Contact Us

Since our independent advisors are located nationwide, the most efficient way to contact an advisor in a particular location or practice is by finding their location below or clicking on their bio image on our Team page which you can VIEW HERE. The advisor links below will direct you to their bio page or directly to their practice website.

The form found here is for general inquiries. Submissions are directed to our servicing office located in Scottsdale, AZ. You may leave a message for an advisor through this form as well and our team will forward it on to the appropriate contact.

Phone: (866) 216-2847



Scottsdale, AZ

8355 E. Hartford Drive, Ste 105
Scottsdale, AZ 85255

David Carroll, CPFA, CFP®

Steve Captain, CFP®, CHFC, CLU

Chip Wittrock

Mesa, AZ

1234 S. Power Rd. Ste 101
Mesa, AZ 85206

Jeremy Dopp

Josh Manwaring: (480) 234-0728

Davis, CA
2050 Lyndell Terrace, Suite 110 Davis, CA 95616

Ben Bimson CMT®, CIMA®
Evan Mathew, MBA Graham McDougal, J.D., MBA
San Clemente, CA

209 Avenida Del Mar, Suite 201C
San Clemente, CA 92672

Clinton Brown, CFP®
Jace Beck

Redlands, CA

222 E. Olive Ave, Suite 5A
Redlands, CA 92373

Clinton Brown, CFP®

Littleton, CO

4 West Dry Creek Circle
Littleton, CO 80120

John Walker

Tallahassee, FL

1342 Timberlane Road
Tallahassee, FL 32312

Jamey McClenny

Boise, ID

6200 N. Meeker Place
Boise, ID 83713

Mark Johnson, RHU, CWC

Brandon Johns

Albuquerque, NM

320 Osuna Road NE, Unit G-1
Albuquerque, NM 87107

Keiko Lambert                

Midori Lambert

Dublin, OH

5650 Blazer Pkwy, Suite 101
Dublin, OH 43017

Dino LoPresti

Medina, OH

5000 Foote Road, Suite 206
Medina, OH 44256

Dino LoPresti

Greenville, SC

109 Laurens Road, Building 3
Greenville, SC 29607

Michael S. Trent, CRPC® CLTC®

Irmo, SC

7554 Woodrow Street
Irmo, SC 29063

Rick Kinney, CLTC®

Houston, TX

4545 Bissonnet St, Suit 284
Bellaire, TX 77401

Deborah Sopher

Heber, UT

160 S 100 W, Suite B100
Heber, Utah 84032

Josh Hardman CFP®

Salt Lake City, UT

375 South 300 West
Salt Lake City, UT 84101


Lahn Simmons, CRPC

Spanish Fork, UT

1491 E 1820 S
Spanish Fork, Utah 84660

Mark Whittaker, CPA, CPFA, PFS

St. George, UT
Vernal, UT

1256 W. 400 South, Suite 2A
Vernal, Utah 84078

Delmer Hyde


Featuring Special Guest Ned Davis Research

This 30 minute live webinar will cover a current economic and market update as well as give attendees the opportunity to submit questions to the presenters via LIVE chat.