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Our Advisors
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Alex Wittenburg
Little Rock, AR

501-812-6559

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Andrew J. Miceli, MSFS, CFP®
Boca Raton, Fl

(561)-226-4607 |
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Angel Perez CFP®
Folsom, CA

916-235-4646

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Bill Casillas
El Paso,TX

915-838-8668

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Bob Marlowe
Houston, TX

832-631-6119
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Buster Godbee, CFP®
Little Rock, AR

501-812-6559

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Byron Preuss
Spring, TX

281-444-2220

Role Bio Beliefs |
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Carl Spiteri
San Diego, CA

619-544-6444 |
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Chris Bettencourt, CFP®
Bethesda, MD
 301-656-5600 |
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Christine Alindada
Dallas, TX

210-639-5174 |
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Chuck Morgan
Dallas, TX

352-527-1527 |
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Daniel Collins
Salisbury, MD

410-677-3425
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Dan Vise
Bartlesville, OK

918-336-7877
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Darrell Delphen
Baton Rouge, LA

225-752-2277
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Dilip Shah, CFP®
Lewisville, TX

214-774-2817

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Dominique G. H. Vercaemert, RFC
Charlotte, NC

704-357-0088

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Don Martin
Chatsworth, CA

818-470-5144
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Doug Blankenship, CFP®
Dallas, TX

972-267-8181 x170

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Doug Smith, RFC®
Tampa, FL

813-347-9101 |
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Douglas Snider
Mukilteo, WA

425-609-0933

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Edna Haden
Monroe, LA

318-329-2997 |
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Elizabeth Norwood
Spring, TX

281-444-2220 |
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Erik Bloomfeldt
Spokane, WA

509-994-6465 |
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Fred Chasalow
Belmont, CA

650-508-1572 |
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Gloria O. Chapman
Dallas, TX

214-693-5376

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Jason Henry
Wimberley, TX

512-447-3980 |
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Jay Jones
Roswell, GA

770-640-4031 |
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Jerry Tuma
Dallas, TX

972-241-7107
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Jim Aulenti, ChFC
Marlborough, MA

508-357-7999 |
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Jim den Dulk
Folsom, CA

916-235-4646
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Joel Bailey, CLU, ChFC
Fort Worth, TX

817-294-9355

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John Kelly
Monroe, LA

318-329-2997

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Jon Nettles
Bartlesville, OK

918-336-7877
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Ken Cornett, CFP®
Spring, TX

281-877-9200
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Ken Davey
San Diego, CA

619-543-1050 |
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Kevin Anderson
Louisville, KY

502-265-5923
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Kim Coulter
Phoenix, AZ

623-256-6902 |
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Kyle E. Bryan, CLU
Burleson, TX

(817) 295-8843 |
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Larry Dearman
Bartlesville, OK

918-336-7877
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Michael L. Jones, ChFC®, CFP®, MSFS
Louisville, KY

502-400-2999
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Mike Breedlove
Tyler, TX

903-581-4036 |
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Mike Henry
Austin, TX

512-447-3980 |
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Mike Logsdon
Dallas, TX

972-267-8181

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Raleigh Bailes, Jr., CFP®
Sugar Land, TX

281-565-6400

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Ron House
Warrenton, VA

540-349-3361

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Russell Childs
Spring, TX

281-444-2220

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Sherman Hohenberger, CFP®
Dallas, TX

972-241-7107

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Steve Myler, CFP®
Miramar Beach, FL

850-865-1206

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Steve Swords
Lindale, TX

903-526-6669

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Todd Cour
Wisconsin Rapids, WI

715-423-9505
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"In the grand scheme of things, money’s not that important. It’s significant only to the extent
that it allows you to enjoy what is important to you.” --Bill Bachrach, Values Based Financial Planning |
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