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References

We aim to be your best strategic partner. We welcome you to contact advisors in our network to hear their stories.


Lane Clevenger, CFP®

Team Leader


Clevenger Financial
Joplin, MO
lane@clevengerfinancial.com
417-782-7888

Justin Ryan, CFP®, AIF®, CRPS®

Hawkeye Financial
Hiawatha, IA
jryan@hawkeyefinancial.com
319-395-0723

Greg McLaughlin

Founder | Financial Advisor


Business & Financial Strategies
Coralville, IA
greg@bfsplan.com
319-358-7700


Aaron Vincent

President | Financial Advisor


Vincent Financial Group
Woodstock, GA
aaron@vincentplanning.com
770-485-1876

Gina Burke / Angie Eickhoff

Financial Advisors


White & Associates
Hillsboro, IL
gina@wa-financial.com
angie@wa-financial.com
217-532-2653

Wes Coody, AIF®, CFS®

PRESIDENT | WEALTH ADVISOR


C Squared Wealth Strategies  
Mobile, AL 

wes@c2wealth.com
251-706-1451