FINOP Services:

Gradient Securities, LLC – national retail broker/dealer-  www.gradientfg.com

Millennium Advisors, LLC – a market maker in fixed income securities - www.millenniumadvisors.com

Private Client Services, LLC – a full service national broker/dealer - www.kfg.com

RIA Services:

RIA Registrar, LLC - RIA registration service provider - www.riaregistrar.com

Transformation Financial, LLC - a state-registered investment advisor

Eastwind Capital, LLC - an SEC-registered investment advisor - www.estateplanningpros.com

Smith, Salley & Associates, LLC - high net worth boutique advisor - www.smith-salley.com

Stearns Financial Services Group- high net worth boutique advisor - www.sfsg.net

Hearthstone, LLC - real estate developer/limited partnership advisor - www.hearthstone.com

B/D Services:

The LEADERS Group – a national broker/dealer - www.leadersgroup.net

Gradient Securities, LLC – national retail broker/dealer-  www.gradientfg.com

AFFINA Brokerage Services, LLC - a credit union-owned broker/dealer - www.myaffina.com

Millennium Advisors, LLC – a market maker in fixed income securities - www.millenniumadvisors.com 

Private Client Services, LLC – a full service national broker/dealer - www.kfg.com

AXA Advisors, LLC - an international broker/dealer - www.axa-equitable.com

FLOE Financial Partners - the largest OSJ for LPL - www.floefinancialpartners.com

Buell Securities Corp, Inc. - established regional broker/dealer - www.buellsecurities.com

LIMRA International - an international insurance membership organization - www.limra.com