Financial Services

Find Your CalmWater Advisor

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- 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
  
  Attorney
  Zach Starnes
  256.340.8035
  zstarnes@harriscaddell.com
  Website
  
  Company
  Harris, Caddell & Shanks, P.C.
  214 Johnston St, S.E., PO Box 2688
  Decatur, AL 35602
  
  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®
  
  Attorney
  Bryan Winter & Ruth McFarland
  205.650.1400
  
  Company
  Winter McFarland
  205 McFarland Circle, North
  Tuscaloosa, AL 35406
  
  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
  
  Attorney
  Terry Gillis
  256.845.9800
  kim@gillisattorney.com
  
  Company
  Terry Gillis Attorney, LLC
  204 4th St, SW
  Fort Payne, AL 35967
  
  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
  
  Attorney
  Zach Starnes
  256.340.8035
  zstarnes@harriscaddell.com
  Website
  
  Company
  Harris, Caddell & Shanks, P.C.
  214 Johnston St, S.E., PO Box 2688
  Decatur, AL 35602
  
  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
  
  Attorney
  Zach Starnes
  256.340.8035
  zstarnes@harriscaddell.com
  Website
  
  Company
  Harris, Caddell & Shanks, P.C.
  214 Johnston St, S.E., PO Box 2688
  Decatur, AL 35602
  
  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
  
  Attorney
  Zach Starnes
  256.340.8035
  zstarnes@harriscaddell.com
  Website
  
  Company
  Harris, Caddell & Shanks, P.C.
  214 Johnston St, S.E., PO Box 2688
  Decatur, AL 35602
  
  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
  
  Attorney
  Zach Starnes
  256.340.8035
  zstarnes@harriscaddell.com
  Website
  
  Company
  Harris, Caddell & Shanks, P.C.
  214 Johnston St, S.E., PO Box 2688
  Decatur, AL 35602
  
  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.
  
  Attorney
  Pamela A. Haun
  (870) 931-1700 | (870) 336-8244 (direct)
  phaun@wcjfirm.com
  Website
  
  Company
  Waddell, Cole & Jones, PLLC
  310 East Street, Suite A
  PO Box 1700
  Jonesboro, AR 72403
  
  Attorney
  W. Curt Hawkins
  (870) 931-1700 | Fax: (870) 931-1800
  wchawkins@wcjfirm.com
  Website
  
  Company
  Waddell, Cole & Jones, PLLC
  310 East Street, Suite A
  PO Box 1700
  Jonesboro, AR 72403
- 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.
  
  Attorney
  Chad R. Oldham, JD, LLM, CTFA
  (870) 930-9919 | Fax: (870) 930-9921
  coldham@oldhamlawfirm.us
  Website
  
  Company
  Oldham Law Firm PLLC
  603 Southwest Drive
  Jonesboro, AR 72401
- 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.
- 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.
- 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
- CalmWater Advisors
  200 Center Point Circle, Suite 350
  Columbia, SC 29210
  (803) 252-8100
  CalmWater Advisors
  
  Paul Moffett, CFP®
  Bob Logan, CFP®
  Jessica Cook, CFP®
  Parker Spires, CRPC®
  Nick Shiver
  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
- 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
  (212) 653-0980
  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
  
  Attorney
  Rebecca Chamberlin Little
  630.541.3295
  rlittle@rclittlelaw.com
  
  Company
  Chamberlin Little P.C.
  2715 Stonewall Avenue
  Woodridge, IL 60517
  
  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®
  
  Attorney
  Tyler Nichols
  765.307.2059
  Website
  
  Company
  Taylor, Minnette, Schneider & Clutter, P.C.
  105 N. Washington St.
  Crawfordsville, IN 47933
  
  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
- 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
- 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
  
  Attorney
  Bruce G. Mohon
  225.869.3939
  bgmohon@mohonlawfirm.com
  
  Company
  Law Offices of Bruce G. Mohon
  1959 La. Highway 3125, Suite 5
  Lutcher, LA 70071
  
  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.
  
  Attorney
  James (Jimmie) Young
  601.605.6900
  jyoung@wellsmar.com
  Website
  
  Company
  Wells Marble & Hurst, PLLC
  Post Office Box 131
  Jackson, MS 39205-0131
  300 Concourse Boulevard, Suite 200
  Ridgeland, MS 39157
- Pegasus Capital Management
  10801 Mastin Blvd, Suite 370
  Overland Park, KS 66210
  (913) 327-1627
  Pegasus Capital Management
  
  Jim Heeney, AAMS®
  
  InfinitasKC
  10801 Mastin Street, Ste #370
  Overland Park, KS 66210
  (913) 563-7300
  InfinitasKC
  
  Michelle Poston, CFP®
  
  Attorney
  Sean P. Pilliard
  (660) 829-2008
  spp@iland.net
  
  Company
  Law Offices of Sean P. Pilliard
  112 West 4th Street
  Sedalia, MO 65301
  
  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
  
  Attorney
  Jason Lammli
  (402) 644-7242
  jlammli@broganlammli.com
  
  Company
  Brogan Lammli, P.C., L.L.O.
  3204 West Benjamin Avenue, Suite 100
  Norfolk, NE 68701
  
  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
  
  Attorney
  Jason Lammli
  (402) 644-7242
  jlammli@broganlammli.com
  
  Company
  Brogan Lammli, P.C., L.L.O.
  3204 West Benjamin Avenue, Suite 100
  Norfolk, NE 68701
  
  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
  
  Attorney
  Jason Lammli
  (402) 644-7242
  jlammli@broganlammli.com
  
  Company
  Brogan Lammli, P.C., L.L.O.
  3204 West Benjamin Avenue, Suite 100
  Norfolk, NE 68701
  
  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
  
  Attorney
  Jason Lammli
  (402) 644-7242
  jlammli@broganlammli.com
  
  Company
  Brogan Lammli, P.C., L.L.O.
  3204 West Benjamin Avenue, Suite 100
  Norfolk, NE 68701
  
  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.
- 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®
  
  Attorney
  Samuel Giacona
  315.255.1122
  sgiacona@giaconalaw.com
  
  Company
  Giacona Law P.C.
  9 Court Street
  Auburn, NY
  
  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 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®
  
  Attorney
  Holly Simpson
  (803) 764-9555
  holly@simpsonestatelaw.com
  
  Company
  Simpson Law Firm
  17250 Lancaster Hwy, Suite 601
  Charlotte, NC 28277
  
  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
- CalmWater Advisors
  200 Center Point Circle, Suite 350
  Columbia, SC 29210
  (803) 252-8100
  CalmWater Advisors
  
  Paul Moffett, CFP®
  Bob Logan, CFP®
  Jessica Cook, CFP®
  Parker Spires, CRPC®
  Nick Shiver
  Peter Cunningham
  
  Schedule An Appointment
- CalmWater Advisors
  200 Center Point Circle, Suite 350
  Columbia, SC 29210
  (803) 252-8100
  CalmWater Advisors
  
  Paul Moffett, CFP®
  Bob Logan, CFP®
  Jessica Cook, CFP®
  Parker Spires, CRPC®
  Nick Shiver
  Peter Cunningham
  
  Schedule An Appointment
- CalmWater Advisors
  200 Center Point Circle, Suite 350
  Columbia, SC 29210
  (803) 252-8100
  CalmWater Advisors
  
  Paul Moffett, CFP®
  Bob Logan, CFP®
  Jessica Cook, CFP®
  Parker Spires, CRPC®
  Nick Shiver
  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
- 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
- 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
- CalmWater Advisors
  200 Center Point Circle, Suite 350
  Columbia, SC 29210
  (803) 252-8100
  CalmWater Advisors
  
  Paul Moffett, CFP®
  Bob Logan, CFP®
  Jessica Cook, CFP®
  Parker Spires, CRPC®
  Pete Cunningham
  Nick Shiver
  
  Schedule An Appointment
- CalmWater Advisors
  200 Center Point Circle, Suite 350
  Columbia, SC 29210
  (803) 252-8100
  CalmWater Advisors
  
  Paul Moffett, CFP®
  Bob Logan, CFP®
  Jessica Cook, CFP®
  Parker Spires, CRPC®
  Pete Cunningham
  Nick Shiver
  
  Attorney
  Mike Abbott
  (843) 669.0089
  mabbott@amhattorneys.com
  Website
  
  Company
  Abbott & McKissick Law Firm, LLC
  702 W. Evans St.
  Florence, SC 29501
  
  Schedule An Appointment
- CalmWater Advisors
  200 Center Point Circle, Suite 350
  Columbia, SC 29210
  (803) 252-8100
  CalmWater Advisors
  
  Paul Moffett, CFP®
  Bob Logan, CFP®
  Jessica Cook, CFP®
  Parker Spires, CRPC®
  Pete Cunningham
  Nick Shiver
  
  Attorney
  Mike Abbott
  (843) 669.0089
  mabbott@amhattorneys.com
  Website
  
  Company
  Abbott & McKissick Law Firm, LLC
  702 W. Evans St.
  Florence, SC 29501
  
  Schedule An Appointment
- CalmWater Advisors
  200 Center Point Circle, Suite 350
  Columbia, SC 29210
  (803) 252-8100
  CalmWater Advisors
  
  Paul Moffett, CFP®
  Bob Logan, CFP®
  Jessica Cook, CFP®
  Parker Spires, CRPC®
  Pete Cunningham
  Nick Shiver
  
  Attorney
  Michael White, Jr.
  843.849.7040
  hm@hmwhite.net
  Website
  
  Company
  H. Michael White, Jr. - Attorney at Law
  1476 Ben Sawyer Blvd., Ste. 3
  Mt. Pleasant, SC 29464
  
  Schedule An Appointment
- CalmWater Advisors
  200 Center Point Circle, Suite 350
  Columbia, SC 29210
  (803) 252-8100
  CalmWater Advisors
  
  Paul Moffett, CFP®
  Bob Logan, CFP®
  Jessica Cook, CFP®
  Parker Spires, CRPC®
  Pete Cunningham
  Nick Shiver
  
  Attorney
  Mike Abbott
  (843) 669.0089
  mabbott@amhattorneys.com
  Website
  
  Company
  Abbott & McKissick Law Firm, LLC
  702 W. Evans St.
  Florence, SC 29501
  
  Schedule An Appointment
- CalmWater Advisors
  200 Center Point Circle, Suite 350
  Columbia, SC 29210
  (803) 252-8100
  CalmWater Advisors
  
  Paul Moffett, CFP®
  Bob Logan, CFP®
  Jessica Cook, CFP®
  Parker Spires, CRPC®
  Pete Cunningham
  Nick Shiver
  
  Schedule An Appointment
- CalmWater Advisors
  200 Center Point Circle, Suite 350
  Columbia, SC 29210
  (803) 252-8100
  CalmWater Advisors
  
  Paul Moffett, CFP®
  Bob Logan, CFP®
  Jessica Cook, CFP®
  Parker Spires, CRPC®
  Pete Cunningham
  Nick Shiver
  
  Attorney
  Mike Abbott
  (843) 669.0089
  mabbott@amhattorneys.com
  Website
  
  Company
  Abbott & McKissick Law Firm, LLC
  702 W. Evans St.
  Florence, SC 29501
  
  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
- 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.
- 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®
  
  Attorney
  Jody Griffith
  936.544.2065
  jodyg@griffithandgriffithpc.com
  
  Company
  Griffith & Griffith PC
  514 E Houston Ave.
  Crockett, TX 75835
  
  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
  
  Attorney
  Jody Griffith
  936.544.2065
  jodyg@griffithandgriffithpc.com
  
  Company
  Griffith & Griffith PC
  514 E Houston Ave.
  Crockett, TX 75835
  
  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 (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.
- 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.
- 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
  
  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
  
  Fred Scheffner, Financial Consultant
  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
  
  Fred Scheffner, Financial Consultant
  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
  
  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
  
  Sean Hoffecker CFP®
  Zach Bitner, CFP®
  
  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
- Sterling Financial Group
  4525 S. Wasatch Blvd, Ste 250
  Salt Lake City, UT 84124
  (801) 263-3636
  Sterling Financial Group
  
  Eric Williams, Financial Consultant
  Zach Bitner, 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
- The Pinnacle Financial Group
  1424 Lynn Ave.
  Fond du Lac, WI 54937
  (920) 923-3400
  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

* Attorneys listed are not affiliated with Commonwealth Financial Network®

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