGENPARTNER ADVISOR
EKC ADVISORS, LLP
BRADLEY BROWNPARTNER
WESTWOOD, MA
DAN ROMANO JIM BRANCHPARTNER ADVISOR
PAUL GERRYPARTNER
GRAY EQUITY MANAGEMENT, LLC
HEIMLANTZ FINANCIAL
ADVISORS, LLCANNAPOLIS, MD
PAUL ABBOU & KATHIE SULICKPARTNERS
HILL, LONG & CO., P.C.HOUSTON, TX
PARTNERSADVISOR
DENNIS LONG & JERRY HILL
KATHY COSGROVE
I.M.FINANCIAL, LLC
SHREVEPORT, LA
PARKER INABNET, MORRIS INABNET & BOB NOVAKPARTNERS
FIRST TIMETWO DIAMOND EAGLE
ROBERT NEBELPARTNER
MICHAEL MCCLOSKEYADVISOR
JCCS WEALTHADVISORS, LLC
GREAT FALLS, MT
SAN JOSE, CA
BUD SANDERS &SHERYL PETERSONMANAGING PARTNER
PARTNERS
JY WEALTHCARE, LLC
BARBARA KONGADVISOR
DAVE DAVIS
DAN KOSMATKAMANAGING PARTNER
NANCY SASHADVISOR
KDCO FINANCIAL SERVICES, LLC
MEDFORD, OR
ROBERT KULASMANAGING PARTNER
JEFF STEINBERGADVISOR
KPS WEALTH MANAGEMENT, LLC
PORT SAINT LUCIE, FL
LFC WEALTH MANAGEMENT, LLC
ROCKVILLE, MD
THOMAS LYDON & TOM LYDON, IIIPARTNERS
LUMSDEN & MCCORMICK
FINANCIAL SERVICES, LLCBUFFALO, NY
DENNIS CASTIGLIAPARTNER
RICK DILLARD &ANDREW PETERSON
PARTNERS
QUINN JACKSONADVISOR
MSP WEALTH MANAGEMENT
KLAMATH FALLS, OR
N/L FINANCIALSERVICES, LLC
HUNT VALLEY, MD
KEN GRAVESPARTNER
OLSON & HATCHERFINANCIAL ADVISORS,
LLCPHOENIX, AZ
JOHN OLSON & DOUG HATCHERPARTNERS
PCC FINANCIALADVISORS
STUART, FL
DAVID PITTINOSADVISOR
PERMIAN BASIN WEALTHCARE ADVISORS,
LLCODESSA, TX
BRENT HOAK & TERRY HOAKADVISORS
FIRST TIMETWO DIAMOND EAGLE
RON PITTMANMANAGING PARTNER
PITTMAN & MURDOUGH
FINANCIAL ADVISORS, INC.
PHOENIX, AZ
BRUCE RAWDIN-BARONMANAGING PARTNER
STEVE POLLOCK & SEAN STORCK
PARTNERS
RAWDIN-BARON FINANCIAL, INC.
SAN DIEGO, CA
DALLAS/FORT WORTH, TX
WES ROLAND STEVEN KLEIBERCHAMPION PARTNER PARTNER
SHAWN MECHLERADVISOR
RKMFINANCIAL SERVICES
STRICKOFF FINANCIAL
SERVICES, LLCGARDEN CITY, NY
KIVE STRICKOFF MANAGING PARTNER
SWEENEY KOVAR FINANCIAL ADVISORS,
INC.DANVILLE, CA
KEVIN SWEENEY, JOSEPH KOVAR & K.C. BENNETTPARTNERS
TRUSTED GLOBAL ADVISORS, LLC
NEW YORK, NY
BERGE AVEDISIAN, MARY ANNE BOHLINGER& BRUCE HESSE
PARTNERS
MICHELE TREMBLAY
CHAMPION PARTNER
GERRICHERREY DIAMOND
ADVISOR
WABC WEALTH MANAGEMENT
SERVICESTIMONIUM, MD
JEFF WATSONMANAGING PARTNER
JOE GIANOLIADVISOR
WEALTHCARE FINANCIAL GROUP, LLC
INDIANAPOLIS, IN
WEST TEXAS WEALTHCARE
ADVISORS, INC.LUBBOCK, TX
CASIE FILLINGIM, BRAD GREEN, ELAINE MCNAIR & MICHAEL GARDINER
PARTNERS
DENNIS WIEDEMANMANAGING PARTNER
TROY HERMANADVISOR
WIEDEMAN FINANCIAL SERVICES, LLC
GERING, NE
BYRT FINANCIALADVISORS, LLC
WAYCROSS, GA
CHIP BEAL & JAMES RIVERSADVISORS
MEADE KAMPFMUELLERADVISOR
RICKY ROBERTSON& WILEY KEEL
PARTNERS
JOYNER, KIRKHAM, KEEL & ROBERTSON
WEALTHCARE, LLCRICHMOND, VA
FIRST TIMETWO DIAMOND EAGLE
SIERRA FINANCIAL ADVISORS, LLC
CARSON CITY, NV
KATIE DILILLO COOMBSPARTNER
MISTY BAINTERRKM FINANCIAL SERVICES
DALLAS/FORT WORTH, TX
JULIE CALHOUNMONHEIT FINANCIAL GROUP, LLC
SUN CITY WEST, AZ
WEALTH MANAGEMENT ASSISTANTSMASTER CERTIFICATION
RHONDA CHANEYCHERYL DAVID, LLC
GREENSBORO, NC
TIFFANI DAVEYPITTMAN & MURDOUGH FINANCIAL ADVISORS,
INC.PHOENIX, AZ
ANGELA DIGMANGWINNETT FINANCIAL SERVICES, INC.
LAWRENCEVILLE, GA
DENISE ELLISFMW FINANCIAL ADVISORS, LLC
BEAUMONT, TX
DAWNFILLIATREAULT WOOD
BENTLEY WEALTH ADVISORS, LLC
WARWICK, RI
SCARLET FILMOREMONHEIT FINANCIAL GROUP
SUN CITY WEST, AZ
MYRA HANSONFMW FINANCIAL ADVISORS, LLC
BEAUMONT, TX
LINDA HARTWEALTH ADVISORS NETWORK, INC.
GREELEY, CO
PAM JACOBSJACOBS FINANCIAL MANAGEMENT, LLC
TOWSON, MD
HOLLY JONESHPG WEALTHCARE ADVISORS, LLC
RALEIGH, NC
TAMMY HUBLWEALTH ADVISORS NETWORK, INC.
HASTINGS, NE
BRITTANY KEYSSEDITA KILTON LIFE & WEALTH MANAGEMENT, LLC
PLANT CITY, FL
VAL LANGELJCCS WEALTH ADVISORS, LLC
GREAT FALLS, MT
JENNIFER LEWISDSF WEALTH MANAGEMENT, LLC
LAFAYETTE, LA
CINDY LINDEMANEKC ADVISORS, LLP
BEAUMONT, TX
NICOLE MACKOWIAKPORTE BROWN WEALTH MANAGEMENT LLC
ELK GROVE VILLAGE, IL
WEALTH MANAGEMENT ASSISTANTSADVANCED CERTIFICATION
LORI MATUSHPG WEALTHCARE ADVISORS, LLC
RALEIGH, NC
PATRICIA MCCONNELLMCCONNELL & CO., INC.
HINGHAM, MA
WEALTH MANAGEMENT ASSISTANTSADVANCED CERTIFICATION
CINDY MERCADOOLSON & HATCHER FINANCIAL ADVISORS, LLC
PHOENIX, AZ
JENNIFER MOUTONDSF WEALTH MANAGEMENT, LLC
LAFAYETTE, LA
ANN REAGANMONHEIT FINANCIAL GROUP, LLC
SUN CITY WEST, AZ
PAMELA REHMWIEDEMAN FINANCIAL SERVICES, LLC
GERING, NE
LIZA RUTTIHUSAMI & ASSOCIATES
SANTA FE SRINGS, CA
WEALTH MANAGEMENT ASSISTANTSADVANCED CERTIFICATION
NANCY SALERNOCAPSTONE CAPITAL MANAGEMENT, LLC
TUCSON, AZ
JAMIE SCHACHERLBUMGARDNER MORRISON WEALTH
MANAGEMENT, LLCVICTORIA, TX
DEB SCHULZMUELLER FINANCIAL SERVICES, INC.
ELGIN, IL
WEALTH MANAGEMENT ASSISTANTSADVANCED CERTIFICATION
SARAH SMITHEYJUNKER FINANCIAL ADVISORS, LLC
RICHMOND, TX
WEALTH MANAGEMENT ASSISTANTSMASTER CERTIFICATION
DONNA STANARTUNION FINANCIAL ADVISORS, LLC
TULSA, OK
KATHLEEN WAITESEDITA KILTON LIFE & WEALTH MANAGEMENT, LLC
PLANT CITY, FL
CAROL WILSONFULLER, FROST, LANIER WEALTH MANAGEMENT,
LLCAUGUSTA, GA
WEALTH MANAGEMENT ASSISTANTSADVANCED CERTIFICATION
CARA ANGELOAVZ WEALTH MANAGEMENT, LLC
HAUPPAUGE, NY
JENNIFER BROUSSARDDSF WEALTH MANAGEMENT, LLC
LAFAYETTE, LA
KELLY KELTNERWEALTH MANAGEMENT INC.
BOWLING GREEN, KY
DENISE MADOLEUNION FINANCIAL ADVISORS, LLC
NORMAN, OK
ERIN STEELEJCCS WEALTH ADVISORS, LLC
MISSOULA, MT
MARGARET WOOLMANWEALTH ADVISORS NETWORK, INC.
HASTINGS, NE
ART HUSAMIHUSAMI & ASSOCIATES
SANTA FE SPRINGS, CA
TERRY JANNSENJANNSEN WEALTH MANAGEMENT, INC.
PEWAUKEE, WI
TOM MURRAYMANAGING PARTNER
KATIE CONNORS, BOB QUARTE,
JEFF DAVOLI & JOHN KNOXPARTNERS
AVZ WEALTHMANAGEMENT, LLC
HAUPPAUGE, NY
SKIP BRIGGSPARTNER
CHRIS RICCIADVISOR
BENTLEY WEALTHADVISORS, LLC
WARWICK, RI
HARVEY SCHROEDERCHAMPION PARTNER
ROBERT LEANZA & BRANDON DALGARNOADVISORS
D.E. FINANCIALGROUP, LLC
CARLSBAD, CA
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
GPP WEALTHMANAGEMENT L.L.C.
DALLAS, TX
DAVID SHILLPARTNER
RALEIGH, NC
PETER ADAMS DAN HUGHESCHAMPION PARTNER PARTNER
STEVEN KATZENSTEIN &
JENNIFER MCKINNONADVISORS
HPG WEALTHCAREADVISORS, LLC
MOORMAN, HARTINGFINANCIAL SERVICES,
LTDCOLDWATER, OH
JIM HARTING, MARLENE GAGEL & ALAN WOLTERS
PARTNERS
TONY KONGPARTNER
DAVID BARNETT
PK FINANCIALSTRATEGIES, LLC
PHOENIX, AZ
ADVISOR
BRUCE JONESMANAGING PARTNER
RON MANSOADVISOR
PORTE BROWNWEALTH
MANAGEMENT LLCELK GROVE VILLAGE, IL
TFC FINANCIAL ADVISORSCONROE, TX
BILL CROWL & JULIE FLYNNPARTNERS
UNION FINANCIAL ADVISORS, LLC
TULSA, OK
PARTNERS
STEVE HENDERSON, STEVE REGOUBY& DOANE HARRISON
JEFF ANDERSONMANAGING PARTNER
DAN CHARRON, MARLIN JOHNSON, PHILLIP NEVILLE &
JOHN POSEYPARTNERS
WEALTH ADVISORSNETWORK, INC.
HASTINGS, NE
DAVID WHITEMANAGING PARTNER
TERRY WHIDDON, LARRY MILLS
& MARCUS DICKERSONPARTNERS
FMW FINANCIAL ADVISORS, LLC
BEAUMONT, TX
HUSAMI & ASSOCIATESSANTA FE SPRINGS, CA
MANAGING PARTNER ADVISORART HUSAMI BASHEER HUSAMI
MONHEIT FINANCIALGROUP, LLCSUN CITY WEST, AZ
DAVID MONHEITPARTNER
ELGIN, IL
DWAIN TATARYN CRAIG TOWER& BRENT KALKACHAMPION PARTNER
ADVISORS
BRIAN SULLIVANPARTNER
MUELLER FINANCIALSERVICES, INC.
JOSEPH MENTREKCHAMPION PARTNER
MIKE NUZZO& SAUL STEPHENS
ADVISORS
THE WEALTH CENTER
AT MEADEN & MOORE
CLEVELAND, OH
MOUNT ARLINGTON, NJ
TOM DARTNELL& AL PASSANANTE
MARCIA GELTMAN
CHAMPION PARTNERSPARTNER
NISIVOCCIA LLP
MICHAEL STIEGLITZ, DAMIEN PAUMI& MELISSA NORWICKE
ADVISORS
BEALL BARCLAY WEALTH MANAGEMENT, LLC
FORT SMITH, AR
THE BEALL BARCLAY TEAM
EUGENE, OR
DOUG GRIESEL MARK COOMBE& MATT ADAMSMANAGING PARTNER
ADVISORS
BILL MASON, JIM CHRISTIAN & GARY KRONMILLER
PARTNERS
JONES & ROTHFINANCIAL ADVISORS,
LLCROBIN MATTHEWS
CHAMPION PARTNER
HAL SARGENT& SKIP ANGELO
MANAGING PARTNERS
TOM ROCHEPARTNER
HEADQUARTERSADVISORY GROUP, LLC
PARSIPPANY, NJ
JEFF WATSONWEALTHCARE FINANCIAL GROUP, LLC
INDIANAPOLIS, IN
PLYMOUTH, MN
JEFF MOLEVER JOEL MULLENPARTNER MANAGING PARTNER
LORRI CRAIGADVISOR
CORE FINANCIAL MANAGEMENT, LLC
LARRY SIKESDSF WEALTH MANAGEMENT, LLC
LAFAYETTE, LA
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