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.

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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.

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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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New Jersey

Sandra Joan Carrithers

Sandra Joan Carrithers

Financial Advisor

  • ChSNC®
FINRA BrokerCheck
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
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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
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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
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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
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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
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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

  • ChSNC®
FINRA BrokerCheck
700 Central Expy S, Ste 450 Allen, TX 75013
972-912-3068 Contact
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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
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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
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