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Our Advisor Network 

We are a national network of fiduciary advisors and retirement income specialists who are passionate about honoring our clients’ goals and priorities as if they were our own.

Paul D. Spurlock, CRPC

Paul D. Spurlock, CRPC
ARIS Wealth Management, LLC
Post Falls, Idaho

919-780-8395
paul@ariswealthmanagement.com

Gary Walker

Gary Walker
Secure Protect Financial
Boise, Idaho

208-724-1410
gary@lhcidaho.com

Steve Hoak

Steve Hoak
ARIS Wealth Management, LLC
Raleigh, NC

603-867-8357
steve@ariswealthmanagement.com

Jolee Ferreira

Jolee Ferreira
Prima Strategic Financial, LLC
Denver, Colorado 

303-565-6330
jolee@primastrategic.com

Cody Crawford

Cody Crawford
Retirement Wealth Pro
Kirkland, Washington

512-775-0549
cody@retirementwealthpro.com

Stephen Smith

Stephen C. Smith
Symphony Financial Group, LLC
Spring Hill, Kansas

913-388-3260
stephen@symphonyfg.com

Robert Kordsiemon

Robert Kordsiemon
Lifetime Income Architects, LLC
Salt Lake City, Utah

801-597-2183
bobby@lifetimeincomearchitects.com

Jimmy Peet

Jimmy Peet
Custom Income Solutions, LLC
San Antonio, Texas

210-422-9377
jimmy@customincomesolutions.com

Kyle Kammeier

Kyle Kammeier
Kammeier Financial, LLC
Phoenix, AZ

480-229-1139
kkammeier@yahoo.com

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Darrin Worthington
Freedom Financial
Denver, Colorado

720-459-1680
darrin@freedomfinancialus.com

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Cathy Mendoza
CM Financial Strategies, LLC
Dublin, California
 

925-452-7582
cathymendoza@comcast.net

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