Advisor Directory
Advisor Directory
Are You Ready To Be A Part Of Something Bigger?
We are proud of our network of versatile advisors across the country. We love to work with all kinds of people in the financial industry, including:
- Entrepreneurial-minded advisors looking for flexibility
- Emerging teams of advisors looking to gain access to a community and resources
- Solo advisors aiming to deliver an intimate and supportive experience for their clients
- Advisors across the country who want to join a collaborative environment
Our network is growing and our partners are always looking to expand their connections.
Learn More About Joining the Affiliated Advisors Network of Advisors
Our Advisors
Get to know the advisors from across the country in our network.
California
Connecticut
John Zory, Financial Consultant
Connecticut
Florida
Marano & Associates
Florida
Miguel Rodriguez, CPA
Florida
RMF Financial Inc.
Florida
Southern Asset Management
Florida
Georgia
Illinois
Maryland
Janice Caputo, Financial Consultant
Maryland
Castellan Financial Group
Maryland
Massachusetts
Michigan
Michael Matthews, AIF
Michigan
Minnesota
Al Johnson
Minnesota

Dale Sprout
Minnesota

Montana
Aspen Grove Wealth Management
Montana

New Jersey
Peter Hatzakos
New Jersey
New York
American Pension Advisors
New York
DiLorenzo & Barletta Wealth Management
New York
Executive Financial and Tax Planning Services
New York
Hudson Valley Financial Services
New York

Patrick McDermott, Financial Consultant
New York
Patrick McGrade, Financial Consultant
New York
The Suffolk Group, LLC
New York
William H. Rogers Financial Services
New York