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Current ALs and Staff
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Page
First
Last
Email
Company
Address
Address 2
City
State
ZIP Code
Tpsu Role
Zones
Year
Edward
Albrecht
ealbrecht@financialpointe.com
Financial Pointe
3323 Old Conejo Rd
Thousand Oaks
California
91320
Lecturer
California (747,818) - Areas North of Los Angeles
2021
Brad
Larsen
brad.larsen@nfp.com
NFP Retirement
532 Colorado Avenue
Stuart
Florida
34994
Lecturer
Georgia (404,470,678,770) - Atlanta and Surrounding Area, Florida (305,561,754,786,954) - Miami, Ft. Lauderdale, Palm Beach County, Florida (305,561,754,786,954) - Miami, Ft. Lauderdale, Palm Beach County, Florida (305,561,754,786,954) - Miami, Ft. Lauderdale, Palm Beach County
2021
Walter
Grant
wgrant@aegis401k.com
Aegis Retirement Group
5100 Poplar Avenue
Suite 2123
Memphis
Tennessee
38137
Tennessee (731,901) - Memphis and Surrounding Areas, Arkansas (870), Mississippi (662), Tennessee (731,901) - Memphis and Surrounding Areas, Arkansas (870), Mississippi (662), Tennessee (731,901) - Memphis and Surrounding Areas, Arkansas (870), Mississippi (662), Tennessee (731,901) - Memphis and Su...
2021
John
Negrete
johnnegrete@mac.com
Merrill Lynch
700 Main Street
Suite 200
Napa
California
94559
Lecturer
California (510,925) - East Bay Area including Oakland
2021
Nicki
Cook
ncook@dla-team.com
Dorman Legacy Advisors, LLC
60 Public Square
Suite 100
Medina
Ohio
44256
Staff
Ohio (330,234) - Eastern Part of State South of Cleveland including Akron
2021
Mark
Dorman
mdorman@dormanlegacyadvisors.com
Dorman Legacy Advisors
60 Public Square
Suite 100
Medina
Ohio
44256
Lecturer
Ohio (330,234) - Eastern Part of State South of Cleveland including Akron
2021
Kim
Pruitt
Kim.Pruitt@nfp.com
NFP Retirement
302 Tamiami Trail
Haslet
Texas
76052
Lecturer
Texas (214,469,682,817,972) - Dallas, Texas (214,469,682,817,972) - Dallas, Texas (214,469,682,817,972) - Dallas, Texas (214,469,682,817,972) - Dallas
2021
Chris
Thixton
thixton@pension-consultants.com
Pension Consultants, Inc
300 S Campbell Ave
Springfield
Missouri
65806
Lecturer
Indiana (317,765,812) - Indianapolis including all of Central and Southern Indiana, Kentucky (502,859) - North Central including Louisville, Missouri (314,636) - St. Louis and Surrounding Areas, North Carolina (336,704,980) - Charlotte and Surrounding Areas including Northwest NC, Oklahoma (405,539,...
2021
Al
Gilbert
algilbert@fsrp.net
Financial Strategies Retirement Partners
167 South River Road
Unit 10
Bedford
New Hampshire
03110
Lecturer
Massachusetts (339,351,781,978) - Boston Suburbs and Northeastern Part of the State
2021
Thomas
Bastin, JD
tom.bastin@nfp.com
NFP Retirement
1160 Birchwood Road
Weston
Florida
33327
Lecturer
Georgia (404,470,678,770) - Atlanta and Surrounding Area, Florida (305,561,754,786,954) - Miami, Ft. Lauderdale, Palm Beach County, Florida (305,561,754,786,954) - Miami, Ft. Lauderdale, Palm Beach County, Florida (305,561,754,786,954) - Miami, Ft. Lauderdale, Palm Beach County
2021
Colin
Clark
colin.clark@hubinternational.com
Washington Financial Group, a division of HUB International
8300 Greensboro Dr
Suite 700
Mclean
Virginia
22102
Lecturer
Maryland (227,240,301) - Western Maryland, Maryland (227,240,301) - Western Maryland, Maryland (227,240,301) - Western Maryland, Maryland (227,240,301) - Western Maryland, Virginia (571,703) - Alexandria and Surrounding Area, Virginia (571,703) - Alexandria and Surrounding Area, Virginia (571,703) -...
2021
Daniel
Bryant
dbryant@sheridanroad.com
Sheridan Road Financial, a division of HUB International
233 South Wacker Drive
Suite 8430
Chicago
Illinois
60606
Lecturer
Colorado (303,720) - Denver Area, Colorado (303,720) - Denver Area, Colorado (303,720) - Denver Area, Colorado (303,720) - Denver Area, Illinois (312,773,872) - Chicago, Illinois (312,773,872) - Chicago, Illinois (312,773,872) - Chicago, Illinois (312,773,872) - Chicago, Tennessee (423,615,731,865,9...
2021
Tom
Leverone
tom.leverone@hubinternational.com
Washington Financial Group, a division of HUB International Mid-A
8300 Greensboro Drive
Suite700
Mclean
Virginia
22102
Lecturer
Maryland (227,240,301) - Western Maryland, Virginia (571,703) - Alexandria and Surrounding Area, District of Columbia (202) - DC
2021
Todd
Barden
t.barden@hotmail.com
Morgan Stanley Wealth Management
411 E. Wisconsin Ave.
Suite 2200
Milwaukee
Wisconsin
53202
Lecturer
Wisconsin (262,414) - Milwaukee and Surrounding Areas, Wisconsin (262,414) - Milwaukee and Surrounding Areas, Wisconsin (262,414) - Milwaukee and Surrounding Areas, Wisconsin (262,414) - Milwaukee and Surrounding Areas
2021
John
Gentry
jdg@assetstrategy.com
Asset Strategy
24 Superior Dr
Suite 101
Natick
Massachusetts
01760
Lecturer
Massachusetts (508,774) - Worcester and Southeastern MA / Rhode Island State
2021
Andrew
DeGroat
adegroat@whartonhill.com
WhartonHill Advisors, LLC
451 S. Bethlehem Pike
Suite 100
Ft. Washington
Pennsylvania
19034
Lecturer
Pennsylvania (484,610) - Areas Surrounding Philadelphia
2021
Joe
DeNoyior
joe.denoyior@hubinternational.com
HUB International
8300 Greensboro Drive
Suite 700
Mclean
Virginia
22102
Lecturer
Maryland (227,240,301) - Western Maryland, Maryland (227,240,301) - Western Maryland, Maryland (227,240,301) - Western Maryland, Maryland (227,240,301) - Western Maryland, Virginia (571,703) - Alexandria and Surrounding Area, Virginia (571,703) - Alexandria and Surrounding Area, Virginia (571,703) -...
2021
James
Pupillo
james.pupillo@IDAwealth.com
LDIntelligence / iJoin
14646 N. Kierland Boulevard
Suite 125
Scottsdale
Arizona
85254
Lecturer
Arizona State (480,520,602,623,928), Arizona State (480,520,602,623,928), Arizona State (480,520,602,623,928), Arizona State (480,520,602,623,928)
2021
Timothy
Dougherty
tdougherty@financialguide.com
Financial Guide, LLC
220 Gibraltar Road
Suite 350
Horsham
Pennsylvania
19044
Lecturer
Pennsylvania (215,267,445) - Philadelphia Area, Pennsylvania (215,267,445) - Philadelphia Area, Pennsylvania (215,267,445) - Philadelphia Area, Pennsylvania (215,267,445) - Philadelphia Area
2021
Ryan
Christensen
ryan@cablehill.com
Cable Hill Partners
1155 SW Morrison St
Suite 400
Portland
Oregon
97205
Lecturer
Oregon (503,971) - Northwestern Part of State including Portland
2021
Frank
Gesuale
Frank.gesuale@IDAwealth.com
Intelligence Driven Advisers
14646 N. Kierland Boulevard
Suite 125
Scottsdale
Arizona
85254
Lecturer
Arizona State (480,520,602,623,928), Arizona State (480,520,602,623,928), Arizona State (480,520,602,623,928), Arizona State (480,520,602,623,928)
2021
Nannette
Pilla
npilla@financialguide.com
Financial Guide, LLC
220 Gibraltar Rd
Suite 350
Horsham
Pennsylvania
19044
Staff
Pennsylvania (215,267,445) - Philadelphia Area, Pennsylvania (215,267,445) - Philadelphia Area, Pennsylvania (215,267,445) - Philadelphia Area, Pennsylvania (215,267,445) - Philadelphia Area
2021
Colleen
Mullin
colleenmullin@financialguide.com
Financial Guide, LLC
220 Gibraltar Rd
Suite 350
Horsham
Pennsylvania
19044
Staff
Pennsylvania (215,267,445) - Philadelphia Area, Pennsylvania (215,267,445) - Philadelphia Area, Pennsylvania (215,267,445) - Philadelphia Area, Pennsylvania (215,267,445) - Philadelphia Area
2021
Barbara
Watlington
barbara.watlington@nfp.com
NFP Retirement
31416 Agoura Road
Suite 235
Westlake Village
California
91361
Staff
California (310,424) - Santa Monica and Surrounding Area, California (310,424) - Santa Monica and Surrounding Area, California (310,424) - Santa Monica and Surrounding Area, California (310,424) - Santa Monica and Surrounding Area, Georgia (404,470,678,770) - Atlanta and Surrounding Area, Georgia (4...
2021
Mark
Laughton
mark@quintes.com
Quintes
1188 Padre Drive
Suite 200
Salinas
California
93901
Lecturer
California (408,650,669,831) - San Jose and Surrounding Area, California (408,650,669,831) - San Jose and Surrounding Area
2021
Kameron
Jones
kameron.jones@nfp.com
NFP Retirement
120 Vantis
Suite 400
Aliso Viejo
California
92656
Lecturer
California (310,424) - Santa Monica and Surrounding Area, California (213,323,626) - Los Angeles and Area to the East, California (949) - Orange County
2021
Allison
Winge
awinge@plexusfs.com
Plexus Financial Services
21805 W. Field Parkway #300
Deer Park
Illinois
60067
Lecturer
Illinois (224,847) - Northern Suburbs of Chicago
2021
Richard
Hope
rick.hope@hubinternational.com
Washington Financial Group, a division of HUB International Mid-A
8300 Greensboro Drive
Suite 700
Mclean
Virginia
22102
Lecturer
Maryland (227,240,301) - Western Maryland, Virginia (571,703) - Alexandria and Surrounding Area, District of Columbia (202) - DC
2021
Kenneth
McClintock
kmcclintock@aegis401k.com
Aegis Retirement Group
5100 Poplar Avenue
Suite 2123
Memphis
Tennessee
38137
Staff
Tennessee (731,901) - Memphis and Surrounding Areas, Arkansas (870), Mississippi (662), Tennessee (731,901) - Memphis and Surrounding Areas, Arkansas (870), Mississippi (662), Tennessee (731,901) - Memphis and Surrounding Areas, Arkansas (870), Mississippi (662)
2021
Jessica
Barba
jbarba@whartonhill.com
WhartonHill Advisors
451 S Bethlehem Pike
Ste 100
Fort Washington
Pennsylvania
19034
Staff
Pennsylvania (484,610) - Areas Surrounding Philadelphia
2021
Jessica
Arellano
jessica@quintes.com
Quintes
1188 Padre Drive, Suite 200
Salinas
California
93901
Staff
California (408,650,669,831) - San Jose and Surrounding Area
2021
Elena
Peerson Arroyo
elena.peerson@hubinternational.com
Washington Financial Group
8300 Greensboro Drive
Suite 700
Mclean
Virginia
22102
Lecturer
Maryland (227,240,301) - Western Maryland, Virginia (571,703) - Alexandria and Surrounding Area, District of Columbia (202) - DC
2021
Richard
Hepp
rhepp@whartonhill.com
WhartonHill Advisors - a division of HUB International
451 S Bethlehem Pike
Ste 100
Fort Washington
Pennsylvania
19034
Lecturer
Pennsylvania (484,610) - Areas Surrounding Philadelphia
2021
Tom
Heuer
tom.heuer@nfp.com
NFP Retirement
120 Vantis
Suite 400
Aliso Viejo
California
92656
Lecturer
California (310,424) - Santa Monica and Surrounding Area, California (213,323,626) - Los Angeles and Area to the East, California (949) - Orange County
2021
Betsy
Sorensen
bsorensen@sheridanroad.com
Sheridan Road Financial, a division of HUB International
707 Skokie Boulevard
Suite 400
Northbrook
Illinois
60062
Staff
Colorado (303,720) - Denver Area, Illinois (312,773,872) - Chicago, Tennessee (423,615,731,865,931) - Eastern and Central
2021
Amber
Mueller
amueller@pension-consultants.com
Pension Consultants, Inc
300 S Campbell Ave
Springfield
Missouri
65806
Staff
Indiana (317,765,812) - Indianapolis including all of Central and Southern Indiana, Kentucky (502,859) - North Central including Louisville, Missouri (314,636) - St. Louis and Surrounding Areas, Oklahoma (405,539,918) - Oklahoma City and Eastern Part of State including Tulsa
2021
Mary Sue
Hoban
mshoban@pension-consultants.com
Pension Consultants
300 S. Campbell Ave
Springfield
Missouri
65806
Staff
Indiana (317,765,812) - Indianapolis including all of Central and Southern Indiana, Kentucky (502,859) - North Central including Louisville, Missouri (314,636) - St. Louis and Surrounding Areas, Oklahoma (405,539,918) - Oklahoma City and Eastern Part of State including Tulsa
2021
Veronica
Martins
vem@assetstrategy.com
Asset Strategy Advisors
California
Staff
Massachusetts (508,774) - Worcester and Southeastern MA / Rhode Island State
2021
Sandra
Rapacz
sdrapacz@plexusfs.com
Plexus Financial Services
21805 W. Field Parkway, Suite 300
Deer Park
Illinois
60010
Staff
Illinois (224,847) - Northern Suburbs of Chicago
2021
William
O'Neill
wjo@AssetStrategy.com
Asset Strategy
24 Superior Dr
Suite 101
Natick
Massachusetts
01760
Staff
Massachusetts (508,774) - Worcester and Southeastern MA / Rhode Island State
2021
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