Partners



2018 Chapter Partners

 

Platinum Partners

 

American Century
Michael Turner LinkedIn

BUI
 Steve Bruce LinkedIn
Steve Bruce e-mail

 First Trust
Tim Trudo LinkedIn
Tim Trudo e-mail

Gold Partners

ADK Wealth Advisors Group
Sam Miller

American Funds

AMG Funds
Jeremy Groh

Charles Schwab Adv Serv
Laurie Bond

J.W. Terrill
Kevin Guss

KBS Capital Markets Group

Ron Glasgow

Lord Abbett
Derek Cinquemanni

MFS Investment Management
Chris Ferrara

Pioneer Investments 
John Krekovich

Putnam Investments
Bryan Schwarz

RFG Advisory Group
Travis Freeman®

TD Ameritrade
Jessica Sterling

Vanguard
Roz Beliveau