Find Your CalmWater Advisor

Click on the state to find your CalmWater Network advisor.
If your Division is not listed below, click here

- Brentwood Financial Partners
  5409 Maryland Way, Suite 110
  Brentwood, TN 37027
  (615) 301-5050
  Brentwood Financial Partners
  
  Scott Hardy, CFP®
  Randall Wilson, CFP®
  Caleb Sams, Financial Advisor
  
  Schedule An Appointment
- CalmWater Financial Group (Tusc)
  3204 West Benjamin Avenue, Suite 200
  Norfolk, NE 68701
  (402) 371-5511
  CalmWater Financial Group
  
  Jack Rother, CFP®
  Bo Bierman, CFP®
  
  Schedule An Appointment
- Brentwood Financial Partners
  5409 Maryland Way, Suite 110
  Brentwood, TN 37027
  (615) 301-5050
  Brentwood Financial Partners
  
  Scott Hardy, CFP®
  Randall Wilson, CFP®
  Caleb Sams, Financial Advisor
  
  Schedule An Appointment
- CalmWater Financial Group (NSBHM)
  3204 West Benjamin Avenue, Suite 200
  Norfolk, NE 68701
  (402) 371-5511
  CalmWater Financial Group
  
  Jesse Hinrichs, CFP®
  Kyle Fuchtman, CFP®
  
  Schedule An Appointment
- Brentwood Financial Partners
  5409 Maryland Way, Suite 110
  Brentwood, TN 37027
  (615) 301-5050
  Brentwood Financial Partners
  
  Scott Hardy, CFP®
  Randall Wilson, CFP®
  Caleb Sams, Financial Advisor
  
  Schedule An Appointment
- Brentwood Financial Partners
  5409 Maryland Way, Suite 110
  Brentwood, TN 37027
  (615) 301-5050
  Brentwood Financial Partners
  
  Scott Hardy, CFP®
  Randall Wilson, CFP®
  Caleb Sams, Financial Advisor
  
  Schedule An Appointment
- Brentwood Financial Partners
  5409 Maryland Way, Suite 110
  Brentwood, TN 37027
  (615) 301-5050
  Brentwood Financial Partners
  
  Scott Hardy, CFP®
  Caleb Sams, Financial Advisor
  
  Schedule An Appointment
- Brentwood Financial Partners
  5409 Maryland Way, Suite 110
  Brentwood, TN 37027
  (615) 301-5050
  Brentwood Financial Partners
  
  Scott Hardy, CFP®
  Randall Wilson, CFP®
  Caleb Sams, Financial Advisor
  
  Schedule An Appointment
- Brentwood Financial Partners
  5409 Maryland Way, Suite 110
  Brentwood, TN 37027
  (615) 301-5050
  Brentwood Financial Partners
  
  Scott Hardy, CFP®
  Randall Wilson, CFP®
  Caleb Sams, Financial Advisor
  
  Schedule An Appointment
- Powell Financial Group
  370 North Westlake Blvd, Suite 230
  Westlake Village, CA 91362
  (805) 495-6895
  Powell Financial Group
  
  Cody Nigh, CFP® - Wealth Advisor
  Gustavo Zarate, CFA®, CFP® - Wealth Advisor
  
  Schedule An Appointment
- CalmWater Financial Group (Verco)
  3204 West Benjamin Avenue, Suite 200
  Norfolk, NE 68701
  (402) 371-5511
  Website
  
  Chuck Olsen, CFP®
  Dave Amick, Financial Planner
  
  Schedule An Appointment
- Envision Financial Planning
  5100 Poplar Avenue, Suite 2428,
  Memphis, TN 38137
  (901) 422-PLAN (7526)
  Envision Financial Planning
  Envision Financial Planning is separate from and does not offer services through Commonwealth Financial Network.
  
  Schedule An Appointment
- Envision Financial Planning
  5100 Poplar Avenue, Suite 2428,
  Memphis, TN 38137
  (901) 422-PLAN (7526)
  Envision Financial Planning
  Envision Financial Planning is separate from and does not offer services through Commonwealth Financial Network.
  
  Schedule An Appointment
- Merit Financial Advisors
  4400 State Hwy 121, Suite 200
  Lewisville, TX 75056
  (972) 930-1238
  Merit Financial Advisors
  
  Merit Financial Advisors is separate from and does not offer services through Commonwealth Financial Network.
  
  Schedule An Appointment
- Powell Financial Group
  231 Village Commons Blvd, Ste 17
  Camarillo, CA 93012
  (805) 495-6895
  Powell Financial Group
  
  Cody Nigh, CFP® - Wealth Advisor
  Gustavo Zarate, CFA®, CFP® - Wealth Advisor
  
  Schedule An Appointment
- CalmWater Financial Group (Verco)
  3204 West Benjamin Avenue, Suite 200
  Norfolk, NE 68701
  (402) 371-5511
  CalmWater Financial Group
  
  Chuck Olsen, CFP®
  Dave Amick, Financial Planner
  
  Schedule An Appointment
- CalmWater Financial Group (Verco)
  3204 West Benjamin Avenue, Suite 200
  Norfolk, NE 68701
  (402) 371-5511
  CalmWater Financial Group
  
  Chuck Olsen, CFP®
  Dave Amick, Financial Planner
  
  Schedule An Appointment
- CalmWater Financial Group (NWS)
  3204 West Benjamin Avenue, Suite 200
  Norfolk, NE 68701
  (402) 371-5511
  CalmWater Financial Group
  
  Chuck Olsen, CFP®
  Dave Amick, Financial Advisor
  Jesse Hinrichs, CFP®
  Gustavo Zarate, CFA®, CFP® - Wealth Advisor
  
  Schedule An Appointment
- Merit Financial Advisors
  4400 State Hwy 121, Suite 200
  Lewisville, TX 75056
  (972) 930-1238
  Merit Financial Advisors
  
  Merit Financial Advisors is separate from and does not offer services through Commonwealth Financial Network.
  
  Schedule An Appointment
- Sterling Financial Group
  4525 S. Wasatch Blvd, Ste 250
  Salt Lake City, UT 84124
  (801) 263-3636
  Sterling Financial Group
  
  Eric Williams, Financial Consultant
  
  Schedule An Appointment
- Commonwealth Financial Network
  1250 Pittsford-Victor Rd Ste 390
  Pittsford, NY 14534
  (585) 248-9050 ext 22
  Commonwealth Financial Network
  
  Rob Gavin, CFP®, CPA®
  
  Schedule An Appointment
- CalmWater Advisors
  500 Taylor Street, Suite 301
  Columbia, SC 29201
  (803) 252-8100
  CalmWater Advisors
  
  Paul Moffett, CFP®
  Bob Logan, CFP®
  Jessica Cook, CFP®
  Parker Spires, CRPC®
  Nick Shiver CFP®
  Peter Cunningham
  
  Schedule An Appointment
- CalmWater Financial Group (NWS)
  3204 West Benjamin Avenue, Suite 200
  Norfolk, NE 68701
  (402) 371-5511
  CalmWater Financial Group
  
  Dave Amick, Financial Advisor
  Jesse Hinrichs, CFP®
  
  Schedule An Appointment
- Jessup Wealth Management
  35 Park Avenue
  Dayton, OH 45419
  (937) 938-9105
  Jessup Wealth Management
  
  Matthew Jessup, Wealth Manager
  Mark McEvily, Wealth Manager
  Aaron Cramer, CFP®, Wealth Manager
  Taylor Ledbetter, Wealth Manager
  Jack McGrath
  
  Schedule An Appointment
- Schedule An Appointment
- CalmWater Financial Group (ABCIL)
  3204 West Benjamin Avenue, Suite 200
  Norfolk, NE 68701
  (402) 371-5511
  CalmWater Financial Group
  
  Jesse Hinrichs, CFP®
  Kyle Fuchtman, CFP®
  Bo Bierman, CFP®
  
  Schedule An Appointment
- Clearfront Advisory
  3838 Oak Lawn Suite 1000
  Dallas, TX 75219
  469-340-0250
  Clearfront Advisory
  
  Kevin Curley II, CFP®
  Eli Dorf, CFP®
  
  Schedule An Appointment
- The Pinnacle Financial Group
  570 Lake Cook Road, Suite 128
  Deerfield, IL 60015
  (847) 795-0300
  The Pinnacle Financial Group
  
  Tim Brennan
  Jim Santos
  Nick Rossetti, CFP®
  Joe Emme
  
  Schedule An Appointment
- The Pinnacle Financial Group
  570 Lake Cook Road, Suite 128
  Deerfield, IL 60015
  (847) 795-0300
  The Pinnacle Financial Group
  
  Tim Brennan
  Jim Santos
  Nick Rossetti, CFP®
  
  Schedule An Appointment
- The Pinnacle Financial Group
  570 Lake Cook Road, Suite 128
  Deerfield, IL 60015
  (847) 795-0300
  The Pinnacle Financial Group
  
  Tim Brennan
  Jim Santos
  Nick Rossetti, CFP®
  Joe Emme
  
  Schedule An Appointment
- Jessup Wealth Management
  35 Park Avenue
  Dayton, OH 45419
  (937) 938-9105
  Jessup Wealth Management
  
  Matthew Jessup, Wealth Manager
  Mark McEvily, Wealth Manager
  Aaron Cramer, CFP®, Wealth Manager
  Taylor Ledbetter, Wealth Manager
  Jack McGrath
  
  Schedule An Appointment
- Jessup Wealth Management
  35 Park Avenue
  Dayton, OH 45419
  (937) 938-9105
  Jessup Wealth Management
  
  Matthew Jessup, Wealth Manager
  Mark McEvily, Wealth Manager
  Aaron Cramer, CFP®, Wealth Manager
  Taylor Ledbetter, Wealth Manager
  Jack McGrath
  
  Schedule An Appointment
- Momentum Wealth
  10319 Dawson’s Creek Blvd, Suite H
  Fort Wayne, IN 46825
  (260) 489-9884
  Momentum Wealth
  
  Andy Minnich, AIF®
  Matt James, AIF®
  Jon Leman, CFP®, AIF®
  
  Schedule An Appointment
- Momentum Wealth
  10319 Dawson’s Creek Blvd, Suite H
  Fort Wayne, IN 46825
  (260) 489-9884
  Momentum Wealth
  
  Andy Minnich, AIF®
  Matt James, AIF®
  Jon Leman, CFP®, AIF®
  
  Schedule An Appointment
- Momentum Wealth
  10319 Dawson’s Creek Blvd, Suite H
  Fort Wayne, IN 46825
  (260) 489-9884
  Momentum Wealth
  
  Andy Minnich, AIF®
  Matt James, AIF®
  Jon Leman, CFP®, AIF®
  
  Schedule An Appointment
- Momentum Wealth
  10319 Dawson’s Creek Blvd, Suite H
  Fort Wayne, IN 46825
  (260) 489-9884
  Momentum Wealth
  
  Andy Minnich, AIF®
  Matt James, AIF®
  Jon Leman, CFP®, AIF®
  
  Schedule An Appointment
- Momentum Wealth
  10319 Dawson’s Creek Blvd, Suite H
  Fort Wayne, IN 46825
  (260) 489-9884
  Momentum Wealth
  
  Andy Minnich, AIF®
  Matt James, AIF®
  Jon Leman, CFP®, AIF®
  
  Schedule An Appointment
- Schedule An Appointment
- Schedule An Appointment
- Schedule An Appointment
- Momentum Wealth
  10319 Dawson’s Creek Blvd, Suite H
  Fort Wayne, IN 46825
  (260) 489-9884
  Momentum Wealth
  
  Andy Minnich, AIF®
  Matt James, AIF®
  Jon Leman, CFP®, AIF®
  
  Schedule An Appointment
- Schedule An Appointment
- Jessup Wealth Management
  35 Park Avenue
  Dayton, Oh 45419
  (937) 938-9105
  Jessup Wealth Management
  
  Matthew Jessup, Wealth Manager
  Mark McEvily, Wealth Manager
  Aaron Cramer, CFP®, Wealth Manager
  Taylor Ledbetter, Wealth Manager
  Jack McGrath
  
  Schedule An Appointment
- Jessup Wealth Management
  35 Park Avenue
  Dayton, OH 45419
  (937) 938-9105
  Jessup Wealth Management
  
  Matthew Jessup, Wealth Manager
  Mark McEvily, Wealth Manager
  Aaron Cramer, CFP®, Wealth Manager
  Taylor Ledbetter, Wealth Manager
  Jack McGrath
  
  Schedule An Appointment
- Jessup Wealth Management
  35 Park Avenue
  Dayton, OH 45419
  (937) 938-9105
  Jessup Wealth Management
  
  Matthew Jessup, Wealth Manager
  Mark McEvily, Wealth Manager
  Aaron Cramer, CFP®, Wealth Manager
  Taylor Ledbetter, Wealth Manager
  Jack McGrath
  
  Schedule An Appointment
- Jessup Wealth Management
  35 Park Avenue
  Dayton, OH 45419
  (937) 938-9105
  Jessup Wealth Management
  
  Matthew Jessup, Wealth Manager
  Mark McEvily, Wealth Manager
  Aaron Cramer, CFP®, Wealth Manager
  Taylor Ledbetter, Wealth Manager
  Jack McGrath
  
  Schedule An Appointment
- Jessup Wealth Management
  35 Park Avenue
  Dayton, OH 45419
  (937) 938-9105
  Jessup Wealth Management
  
  Matthew Jessup, Wealth Manager
  Mark McEvily, Wealth Manager
  Aaron Cramer, CFP®, Wealth Manager
  Taylor Ledbetter, Wealth Manager
  Jack McGrath
  
  Schedule An Appointment
- Jessup Wealth Management
  35 Park Avenue
  Dayton, OH 45419
  (937) 938-9105
  Jessup Wealth Management
  
  Matthew Jessup, Wealth Manager
  Mark McEvily, Wealth Manager
  Aaron Cramer, CFP®, Wealth Manager
  Taylor Ledbetter, Wealth Manager
  Jack McGrath
  
  Schedule An Appointment
- Jessup Wealth Management
  35 Park Avenue
  Dayton, OH 45419
  (937) 938-9105
  Jessup Wealth Management
  
  Matthew Jessup, Wealth Manager
  Mark McEvily, Wealth Manager
  Aaron Cramer, CFP®, Wealth Manager
  Taylor Ledbetter, Wealth Manager
  Jack McGrath
  
  Schedule An Appointment
- Schedule An Appointment
- Schedule An Appointment
- Schedule An Appointment
- Envision Financial Planning
  5100 Poplar Avenue, Suite 2428,
  Memphis, TN 38137
  (901) 422-PLAN (7526)
  Envision Financial Planning
  Envision Financial Planning is separate from and does not offer services through Commonwealth Financial Network.
  
  Schedule An Appointment
- Schedule An Appointment
- Schedule An Appointment
- Infinitas
  10801 Mastin Blvd, Suite 370
  Overland Park, KS 66210
  (913) 563-7342
  Infinitas
  
  Jim Heeney, AAMS®
  
  InfinitasKC
  10801 Mastin Street, Ste #370
  Overland Park, KS 66210
  (913) 563-7300
  InfinitasKC
  
  Michelle Poston, CFP®
  
  Schedule An Appointment
- Infinitas
  10801 Mastin Street, Ste #370
  Overland Park, KS 66210
  (913) 563-7300
  Website
  
  Michelle Poston, CFP®, Financial Advisor
  Melissa Myers, Financial Advisor
  
  Schedule An Appointment
- InfinitasKC
  10801 Mastin Street, Ste #370
  Overland Park, KS 66210
  (913) 563-7300
  InfinitasKC
  
  Michelle Poston, CFP®, Financial Advisor
  
  Schedule An Appointment
- CalmWater Financial Group
  3204 West Benjamin Avenue, Suite 200
  Norfolk, NE 68701
  (402) 371-5511
  CalmWater Financial Group
  
  Dave Amick, Financial Planner
  Ryan Anderson, CFP®
  Bo Bierman, CFP®
  Kyle Fuchtman, CFP®
  Terry Heimes, CFP®
  Jesse Hinrichs, CFP®
  Brenden Olsen, CFP®
  Chuck Olsen, CFP®
  Travis Riggert, CFP®
  Jack Rother, CFP®
  James Wapelhorst
  
  Schedule An Appointment
- CalmWater Financial Group
  3204 West Benjamin Avenue, Suite 200
  Norfolk, NE 68701
  (402) 371-5511
  CalmWater Financial Group
  
  Dave Amick, Financial Planner
  Ryan Anderson, CFP®
  Bo Bierman, CFP®
  Kyle Fuchtman, CFP®
  Terry Heimes, CFP®
  Jesse Hinrichs, CFP®
  Brenden Olsen, CFP®
  Chuck Olsen, CFP®
  Travis Riggert, CFP®
  Jack Rother, CFP®
  James Wapelhorst
  
  Schedule An Appointment
- CalmWater Financial Group
  3204 West Benjamin Avenue, Suite 200
  Norfolk, NE 68701
  (402) 371-5511
  CalmWater Financial Group
  
  Dave Amick, Financial Planner
  Ryan Anderson, CFP®
  Bo Bierman, CFP®
  Kyle Fuchtman, CFP®
  Terry Heimes, CFP®
  Jesse Hinrichs, CFP®
  Brenden Olsen, CFP®
  Chuck Olsen, CFP®
  Travis Riggert, CFP®
  Jack Rother, CFP®
  James Wapelhorst
  
  Schedule An Appointment
- CalmWater Financial Group
  3204 West Benjamin Avenue, Suite 200
  Norfolk, NE 68701
  (402) 371-5511
  CalmWater Financial Group
  
  Dave Amick, Financial Planner
  Ryan Anderson, CFP®
  Bo Bierman, CFP®
  Kyle Fuchtman, CFP®
  Terry Heimes, CFP®
  Jesse Hinrichs, CFP®
  Brenden Olsen, CFP®
  Chuck Olsen, CFP®
  Travis Riggert, CFP®
  Jack Rother, CFP®
  James Wapelhorst
  
  Schedule An Appointment
- Merit Financial Advisors
  4400 State Hwy 121, Suite 200
  Lewisville, TX 75056
  (972) 930-1238
  Merit Financial Advisors
  
  Merit Financial Advisors is separate from and does not offer services through Commonwealth Financial Network.
- Schedule An Appointment
- Schedule An Appointment
- Schedule An Appointment
- Schedule An Appointment
- Commonwealth Financial Network
  1250 Pittsford-Victor Rd Ste 390
  Pittsford, NY 14534
  (585) 248-9050 ext 22
  Commonwealth Financial Network
  
  Rob Gavin, CFP®, CPA®
  
  Schedule An Appointment
- Commonwealth Financial Network
  1250 Pittsford-Victor Rd Ste 390
  Pittsford, NY 14534
  (585) 248-9050 ext 22
  Commonwealth Financial Network
  
  Rob Gavin, CFP®, CPA®
  
  Schedule An Appointment
- Schedule An Appointment
- CalmWater Financial Group
  3204 West Benjamin Avenue, Suite 200
  Norfolk, NE 68701
  (402) 371-5511
  CalmWater Financial Group
  
  Dave Amick, Financial Planner
  Ryan Anderson, CFP®
  Jessica Cook, CFP®
  Chuck Olsen, CFP®
  Travis Riggert, CFP®
  Jack Rother, CFP®
  
  Schedule An Appointment
- Schedule An Appointment
- Schedule An Appointment
- InVirtus™ Wealth Partners
  2800 Patterson Avenue, Suite 100
  Richmond, VA 23221
  (804) 378-1500
  InVirtus Wealth Partners
  
  Mike Finfgeld
  Zach Webb
  Alex Robinson
  Walker Smithson
  
  Schedule An Appointment
- Schedule An Appointment
- CalmWater Advisors
  500 Taylor Street, Suite 301
  Columbia, SC 29201
  (803) 252-8100
  CalmWater Advisors
  
  Paul Moffett, CFP®
  Bob Logan, CFP®
  Jessica Cook, CFP®
  Parker Spires, CRPC®
  Nick Shiver CFP®
  Peter Cunningham
  
  Schedule An Appointment
- Jessup Wealth Management
  35 Park Avenue
  Dayton, OH 45419
  (937) 938-9105
  Jessup Wealth Management
  
  Matthew Jessup, Wealth Manager
  Mark McEvily, Wealth Manager
  Aaron Cramer, CFP®, Wealth Manager
  Taylor Ledbetter, Wealth Manager
  Jack McGrath
  
  Schedule An Appointment
- Schedule An Appointment
- Schedule An Appointment
- Jessup Wealth Management
  35 Park Avenue
  Dayton, OH 45419
  (937) 938-9105
  Jessup Wealth Management
  
  Matthew Jessup, Wealth Manager
  Mark McEvily, Wealth Manager
  Aaron Cramer, CFP®, Wealth Manager
  Taylor Ledbetter, Wealth Manager
  Jack McGrath
  
  Schedule An Appointment
- Schedule An Appointment
- Commonwealth Financial Network
  1250 Pittsford-Victor Rd Ste 390
  Pittsford, NY 14534
  (585) 248-9050 ext 22
  Commonwealth Financial Network
  
  Dan Pennise, CFP®, AIF®
  Rob Gavin, CFP®, CPA®
  
  Schedule An Appointment
- Commonwealth Financial Network
  1250 Pittsford-Victor Rd Ste 390
  Pittsford, NY 14534
  (585) 248-9050 ext 22
  Commonwealth Financial Network
  
  Rob Gavin, CFP®, CPA®
  
  Schedule An Appointment
- CalmWater Advisors
  500 Taylor Street, Suite 301
  Columbia, SC 29201
  (803) 252-8100
  CalmWater Advisors
  
  Paul Moffett, CFP®
  Bob Logan, CFP®
  Jessica Cook, CFP®
  Parker Spires, CRPC®
  Peter Cunningham
  Nick Shiver CFP®
  
  Schedule An Appointment
- CalmWater Advisors
  500 Taylor Street, Suite 301
  Columbia, SC 29201
  (803) 252-8100
  CalmWater Advisors
  
  Paul Moffett, CFP®
  Bob Logan, CFP®
  Jessica Cook, CFP®
  Parker Spires, CRPC®
  Peter Cunningham
  Nick Shiver CFP®
  
  Schedule An Appointment
- CalmWater Advisors
  500 Taylor Street, Suite 301
  Columbia, SC 29201
  (803) 252-8100
  CalmWater Advisors
  
  Paul Moffett, CFP®
  Bob Logan, CFP®
  Jessica Cook, CFP®
  Parker Spires, CRPC®
  Peter Cunningham
  Nick Shiver CFP®
  
  Schedule An Appointment
- Schedule An Appointment
- CalmWater Advisors
  500 Taylor Street, Suite 301
  Columbia, SC 29201
  (803) 252-8100
  CalmWater Advisors
  
  Paul Moffett, CFP®
  Bob Logan, CFP®
  Jessica Cook, CFP®
  Parker Spires, CRPC®
  Peter Cunningham
  Nick Shiver CFP®
  
  Schedule An Appointment
- CalmWater Advisors
  500 Taylor Street, Suite 301
  Columbia, SC 29201
  (803) 252-8100
  CalmWater Advisors
  
  Paul Moffett, CFP®
  Bob Logan, CFP®
  Jessica Cook, CFP®
  Parker Spires, CRPC®
  Peter Cunningham
  Nick Shiver CFP®
  
  Schedule An Appointment
- CalmWater Advisors
  500 Taylor Street, Suite 301
  Columbia, SC 29201
  (803) 252-8100
  CalmWater Advisors
  
  Paul Moffett, CFP®
  Bob Logan, CFP®
  Jessica Cook, CFP®
  Parker Spires, CRPC®
  Peter Cunningham
  Nick Shiver CFP®
  
  Schedule An Appointment
- Schedule An Appointment
- CalmWater Advisors
  500 Taylor Street, Suite 301
  Columbia, SC 29201
  (803) 252-8100
  CalmWater Advisors
  
  Paul Moffett, CFP®
  Bob Logan, CFP®
  Jessica Cook, CFP®
  Parker Spires, CRPC®
  Peter Cunningham
  Nick Shiver CFP®
  
  Schedule An Appointment
- Brentwood Financial Partners
  5409 Maryland Way, Suite 110
  Brentwood, TN 37027
  (615) 301-5050
  Brentwood Financial Partners
  
  Scott Hardy, CFP®
  Randall Wilson, CFP®
  Caleb Sams, Financial Advisor
  
  Schedule An Appointment
- Envision Financial Planning
  5100 Poplar Avenue, Suite 2428,
  Memphis, TN 38137
  (901) 422-PLAN (7526)
  Envision Financial Planning
  Envision Financial Planning is separate from and does not offer services through Commonwealth Financial Network.
  
  Tennessee
  Website
  
  Schedule An Appointment
- Schedule An Appointment
- Merit Financial Advisors
  4400 State Hwy 121, Suite 200
  Lewisville, TX 75056
  (972) 930-1238
  Merit Financial Advisors
  
  Merit Financial Advisors is separate from and does not offer services through Commonwealth Financial Network.
  
  Schedule An Appointment
- Merit Financial Advisors
  4400 State Hwy 121, Suite 200
  Lewisville, TX 75056
  (972) 930-1238
  Merit Financial Advisors
  Merit Financial Advisors is separate from and does not offer services through Commonwealth Financial Network.
  
  Schedule An Appointment
- Merit Financial Advisors
  4400 State Hwy 121, Suite 200
  Lewisville, TX 75056
  (972) 930-1238
  Merit Financial Advisors
  
  Merit Financial Advisors is separate from and does not offer services through Commonwealth Financial Network.
  
  Schedule An Appointment
- CalmWater Financial Group
  3204 West Benjamin Avenue, Suite 200
  Norfolk, NE 68701
  (402) 371-5511
  CalmWater Financial Group
  
  Jesse Hinrichs, CFP®
  Kyle Fuchtman, CFP®
  Bo Bierman, CFP®
  
  Schedule An Appointment
- CalmWater Financial Group
  3204 West Benjamin Avenue, Suite 200
  Norfolk, NE 68701
  (402) 371-5511
  CalmWater Financial Group
  
  Chuck Olsen, CFP®
  Travis Riggert, CFP®
  Ryan Anderson, CFP®
  Jack Rother, CFP®
  Brenden Olsen, CFP®
  
  Schedule An Appointment
- Schedule An Appointment
- CalmWater Financial Group (NWS)
  3204 West Benjamin Avenue, Suite 200
  Norfolk, NE 68701
  (402) 371-5511
  CalmWater Financial Group
  
  Chuck Olsen, CFP®
  Dave Amick, Financial Advisor
  Jesse Hinrichs, CFP®
  Gustavo Zarate, CFA®, CFP® - Wealth Advisor
  
  Schedule An Appointment
- Schedule An Appointment
- CalmWater Financial Group
  3204 West Benjamin Avenue, Suite 200
  Norfolk, NE 68701
  (402) 371-5511
  CalmWater Financial Group
  
  Chuck Olsen, CFP®
  Travis Riggert, CFP®
  Ryan Anderson, CFP®
  Jack Rother, CFP®
  Brenden Olsen, CFP®
  Spencer Heying
  
  Schedule An Appointment
- Sterling Financial Group
  4525 S. Wasatch Blvd, Ste 250
  Salt Lake City, UT 84124
  (801) 263-3636
  Sterling Financial Group
  
  Eric Williams, Financial Consultant
  
  Schedule An Appointment
- Sterling Financial Group
  4525 S. Wasatch Blvd, Ste 250
  Salt Lake City, UT 84124
  (801) 263-3636
  Sterling Financial Group
  
  Paul Mathewson, Financial Consultant
  
  Schedule An Appointment
- Sterling Financial Group
  4525 S. Wasatch Blvd, Ste 250
  Salt Lake City, UT 84124
  (801) 263-3636
  Sterling Financial Group
  
  Fred Scheffner, Financial Consultant
  Eric Williams, Financial Consultant
  
  Schedule An Appointment
- Schedule An Appointment
- Schedule An Appointment
- Sterling Financial Group
  4525 S. Wasatch Blvd, Ste 250
  Salt Lake City, UT 84124
  (801) 263-3636
  Sterling Financial Group
  
  Jared Horner, CFP®
  Justin Bitner, CFP®, ChFC®, AIF®, RICP®
  Sean Hoffecker CFP®
  Zach Bitner, CFP®
  
  Schedule An Appointment
- Sterling Financial Group
  4525 S. Wasatch Blvd, Ste 250
  Salt Lake City, UT 84124
  (801) 263-3636
  Sterling Financial Group
  
  Sean Hoffecker CFP®
  Zach Bitner, CFP®
  
  Schedule An Appointment
- Sterling Financial Group
  4525 S. Wasatch Blvd, Ste 250
  Salt Lake City, UT 84124
  (801) 263-3636
  Sterling Financial Group
  
  Fred Scheffner, Financial Consultant
  Eric Williams, Financial Consultant
  
  Schedule An Appointment
- Schedule An Appointment
- InVirtus™ Wealth Partners
  2800 Patterson Avenue, Suite 100
  Richmond, VA 23221
  (804) 378-1500
  InVirtus Wealth Partners
  
  Mike Finfgeld
  Zach Webb
  Alex Robinson
  Walker Smithson
  
  Schedule An Appointment
- InVirtus™ Wealth Partners
  2800 Patterson Avenue, Suite 100
  Richmond, VA 23221
  (804) 378-1500
  InVirtus Wealth Partners
  
  Mike Finfgeld
  Zach Webb
  Alex Robinson
  Walker Smithson
  
  Schedule An Appointment
- Schedule An Appointment
- Schedule An Appointment
- Sterling Financial Group
  4525 S. Wasatch Blvd, Ste 250
  Salt Lake City, UT 84124
  (801) 263-3636
  Sterling Financial Group
  
  Eric Williams, Financial Consultant
  
  Schedule An Appointment
- Schedule An Appointment
- Jessup Wealth Management
  35 Park Avenue
  Dayton, OH 45419
  (937) 938-9105
  Jessup Wealth Management
  
  Matthew Jessup, Wealth Manager
  Mark McEvily, Wealth Manager
  Aaron Cramer, CFP®, Wealth Manager
  Taylor Ledbetter, Wealth Manager
  Jack McGrath
  
  Schedule An Appointment
- Schedule An Appointment
- The Pinnacle Financial Group
  570 Lake Cook Road, Suite 128
  Deerfield, IL 06005
  (847) 795-0300
  The Pinnacle Financial Group
  
  Tim Brennan
  Jim Santos
  Nick Rossetti, CFP®
  Joe Emme
  
  Schedule An Appointment
- The Pinnacle Financial Group
  570 Lake Cook Road, Suite 128
  Deerfield, IL 06005
  (847) 795-0300
  The Pinnacle Financial Group
  
  Tim Brennan
  Joe Emme
  Nick Rossetti, CFP®
  
  Schedule An Appointment

Envision Financial Planning and Merit Financial Planning are not affiliated with Commonwealth Financial Network®

Find Your CalmWater Advisor

Click on the state to find your CalmWater Network advisor.
If your Division is not listed below, click here

ALABAMA

ARIZONA

ARKANSAS

CALIFORNIA

CONNECTICUT

FLORIDA

GEORGIA

IDAHO

ILLINOIS

INDIANA

IOWA

KENTUCKY

LOUISIANA

MICHIGAN

MISSISSIPPI

MISSOURI

NEBRASKA

NEVADA

NEW HAMPSHIRE

NEW MEXICO

NEW YORK

NORTH CAROLINA

OHIO

PENNSYLVANIA

SOUTH CAROLINA

TENNESSEE

TEXAS

UTAH

VIRGINIA

WASHINGTON

WASHINGTON DC

WEST VIRGINIA

WISCONSIN

Everyone has the power and capability to build the life they want.

Find Your CalmWater Advisor

Click on the state to find your CalmWater Network advisor.If your Division is not listed below, click here

ALABAMA

ARIZONA

ARKANSAS

CALIFORNIA

CONNECTICUT

FLORIDA

GEORGIA

IDAHO

ILLINOIS

INDIANA

IOWA

KENTUCKY

LOUISIANA

MICHIGAN

MISSISSIPPI

MISSOURI

NEBRASKA

NEVADA

NEW HAMPSHIRE

NEW MEXICO

NEW YORK

NORTH CAROLINA

OHIO

PENNSYLVANIA

SOUTH CAROLINA

TENNESSEE

TEXAS

UTAH

VIRGINIA

WASHINGTON

WASHINGTON DC

WEST VIRGINIA

WISCONSIN

Everyone has the power and capability to build the life they want.

Click on the state to find your CalmWater Network advisor.
If your Division is not listed below, click here