Specialized planning for what your family needs.

Making sure your loved one with special needs is taken care of is our Chartered Special Needs Consultants' (ChSNC®) specialty. They'll answer the questions you have, and the ones you never knew you had — helping you put a plan in place to do the things that are important to your family today, and every day after.

Let's find an advisor near you

If you don't see your state listed, no problem. Choose the one closest to you. Our financial advisors can easily work with you and your family whether you're near or far.

Choose your state

California

Andrew David Rubin

Andrew David Rubin

Wealth Management Advisor

  • ChFC®
  • CLU®
  • CASL®
  • CLTC®
  • ChSNC®
FINRA BrokerCheck
1925 Palomar Oaks Way Suite 105 Carlsbad, CA 92008-6526
760-795-5233 Contact
Anthony Richard Vargas

Anthony Richard Vargas

Financial Advisor

  • CLU®
  • ChFC®
  • CFP®
  • ChSNC®
FINRA BrokerCheck
600 W Broadway Ste 600,San Diego, CA 92101
619-234-3111 Contact

Connecticut

Charles Bergamo

Charles Bergamo

Wealth Management Advisor

  • J.D.
  • ChFC®
  • CLU®
  • ChSNC®
FINRA BrokerCheck
555 Long Wharf Dr New Haven, CT 06511-6107
475-209-5585 Contact

Florida

Michelle Grippi Baker

Michelle Grippi Baker

Wealth Management Advisor

  • CFP®
  • ChFC®
  • CASL®
  • RICP®
  • ChSNC®
FINRA BrokerCheck
245 Riverside Ave Ste 100 Jacksonville, FL 32202-4924
904-598-3542 Contact
Roger Sverre Machlin

Roger Sverre Machlin

Wealth Management Advisor

  • CFP®
  • MSFS
  • CLU®
  • ChFC®
  • CIMA®
  • ChSNC®
FINRA BrokerCheck
1511 N West Shore Blvd Ste 500 Tampa, FL 33607-4595
813-426-1054 Contact
Cedric P Powell

Cedric P Powell

Wealth Management Advisor

  • MBA
  • CLU®
  • CASL®
  • AEP®
  • ChFC®
  • ChSNC®
FINRA BrokerCheck
1511 N West Shore Blvd Ste 500 Tampa, FL 33607-4595
813-245-2227 Contact
Olga Strelkov

Olga Strelkov

Financial Advisor

  • CLTC®
  • ChSNC®
FINRA BrokerCheck
2601 Cattlemen Rd, Ste 201 Sarasota, FL 34232
941-957-4542 Contact

Georgia

Scott Jeffries

Scott Jeffries

Wealth Management Advisor

  • CLU®
  • CFP®
  • ChSNC®
FINRA BrokerCheck
3438 Peachtree Rd NE Phipps Tower Ste 1200 Atlanta, GA 30326-1554
404-429-3202404-846-3053 Contact

Illinois

Thomas J. Canale

Thomas J. Canale

Managing Director

  • CFP®
  • ChSNC®
  • ChFC®
  • CLU®
FINRA BrokerCheck
9550 W. Higgins Rd., Suite 450 Rosemont, IL 60018-4906
773-380-4040 Contact
Robert F Obernesser

Robert F Obernesser

Wealth Management Advisor

  • CFP®
  • ChFC®
  • RICP®
  • CLU®
  • ChSNC®
FINRA BrokerCheck
55 Shuman Blvd Ste 600 Naperville, IL 60563-8487
630-631-5486630-934-9315 Contact
Mark A Rizzo

Mark A Rizzo

Financial Advisor

  • CLU®
  • ChFC®
  • CASL®
  • AEP®
  • ChSNC®
FINRA BrokerCheck
1475 E Woodfield Rd, Ste 900, Schaumburg, IL 60173
847-969-2566 Contact
Robert F Spahn Jr

Robert F Spahn Jr

Financial Advisor

  • CLU®
  • ChFC®
  • ChSNC®
FINRA BrokerCheck
377 E Butterfield Rd, Ste 400, Lombard, IL 60148
630-458-7019 Contact

Indiana

Matthew R Carothers

Matthew R Carothers

Wealth Management Advisor

  • CFP®
  • CLU®
  • ChFC®
  • RICP®
  • ChSNC®
FINRA BrokerCheck
404 Washington St Ste 204 Columbus, IN 47201-6786
812-372-2858 Contact
Adam B. Scheidt

Adam B. Scheidt

Financial Advisor

  • CLU®
  • ChSNC®
FINRA BrokerCheck
404 Washington St Ste 204 Columbus, IN 47201-6786
812-372-2858 Contact

Iowa

Timothy P Derouin

Timothy P Derouin

Wealth Management Advisor

  • CFP®
  • CLU®
  • ChFC®
  • CASL®
  • RICP®
  • ChSNC®
FINRA BrokerCheck
1245 Jordan Creek Parkway Suite 200 W. Des Moines, IA 50266-2311
515-697-4676 Contact

Kansas

Matt Melton

Matt Melton

Wealth Management Advisor

  • CPA
  • CLTC®
  • RICP®
  • ChSNC®
FINRA BrokerCheck
5251 W. 116th Place Suite 300 Gibson Building Leawood, KS 66211
913-748-0600 Contact
Kacy Seitz

Kacy Seitz

Financial Advisor

  • CLTC®
  • ChSNC®
FINRA BrokerCheck
5251 W 116th Pl Ste 300 Leawood, KS 66211
785-224-9437 Contact

Kentucky

David Andrew Gerace

David Andrew Gerace

Financial Advisor

  • CLTC®
  • CLU®
  • ChFC®
  • CASL®
  • RICP®
  • ChSNC®
FINRA BrokerCheck
11603 Shelbyville Road Unit 1 Louisville, KY 40243-1371
502-472-4183502-384-8634502-562-2500 Contact
Brandon J. Gaines

Brandon J. Gaines

Wealth Management Advisor

  • CFP®
  • WMCP®
  • RICP®
  • ChFC®
  • AEP®
  • ChSNC®
FINRA BrokerCheck
330 E Main St Ste 300 Lexington, KY 40507-1525
859-523-8700859-523-8727 Contact

Louisiana

Jerry M Graves

Jerry M Graves

Financial Advisor

  • CLU®
  • ChFC®
  • ChSNC®
FINRA BrokerCheck
11440 Lake Sherwood N Ste D Baton Rouge, LA 70816-0408
225-408-4596 Contact
Chad Paul Romero

Chad Paul Romero

Financial Advisor

  • CLU®
  • ChFC®
  • LUTCF®
  • ChSNC®
FINRA BrokerCheck
2008 S College Rd Lafayette, LA 70508-3278
337-769-1831 Contact
Jennifer Ann Hyde

Jennifer Ann Hyde

Financial Advisor

  • CLU®
  • CLTC®
  • ChFC®
  • RICP®
  • ChSNC®
FINRA BrokerCheck
111 Veterans Mem Blvd Ste 940 Metairie, LA 70005-3020
504-831-8146 Contact

Maryland

Brent Seward

Brent Seward

Wealth Management Advisor

  • CFP®
  • CLU®
  • ChFC®
  • CASL®
  • RICP®
  • ChSNC®
FINRA BrokerCheck
307 International Circle Suite 310
410-527-3808 Contact

Massachusetts

Ralph J Rotman

Ralph J Rotman

Financial Advisor

  • CLU®
  • ChFC®
  • AEP®
  • CAP®
  • ChSNC®
FINRA BrokerCheck
1 Beacon St Fl 25 Boston, MA 02108-3107
617-742-6200 Contact

Minnesota

Jason D Bertram

Jason D Bertram

Financial Advisor

  • CLU®
  • ChFC®
  • ChSNC®
FINRA BrokerCheck
7636 Design Rd Ste 125 PO Box 2659 Baxter, MN 56425-8693
218-818-1300218-818-1301 Contact

Missouri

Eric Austin Ames

Eric Austin Ames

Wealth Management Advisor

  • CLU®
  • ChFC®
  • ChSNC®
FINRA BrokerCheck
622 Emerson Rd Ste 400 Saint Louis, MO 63141-6727
314-539-0847 Contact
Mark D Schuchardt

Mark D Schuchardt

Wealth Management Advisor

  • CFP®
  • WMCP®
  • ChFC®
  • RICP®
  • AEP®
  • ChSNC®
FINRA BrokerCheck
622 Emerson Road Suite 400 Saint Louis, MO 63141-6727
314-539-0895 Contact

New Hampshire

R. Bradley Alderfer

R. Bradley Alderfer

Wealth Management Advisor

  • J.D.
  • CFP®
  • MSFS
  • CAP®
  • WMCP®
  • ChSNC®
FINRA BrokerCheck
1000 Elm Street 15th Floor Manchester, NH 03101
603-206-6025603-661-1021 Contact

New Jersey

Sandra Joan Carrithers

Sandra Joan Carrithers

Financial Advisor

10 Madison Ave Ste 301 Morristown, NJ 07960-7303
973-531-2222 Contact
Darren E. Grahame

Darren E. Grahame

Financial Advisor

  • CFP®
  • CLU®
  • ChFC®
  • ChSNC®
  • CLF®
FINRA BrokerCheck
10 Madison Ave Ste 301 Morristown, NJ 07960-7303
973-531-2270 Contact
Michael W. Loginow

Michael W. Loginow

Wealth Management Advisor

  • CFP®
  • CLU®
  • ChFC®
  • CASL®
  • RICP®
  • ChSNC®
FINRA BrokerCheck
202 Carnegie Center, Suite 201 Princeton, NJ 08540
609-439-1459 Contact

New York

Lou Cannataro

Lou Cannataro

Wealth Management Advisor

  • ChFC®
  • REBC®
  • CLU®
  • CASL®
  • AEP®
  • ChSNC®
FINRA BrokerCheck
245 Park Avenue, Suite 1800 New York, NY 10167
646-366-6571 Contact
Timothy John Szlosek

Timothy John Szlosek

Wealth Management Advisor

  • ChSNC®
  • CLU®
  • CFP®
FINRA BrokerCheck
400 Broadhollow Rd Ste 200 Melville, NY 11747-4810
631-592-2091 Contact

North Carolina

David G Woody

David G Woody

Financial Advisor

  • CLU®
  • ChFC®
  • ChSNC®
FINRA BrokerCheck
1201 Edwards Mill Rd Ste 200 Raleigh, NC 27607-3625
919-755-3205 Contact
Todd G Grantham

Todd G Grantham

Wealth Management Advisor

  • CFP®
  • ChFC®
  • CASL®
  • MSFS
  • ChSNC®
FINRA BrokerCheck
240 Leigh Farm Rd Ste 400 Durham, NC 27707-8103
919-401-0345 Contact

Ohio

Wayne L Crowther

Wayne L Crowther

Financial Advisor

  • MSFS
  • CLU®
  • ChFC®
  • CASL®
  • AEP®
  • ChSNC®
FINRA BrokerCheck
3950 Sunforest Ct Ste 200 Toledo, OH 43623-4522
419-407-8135 Contact
Jared A. Dosch

Jared A. Dosch

Wealth Management Advisor

  • CLU®
  • ChSNC®
  • CFP®
FINRA BrokerCheck
964 Grove Rd Zanesville, OH 43701-1337
740-452-4596 Contact
Daniel W Dittman

Daniel W Dittman

Wealth Management Advisor

  • CFP®
  • RICP®
  • CASL®
  • ChFC®
  • ChSNC®
FINRA BrokerCheck
70 Birch Aly Ste 210 Beavercreek, OH 45440-1372
937-427-7138 Contact

Pennsylvania

Andrew Schultz

Andrew Schultz

Financial Advisor

Clarity Financial Planning Group

  • CFP®
  • ChFC®
  • CLU®
  • ChSNC®
FINRA BrokerCheck
170 N. Radnor Chester Rd. Suite 105 Radnor, PA 19087-5280
610-688-3578 Contact
Adam G. Saubel

Adam G. Saubel

Financial Advisor

  • CFP®
  • ChFC®
  • CLU®
  • RICP®
  • ChSNC®
FINRA BrokerCheck
280 Granite Run Dr Ste 100 Lancaster, PA 17601-6820
717-880-0725 Contact

Texas

Cole Caruthers

Cole Caruthers

Financial Advisor

  • CFP®
  • ChSNC®
  • ChFC®
  • MBA
FINRA BrokerCheck
8411 Preston Rd Ste 700 Dallas, TX 75225-5519
214-525-1080 Contact
Jennifer Ling Sandoval

Jennifer Ling Sandoval

Financial Advisor

700 Central Expy S, Ste 450 Allen, TX 75013
972-912-3068 Contact

Virginia

LaMont M Henry

LaMont M Henry

Wealth Management Advisor

  • CFP®
  • ChSNC®
  • ChFC®
  • RICP®
  • CASL®
FINRA BrokerCheck
1 Columbus Ctr Ste 1100, Virginia Beach, VA 23462
757-216-5317 Contact

Wisconsin

Melissa M Burback

Melissa M Burback

Financial Advisor

  • CLU®
  • ChFC®
  • ChSNC®
FINRA BrokerCheck
20300 Water Tower Blvd Ste 200 Brookfield, WI 53045-3594
262-787-7033 Contact
Todd Bowditch

Todd Bowditch

Wealth Management Advisor

  • CFP®
  • ChFC®
  • ChSNC®
FINRA BrokerCheck
3960 Hillside Dr Ste 101 Delafield, WI 53018-2148
262-646-6736 Contact
Brett Heaton Juarez

Brett Heaton Juarez

Financial Advisor

  • CFP®
  • CLU®
  • CLTC®
  • M.S.
  • ChSNC®
FINRA BrokerCheck
100 E Wisconsin Ave Ste 2300 Milwaukee, WI 53202-4169
414-615-2909 Contact
Gene A LaRock

Gene A LaRock

Wealth Management Advisor

  • CLU®
  • ChFC®
  • RICP®
  • ChSNC®
FINRA BrokerCheck
1450 Rivers Edge Trl, Altoona, WI 54720
715-839-9692 Contact