Our Advisors Work With Individuals, Families, & Groups

George Bartholomew

The Investor’s Friend, LLC
Boone, NC

Ph: 410.648.6866

Eliot Basin

Riverside Financial Group, LLC
Riverside, CT

Ph: 203.409.6253

Graham Bauer

Hayes Financial Advisors
Phoenix, MD

Ph: 410.666.4500

Bryan Beamer

iPlan, Inc.
Rockville, MD

Ph: 202.600.9605

John Bernier

Woodstock Financial Planning
Woodstock, CT

Ph: 860.974.2014
Toll free: 877.993.9377

Bud Boom

 

Miles Financial Services
Tyrone, PA

Ph: 814.684.7603

William Bowie

William Bowie & Associates
Syosset, NY

Ph: 516.287.0384

James Bradley

Bradley Wealth Advisors
Houston, TX

Ph: 240.395.1423

owen bregman

Riverside Financial Group, LLC
Riverside, CT

Ph: 203.409.6253

Donna Buchanan

Investment Watch, LLC
Hunt Valley, MD

Ph: 410.499.1140

Philip Buchanan

Investment Watch, LLC
Hunt Valley, MD

Ph: 410.449.1140

Sonia Caban

Caban Financial
Woodbridge, CT

Ph: 203.397.8900

Stephen Caggiano

Caggiano Associates
Havertown, PA

Ph: 610.789.2070

Douglas Camp

The Investor’s Friend, LLC
Galena, MD

Ph: 410.648.6866

Peter carlson

Riverside Financial Group, LLC
Riverside, CT

Ph: 203.637.7575

David Choit

Attitude Financial Advisors, Inc.
Woodbury, NY

Ph: 516.762.7600

Barbara Christie

Christie Advisory Group LLC
Manasquan, NJ

Ph: 732.920.8250

Charles Dear

Riverside Financial Group, LLC
Riverside, CT

Ph: 203.409.6253

James derivan

James Derivan
Beaver Dam, WI

Ph: 920.210.3764

ted derrick

Keystone Heritage
Manheim, PA

Ph: 717.653.9044

Mark Derosa

Benefit Coverage
Lynbrook, NY

Ph: 516.599.2120

Anneliese D'Souza

D’Souza Financial Strategies
Frederick, MD

Ph: 301.694.3436

Max El Tawil

Cambridge
Spring Branch, TX

Ph: 830.935.3496

Richard Esoldo

Premier Wealth Management ®
Mechanicsburg, PA

Ph: 717.737.2001

Andrew Feldman

Andrew Feldman Associates, Inc.
Syosset, NY

Ph: 516.750.9722

Donald "Tripp" Freeman

Riverside Financial Group, LLC
Riverside, CT

Ph: 203.637.7575

Eric Gilroy

Eric Gilroy
Harrisburg, PA

Ph: 717.657.4955

Tomolyn "Tomi" Harris

Financial Directions, LLP
Crofton, MD

Ph: 410.451.0223

George Hayes

Hayes Financial Advisors
Phoenix, MD

Ph: 410.666.4500

James Heisler

Heisler Hughes Financial Group, LLC
Bensalem, PA

Ph: 215.332.4968

Bonnie Hill

Hill Financial Services, P.C.
Wallingford, CT

Ph: 203.284.0040

Stephen Hoffman

Everest Financial
Silver Lake, OH

Ph: 330.620.6455

Martha "Marti" Hopler

Touchstone Partners
McLean, VA

Ph: 301.526.8900

Kevin S. Hughes

Heisler Hughes Financial Group, LLC
Bensalem, PA

Ph: 215.633.8020

Kevin F. Hughes

Heisler Hughes Financial Group, LLC
Bensalem, PA

Ph: 215.633.8020

Gregg Karal

Gregg Karal
Plantsville, CT

Ph: 860.747.9555

Ray Kelley

Ray Kelley
Harrisburg, PA

Ph: 717.657.4955

The Kelly Group

The Kelly Group
Bel Air, MD

Ph: 410.893.0506

Donna Kendrick

Reiner Financial
Doylestown, PA

Ph: 215.340.2360

Michael Kissinger

McLean Wealth Partners
McLean, VA

Ph: 571.395.8484

Craig Koehler

Koehler Financial Services
Mystic, CT

Ph: 860.536.4448

David Kuzma

McLean Wealth Partners
McLean, VA

Ph: 571.395.8484

Elizabeth Kwoka

Foresight Solutions LLC
Thornton, PA

Ph: 610.765.1130

Bryce Larson

Larson Financial Strategies, Inc.
Jupiter, FL

Ph: 860.642.0600

Michael Leone

Michael Leone
Plantsville, CT

Ph: 860.621.7766

Stephen Lewis

Orsinger Investment Group
Greenville, PA

Ph: 724.588.9067

Vipul Mallick

Kubair Wealth Advisors
New York, NY

Ph: 917.603.5413

Jason Mathis

Iron Forge Wealth Management
Carlisle, PA

Ph: 717.609.3144

Stephen McGinn

McGinn Financial Services
Malvern, PA

Ph: 610.560.0290

Richard Mclaughlin

First State Advisors
Hockessin, DE

Ph: 302.234.7700

Gary McPherson

McPherson Wealth Advisors
Gaithersburg, MD

Ph: 866-446-3778

Chuck Menk

The CGMA Group, LLC
Elkridge, MD

Ph: 410.761.2462

Randy Miles

Miles Financial Services
Tyrone, PA

Ph: 814.684.7603

Ravi Narayan

McLean Wealth Partners, LLC
McLean, VA

Ph: 571.395.8484

Andrew Nollman

Rose City Financial
Norwich, CT

Ph: 860.383.6044

Kevin Orsinger

Orsinger Investment Group
Greenville, PA

Ph: 724.588.9067

Thomas O'Shea

Claddagh, LLC
Fairfield, CT

Ph: 203.254.8344

Peter Phillips

Peter Phillips
Lake Wales, FL

Ph: 802.862.3210

Cathy Pinard

Premier Tax & Wealth Advisors
South Windsor, CT

Ph: 860.872.6866

ROBERT PUGLIESE

Premier Wealth Management®
Mechanicsburg, PA

Ph: 717.737.2001

William Reiner

Reiner Financial
Doylestown, PA

Ph: 215.340.2360

Adam Rosenfeld

BT Benefits & Consulting
Melville, NY

Ph: 631.386.5660

Roger Schilling

 William Bowie & Associates
Syosset, NY

Ph: 516.242.0758

Sunandan "sonny" Sen

Wishlist Advisors
Kew Gardens, NY

Ph: 718.849.5777

Marcio Silveira

Toler Financial Group
Silver Spring, MD

Ph: 301.825.8705

Mark Steinhart

Premier Wealth Management®
Mechanicsburg, PA

Ph: 717.737.2001

Daniel Taylor

DST Financial Services
Cockeysville, MD

Ph: 617.290.5965

Fran Toler

Toler Financial Group
Silver Spring, MD

Ph: 301.825.8705

Geoff Tomasetti

Tomasetti Wealth Management, LLC
Gaithersburg, MD

Ph: 301.990.9170

Bryan trugman

Attitude Financial Advisors, Inc.
Woodbury, NY

Ph: 516.762.7600

Jeffrey Trugman

Attitude Financial Advisors, Inc.
Woodbury, NY

Ph: 516.762.7600

Tom Walsh

Walsh Wealth Strategies
North Bethesda, MD

Ph: 202.316.4673

Joan Zaleski

JEZ Financial Strategies
Westhampton Beach, NY

Ph: 631.288.5754

Premier Wealth Management® is an enterprise group or Office of Supervisory Jurisdiction, a regional supervisor to advisors nationwide. Cambridge Investment Research is an independent broker-dealer that processes the business of financial professionals and holds responsibility for regulatory compliance oversight and adherence to securities laws.

Registered Principal, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC and Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Premier Wealth Management, Inc. and Cambridge are not affiliated.

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