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First Name Last Name
Company Name City
State Experience
Age Gender  
Reportable Disclosures    
Donovan Duncan
DUNCAN PRIVATE WEALTH MANAGEMENT, LLC
Webster,  TX
 
Keith Henkin
SMARTVALUE INVESTMENT MANAGEMENT, LLC
Guilford,  CT
 
Krista Tully
INSTINET, LLC
New Canaan,  CT
 
Susan McNamara
COMMONWEALTH FINANCIAL NETWORK
Streamwood,  IL
 
 
Jason Freiwald
WADDELL REED, INC.
Chandler,  AZ
 
Michael Dolan
INSTINET, LLC
Hoboken,  NJ
 
Ross Levin
CREDIT AGRICOLE SECURITIES (USA) INC.
New York,  NY
 
James Broder
DEUTSCHE BANK SECURITIES INC.
New Canaan,  CT
 
 
Gregory Shinnick
GTO GROUP, LLC
, 
 
John Carter
UNITED PLANNERS' FINANCIAL SERVICES OF A
Irvine,  CA
 
John Rich
J.P. MORGAN SECURITIES LLC
Los Angeles,  CA
 
Kerry Lee
CHARLES SCHWAB CO., INC.
Morristown,  NJ
 
 
Joel Herter
WOLF FINANCIAL MANAGEMENT, LLC
Elmhurst,  IL
 
Michael Mackey
SCOTTRADE, INC.
Sherman Oaks,  CA
 
John Briere
ING FINANCIAL ADVISERS, LLC
Holland,  MA
 
Alan Cormier
ING FINANCIAL ADVISERS, LLC
, 
 
 
Norma Deck
ING FINANCIAL ADVISERS, LLC
, 
 
Felix Keats
ING FINANCIAL PARTNERS, INC.
Beverly Hills,  CA
 
Leonard Ringenbach
FINANCIAL NETWORK INVESTMENT CORPORATION
Cleveland,  OH
 
Christine Brownlie
UBS FINANCIAL SERVICES INC.
Charlotte,  NC
 
 
James Helfinstine
LPL FINANCIAL CORPORATION
Prescott,  AZ
 
Linda Sommers
MORGAN STANLEY SMITH BARNEY
Miami,  FL
 
Fred Ouyang
TD AMERITRADE, INC.
San Diego,  CA
 
Nicole Lawrence
BARCLAYS CAPITAL INC.
New York,  NY
 
 
Robert Stefania
MORGAN STANLEY CO. INCORPORATED
, 
 
Mark Lalin
SAGEPOINT FINANCIAL, INC.
Mountain Lakes,  NJ
 
Andrew Tenzer
NATIONAL PLANNING CORPORATION
Lake Forest,  CA
 
Lanting Li
AXA ADVISORS, LLC
, 
 
 
 


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