Network Member Search

Dent Network Members are listed alphabetically by state within the US, followed by Australia, Canada, and the UK.

Our members are dedicated to understanding our research and methodology by attending our educational seminars, conferences and monthly conference calls. Network Members are committed to making a meaningful difference in their own life planning as well as that of their clients. Network Members listed are not affiliated with Dent Research. Dent Research does not evaluate or monitor compliance for the listed members, so therefore cannot make individual recommendations.



Anil Vazirani
14301 N. 87th St Suite 216
Scottsdale, AZ 85260
Membership Status: Master Certified
Phone: 800-957-5604


Randy Koontz
Wealth Creation, Wealth Distribution Raymond James
3300 Market St. Suite 120
Rogers, AR 72758
Membership Status: Master Certified
Phone: 479-271-9747


Barbara Meyers
4 Shoreline
Irvine, CA 92614
Phone: 800-211-5828
Orange County and Corona-Norco area of Riverside County Barbara has been in the personal financial and investment field since 1977 and serving the educational community since 1982. Ms. Meyers, as past president and chairman of the Orange County chapter of the International Association of Financial Planning (now known called the FPA – Financial Planning Association) has served on the board of the Directors of the IAFP and the National Tax-Sheltered Annuity Association (NTSAA), also a Master Elite advisor with Ed Slott’s Elite Advisory Group.

Bruce Formes
727 N. Harbor Blvd.
Fullerton Ca 92832
Phone: 714-526-3412
Areas Served: All of the Orange County area

Christian Cordoba
2301 Rosecrans Ave., Suite 3165
El Segundo, CA 90245
Phone: 310-643-7472
Retirement Planning, 401K and IRA Distribution Planning, Income Planning, Investment Planning, Tax Reduction Planning, Inheritance Planning, California Retirement Advisors is a registered investment advisor company specializing in 401K & IRA Investment, Income and Preservation Strategies.

Clark Moffat
Small business, Dental/Medical
380 S. Melrose Dr. Suite 201
Vista, CA 92081
Phone: 7607310490
We utilize demographic and economic research for long-term investment decisions. We supplement this data utilizing institutional forecasting and research. No matter your allocation or exposure to the equity or bond markets, we can help you focus on what is important to you and whether or not your portfolio in its current allocation will give you the best probability for you to realize your dreams thus providing you with the life style you are accustomed to.

Douglas Boring, CFP ®
Spectrum Wealth Management, Inc.
5925 Granite Lake Drive, Suite 130
Granite Bay, CA 95746
Phone: 916-791-5300

Douglas Robinson
3997 Washington Street
San Francisco, CA 94118
Phone: 415-771-9421
San Francisco, Sacramento, Los Angeles An SEC registered investment advisory firm specializing in asset allocation strategies for institutions, trusts and high-network individuals. Principal experience: 26 years. Assets under management: $135 million.

Doug De Groote, CFP®, MBA
Certified Financial Planner 2660
Townsgate Road, Ste. 450
Westlake Village CA
Areas Served: Ventura County, Los Angeles County, Orange County, San Diego County and Santa Barbara County
Membership Status: Charter Member/Master Certified
Phone: 805-230-0111
We utilize demographic and economic research for long-term investment decisions. We supplement this data utilizing the very best institutional forecasting and research from GMO, La Jolla Economics, Harry S. Dent Jr., and institutional money flow to manage short-term market fluctuations. No matter your allocation or exposure to the equity markets or the bond markets, we can truly focus on what is important to you and whether or not your portfolio in its current allocation will allow you to realize your dreams or provide you with the life style you are accustomed to.

Gary Sipos, MBA, AIF®

4040 Civic Center Drive, Suite 200

San Rafael, CA 94903

Phone: 415-742-0717



Mr. Sipos is an Accredited Investment Fiduciary who helps families Reduce their College Costs, and minimize their Unknown and Unnecessary Wealth Transfers by focusing first on financial processes, not financial products.   Mr. Sipos helps people understand and address the four most important questions involving one’s financial retirement plan.

Mr. Sipos attended Stanford University, St. Mary’s College, and Loyola Marymount University, earning degrees in Electrical Engineering, Masters in Business Administration, and studies in Artificial Intelligence.  He has founded Silicon Valley start-ups, experienced M&A’s, and IPO’s, and now enjoys helping families understand why financial processes are much more important than rate of return, and how they too can invest optimally.

Mr. Sipos and his wife, Dr. Lisa Harpenau, live in San Francisco, CA., with their two standard poodles, Kobe and Arthur.  Gary’s self-confessed claims to fame are he once played two-on-two beach volleyball with Karch Kiraly and once had his econ paper reviewed by Milton Freedman.  Both events made his day!

Joe Marangola
24025 Park Sorrento
Calabasas, CA
Phone: 818-225-9399

John Grace
200 N. Westlake Blvd, Suite 109
Westlake Village, CA 91362
Phone: 805-495-2077
Securities and Advisory Services offered through National Planning Corporation (NPC) Member FINRA/SIPC, a Registered Investment Advisor, Investors Advantage, HS Dent and National Planning Corporation are separate and unrelated companies. Securities and Advisory Services offered through National Planning Corporation (NPC) Member FINRA/SIPC, a Registered Investment Advisor, Investors Advantage, HS Dent and National Planning Corporation are separate and unrelated companies.

John Levy
2161 Ygnacio Valley Road #10
Walnut Creek, CA 94598
Phone: 925-297-6400
John Levy, CPA is fairly unique in that we offer only financial planning. In order to limit our loyalties to just our client, we do not have any other source of revenue which could create conflict between our interests and the interests of our client. We do not manage money or sell any other product or service. We act solely as the client advocate. Our objective is to take the client through the process of preparing an in-depth financial plan; then assist them in the full implementation of that plan including the selection of appropriate advisors for each of their various needs (investing, legal, tax preparation, insurance, etc.). We then help the client monitor their progress and revise the plan as needed to adjust for life changes.

John is a Certified Public Accountant (CPA), a CPA Personal Financial Specialist (PFS) and a Certified Financial Planner® (CFP®). He holds a masters in economics and has worked with clients and their economics for over 30 years. John is very active in professional organizations and teaches these skills to other professionals.

Keith Springer
The Springer Financial Building
4480 Duckhorn Drive
Sacramento, CA 95834
Phone: 916-925-8900

Sacramento, CA and surrounding areas. I am the author of Facing Goliath: How to Triumph in the Dangerous Market Ahead, radio host of Smart Money with Keith Springer on 1530 KFBK, editor of the Smart Money Newsletter, a market technician, a financial writer, multinational philanthropist, and President and founder of Springer Financial Advisors in Sacramento CA, an SEC Registered Investment Advisory Firm. I have developed a US Trademarked proprietary process known as Top-Down Tactical™ for building tax-efficient and retirement portfolios for high net worth individuals. I have been providing professional financial advice for more than 27 years, specializing in wealth management solutions for the most complex individual and institutional portfolios worldwide. In conjunction with my career as an advisor, I have dedicated myself to serving the community. It brings me great pleasure to help the dreams of others come true. Thus, in 1999 I organized the Springer Turkey Challenge to raise money to feed hungry families during the holidays. Each holiday season, through the generosity of my clients, we collectively give away over a thousand turkeys and other complementary items to those in need who would otherwise go without. Over the years, we have fed thousands of families, and I look forward to doing more in the years to come. I am also a member of the Society for Financial Awareness (SOFA), where I donate my time for free seminars and workshops for companies, civic organizations, church groups, etc. Our goal is to help raise financial awareness and assist people in taking charge of their financial future.

Ross S. Hunt, CFP®
29970 Technology Drive
Suite 111
Murrieta, CA 92563
Phone: 951-696-5292

Ross S. Hunt, is a CERTIFIED FINANCIAL PLANNER (CFP®) and has been providing sound financial advice and guidance to his clients for more than 30 years, committed to helping individuals and families meet and exceed their financial goals. Ross Hunt and his wife, Mary, are cofounders of RMH Advisors, LLC, a fee-only, Registered Investment Advisory firm located in Murrieta, CA. Ross is also a registered principal with LPL Financial.  Ross has built his advisory business by combining a sound asset class investing methodology with holistic financial planning, including investment and portfolio management.  Through their education and numerous professional designations, licenses, and memberships in such exclusive groups as Ed Slott’s Elite IRA Advisor GroupSM and the HS Dent Financial Advisors Network, the Hunts are mentored by and study under some of the most noteworthy names in the country. This enables them able to provide clients with the most current information, resources, and planning strategies to work towards their retirement goals. Their vast knowledge, decades of experience, and first-class client service are what’s really at the heart of making Ross & Mary true financial planning & retirement income specialists. It’s no coincidence that more than half of Ross’ clients have been with him for more than 20 years!

Ross Hunt is a registered principal with and securities offered through LPL Financial, member FINRA/SIPC. Financial Planning offered through RMH ADVISORS, LLC, a Registered Investment Advisor and separate entity. Ed Slott’s Elite IRA Advisor Group and HS Dent Financial Advisors Network are not affiliated with LPL Financial. Ross Hunt is registered to conduct securities business in the following states: AZ, CA, HI, IL, MA, MI, NC, OH, VA, WA.

Richard Nakawatase
17890 Castleton St. Suite 100
City of Industry, CA 91748
Phone: 626-965-9400


Adam E. Brunin
Navigation Financial Services, Inc.
3500 JFK Pkwy., Ste. 300
Fort Collins, CO 80525
Phone: 970-672-1236


Ann Vanderslice
143 Union Blvd. Suite 900
Lakewood, CO 80228
Phone: 303-922-4304

Deborah Gamber
Wealth Accumulation Planning
3465 S. Gaylord Ct., A-404
Englewood, CO 80113
Phone: 303.228.7230

Southeast Denver metro area: Sequoia Financial is an independent financial planning firm which utilizes financial products to grow clients wealth safely, predictably and without market risk. Sequoia Financial also partners with a comprehensive wealth management firm who is affiliated with an independent broker/dealer.

Jim Lunney
7761 Shaffer Parkway Suite 210
Littleton, CO 80127
Areas Served : Jim Lunney may discuss and/or transact securities with residents of the following states: AK, AZ, CA, CO, CT, DC, HI, IL, KS, MI, MO, MT, NE, NH, NM, NY, OK, OR, SC, TX, VA, WA
Phone: 800-800-6364

In addition to independent, unbiased, no strings attached financial advice each client should expect to receive direction, capability and confidence from our custom designed thinking process. Our process incorporates tools, techniques and systems, which make up The Wealth Planning Strategy™ created by Jim Lunney. This unique process goes beyond traditional financial planning as it continually monitors progress toward the client’s future based goals. This approach helps to avoid emotional based decisions and instead encourages focus on the goals based progress that were outlined together. What makes us unique is that we take the time to look at how the asset pieces of the puzzle flow based on inevitable life changing events. We examine each client’s life events such as costs associated with purchasing a larger home, college education for the children, second or third home purchases, retirement, etc. and map them out many years in the future. We then overlay our economic and investment outlook for the same time frame over the client’s life. This enables the client to see what their life needs will be and when. This approach estimates what the economy and the investment markets could be doing over this same time period. To make these estimates of future economic trends we look at demographic data and probabilistic reoccurrence of prior historical cycles, which is combined with a review of the fundamentals of investment alternatives and technical analysis before an asset allocation is recommended to the client. Before investments are implemented this detail is reviewed for suitability with the client’s constraints for time, risk and volatility. The unique process used at The Wealth Strategies group was created as an alternative to the buy and hold cookie cutter approach used in pie chart allocation models. Our Seven Step process has a clear history of organizing our clients’ financial life into a structure that provides direction, capability and confidence for each family member.


Daryl LePage
Brook Wealth Management, LLC
1090 Elm Street
Suite 102
Rocky Hill, CT 06067
Phone: (860) 257-8688

Mark Fezza
Brook Wealth Management, LLC
1090 Elm Street
Suite 102
Rocky Hill, CT 06067
Phone: (860) 257-8688
Wealth Building, Estate Planning, Tax Planning, Retirement Planning


Bender Wallace Mackey
10419 Cory Lake Dr.
Tampa, FL 33647
Phone: 888-777-8685
Tampa Bay Wally Mackey, RFC, CSA, is nationally recognized for his retirement planning practice using financial products guaranteed safe. When the stock market dropped, none of his clients lost any money. He provides his clients with a written retirement plan prior to implementation. The plan guarantees a lifetime income by using financial products specifically designed for the Next Great Depression. Wally attracts individuals who have for whatever reason already decided to no longer own securities. He does not offer investment advice. He has no fees, no management fees, and the clients pay no commissions.


David Hays
674 S. College Rd.
Bloomington, IN 47403
Phone: 812-334-3190
South Central Indiana David Hays is the founder, president and senior consultant of Comprehensive Financial Consultants, Inc. (CFC), located in Bloomington, Indiana. His firm was chartered to deliver financial planning and investment advice to individuals, businesses, retirement plans and not-for-profit organizations. David is consistently in the public eye. He has hosted “Your Money with David Hays,” a weekend radio program on AM1370 WGCL, since 2002. David also hosted “The Coach,” an internet radio program for businessamericaradio.com, from October 2004 through April 2005. He has conducted hundreds of financial workshops across the Midwest.

Joseph Clark, CFP
Asset Management 429 E. 14th
Anderson, IN 46016
Phone: 765-428-5095
Retirement Planning and Management; Asset Management We take care of people with hopes and dreams but who do not want to worry about their money.


Brian Johnson

PO Box 309
706 Montana St.
Glidden, IA 51443
Areas Served: All of Iowa, Nebraska, Minnesota, Illinois, Tennessee, Oklahoma
Phone: 712-659-2156
Brian is a Registered Financial Consultant. We strive to provide financial planning and asset management services for our clients from a “Net Perspective” Which means, we utilize state of the art software to track your goals and values to help you during your retirement by factoring in taxes and inflation. We believe in a holistic approach and monitoring of these plans. We want to help you Grow, Keep and Leave your money in the most Tax efficient manners.

Dean Barber
Barber Financial Group
13550 W. 95th St.
Lenexa, KS 66215
Areas Served: Kansas City, Overland Park, Shawnee, Leawood, Lenexa, Lee’s Summit, and other surrounding areas.
Phone: 913-393-1000
As a regular contributor to CNBC, Fox Business News, Bloomberg Radio and other national and local media outlets, Barber Financial Group continues striving to educate investors on how to grow, keep and leave their money.

Shane Barber
Barber Financial Group
13550 W. 95th St
Lenexa, KS 66215
Areas Served: Kansas City, Overland Park, Shawnee, Leawood, Lenexa, Lee’s Summit, and other surrounding areas.
Phone: 913-393-1000


Matthew Havens
99 Derby St. Suite 203
Hingham, MA 04043
Phone: 781-740-8883
Matt’s firm focuses mainly on protecting wealth for investors near or in retirement and successful business owners transitioning out of their business. Matt and his firm serve clients throughout the United States but have a concentration of clients in New England and the San Francisco area. Matt has been helping investors protect their wealth and plan their financial futures for over 15 years. He has been following Harry Dent’s research since 1994 and uses macro economic forecasting to help his clients navigate the changing economic times. Having been an advisor and manager within two of the large financial services firms Matt has an appreciation for the short comings of the industry and has created an independent firm to better serve his clients.


Lindsey Chrystan
Success Financial Group, Inc
4301 Canal Ave. SW Suite 102
Grandville, MI 49418
Phone: 616-261-9480
Services Include: Investment Recommendations for your 401(k) or other retirement planning, Assistance with College Savings Plans, Pre-Retirement Investment Planning, Managing Money during Retirement including Retirement Plan Distributions, Regular periodic portfolio reviews, Monthly economic newsletter provided via email/mail, Online access to your brokerage and investment accounts, Timely answers to your financial questions, Assistance from highly skilled staff members.

Mike Spencer
M.R. Spencer Financial Services, Inc.
5409 Gateway Center Dr. Suite A
Flint, MI 48507
Phone: 810-732-2722

Robert (Bob) Hardies, CFP®, MS, ATP
Financial & Portfolio Advisors
15855 Farmington Road
Livonia, MI 48154
Areas Served: We are happy to serve Southeast Michigan, as well as across the United States
Phone: 734-261-4011
I am a Certified Financial Planner, and hold a Masters in Estate Planning.

Robert R. Courser, CFP®
Ron Courser & Associates
2020 Raybrook Dr. SE Suite 205
Grand Rapids, MI 49546
Areas Served: West Michigan: Kent, Ottawa, Ionia, and Newaygo Counties.
Phone: 616-301-2581
As a CFP, HS Dent Network Advisor and a member of Ed Slott’s Master Elite IRA Advisor Group, my clients have the advantage of working with a caring professional who takes the time to get to know them, their goals and their values. Trust, integrity and my word means everything to me. As a retirement specialist, I strive to bring these values to my client’s retirement planning.

Terry Sawchuk
Sawchuk Wealth Strategies
888 W Big Beaver Suite 1480
Troy, MI 48084
Phone: 810-732-2722
“Wealth Strategies” with Terry Sawchuck on WJR 760 Sundays from 11:00 AM to 12:00 PM.


Craig Larson
Larson Financial Advisors
7900 Xerxes Ave. S. Suite 920
Bloomington, MN 55431
Ph: 952-345-8005

Naomi Kowalik
1621 4th Avenue North
Sauk Rapids, MN 56379
Areas Served: Clearwater, MN; St. Cloud, MN; Sartell, MN; Sauk Rapids, MN
Phone: 320-257-8888
Kowalik & Associates LLC is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, and conserve our clients’ wealth by delivering an unprecedented level of personalized service.

Fee-Based Planning offered through Kowalik & Associates, LLC, a State Registered Investment Advisor. Third Party Money Management offered through ValMark Advisers, Inc., A SEC Registered Investment Advisor, Securities offered through ValMark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Suite 300, Akron, OH 44333-2431, 800-765-5201. Kowalik & Associates, LLC is not an affiliate of ValMark Securities, Inc. or ValMark Advisers, Inc.


Bob Sawyer
2304 14th Street
Gulfport, Ms 39501
Phone: 228-864-4460 Work
Phone: 228-861-1975 Cell-
It occurred to me that you might not know what I do.

I own Michelangelo films and Michelangelo Publishers. Our first book “Above the Treetops a Jack Sacco story about The True Story of William Faulkner and Bobby Little, the Son He Never Had.
Our first film , A Time For Miracles” documents Artie Boyle’s emotional journey into the unknown and the remarkable series of events that forever changed his life in Medjugorje.

You may know that I am a Registered Financial Advisor and Managing Director of an independent financial services firm. I manage assets and liabilities for my clients and their heirs. You may not know that I am an avid runner who completed his first 5K run last year. Or that I am a strong advocate for the abused and neglected children of our community through my work with CASA of Harrison County. And you likely are not aware that I proudly serve as Chairman of the Board of Directors for Mississippi Public Broadcasting and the Gulfport Rotary Club – just two organizations of which I am affiliated. I use Harry Dent and Dorsey Wright for my research.

You see, oftentimes there is this idea that your business life and personal life should be kept separate. In some aspects, I would agree with that idea. But I am of the belief that you should approach your work in many of the same ways you approach life in general. After all, it’s the experiences and the people in my life that matter the most. I also firmly believe that in business, it’s people – my clients – that matter most.

Part of what I focus on in my work is really putting in the time to get to know my clients. Just as I mentioned some of my own personal hobbies and interests, I aim to learn more about others than just their name and occupation. Life is something that we all experience in different ways and what an honor it is to be able to share stories, memories, talents, and interests with others.


Risdan D. (Bud) Kasper
211A N.W. Executive Way
Lee’s Summit, MO 64063
Phone: 816-554-3736


Dorothy Roth
24 Oro Valley Dr.
Henderson, NV 89052
Phone: 877-919-7040

James Laughton
Financial Planning, Investment Management
5470 Kietzke Lane, Suite 300
Reno, NV 89511
Areas Served: Affluent families, small business owners, retirees and retirement plans. We serve clients primarily in Nevada, California, Arizona and Oregon,
Phone: 775-688-4728
The Laughton Wealth Advisory Group has been part of the Dent Advisers network since 2002. We are dedicated to helping our clients achieve their goals by understanding their needs, offering sound investment advice and providing superior service. Our mission is to provide a variety of financial services based on a disciplined approach to money management using the Dent research as a basis for our recommendations.

Johann Lau
2075 Honey Ridge Dr.
Reno, NV 89511
Phone: 775-746-1199


Carol Schmidlin
Retirement Planning and Federal Em
900 Route 168, F-1
Turnersville, NJ 08012
Areas Served: Philadelphia, Southern New Jersey, Delaware
Phone: 856-401-1101

Jeremy Portnoff
Retirement Distribution Rules
222 North Avenue W Suite 3
Westfield, NJ 07090
Areas Served: New Jersey, New York, California
Phone: 877-226-3115
Portnoff Financial LLC is an independent fee-only investment advisor providing comprehensive financial planning and investment management services.

Michael A. McLane, CFP, CIMA, EA
Director of Financial Planning*/Advanced Markets
Cell (908) 693-4504
Office Direct (732) 417-5384
Email: mmclane@htk.com


Don Monroe
Financial Planning – Asset Management
3737 Glenwood Avenue Suite #200
Raleigh, NC 27612
Phone: 919-785-4994

Gary Mastrodonato
807 Broad St Suite C
Oriental, NC 28571
Phone: 252-249-0100
“Master Your Money” — Saturday from 1:00 PM to 2:00 PM (EST) WTKF 107.1 FM www.thetalkstation.com Gary C. Mastrodonato CEA, the founder of The Masters LLC. has over thirty seven years of experience in the financial services business. Our Financial Division specializes in advising retired and near retired individuals in strategies to protect their current retirement savings in a sustained and growing income that neither spouse can outlive. In addition, the firm provides businesses with 401K plan development and ongoing management.


Rik Saylor
Your Financial Services Concierge
1241 Nilles Rd.
Fairfield, OH 45014
Phone: 513-829-8888
Wealth Management/Full Financial Services Firm Comprehensive Wealth Management


Nick Massey
1601 S. State St. Suite #500
Edmond, OK 73013
Areas Served: Oklahoma, Texas, Kansas, Missouri, California
Phone: 405-341-9929

Nick Massey, CERTIFIED FINANCIAL PLANNER™, has over 32 years experience in the financial services industry. He specializes in working with people who are planning for retirement and retired clients who want to preserve and grow their assets. An accomplished public speaker, Nick conducts seminars on a variety of financial topics and is a frequent guest speaker to various groups and clubs. In addition, he is a frequent guest analyst on CNBC and Bloomberg; and is frequently quoted is various local and national publications for his investment and economic opinions. Nick also writes a regular column for the business section of “The Edmond Sun.”


Chuck Price, CRFA
Price Financial Group Wealth Management, Inc.
A Registered Investment Advisor firm
555 SE 99th. Avenue, Suite 103
Portland, OR 97216 (503) 253-3000

For over 40 years Chuck has specialized in helping those that are about to retire and those that are retired to make sure their income outlives them. Chuck can be heard on the radio every Saturday morning from 8am to 9am on Freedom 970AM radio show call “Investing Simplified ®”. You can sign up for his weekly Newsletter for free at www.PFGWM.com or checkout the Clients Corner on the website for some great videos on Investing and Estate Planning.

Frank Bain
885 Lancaster Dr SE Suite C
Salem, OR 97317
Phone: 503-370-9003


George Mundy, CFP
1010 Stony Hill Road Suite 100
Yardley, PA 19067
Phone: 215-497-3347
Focus on comprehensive financial planning and investment management services for executives, business owners, and recent retirees.

Joseph Wirbick
941 Wheatland Ave Suite 301
Lancaster, PA 17603
Areas Served: Dauphin County, York County, Lancaster County, Berks County PA Financial Advisory Firm dedicated to working with Retirees and Pre Retirees in the Lancaster and Harrisburg areas of Pennsylvania.
Phone: 717-397-7957

Michael Dinich
830 N. Elmira St. Sayre, PA 18840
Sayre, PA 18840
Phone: 570-888-1817

Pat McCann, RFC
1040 Benner Pike Suite 1
State College, PA 16801
Phone: 814-237-0841

Helping people plan, stay on track, and avoid costly mistakes. Too often financial advisors talk only about money. We believe this ignores the most important part of financial planning – understanding YOU! We have developed a unique way of identifying your resources, communicating your goals, and managing your investments. We call it The McCann Wealth Strategies Process. The McCann Wealth Strategies Process is a systematic and comprehensive approach to Protect your wealth, Enhance your financial and personal well being, Enjoy your life, and skillfully Transfer your assets when the time comes.

Rachel Klinger, RFC
1040 Benner Pike Suite 2
State College, PA 16801
Phone: 814-237-0841

Helping people plan, stay on track, and avoid costly mistakes. Too often financial advisors talk only about money. We believe this ignores the most important part of financial planning – understanding YOU! We have developed a unique way of identifying your resources, communicating your goals, and managing your investments. We call it The McCann Wealth Strategies Process. The McCann Wealth Strategies Process is a systematic and comprehensive approach to Protect your wealth, Enhance your financial and personal well being, Enjoy your life, and skillfully Transfer your assets when the time comes.


Craig McDaniel
6156 St. Andrews Rd Suite 108
Columbia, SC 29212
Phone: 803-750-4848


Kevin Fuerst
6005 Century Oaks Drive, Suite 700
Chattanooga, TN 37402
Areas Served: TN, AL, GA, in Estate Planning, Legacy Planning, and Asset Management
Phone: 423-899-8555
The professionals at Fuerst Financial Group offer people in our community a full range of financial products and services. Because many people regard investing as complex and confusing, they often may miss out on many potentially rewarding financial opportunities. They also may be taking unnecessary risks. That’s where we can help. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and potentially helping to preserve your assets.


Alan Kifer
Retirement Planning
515A South Fry Rd #113
Katy, TX 77450
Phone: 800-891-8797
Certified Tax-Financial Estate Life Ins LTC Ins Retirement Charitable

Kent Snodgrass
First Southwest Company
777 Main Street Suite 1200
Fort Worth, TX 76102
Phone: 817-332-9710

Mike Robertson
Robertson Wealth Management LLC
5120 Woodway Drive
Suite 9029
Houston, TX 77056
Phone: 713-622-4077
Mike Robertson is a 39 year veteran of the investment industry. He is Master Certified with Dent Network and a former member of the H.S. Dent Foundation Board. Mike is the founder and CEO of Robertson Wealth Management, considered one of the top firms in the investment industry. Mike is also host of the nationally syndicated radio show entitled “Straight Talk Money” broadcast Monday through Friday from 8:00 a.m.-9:00 a.m. (CST). Straight Talk Money was recently picked as one of the top “100 Financial Talk Shows” in America.

Rick Baird
1550 W. Walnut Hill
Lane, Irving, TX 75038
Areas Served: DFW Metroplex Texas United States
Phone: 800-756-2059

The State of Texas Richard A. Baird (Rick) is a Registered Principal of Associated Securities Corp. Rick was also responsible for the successful re-launch of the Tulsa investment division of a billion dollar regional bank in Oklahoma. After running his own FINRA Broker Dealer, Registered Investment Advisor firm and Insurance Agency for six years, Current clients include approximately 300 families and a growing number of small businesses.

Rick Goodwin
PO Box 1927
Frisco, TX 75034
Areas Served: Texas, Oklahoma, Colorado
Phone: 972-335-5882


Thom Hall
6955 Union Park Center Suite 250
Midvale, UT 84047
Phone: 801-316-4100


Brandon Bell
2774 Electric Rd. Suite A
Roanoke, VA 24018
Phone: 540-777-0035

Carl Gay
2010 Corporate Ridge Rd. Suite 140
McLean, VA 22102
Areas Served: Northern Virginia and D.C. area.
Phone: 703-506-3601
Financial Planning and Investment Management. I provide independent, objective advice from a perspective of 36 years experience.


Don Coplin
Edgecombe & Coplin Wealth Strategies
315 39th Ave SW #5
Puyallup, WA 98373
Areas Served: Puyallup, Tacoma, Sumner, Orting, Bonney Lake, Auburn, Kent, Spanaway, Graham, and Lakewood.
Phone: 253-848-2840

Individuals, retirees, CPAs, attorneys, and business owners from Seattle to Chehalis refer their friends to Don Coplin. Don’s asset management planning can help you to retire more confidently and to make better financial decisions.

Donald Creech
Investor Resources, Inc
691 Bethel Ave., Ste. B
Port Orchard, WA 98366
Areas Served: King, Kitsap
Phone: 800-317-9119
Applying relative strength to asset allocation and portfolio construction with exchange traded funds.

Richard Donahue, CFP
1200 Old Fairhaven Parkway Suite 303
Bellingham, WA 98225
Phone: 360-733-1200


Alex Jamieson
Financial Planning
49A Porter St, Prahran
VIC 3182 Australia
Phone: 03 9077 0277


Garry Stratychuk
PO Box 127
Winnipeg CANADA R3C 2G1
Areas Served: BC, AB, SK, MB, ON
Phone: 1.204.668.8722

Investment, Tax & Insurance Solutions Business Owners & Professionals

Wesley Forster
Investment and Retirement Planning
110 Quarry Park Blvd SE Suite 140
Calgary, AB T2C 3G3
Phone: 403-269-4640

Head office: Alberta, British Columbia and Ontario Financial planning practice. Wesley has created The Economic Evolution Program™. This program will help you achieve your goals by creating a financial plan that is always evolving with your personal financial situation and with changing economic conditions. To start, we offer a free 90 minute starter session where, together, we will assess your current situation, go over your personal and financial goals and begin to develop and implement an ever-evolving plan that adapts to changing personal and economic conditions.


Michael Wiggins
Lifestyle Financial Planning
Filmers Barn Salts Lane
Maidstone Kent England
Phone: 01622 744012
Comprehensive lifestyle financial planning for owners of SME’s Holistic Financial Planning for Business Owners


Endre Dobozy
Lot 133 Santian Parade, Elluk, Port Vila, Vanuatu
PO Box 316
Vanuatu Island, South Pacific
Direct Tel : +678 238 39
Fax : +678 278 47
Portfolio Manager FTM Limited a Constituent of the HFRI Relative Value Index
Managing Director Alternative Investment Specialists
Licensed Securities Dealer