Nathan Garrison

Cambridge Investment Research Advisors, Inc. (CIRA) is a SEC-registered investment advisor headquartered in Fairfield, Iowa. The firm was founded by Eric Schwartz in 1981 and is owned and controlled by Cambridge Investment Group, Inc., which in turn is majority owned by the Schwartz Family Trust. CIRA provides investment advisory services to individuals, high net-worth individuals, banking/thrift institutions, state or municipal government entities, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations or business entities.

John Hancock Life Insurance Co. (USA) provides investment advice. The firm offers insurance and investment products and services to retail and institutional customers. It is the investment advisor responsible for management of the insurance company and other institutional portfolios. The company is headquartered in Boston, MA.

Founded in 1996, The Retirement Planning Co. of New England, Inc. is a registered investment advisor located in Warwick, Rhode Island. The firm provides discretionary and non-discretionary investment advisory services to individuals, corporations, trusts, sole proprietors, partnerships and pension & profit sharing plans.

Mystic Asset Management, Inc. (MAM) is an independent, SEC-registered investment advisor headquartered in Warwick, Rhode Island. The firm was founded by Henry “Robin” Honiss in 1992 and in 2002; he sold his business to RPC Advisors (a division of The Retirement Planning Company of New England). MAM offers highly personalized investment advisory services to banks, high net worth individuals, trusts, pension and profit-sharing plans, and non-profit organizations.

Summit Wealth Group LLC (SWG) is an independent, SEC-registered investment advisor and wealth management firm headquartered in White River Junction, Vermont. Founded in 2014, SWG provides personalized life planning and wealth management services to individuals, families, trusts, charitable organizations, and foundations, pensions, and corporations.

Accel Wealth Management LLC (Accel Wealth) is a SEC-registered investment advisor headquartered in Waverly, Iowa. The firm was founded in 2016 and is a subsidiary of Accel Holdings, Inc., owned by The Accel Group LLC. Accel Wealth provides advisory services to individuals and businesses.

RDA Financial Network, Inc. (RDAFN) is an independent, SEC-registered investment advisor headquartered in Akron, Iowa. The firm was founded by John Arthur in 2008. RDAFN provides investment management services to private investors.

Capital Advisors Wealth Management LLC (CAWM) is an independent, SEC-registered investment advisor headquartered in Chattanooga, Tennessee. CAWM provides customized wealth management and advisory services which includes comprehensive financial planning and investment management to their clients, both individuals and business entities.

Warther Private Wealth LLC provides investment advice. The private company is based in Akron, OH. The company was founded in 2002 by Robert Wayne Warther. Robert Wayne Warther has been the CEO since 2002.

Central Hockey League operates a professional minor league hockey teams playing in small to medium-sized markets primarily in central and southwestern US states. The league, which was started in 1992, is managed and operated by WPHL, a subsidiary of Global Entertainment Corporation.

Pensionmark Retirement Group provides investment consulting services to the retirement plan industry. It offers corporate retirement plan services and wealth management services. The firm provides unbiased retirement plan consulting, financial planning, and investment advice, based on a thorough understanding of client’s unique circumstances and objectives. The company was founded in 1988 and is headquartered in Santa Barbara, CA.

Halbert Wealth Management, Inc. (Halbert Wealth) is an independent SEC-registered investment advisor and fund-of-funds manager headquartered in Austin, Texas. The firm was founded by Gary and Debi Halbert in 1995. Halbert Wealth provides services primarily to individuals, high-net worth individuals, IRAs, and trusts. They may also provide services to corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments.

University of Akron provides public research education. Its programs include under graduate studies, graduate studies, international studies, law, and continuing education. The company was founded in 1870 and is headquartered in Akron, OH.

Kistler-Tiffany Cos. LLC, dba Kistler-Tiffany Advisors (KTA), is an independent, SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded in 1995 and was acquired by Creative Planning LLC in 2023. KTA provides personalized asset management and estate planning services to individual clients and their families with complex financial needs.

Capital Analysts LLC (CA) is a registered investment advisor headquartered in Fort Washington, Pennsylvania. The firm was founded in 2012 and is directly owned by Lincoln Investment Capital Holdings LLC. CA offers investment advisory services through a network of investment adviser representatives (Advisors) located throughout the US. They primarily serve individuals, high net-worth individuals, trusts, institutions, foundations, businesses, and charitable organizations as well as the retirement assets of individuals and businesses, individual retirement accounts (IRAs) and employer sponsored ERISA plans.

Part of Peak Reps LLC, BlackRidge Asset Management LLC is a company that offers financial advisory services. The company is based in Williamsville, NY.

JP Turner & Co. (JP Turner) the full-service brokerage subsidiary of Braves Aquisition LLC, ultimately held by RCS Capital Corp. (NYSE: RCAP) in the US. Located in Peachtree City, the firm provides an array of trading and execution services for their clients. They do not provide any internal research. JP Turner is a member of the NASD and the SIPC.

Business Partner, Inc. provides marketing services. It offers photocopying, web design, printing, signs and banners, and video production services. The company was founded on January 10, 1983 and is headquartered in Downingtown, PA.

FSC Securities Corp. (FSC) is a registered investment adviser headquartered in Atlanta, Georgia. The firm was founded in 1958 and they are a subsidiary of Financial Service Corp., ultimately owned by Advisor Group Holdings, Inc. FSC provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations and other business entities.

Peak Reps LLC provides financial services. The company was founded by Glenn C. Wiggle and Daniel David Neiman and is headquartered in Palm Beach Gardens, FL.

Securities America, Inc. engages in the provision of securities broking and dealing services. It focuses on helping advisors create an effective, profitable, and satisfying practice by providing financial counsel, product offerings, and service to clients. The company was founded in 1984 and is headquartered in La Vista, NE.