Current Advertisers
Please learn more about our Advisor advertisers by visiting their websites below.
Current Advisor Advertiser Listing
AEGON’s Advisor Resources Group
Gavin Lodge
800-797-9177 option#2
Fax 502-560-3610,
advisorresources@aegonusa.com
www.advisorresources.com
Ameritas Advisor Services
Patty Reiners, AVP Marketing
Phone: 800-552-3553800-552-3553
Fax:281-925-0310
E-mail: direct@ameritas.com
www.ameritasdirect.com
Axios Press
Stephanie Bosserman
Phone 540-984-3829
Fax 540-984-3843
info@axiospress.com
www.axiospress.com
Canyon Creek Financial LLC
Matt Minahan
Phone 503-540-5024
Fax 503-485-1049
matt.minahan@sunwestmanagement.com
www.sunwestmanagement.com
ComplianceMAX
Mr. Jim Gibson
888/879-7990 x 341
619/282-3540
sales@compliancemax.com
Fidelity Institutional Wealth Svcs
800-735-3756
www.fidelity.com
Five States Energy
Patricia Gamez Stoll
214-560-2567
Fax 214-363-5734
teams@fivestates.com
www.fivestates.com
ICON Funds 
ICON has an unconventional, disciplined approach to investing. Rather than relying on qualitative factors, ICON uses a strictly non-emotional, quantitative methodology. We analyze earnings in an effort to identify underpriced industries beginning to show leadership, and invest in companies within those industries. It's a value-based, bottom-up, go anywhere All Cap system that has historically allowed many of our funds to outperform their indexes.
Mr. Aaron Leffingwell
888/389-4266
303/566-5129
info@iconadvisers.com
Julius Baer Investment Management, LLC 
Julius Baer Investment Management LLC (JBIM) is a wholly-owned subsidiary of the Julius Baer Group with over twenty years of experience investing in global markets.
Mr. Paul Franchi
212/ 297-3978
212/ 476-4525
paul.franchi@juliusbaer.com
Ms. Carolyn Buntic
212/ 297-3666
212/ 476-4525
carolyn.buntic@juliusbaer.com
Low Load Insurance Services, Inc. 
The Low Load Insurance Services team of insurance professionals understands the fee-only business model; the professional financial advisor is the client. LLIS knows that its task is to save time for advisors and save money for their clients.
As the advisor’s insurance advisor, LLIS offers policy review services and assists advisors with creative insurance solutions for their client’s insurance planning needs. LLIS associates complete a preliminary health-screening interview to determine the underwriting category and then provide the advisor with multiple quotes from highly rated companies for Term, Universal Life, Annuities, Long Term Care and Disability insurance.
Toll Free (877) 254-4429
Direct (813) 902-0002
Fax (813) 902-0007
2907 W Bay to Bay Blvd, Ste 200
Tampa, FL 33629-8161
Ms. Judith Maurer & Mark Maurer
877/254-4429
813/902-0007
judithmaurer@LLIS.com
markmaurer@llis.com
Ministry Partners Investment Co.
Stephen A. Ballas
VP Marketing & Sales
800-753-6742
714-671-5720
Fax 714-671-5767
Stephen.ballas@ministrypartners.org
www.info@ministrypartners.org
Paradigm Capital Management
Perkins Capital Management
Ms. Jodi Peltier
Mr. Daniel Perkins
952/473-8367
800/998-3190
952/473-0618
jpeltier@perkinsscap.com
dsperkins@perkinscap.com
Realty Capital Partners
Redtail Technology
Mr. Brian McLaughlin
800/206-5030
916/669-1743
brian@redtailtechnology.com
Robert Pittenger Company
Selected Funds
Mr. David Penn Henry
800/293-2007
Select Sector SPDRs 
Sector SPDRs are unique ETFs that divide the S&P 500 into nine sector index funds.
Mr. Jeremy Held
800/THE-AMEX
303/623-7850
dan.dolan@spdrindex.com
The Standard
Kent Buckles
971-321-6002
Fax 971-321-8005
kbuckles@standard.com
www.retirement.standard.com
T.D. Ameritrade
Ms. Kristin North
800/934-6124
institutionalsales@tdameritrade.com
TFS Capital LLC
Sam Harris
804 484 1405
Sam@TFSCapital.com
www.TFSCapital.com
T.Rowe Price
U.S. Energy Development Corporation
Mr. Richard J. Walton
800/636-7606 X 204
716/636-0418
rwalton@usenergydevcorp.com
Mr. Matthew P. Lak
800/636-7606 X 287
716/363-0418
miak@usenergydevcorp.com
Ms. Judith P. Jayson
800/636-7606 X 356
716/363-0418
jpjayson@usenergydevcorp.com
Virgin Money
Mr. Mike Micciche
781/419-7727
781/419-7700
mmicciche@circlelending.com
