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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

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

Jolee Ferreira

Jolee Ferreira
Prima Strategic Financial, LLC
Denver, Colorado 

Cody Crawford

Cody Crawford
Retirement Wealth Pro
Kirkland, Washington

Stephen Smith

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

Robert Kordsiemon

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

Jimmy Peet

Jimmy Peet
Custom Income Solutions, LLC
San Antonio, Texas

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

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Cathy Mendoza
CM Financial Strategies, LLC
Dublin, California

 

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CJ Lovsted, CFP® RICP®
Stoneway Wealth, LLC
Seattle, Washington

Take the next step.

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