
Special needs financial planning
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.
California

Andrew David Rubin
Wealth Management Advisor
- ChFC®
- CLU®
- CASL®
- CLTC®
- ChSNC®

Anthony Richard Vargas
Financial Advisor
- CLU®
- ChFC®
- CFP®
- ChSNC®
Connecticut

Charles Bergamo
Wealth Management Advisor
- J.D.
- ChFC®
- CLU®
- ChSNC®
Florida

Michelle Grippi Baker
Wealth Management Advisor
- CFP®
- ChFC®
- CASL®
- RICP®
- ChSNC®

Roger Sverre Machlin
Wealth Management Advisor
- CFP®
- MSFS
- CLU®
- ChFC®
- CIMA®
- ChSNC®

Cedric P Powell
Wealth Management Advisor
- MBA
- CLU®
- CASL®
- AEP®
- ChFC®
- ChSNC®

Olga Strelkov
Financial Advisor
- CLTC®
- ChSNC®
Georgia

Scott Jeffries
Wealth Management Advisor
- CLU®
- CFP®
- ChSNC®
Illinois

Thomas J. Canale
Managing Director
- CFP®
- ChSNC®
- ChFC®
- CLU®

Robert F Obernesser
Wealth Management Advisor
- CFP®
- ChFC®
- RICP®
- CLU®
- ChSNC®

Mark A Rizzo
Financial Advisor
- CLU®
- ChFC®
- CASL®
- AEP®
- ChSNC®

Robert F Spahn Jr
Financial Advisor
- CLU®
- ChFC®
- ChSNC®
Indiana

Matthew R Carothers
Wealth Management Advisor
- CFP®
- CLU®
- ChFC®
- RICP®
- ChSNC®

Adam B. Scheidt
Financial Advisor
- CLU®
- ChSNC®
Iowa

Timothy P Derouin
Wealth Management Advisor
- CFP®
- CLU®
- ChFC®
- CASL®
- RICP®
- ChSNC®
1245 Jordan Creek Parkway Suite 200 W. Des Moines, IA 50266-2311515-697-4676 Contact
Kansas

Matt Melton
Wealth Management Advisor
- CPA
- CLTC®
- RICP®
- ChSNC®

Kacy Seitz
Financial Advisor
- CLTC®
- ChSNC®

Debbie Niemann
Financial Advisor
- B.A.
- MBA
- ChSNC®
Kentucky

David Andrew Gerace
Financial Advisor
- CLTC®
- CLU®
- ChFC®
- CASL®
- RICP®
- ChSNC®

Brandon J. Gaines
Wealth Management Advisor
- CFP®
- WMCP®
- RICP®
- ChFC®
- AEP®
- ChSNC®
Louisiana

Jerry M Graves
Financial Advisor
- CLU®
- ChFC®
- ChSNC®

Chad Paul Romero
Financial Advisor
- CLU®
- ChFC®
- LUTCF®
- ChSNC®

Jennifer Ann Hyde
Financial Advisor
- CLU®
- CLTC®
- ChFC®
- RICP®
- ChSNC®
Maryland

Brent Seward
Wealth Management Advisor
- CFP®
- CLU®
- ChFC®
- CASL®
- RICP®
- ChSNC®
Massachusetts

Ralph J Rotman
Financial Advisor
- CLU®
- ChFC®
- AEP®
- CAP®
- ChSNC®
Minnesota

Jason D Bertram
Financial Advisor
- CLU®
- ChFC®
- ChSNC®
Missouri

Eric Austin Ames
Wealth Management Advisor
- CLU®
- ChFC®
- ChSNC®

Mark D Schuchardt
Wealth Management Advisor
- CFP®
- WMCP®
- ChFC®
- RICP®
- AEP®
- ChSNC®
New Hampshire

R. Bradley Alderfer
Wealth Management Advisor
- J.D.
- CFP®
- MSFS
- CAP®
- WMCP®
- ChSNC®
New Jersey

Sandra Joan Carrithers
Financial Advisor
- ChSNC®

Michael W. Loginow
Wealth Management Advisor
- CFP®
- CLU®
- ChFC®
- CASL®
- RICP®
- ChSNC®
New York

Lou Cannataro
Wealth Management Advisor
- ChFC®
- REBC®
- CLU®
- CASL®
- AEP®
- ChSNC®

Timothy John Szlosek
Wealth Management Advisor
- ChSNC®
- CLU®
- CFP®
North Carolina
David G Woody
Financial Advisor
- CLU®
- ChFC®
- ChSNC®

Todd G Grantham
Wealth Management Advisor
- CFP®
- ChFC®
- CASL®
- MSFS
- ChSNC®
Ohio

Wayne L Crowther
Financial Advisor
- MSFS
- CLU®
- ChFC®
- CASL®
- AEP®
- ChSNC®

Jared A. Dosch
Wealth Management Advisor
- CLU®
- ChSNC®
- CFP®

Daniel W Dittman
Wealth Management Advisor
- CFP®
- RICP®
- CASL®
- ChFC®
- ChSNC®
Pennsylvania

- CFP®
- ChFC®
- CLU®
- ChSNC®

Adam G. Saubel
Financial Advisor
- CFP®
- ChFC®
- CLU®
- RICP®
- ChSNC®
Texas

Cole Caruthers
Financial Advisor
- CFP®
- ChSNC®
- ChFC®
- MBA
Washington

Chris A. Dime
Financial Advisor
- CFP®
- ChSNC®
- AEP®
- RICP®
- CLU®
Wisconsin

Melissa M Burback
Financial Advisor
- CLU®
- ChFC®
- ChSNC®

Todd Bowditch
Wealth Management Advisor
- CFP®
- ChFC®
- ChSNC®

Brett Heaton Juarez
Financial Advisor
- CFP®
- CLU®
- CLTC®
- M.S.
- ChSNC®

Gene A LaRock
Wealth Management Advisor
- CLU®
- ChFC®
- RICP®
- ChSNC®