Financial Network Investment Corporation, Member SIPC

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Financial Network Investment Corporation, Member SIPC Employees

Employee
Years
Job
Industry
Karen DeJong Karen DeJong Modesto, California Area Details
Karen DeJong's Financial Network Investment Corporation, Member SIPC Experience December 1999 - September 2011
Job Owner at DeJong Business Center
Industry Financial Services
Experience
DeJong Financial Group   September 2011 - Present
DeJong Business Center   March 2014 - Present
Financial Network Investment Corporation, Member SIPC   December 1999 - September 2011

Skills
Securities, Finance, Series 7, Investments

Education
California State University Stanislaus   1997 — 2000
B.S., Finance

Christian Nelson Christian Nelson Greater Minneapolis-St. Paul Area Details
Christian Nelson's Financial Network Investment Corporation, Member SIPC Experience June 1993 - April 1996
Job Financial Consultant at Klein Investment Services
Industry Financial Services
Experience
Klein Investment Services   April 1996 - Present
Financial Network Investment Corporation, Member SIPC   June 1993 - April 1996

Skills
Portfolio Management, Wealth Accumulation..., Retirement Planning, Wealth Management, Wealth Preservation..., Risk Assessment

Education
St. Olaf College   1988 — 1992
Bachelor of Arts, Economics

James K Cappelleri James K Cappelleri Greater Minneapolis-St. Paul Area Details
James K Cappelleri's Financial Network Investment Corporation, Member SIPC Experience April 1998 - May 2000
Job Vice President of Finance at ServiceMaster and Superior Construction
Industry Construction
Experience
ServiceMaster by Hedden/Superior Construction Services   August 2013 - Present
Superior Construction Services   August 2013 - Present
Cedar Valley Exteriors, Inc.   May 2002 - March 2013
Cedar Valley Exteriors, Inc.   May 2004 - January 2013
Cedar Valley Exteriors, LP   April 2008 - June 2009
Simply Benefits, LLC   2000 - 2002
Financial Network Investment Corporation, Member SIPC   April 1998 - May 2000
Spectrum Financial Group  1995 - 1998

Skills
Computers, Information Technology, Auditing, Accounting, Change Management, Operations Management, Leadership, Contract Management, Contractors, Customer Service, Management, Construction, Forecasting, Insurance, Construction Management, Strategic Planning, Contract Negotiation, Team Building, Budgets, Business process mapping, Organizational Charts, New Business Development, Risk Management, Business Development, Business Process Mapping, Process Improvement, Account Management

Education
University of Denver   1991 — 1994
Bachelor of Business Administration (B.B.A.), International Business

Totino Grace High School   1987 — 1990
High School

Carlos I. Fierro, AAMS® Carlos I. Fierro, AAMS® Dallas, Texas Details
Carlos I. Fierro, AAMS®'s Financial Network Investment Corporation, Member SIPC Experience January 2006 - December 2006
Job Wealth Advisor at USAA
Industry Financial Services
Experience
USAA  January 2014 - Present
Wells Fargo Advisors, LLC  May 2012 - January 2014
JPMorgan Chase  January 2009 - May 2012
SWBC Wealth Management  January 2007 - December 2008
Financial Network Investment Corporation, Member SIPC   January 2006 - December 2006
AXA Advisors  2004 - December 2006

Skills
Investments, Wealth Management, Retirement Planning, Asset Allocation, Asset Managment

Education
The University of Texas at El Paso   1999 — 2004
Bachelor of Business Administration (B.B.A.), Accounting and Finance

Barrett Benson Barrett Benson Chico, California Area Details
Barrett Benson's Financial Network Investment Corporation, Member SIPC Experience 2003 - 2005
Job Wealth Advisor at Benson Wealth Management, Inc.
Industry Financial Services
Experience
Benson Wealth Management, Inc.   October 2012 - Present
Wells Fargo Advisors, LLC  2009 - September 2012
Wachovia Securities Financial Network  2008 - 2009
A.G. Edwards & Sons, Inc. (a predecessor firm of Wells Fargo Advisors,LLC)   2007 - 2008
LPL Financial  2005 - 2007
Financial Network Investment Corporation, Member SIPC   2003 - 2005

Education
Pacific Union College   1997 — 2001
B.S., Marketing

Melyinda Guerra Melyinda Guerra San Francisco Bay Area Details
Melyinda Guerra's Financial Network Investment Corporation, Member SIPC Experience January 1999 - February 2005
Job Portfolio Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  February 2005 - Present
Financial Network Investment Corporation, Member SIPC   January 1999 - February 2005

Skills
Series 7, series 66

Education
California State University-Hayward
Bachelor of Arts (B.A.), Mass Communication/Media Studies

Anna Nguyen Anna Nguyen San Francisco Bay Area Details
Anna Nguyen's Financial Network Investment Corporation, Member SIPC Experience February 2012 - June 2012
Job Support Specialist Direct Channel at Intacct Corporation
Industry Financial Services
Experience
Intacct Corporation  July 2015 - Present
Lahlouh  September 2014 - July 2015
Levelthree Solutions  May 2014 - August 2014
levelthree solutions  April 2013 - May 2014
levelthree solutions  November 2012 - April 2013
Golden Harvest Catering   June 2010 - March 2013
Nicole Tao   July 2012 - October 2012
Financial Network Investment Corporation, Member SIPC   February 2012 - June 2012

Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Event Planning, Statistics, Time Management, Account Management, Outlook, Facebook, Problem Solving, Public Speaking, Mathematics, Research, Social Networking, Social Media, Matlab, Accounts Payable, Creative Problem Solving, Sales, Vietnamese, Inventory Management, Warehouse Management, Troubleshooting

Education
University of California, Santa Barbara   2008 — 2012
Bachelor's Degree, Financial Mathematics and Statistics

Kosmond Russell Kosmond Russell Greater Los Angeles Area Details
Kosmond Russell's Financial Network Investment Corporation, Member SIPC Experience October 2012 - January 2013
Job Enterprise Business Representative at Central Desktop
Industry Marketing and Advertising
Experience
Central Desktop  January 2015 - Present
QuickSchools, Inc.   April 2014 - December 2014
UC Santa Barbara  August 2011 - June 2013
ADP  February 2013 - March 2013
Financial Network Investment Corporation, Member SIPC   October 2012 - January 2013
The Men's Wearhouse, Inc   February 2011 - December 2012

Skills
Customer Service, Marketing, Sales

Education
University of California, Santa Barbara   2009 — 2014
B.A, International/Global Studies

Glendora

Aimee Hatlestad, CFP Aimee Hatlestad, CFP Greater Minneapolis-St. Paul Area Details
Aimee Hatlestad, CFP's Financial Network Investment Corporation, Member SIPC Experience 1999 - May 2012
Job Wealth Partner at BGM TruNorth Wealth Partners
Industry Financial Services
Experience
BGM TruNorth Wealth Partners   October 2013 - Present
Women's Foundation of Minnesota  January 2014 - Present
United Way Women's Leadership Council   January 2010 - December 2014
TruNorth   May 2012 - October 2013
Citizens League  December 2011 - December 2012
JRA Financial Advisors  October 2001 - May 2012
Financial Network Investment Corporation, Member SIPC   1999 - May 2012
One Percent Club   2009 - 2010
Word of Peace Lutheran Church   November 2006 - January 2009
Financial Planning Association  September 2001 - December 2003

Skills
Wealth, Finance, IRAs, Mutual Funds, Financial Planners, Event Management, Investments, Fixed Annuities, Series 63, Investment Strategies, Securities, 401k

Education
Metropolitan State University   2003 — 2012
History

The American College   2003 — 2004
CFP, Financial Planning

Paul Souza Paul Souza San Francisco Bay Area Details
Paul Souza's Financial Network Investment Corporation, Member SIPC Experience October 2010 - February 2011
Job Project Manager at Gigya
Industry Information Technology and Services
Experience
Gigya  July 2014 - Present
Gigya  March 2014 - July 2014
NAACP Economic Department   June 2013 - August 2013
UC Santa Barbara Student-Faculty on Student Conduct Committee   September 2012 - June 2013
UC Santa Barbara Political Science Department   October 2011 - June 2012
Financial Network Investment Corporation, Member SIPC   October 2010 - February 2011
Hilmar High School   June 2010 - September 2010

Skills
Research, Customer Service, Public Speaking, Community Outreach, Microsoft Excel, Social Media, Microsoft Office, Social Networking, Political Science, Event Planning, Teamwork, Writing, Salesforce.com, Qualitative Research, PowerPoint, Advocacy, Social Media Marketing, Dog Training, Technical Writing, Legal Writing, Microsoft Word, Management, OpenAir, Grammar Stylistics, Development Economics, Creative Writing, salesforce, Clarizen, SaaS

Education
University of California, Santa Barbara
Bachelor's Degree, Political Science, Public Service Emphasis

University of California, Santa Barbara
Bachelor of Arts (B.A.), Political Science, Emphasis in Public Service

Chuck Laubach MBA Chuck Laubach MBA San Antonio, Texas Area Details
Chuck Laubach MBA's Financial Network Investment Corporation, Member SIPC Experience 1998 - 2003
Job Agent, State Farm Insurance
Industry Financial Services
Experience
State Farm  June 2013 - Present
Sunovion Pharmaceuticals Inc.  October 2006 - May 2013
Eli Lilly and Company  October 2003 - October 2006
Financial Network Investment Corporation, Member SIPC   1998 - 2003
U.S. Army, USA   1991 - 1998

Skills
Business Analysis, Business Strategy, Business Management, New Business Development, Sales Management, Outside Sales, Inside Sales, Management, Negotiation, Pharmaceutical industry, Allergy, Sales Operations, Neurology, Pharmaceutical Sales, Product Launch, Urology, Primary Care, Cross-functional Team..., Rheumatology, Medical Devices, Pulmonology, Selling, Pharmaceutical Industry, Psychiatry, Endocrinology, Leadership, Sales

Education
Capella University   2010 — 2012
Master of Business Administration (MBA), Health/Health Care Administration/Management

University of Houston, C.T. Bauer College of Business   1988 — 1991
Bachelor of Business Administration (BBA), Finance and Financial Management Services

Jared Lahman Jared Lahman Greater Omaha Area Details
Jared Lahman's Financial Network Investment Corporation, Member SIPC Experience January 2009 - August 2012
Job Fund Accountant at Gemini Fund Services
Industry Financial Services
Experience
Gemini Fund Services  January 2014 - Present
RTG Medical  March 2013 - December 2013
Mutual of Omaha  September 2012 - March 2013
Financial Network Investment Corporation, Member SIPC   January 2009 - August 2012
Financial Network Investment Corporation, Member SIPC   August 2004 - December 2008

Skills
Investments, Mutual Funds, Retirement, Wealth Management, Retirement Planning, Customer Service, Finance, Valuation, Fixed Annuities

Education
University of Nebraska at Omaha   2004 — 2008
BSBA, Finance, Banking, Investment Sciences and Portfolio Management

Kristen Hafner, MBA, CFP® Kristen Hafner, MBA, CFP® Greater Los Angeles Area Details
Kristen Hafner, MBA, CFP®'s Financial Network Investment Corporation, Member SIPC Experience November 2007 - June 2009
Job CFP® at Financial Moxie
Industry Financial Services
Experience
Cambridge Investment Research  June 2009 - Present
Financial Moxie   2009 - Present
The Learning House  2010 - 2011
Financial Network Investment Corporation, Member SIPC   November 2007 - June 2009

Skills
Divorce Planning

Education
California Lutheran University   2006 — 2008
Financial Planning Certificate, Financial Planning

California State University-Northridge
MBA, Business

University of California, Irvine
BA, Spanish ESL and Business

Joseph Giangiulio Joseph Giangiulio Dallas/Fort Worth Area Details
Joseph Giangiulio's Financial Network Investment Corporation, Member SIPC Experience July 1983 - December 1989
Job Experienced & Trusted Advisor
Industry Financial Services
Experience
NettWorth Financial Group  January 2004 - Present
FSC Securities Corporation  January 2004 - Present
Joseph Giangiulio,CPA/PFS, CFP   1982 - Present
Financial Network Investment Corporation  January 1989 - December 2003
Financial Network Investment Corporation, Member SIPC   July 1983 - December 1989

Skills
Strategic Financial..., Financial Planners, Finance, Financial Services, Portfolio Management, Asset Management, Small Business, Personal Finance, CPA, Retirement, Customer Service, Investments, Executive Positions, Retirement Planning, Tax, Management Consulting, Asset Managment, IRAs, Financial Advisory

Education
Shippensburg University of Pennsylvania   1971 — 1975
Bachelor of Applied Science (BASc), Business Administration and Management, General

Matt Aitchison Matt Aitchison Sacramento, California Area Details
Matt Aitchison's Financial Network Investment Corporation, Member SIPC Experience June 2008 - July 2010
Job CEO and President at Vault Investment Properties, LLC
Industry Real Estate
Experience
Vault Investment Properties, LLC   April 2012 - Present
Aitchison & Adams Real Estate Team - Keller Williams   January 2012 - Present
Financial Network Investment Corporation, Member SIPC   June 2008 - July 2010

Skills
Investments, Real Estate, First Time Home Buyers, Investment Properties, Luxury, Short Sales, Sellers, Relocation, Foreclosures, New Home Sales, Listings, Negotiation, Social Media, SFR

Education
University of California, Santa Barbara   2006 — 2010
Sociology and Sport Management, Globalization and Sports Administration

University of California, Santa Barbara

Brad Sones Brad Sones San Francisco, California Details
Brad Sones's Financial Network Investment Corporation, Member SIPC Experience October 2012 - February 2013
Job Sales Engineer at ClearSlide
Industry Computer Software
Experience
ClearSlide  February 2014 - Present
ClearSlide, Inc.   March 2013 - February 2014
Financial Network Investment Corporation, Member SIPC   October 2012 - February 2013
San Ysidro Ranch  June 2012 - December 2012
UC Santa Barbara  September 2011 - June 2012
UC Santa Barbara  March 2011 - December 2011

Skills
Customer Service, Teamwork, Team Leadership, Microsoft Excel, Social Media, Start-ups, ClearSlide, Salesforce.com, Networking, SaaS, Technical Support, Acquisition Integration, PowerPoint, Halloween Costume

Education
University of California, Santa Barbara   2008 — 2012
Bachelor of Arts (BA), Business/Managerial Economics

Kyle L. Miller Kyle L. Miller Greater Omaha Area Details
Kyle L. Miller's Financial Network Investment Corporation, Member SIPC Experience 2005 - 2009
Job OSJ Branch Manager/Investment Adviser Representative
Industry Financial Services
Experience
Cetera Advisor Networks LLC  February 2005 - Present
KLM Investment   February 2005 - Present
Financial Network Investment Corporation, Member SIPC   2005 - 2009
Carson Wealth Management Group  January 2000 - February 2005

Skills
Mutual Funds, Investments, Wealth Management, Portfolio Management, Options, Stocks, Bonds, 529 Plans, Estate Planning, Tax-advantaged..., Risk Management, Financial Advisory, Long-term Care, Strategic Financial..., Series 7, Disability Insurance, Investment Advisory, Fixed Income, Fixed Annuities, Mortgage Lending, 401k, Insurance, Financial Analysis, Financial Services, Investment Strategies, Retirement Planning, Investment Management, Asset Allocation, Uniform Combined State..., Equities, Term Life Insurance, Financial Planners, Securities, Financial Modeling, Finance, Wealth, Trading, FINRA, Asset Management, Retirement, Alternative Investments, Banking, Series 24, Life Insurance, CRM, Series 63, IRAs, Series 6, Series 65, ETFs

Education
University of Nebraska-Lincoln   1991 — 1995
Finance

University of Nebraska at Omaha
BS-Business Administration, Banking & Financial Markets, Investment Sciences & Portfolio Management

Danielle Howard, CFP® / Financial Life Planner Danielle Howard, CFP® / Financial Life Planner Basalt, Colorado Details
Danielle Howard, CFP® / Financial Life Planner's Financial Network Investment Corporation, Member SIPC Experience January 2007 - February 2009
Job Owner at Wealth By Design, LLC
Industry Financial Services
Experience
Wealth By Design, LLC   June 2013 - Present
Wealth By Design, LLC   February 2012 - Present
Cambridge Investment Research  February 2009 - Present
Lighthouse Financial group, LLC  January 2007 - March 2014
Howard Financial Resources   December 1991 - April 2013
Financial Network Investment Corporation, Member SIPC   January 2007 - February 2009
ING Financial Partners  May 2001 - January 2007
Principal Financial Group  January 1991 - May 2001

Skills
Strategic Financial..., Wealth Management, Investments, Financial Advisory, Financial Planners, Holistic Health, Retirement Planning, Series 7, IRAs, Asset Managment, I help you create an..., Facilitate small group..., Walk clients through a..., Help you gain clairty..., Filter through..., Help clients create..., Educate and assist..., Work with a team to..., Discern the proper...

Education
Colorado State University   1980 — 1984
BA, Business

Money Quotient Financial Life Planning
Holistic Financial Life Planning

College for Financial Planning
Certified Financial Planner™ professional, Comprehensive financial planning

James L. Kastner, CFP® James L. Kastner, CFP® Greater Chicago Area Details
James L. Kastner, CFP®'s Financial Network Investment Corporation, Member SIPC Experience July 2011 - April 2013
Job Financial Advisor, CUSO Financial Services, L.P. at Baxter Credit Union
Industry Financial Services
Experience
Baxter Credit Union  April 2013 - Present
Financial Network Investment Corporation, Member SIPC   July 2011 - April 2013
James L. Kastner   September 2010 - July 2011
Burnham & Flower Insurance Group  June 2006 - September 2010
Burnham & Flower Insurance Group  January 2005 - May 2006
Burnham & Flower Insurance Group  December 2003 - December 2004
John Hancock Financial Services  July 2000 - November 2003
Eastman Kodak  June 1980 - July 1994

Skills
Financial Planning, Financial Services, Mutual Funds, Finance, Retirement Planning, Investments, Portfolio Management, Asset Allocation, Securities, Fixed Annuities

Education
College for Financial Planning   1997 — 1999
Financial Planning

Francis Marion University   1994 — 1997
BBA, Finance

Rochester Institute of Technology   1990 — 1994
AAS, Mechanical Engineering

Craig Lea Craig Lea Orange County, California Area Details
Craig Lea's Financial Network Investment Corporation, Member SIPC Experience 1984 - 1989
Job Pharmaceutical Industry Consultant Business Development, Portfolio and Commercial Strategy
Industry Pharmaceuticals
Experience
Consultant  2013 - 2014
Teva Pharmaceuticals  2012 - 2013
Teva Pharmaceuticals  2000 - 2012
Teva Pharmaceuticals  1998 - 1999
Teva Pharmaceuticals  1997 - 1998
VHA  1996 - 1997
VHA  1994 - 1996
Fujisawa  1992 - 1994
Fujisawa  1989 - 1992
Financial Network Investment Corporation, Member SIPC   1984 - 1989

Skills
Biopharmaceuticals, Biotechnology, Business Development, Business Planning, Business Strategy, CAPA, Clinical Development, Clinical Research, Commercialization, Cross-functional Team..., Drug Delivery, Drug Development, FDA, GLP, GMP, Generic Programming, Healthcare, Managed Care, Marketing, Marketing Strategy, Medical Devices, Oncology, Pharmaceutical Industry, Pharmacy, Product Development, Product Launch, Regulatory Affairs, Sop, Strategy, Technology Transfer, Validation

Education
College for Financial Planning
CFP, Personal Financial Planning

Loyola Marymount University, College of Business Administration
MBA, Management, Finance

University of Southern California
MPA, Health Care Administration

University of Arizona   1971 — 1976
BS, Pharmacy

Kathy Burns Kathy Burns Raleigh-Durham, North Carolina Area Details
Kathy Burns's Financial Network Investment Corporation, Member SIPC Experience 2002 - 2008
Job LPL Financial Branch Manager & Wealth Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial  November 2008 - Present
Burns & Bynum, CPA, PA   2004 - Present
Financial Network Investment Corporation, Member SIPC   2002 - 2008
Kathy R. Burns, CPA   1997 - 2004
Blue Cross Blue Shield of NC  1987 - 1997
RSM McGladrey  1983 - 1987

Education
East Carolina University   1980 — 1983
Bachelor of Science in Business Administration, Accounting

Kurt Opella Kurt Opella Dallas/Fort Worth Area Details
Kurt Opella's Financial Network Investment Corporation, Member SIPC Experience 2001 - 2012
Job LandMark Financial Network
Industry Investment Management
Experience
LandMark Financial Network   June 2001 - Present
Cetera Advisor Networks, Member SIPC   June 2001 - Present
Rainbow Days, Inc.   2008 - Present
Financial Network Investment Corporation, Member SIPC   2001 - 2012

Skills
Series 7, Securities, Business Planning, Mutual Funds, Investments, Financial Advisory, Wealth Management, Finance, Series 24

Education
St. Mary's University

The University of Texas at Austin

Aaron Locke Aaron Locke Greater Minneapolis-St. Paul Area Details
Aaron Locke's Financial Network Investment Corporation, Member SIPC Experience June 2009 - Present
Job Financial Advisor at Advisornet
Industry Financial Services
Experience
Financial Network Investment Corporation, Member SIPC   June 2009 - Present
Ameriprise Financial Services, Inc.   2003 - 2009

Skills
Investment Management, Securities, Financial Advisory, Retirement Planning, Estate Planning, Asset Allocation, Investments, Mutual Funds

Education
Santa Clara University   1999 — 2003
Bachelor's degree, Finance, General

Michael Aldrete Michael Aldrete Redondo Beach, California Details
Michael Aldrete's Financial Network Investment Corporation, Member SIPC Experience April 2012 - June 2012
Job Auxiliar de Conversacion at Spanish Ministry of Education
Industry International Affairs
Experience
Spanish Ministry of Education  September 2014 - Present
EF Education First  April 2013 - August 2014
Morinaga Nutritional Foods, Inc.   September 2012 - January 2013
Financial Network Investment Corporation, Member SIPC   April 2012 - June 2012
UC Santa Barbara  September 2010 - June 2011
Best Buddies  November 2006 - June 2008

Skills
Proficient in..., Multilingual, Mac/PC proficient, Microsoft Office Suite, Time Management, Management, Marketing, Sales, Editing, Spanish, English, Teamwork, Teaching, Facebook, Accounting, Creative Writing, Social Media, Social Networking, Event Planning, PowerPoint, Public Speaking, Microsoft Word, Microsoft Excel, Data Entry, Databases, Administrative..., Higher Education..., International Relations, International Education

Education
UCSB   2008 — 2012
Bachelors, Global Studies and Japanese

Los Angeles Harbor College   2005 — 2008
Coursework, Physics, Economics, and Business Administration

Phil Mottini, RFC Phil Mottini, RFC Sacramento, California Area Details
Phil Mottini, RFC's Financial Network Investment Corporation, Member SIPC Experience January 2011 - December 2012
Job Vice President, Financial Coach at SmithMottini Financial Advisors, Inc.
Industry Financial Services
Experience
Smith-Mottini Financial Advisors, Inc.   January 1991 - Present
Cetera Financial Group  January 2011 - Present
BAR Financial, LLC  January 2011 - Present
Financial Network Investment Corporation, Member SIPC   January 2011 - December 2012
Morgan Stanley  February 1993 - January 2000

Skills
Investments, Retirement Planning, Estate Planning, Tax planning, Tax Deferral Planning, Fund Administration, Middle Market, Financial Planners, Wealth Management, Project Planning, Retirement, Strategic Planning, Securities, Wealth, Tax

Education
Arizona State University   1990 — 1995
BS, RFC, CEA, FOS, Accounting

Derek Schanhofer, CFP, CFS, MSFS Derek Schanhofer, CFP, CFS, MSFS Green Bay, Wisconsin Area Details
Derek Schanhofer, CFP, CFS, MSFS's Financial Network Investment Corporation, Member SIPC Experience February 2009 - August 2012
Job Financial Advisor, Strategic Financial Group, a financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2012 - Present
Financial Network Investment Corporation, Member SIPC   February 2009 - August 2012
MassMutual Financial Group  July 2006 - February 2009
PFIC Securities Corporation   January 1996 - July 2006

Education
College for Financial Planning   2006 — 2008
Master of Science in Personal Financial Planning, Financial Planning

St. Norbert College   1992 — 1995
BBA in Accounting/Finance, Accounting and Finance

Alex M. Panas Alex M. Panas Greater New York City Area Details
Alex M. Panas's Financial Network Investment Corporation, Member SIPC Experience July 1993 - March 1995
Job Senior Wealth Advisor
Industry Financial Services
Experience
Summit Financial Resources, Inc.   July 2005 - Present
Cadaret Grant, Inc - Stonebridge Capital Management   June 1998 - July 2005
Certified Financial Services  June 1995 - July 1998
Financial Network Investment Corporation, Member SIPC   July 1993 - March 1995
Compass Financial Planning   June 1992 - July 1993

Education
University of Delaware   1988 — 1992
Bachelors, Business Admin

College for Financial Planning   1993 — 1994
CFP®, Tax, Retirement Planning, Investments, Insurance, Estate Planning and General Financial Planning

Fairleigh Dickinson University   1992 — 1993
Certified Financial Planner, Financial Planning and Services

University of Delaware - Lerner College of Business and Economics   1988 — 1992
Bachelors, Finance

Jared Tryon Jared Tryon Greater Chicago Area Details
Jared Tryon's Financial Network Investment Corporation, Member SIPC Experience July 2008 - August 2009
Job Analyst at Arbor Research and Trading
Industry Investment Management
Experience
Arbor Research and Trading  November 2011 - Present
Bessemer Trust  August 2009 - November 2011
Financial Network Investment Corporation, Member SIPC   July 2008 - August 2009

Skills
Microsoft Office, Microsoft Excel, Series 7, Series 63, Customer Service, Investment Management, Asset Allocation, Mutual Funds, Wealth Management, Fixed Income, Investment Advisory, Alternative Investments, Equities, Asset Managment, Investments, Securities, Retirement Planning, Portfolio Management, Strategic Financial..., Uniform Combined State..., Financial Markets, Asset Management

Education
Northern Illinois University - College of Business   2004 — 2008
Bachelor of Science in Business, Finance

Danforth Fleak Danforth Fleak Greater Minneapolis-St. Paul Area Details
Danforth Fleak's Financial Network Investment Corporation, Member SIPC Experience January 1998 - June 2001
Job Divisional Sales Director at Protective Life
Industry Insurance
Experience
USAdvisors Network  July 2014 - Present
USAdvisors Wealth Management   July 2014 - Present
Protective Life  July 2007 - July 2014
Transamerica Retirement Management  March 2007 - July 2007
Allianz Life  March 2005 - March 2007
Thrivent Financial for Lutherans  September 2003 - March 2005
First Bank  September 2001 - April 2003
Financial Network Investment Corporation, Member SIPC   January 1998 - June 2001
Financial Network Investment Corporation, Member SIPC   June 1996 - January 1998

Skills
Retirement Planning, Leadership, Sales, Series 6, Variable Annuities, Life Insurance, Financial Advisory, Investments, Sales Management, Fixed Annuities, Training, Series 7, Retirement, Public Speaking, Long-term Care, Series 63, Customer Service, Mutual Funds, Series 65, Insurance

Education
St. Olaf College   1992 — 1995
BA, German

Shattuck School

Michael Honold Michael Honold Parsippany, New Jersey Details
Michael Honold's Financial Network Investment Corporation, Member SIPC Experience October 2001 - June 2009
Job Financial Advisor
Industry Financial Services
Experience
Lincoln Financial Securities  October 2014 - Present
American Financial Network LLC   October 2014 - Present
New York Life Insurance Company  June 2009 - October 2014
Eagle Strategies LLC  June 2009 - October 2014
New York Life Insurance Company  June 2009 - October 2014
Financial Network Investment Corporation, Member SIPC   October 2001 - June 2009
Rue Insurance  February 2001 - June 2009
Merrill Lynch  February 2000 - February 2001
Rue Insurance  August 1996 - February 2000

Skills
Insurance, Retirement Planning, Life Insurance, Investments, Securities, Fixed Annuities, Disability Insurance, Retirement, College Savings Plans, 401k Rollovers, IRAs

Education
Rutgers, The State University of New Jersey-New Brunswick   1992 — 1995
Bachelors

William Paterson University of New Jersey

Daniel T. Foran, CFP®, CFS® Daniel T. Foran, CFP®, CFS® Greater New York City Area Details
Daniel T. Foran, CFP®, CFS®'s Financial Network Investment Corporation, Member SIPC Experience January 1984 - December 1996
Job Wealth Advisor at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   October 2014 - Present
LPL Financial  January 1997 - October 2014
Financial Network Investment Corporation, Member SIPC   January 1984 - December 1996
Ford Financial Associates   July 1981 - December 1983

Skills
Retirement Planning, Wealth Management, Finance, Mutual Funds, FINRA, Series 7, Series 63, Insurance, Investment Advisory, Process Improvement

Education
Hartwick College   1975 — 1979
BA, Economics

Rachel Burden Rachel Burden Delaware, Ohio Details
Rachel Burden's Financial Network Investment Corporation, Member SIPC Experience September 2000 - April 2007
Job Licensed Administrative Assistant
Industry Insurance
Experience
Creative Financial Insurance   May 2014 - Present
The Delaware County Bank & Raymond James Financial Services   March 2008 - November 2013
Lincoln Financial Advisors  May 2007 - December 2007
Financial Network Investment Corporation, Member SIPC   September 2000 - April 2007

Skills
Retirement, Series 7, Retirement Planning, Wealth Management, Fixed Income, Mutual Funds, FINRA, Investment Advisory, Securities, 401k, 529 Plans, Fixed Annuities, Asset Allocation, IRAs

Education
The Ohio State University   2001 — 2002
Business & Finance

Columbus State Community College   1999 — 2000
Business Administration

Nancy Johnson Jones Nancy Johnson Jones Tulsa, Oklahoma Details
Nancy Johnson Jones's Financial Network Investment Corporation, Member SIPC Experience August 2010 - March 2013
Job Chief Compliance Officer at BOSC, Inc., A subsidiary of BOK Financial Corp.
Industry Financial Services
Experience
BOSC, Inc., A subsidiary of BOK Financial Corp.   April 2013 - Present
Financial Network Investment Corporation, Member SIPC   August 2010 - March 2013
CFP Board of Standards   January 2007 - December 2010
Strategic Compliance Concepts   August 2009 - August 2010
HighTower  August 2008 - July 2009
BKD Wealth Advisors, LLC  October 2006 - August 2008
Financial Planning Association (FPA)   2002 - 2004
1st Global  January 2000 - June 2001
Cambridge Investment Research  September 1996 - December 1999
Long Grove Trading Company   1989 - 1996

Skills
Investment Advisory, Securities, Asset Management, Compliance, Series 7, Series 24, Risk Management, High-Impact..., Leadership, Series 65, Financial Operations..., Consulting, Expert Witness, FINRA, Fiduciary

Education
Indiana University-Purdue University at Indianapolis   1980 — 1983
BS, Policy & Administration

Dustin Hall, MBA, CFP®, ChFC® Dustin Hall, MBA, CFP®, ChFC® Raleigh-Durham, North Carolina Area Details
Dustin Hall, MBA, CFP®, ChFC®'s Financial Network Investment Corporation, Member SIPC Experience 2005 - 2008
Job CoFounder & CIO of Hall & Burns Wealth Management, LLC | Personal CFO for Busy Corporate Executives
Industry Financial Services
Experience
Hall & Burns Wealth Management, LLC   November 2008 - Present
Financial Network Investment Corporation, Member SIPC   2005 - 2008
Cook Group Financial Advisors   August 2003 - June 2005

Skills
Financial Planning, Alternative Investments, Estate Planning, Portfolio Management, Equity Compensation..., Stock Option Analysis, Risk Management, Restricted Stock..., Concentrated Stock-Sale..., Portfolio Stress-Testing, Education Planning, Tax Planning, Trust Planning, Charitable Giving..., Retirement Planning, Retirement Income..., Wealth Management, Investments, Asset Allocation, Life Insurance, Investment Advisory, 401k Rollovers, Investment Management, Personal Financial..., Certified Financial..., College Savings Plans, Tax, 401k, IRAs, Independent Financial..., Finance, Options, Strategic Financial..., Securities, FINRA, Mutual Funds, Wealth

Education
East Carolina University - College of Business   2002 — 2003
MBA

East Carolina University   1998 — 2001
Bachelor of Arts

University of North Carolina at Charlotte   1997 — 1998

Michael Hans, CFA Michael Hans, CFA Greater New York City Area Details
Michael Hans, CFA's Financial Network Investment Corporation, Member SIPC Experience November 2007 - December 2012
Job Managing Director/Deputy Chief Investment Officer at Clarfeld Financial Advisors
Industry Financial Services
Experience
Clarfeld Financial Advisors  December 2012 - Present
Financial Network Investment Corporation, Member SIPC   November 2007 - December 2012

Skills
Investments, Wealth Management, Asset Allocation, Mutual Funds, Investment Strategies, Retirement Planning, Investment Advisory, Portfolio Management, Alternative Investments, Strategic Financial..., Equities, Retirement, Securities, Investment Management, Fixed Income

Education
Queens College   2005 — 2008
Bachelor of Arts (B.A.), Psychology

Ernie Vorpahl, CFP® Ernie Vorpahl, CFP® East Hampton, New York Details
Ernie Vorpahl, CFP®'s Financial Network Investment Corporation, Member SIPC Experience March 1996 - December 1997
Job East End Financial Group
Industry Financial Services
Experience
East End Financial Group   January 1998 - Present
Financial Network Investment Corporation, Member SIPC   March 1996 - December 1997

Skills
Retirement Planning, Wealth Management, Finance, Investments, Mutual Funds, Investment Advisory, Wealth Accumulation, Series 7, Retirement, Estate Planning, Wealth, Business Planning

Education
Lafayette College   1991 — 1995
BA, Business & Economics

Allen Bronton, AIF® Allen Bronton, AIF® Greater Chicago Area Details
Allen Bronton, AIF®'s Financial Network Investment Corporation, Member SIPC Experience 1991 - 2006
Job FeeOnly Wealth Management
Industry Financial Services
Experience
Clear Financial Strategies, Ltd   May 2006 - Present
Wealth Preservers, LLC   February 2006 - Present
Cetera Advisors LLC  March 2011 - September 2013
Financial Network Investment Corporation, Member SIPC   1991 - 2006

Skills
Wealth Management, 401k, Pensions, Employee Benefits, Estate Planning, Retirement, Asset Management, Investment Strategies, Investments, Retirement Planning, Investment Advisory, Wealth, Securities, Mutual Funds, Strategic Financial..., Asset Allocation, Financial Advisory, Financial Services, Financial Planning, Portfolio Management, IRAs, Series 7, Series 63, Alternative Investments, Fixed Annuities, Insurance, Trust Services, Asset, Long Term Care, Group Benefits, Annuities, IRA's, Equities, Disability Insurance, Wealth Accumulation, Finance

Education
Southern Illinois University, Carbondale   1981 — 1985
Business Finance, Computer Science, Electrical Engineering

Howe Military Acadamy   1979 — 1981

Robin Scouras Robin Scouras Alameda, California Details
Robin Scouras's Financial Network Investment Corporation, Member SIPC Experience April 2010 - February 2012
Job Student at Arizona State University
Industry Computer Software
Experience
Arizona State University  September 2013 - Present
Independent Financial Group LLC  February 2012 - August 2013
Financial Network Investment Corporation, Member SIPC   April 2010 - February 2012
Krebs-Stoudt Insurance Agency   August 2008 - April 2010
Tax Deferred Solutions  April 2007 - August 2008

Skills
Wealth Management, Retirement, Investments, IRAs, Financial Advisory, Retirement Planning, Estate Planning, Strategic Financial..., Life Insurance, 401k, Fixed Annuities, Series 7, 401k Rollovers, HTML, HTML 5, Python, CSS3, CSS, CSS Javascript, Advanced CSS, CSS Sprites, CalSTRS, Personnel Management, Long Term Care Insurance, jQuery, jQuery UI, jQuery Mobile, Java, JavaScript, C++, C++ Language, CRM, Algorithms, Alternative Investments, Website Development, Web Design, Email Marketing, HTML emails, Website Updating, Website Building, Fixed Income Portfolio..., Equity Valuation, Equities, Financial Calculations, User Experience, User Interface Design, Databases, Database Design, Database Administration, Data Mining

Education
Arizona State University
Technological Entrepreneurship & Management

San Francisco State University

Linda Clayton CFP® MBA Linda Clayton CFP® MBA Greater Los Angeles Area Details
Linda Clayton CFP® MBA's Financial Network Investment Corporation, Member SIPC Experience January 2011 - Present
Job Financial Planner at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Financial Network Investment Corporation, Member SIPC   January 2011 - Present
Cetera Advisor Networks LLC  January 2011 - Present
Financial Planning Association  2012 - 2013
Continental Airlines  1979 - 2005
Continental Airlines  1979 - 2004

Skills
Wealth Management, Retirement Planning, Retirement, Strategic Financial..., Investments, Asset Allocation, Financial Advisory, Investment Advisory, Estate Planning, Portfolio Management, Series 7, Asset Management, Fixed Annuities, Insurance, Life Insurance, Risk Management, Disability Insurance, Financial Analysis, Term Life Insurance, Employee Benefits

Education
California Lutheran University
Master of Business Administration (M.B.A.), Financial Planning

UCLA
Bachelor's degree, History

Kyron Nuckols Kyron Nuckols Orange County, California Area Details
Kyron Nuckols's Financial Network Investment Corporation, Member SIPC Experience December 2009 - August 2010
Job Marketing Coordinator at GK Skaggs
Industry Public Relations and Communications
Experience
GK Skaggs   October 2013 - Present
Idea Hall  April 2013 - August 2013
Tallgrass Pictures LLC  September 2012 - January 2013
UC Santa Barbara  October 2010 - January 2012
Financial Network Investment Corporation, Member SIPC   December 2009 - August 2010
Sole Technology  October 2007 - August 2009
La Jolla Group LLC  April 2006 - September 2007
Vans  July 2005 - April 2006

Skills
Public Relations, Marketing Communications, Social Media Marketing, Events Coordination, Microsoft Excel, PowerPoint, Customer Service, English, Photoshop, Budgets, Public Speaking, Writing, Team Leadership, Photography, Adobe Creative Suite, Marketing, Brand Management

Education
University of California, Santa Barbara   2010 — 2013
Bachelor of Arts (B.A.), Political Science and Government

University of Sydney
Government and International Relations

Steven Gelber, AIF® Steven Gelber, AIF® Greater New York City Area Details
Steven Gelber, AIF®'s Financial Network Investment Corporation, Member SIPC Experience May 2008 - September 2009
Job Key Account Specialist at Taylor Financial Group
Industry Financial Services
Experience
Taylor Financial Group   March 2011 - Present
Hackensack Scoop   March 2013 - Present
Rotary Youth Leadership Award (RYLA) of Rotary District 7490   2007 - 2013
Financial Network Investment Corporation  August 2008 - February 2011
Financial Network Investment Corporation, Member SIPC   May 2008 - September 2009

Skills
Wealth Management, Investment Management, Estate Planning, Trusts, Personal Financial..., Asset Allocation, Strategic Financial..., Retirement Planning, Investments, Asset Managment

Education
Boston University Questrom School of Business
BSBA, Finance

V. John Threlkeld, CWS® V. John Threlkeld, CWS® San Francisco Bay Area Details
V. John Threlkeld, CWS®'s Financial Network Investment Corporation, Member SIPC Experience June 2004 - September 2007
Job Certified Wealth Strategist®, President & Founding Partner Advantage Wealth Advisors Alamo, CA
Industry Financial Services
Experience
Advantage Wealth Advisors   October 2003 - Present
First Allied Securities, Inc.   September 2007 - March 2015
Financial Network Investment Corporation, Member SIPC   June 2004 - September 2007
Wachovia Securities Financial Network  October 2003 - June 2004
UBS  August 2002 - October 2003
Morgan Stanley  January 1998 - August 2002
PaineWebber  August 1996 - January 1998

Skills
Wealth Management, Retirement Planning, Financial Planning, Asset Management, Portfolio Management, Investments, Insurance, Securities, Investment Strategies, Annuities, Alternative Investments, Fixed Income, Series 7, Wealth, Finance, Series 63, Mutual Funds, Asset Allocation, Financial Services, Investment Advisory, Uniform Combined State...

Education
Pepperdine University   1994 — 1996
Business Administration / Finance

Loyola Marymount University   1994 — 1995
Air Science / AFROTC

University of California, Berkeley   1993 — 1994
Pre-Business

John Georgy John Georgy Greater Chicago Area Details
John Georgy's Financial Network Investment Corporation, Member SIPC Experience May 2005 - March 2009
Job Wealth Management Advisor at DorionGray Retirement Planning, Inc.
Industry Financial Services
Experience
Dorion Gray Retirement Planning, Inc.   March 2009 - Present
Habitat for Humanity of McHenry County   March 2008 - Present
Financial Network Investment Corporation, Member SIPC   May 2005 - March 2009

Skills
Investment Advisory, Strategic Financial..., Retirement Planning, IRAs, Investments, Securities, Estate Planning, Wealth Management, Series 7, Series 63, Mutual Funds, Asset Management, Portfolio Management, Strategic Planning, Retirement, Fixed Annuities, Options, 401k, Finance, Asset Allocation

Education
DePauw University   1997 — 1999

Jennifer Friedman Jennifer Friedman Orange County, California Area Details
Jennifer Friedman's Financial Network Investment Corporation, Member SIPC Experience March 1998 - April 2000
Job Executive Recruiter and Search Consultant with The Salter Friedman Group
Industry Human Resources
Experience
The Salter Friedman Group   March 2007 - Present
Alliance Consulting Group  February 2004 - July 2008
Spherion  April 2000 - March 2003
Financial Network Investment Corporation, Member SIPC   March 1998 - April 2000
AppleOne Employment Services  January 1997 - March 1998
Siena Construction Corp, Cambridge, Ma   July 1994 - December 1996

Skills
Staffing Industry, Full-cycle Recruiting, Staffing Services, Temporary Staffing, Talent Management, Internet Recruiting, Technical Recruiting, SDLC, Industrial Sector, Talent Acquisition

Education
Clemson University   1991 — 1994
Bachelors, Psychology, French

Chad Balcom Chad Balcom Greater Seattle Area Details
Chad Balcom's Financial Network Investment Corporation, Member SIPC Experience January 2003 - July 2003
Job Regional Director Oregon at Russell Investments
Industry Investment Management
Experience
Russell Investments  January 2012 - Present
Russell Investments  November 2004 - January 2012
Russell Investments  November 2007 - April 2008
Russell Investments  August 2007 - November 2007
Russell Investments  March 2006 - August 2007
Russell Investments  November 2004 - April 2006
Russell Investments  January 2006 - March 2006
The Commerce Bank of Washington  June 1997 - October 2004
Financial Network Investment Corporation, Member SIPC   January 2003 - July 2003
West Coast Bank  October 1992 - August 1995

Education
Pacific Lutheran University   1995 — 1997
Business, Finance & New Venture Management

Debbie Leaman Debbie Leaman Greater Salt Lake City Area Details
Debbie Leaman's Financial Network Investment Corporation, Member SIPC Experience April 1999 - July 2004
Job Writer | Developmental Editor | Author | Marketing Content
Industry Writing and Editing
Experience
Debbie Leaman   December 2004 - Present
Financial Network Investment Corporation, Member SIPC   April 1999 - July 2004
MassMutual Financial Group  March 1998 - April 1999
Wood-Logan Associates  June 1995 - May 1996
Nathan & Lewis Securities  November 1983 - November 1993
MFS Investment Management  April 1981 - October 1983

Skills
Mutual Funds, Marketing, Management, Financial Advisory, Public Speaking, Sales, Newsletters, Magazines, Finance, Due Diligence, Fundraising, Event Planning, Writing, Editing, Investments, Leadership, Web Content, Sales Brochures, Developmental editing, Wealth Management

Education
Tufts University   1976 — 1980
B.A., liberal arts, magna cum laude

Marie Nogay Marie Nogay Greater Los Angeles Area Details
Marie Nogay's Financial Network Investment Corporation, Member SIPC Experience 1998 - 2002
Job Territory Sales Manager at Kemper Specialty
Industry Insurance
Experience
Kemper Specialty  2010 - Present
Align General Insurance Agency   2008 - 2009
CSAA (AAA Northern California, Nevada and Utah)   2004 - 2008
Yellow Book, USA  2003 - 2004
Servpro  2002 - 2003
Financial Network Investment Corporation, Member SIPC   1998 - 2002

Education
Marist College
BA, Communications

Mark Dransfield Mark Dransfield Greater San Diego Area Details
Mark Dransfield's Financial Network Investment Corporation, Member SIPC Experience 1993 - 1996
Job Senior Managing Director, Business Acquisitions at First Allied Securities
Industry Financial Services
Experience
First Allied Securities  January 2012 - Present
First Allied Securities  January 2007 - July 2012
First Allied Securities  January 2010 - February 2012
First Allied Securities  July 2004 - January 2007
Josephthal and Co   1997 - 2002
Financial Network Investment Corporation, Member SIPC   1993 - 1996
First Affiliated Securities   1989 - 1993

Skills
Series 7, Wealth Management, Alternative Investments, Investment Advisory, Investments, Series 63, Asset Allocation, Securities, Asset Managment, Financial Advisory, Mutual Funds, Investment Strategies, Asset Management, Strategy, Equities, Leadership, Financial Services, Financial Modeling, Investment Management

Education
Brigham Young University   1973 — 1979
B.S., Business, English, Biology

Susan Hoffmann Susan Hoffmann Greater Chicago Area Details
Susan Hoffmann's Financial Network Investment Corporation, Member SIPC Experience March 1990 - January 1995
Job Hearing Aid Specialist Apprentice at Costco Wholesale
Industry Retail
Experience
Costco Wholesale  July 2015 - Present
Costco Wholesale  November 2001 - Present
Sentinel Investments  January 1995 - June 1999
Financial Network Investment Corporation, Member SIPC   March 1990 - January 1995

Skills
Customer Service, Microsoft Excel, Sales, Microsoft Office, Microsoft Word, Outlook, Investments, Office Administration, Payroll, Payroll Taxes, Accounts Payable, Accounts Receivable, Analysis, Event Planning, Team Leadership

Education
College of DuPage   2004 — 2006
Associates of Applied Science, Business Management, Graduate

Daniella Ledezma Daniella Ledezma Greater San Diego Area Details
Daniella Ledezma's Financial Network Investment Corporation, Member SIPC Experience June 2008 - May 2010
Job Program Specialist at San Diego Workforce Partnership
Industry Nonprofit Organization Management
Experience
San Diego Workforce Partnership  January 2011 - Present
Financial Network Investment Corporation, Member SIPC   June 2008 - May 2010

Skills
Strategic Planning, Project Management, Budgets, Performance Management, Team Building, Policy, Microsoft Office, Microsoft Word, Analysis, Project Planning, Business Development, Social Networking, Non-profits, Microsoft Excel, Process Improvement, Contract Management, Contract Negotiation, Community Outreach, Customer Service, Leadership Development, Nonprofits, Training, Program Management

Education
University of California, Santa Barbara   2006 — 2010
BA, Sociology

Kevin Floyd, CFP®, AIF® Kevin Floyd, CFP®, AIF® Richland/Kennewick/Pasco, Washington Area Details
Kevin Floyd, CFP®, AIF®'s Financial Network Investment Corporation, Member SIPC Experience August 2008 - December 2008
Job Wealth Advisor
Industry Financial Services
Experience
Petersen Hastings Investment Management   July 2010 - Present
Russell Investments  September 2009 - May 2010
PlanB Group Holdings   June 2009 - August 2009
Financial Network Investment Corporation, Member SIPC   August 2008 - December 2008
Petersen Hastings Investment Management   June 2008 - August 2008

Skills
Financial Analysis, Financial Reporting, Financial Planning, Microsoft Excel, Financial Modeling, Forecasting, Investments, Wealth Management, Equities, Fixed Income, Naviplancentral, Microsoft Office, Account Reconciliation, Retirement Planning, Strategic Financial..., Asset Management, Series 65, Retirement, Investment Advisory, Investment Strategies, Portfolio Management

Education
2016 Level III CFA Candidate

Passed Level I of the CFA Program

College for Financial Planning
CFP Professional Education Program

Pacific Lutheran University   2006 — 2010
BBA - Finance, BA - Economics

Sunnyside Christian High School

Passed Level II of the CFA Program

Yelaina Berkuta Yelaina Berkuta Greater New York City Area Details
Yelaina Berkuta's Financial Network Investment Corporation, Member SIPC Experience 2002 - 2005
Job Technical Consultant at SharpHat, Inc.
Industry Information Technology and Services
Experience
SharpHat, Inc.   2005 - Present
NASA - National Aeronautics and Space Administration  April 2013 - January 2014
Aleph Global Inc.   2011 - 2012
Ness Technologies  January 2006 - March 2006
Financial Network Investment Corporation, Member SIPC   2002 - 2005

Skills
Microsoft SQL Server, C#, VB.NET, Project Management, JavaScript, XML, Access, WPF, Business Analysis, Database Design, ASP.NET, Web Services, HTML, Databases, Enterprise Architecture, Requirements Analysis, Program Management, Consulting, Change Management

Education
Columbia University in the City of New York   2012 — 2014
Master of Science (MS), Information and Knowledge Strategy

National Aviation University
Bachelor of Science (BS), Computer Engineering

Justin Waller, CFP® Justin Waller, CFP® Chico, California Details
Justin Waller, CFP®'s Financial Network Investment Corporation, Member SIPC Experience August 2009 - December 2011
Job Certified Financial Planner at Waller Financial Coaching, LLC
Industry Financial Services
Experience
Waller Financial Coaching, LLC   October 2014 - Present
The H Group, Inc.   August 2009 - Present
Financial Network Investment Corporation, Member SIPC   August 2009 - December 2011
Ameriprise Financial Services, Inc.   April 2000 - August 2009
Franklin Templeton Investments  1998 - 2000

Skills
Personal Financial..., Strategic Financial..., Personal Tax Planning, Investment Advisory, Wealth Management, Financial Advisory, Estate Planning, Portfolio Management, Wealth Accumulation, Retirement Planning, Asset Managment, Retirement, IRAs, Financial Planners

Education
University of California, Davis   1999 — 2001
Personal Financial Planning Program (Certificate Program), Personal Financial Planning

California State University-Chico   1996 — 1998
Bachelor of Science (B.S.), Business Administration - Strategic Management

Merced College   1993 — 1996
Associate of Arts (AA), Business Administration

Charles W. Shirey Charles W. Shirey Dallas/Fort Worth Area Details
Charles W. Shirey's Financial Network Investment Corporation, Member SIPC Experience July 1990 - January 2000
Job Manager of Risk in Investment Portoflios at Shirey Capital Management, Inc.
Industry Investment Management
Experience
Shirey Capital Management, Inc.   March 2002 - Present
Financial Network Investment Corporation, Member SIPC   July 1990 - January 2000
Shirey Manufacture Company.   June 1957 - January 1984

Education
Pepperdine University, The George L. Graziadio School of Business and Management   1978 — 1980
Bachelor of Business Administration (B.B.A.), Economics and Finance

Mike Eskew Mike Eskew Albuquerque, New Mexico Details
Mike Eskew's Financial Network Investment Corporation, Member SIPC Experience 2000 - 2002
Job CPA/Owner at Woodward & Eskew, PC
Industry Accounting
Experience
Woodward & Eskew, P.C.   September 1987 - Present
Financial Network Investment Corporation, Member SIPC   2000 - 2002

Skills
Tax Accounting, Financial Accounting, Personal Financial..., Tax Preparation, Income Tax, Tax Returns, Partnership Taxation, Corporate Tax, S Corporations, CPA, Tax, Accounting, Compilation, Bookkeeping, QuickBooks, Financial Advisory, Trusts

Education
The University of New Mexico - Robert O. Anderson School of Management   1983 — 1987
Bachelor of Business Administration (B.B.A.), Accounting

Thomas Sherwood Thomas Sherwood San Antonio, Texas Area Details
Thomas Sherwood's Financial Network Investment Corporation, Member SIPC Experience August 2002 - December 2003
Job Vice President, Investments
Industry Financial Services
Experience
Advisors Asset Management, Inc.   December 2005 - Present
Financial Network Investment Corporation, Member SIPC   August 2002 - December 2003
McDonald Investments  July 1989 - July 2002
McDonald Investments  October 1986 - July 1989
Municipal Advisory Council of Texas  December 1984 - October 1986
M. L. Stern and Co   1984 - 1985

Skills
Series 7, Fixed Income, Bonds, Portfolio Management, FINRA, Investment Management, Asset, Series 63, Investment Advisory, Securities, Mutual Funds, Alternative Investments, Wealth Management, Finance, Uniform Combined State..., Investments

Education
University of North Texas   1980 — 1983
Bachelors of Business Administration, Marketing

San Jacinto College   1978 — 1980
undergraduate studies

The University of Texas at Austin   1977 — 1978
undergraduate studies

Clear Lake High School   1973 — 1977

Ramón Rivera-Ramos (Monchi) Ramón Rivera-Ramos (Monchi) Puerto Rico area Details
Ramón Rivera-Ramos (Monchi)'s Financial Network Investment Corporation, Member SIPC Experience 2003 - 2008
Job Registered Principal at Kovack Securities
Industry Financial Services
Experience
Smart Insurance Agency, Inc.   October 2012 - Present
Kovack Securities  June 2009 - Present
Financial Network Investment Corporation, Member SIPC   2003 - 2008
RD Capital Group   September 2000 - August 2003
Santander Securities  1998 - 1999
Morgan Stanley Dean Witter  1995 - 1998

Skills
Series 7, Retirement Planning, Securities, Financial Advisory, Alternative Investments, Investments, Strategic Financial..., Finance, Risk Management, Series 63, Financial Services, Life Insurance, Wealth Management, Insurance, FINRA, Financial Analysis, Mutual Funds, Asset Allocation, Retirement, Employee Benefits, Portfolio Management, Fixed Annuities, Investment Advisory, Series 24, 401k, IRAs, Series 65, Uniform Combined State..., Investment Strategies, Asset Management, Disability Insurance, Estate Planning, Long-term Care, Variable Annuities, Equities, Financial Planners, Bonds, Fixed Income, Wealth Management..., Series 6, Separately Managed..., Options, ETFs, Personal Financial..., Long Term Care Insurance, Qualified Retirement..., Term Life Insurance, Trading, Retirement Plan..., Investment Management

Education
Universidad Del Sagrado Corazón   1989 — 1993
Bachelors, Marketing & Accounting

American University - Kogod School of Business   1988 — 1989

Colegio San José   1982 — 1988

Cherie Feely Cherie Feely Greater Chicago Area Details
Cherie Feely's Financial Network Investment Corporation, Member SIPC Experience April 2002 - May 2003
Job Trade Show Manager at WeberStephen Products
Industry Consumer Goods
Experience
Weber-Stephen Products Company  March 2013 - Present
Follett Software  February 2006 - March 2013
McHenry County College  October 2005 - February 2006
Gateway Marketing International   May 2003 - January 2005
Financial Network Investment Corporation, Member SIPC   April 2002 - May 2003
TRAIAN Internet Products   July 2000 - March 2001
Ameritech  May 1997 - January 2000
Ameritech  July 1996 - May 1997

Skills
Marketing, Corporate Events, Marketing Strategy, Event Planning, Account Management, Events, Event Management, Sales, Strategic Planning, Advertising, Direct Marketing, CRM, Project Management, Trade Shows, Management, Sales Management, Designing, Product Marketing, Lead Generation, Time Management, Leadership, Budgets, B2B, Integrated Marketing, Email Marketing, Marketing Communications, Sales Operations, Strategic Partnerships

Education
National-Louis University   1998 — 1999
Bachelors, Business Management

Southern Illinois University, Carbondale   1993 — 1996
Associate, Applied Science

Charmaine Hedge Charmaine Hedge Greater Los Angeles Area Details
Charmaine Hedge's Financial Network Investment Corporation, Member SIPC Experience September 1987 - January 1999
Job Marketing Operations Manager, CLS Financial Services
Industry Real Estate
Experience
CLS Financial Services, Direct Lender   May 2015 - Present
Hedge Marketing Support Services   January 2011 - Present
Antares Corporation   January 1999 - October 2010
Financial Network Investment Corporation, Member SIPC   September 1987 - January 1999

Skills
Marketing Solutions, Concept Development, Marketing Production, Project Management, Presentations, Presentations -..., Event Planning, Marketing, Online Advertising, Team Leadership, Social Media, Leadership Development, Entrepreneurship, Small Business, Customer Service, Strategic Planning, Social Networking, Sales Management, Management, Selling, Marketing Communications, Training, New Business Development, Start-ups, Marketing Strategy, Advertising, Sales, Event Management, Strategy, Business Planning, Online Marketing, Team Building, Coaching, Business Development, Contract Negotiation, Public Speaking, Public Relations, Account Management, Business Strategy, Leadership

Education
Fashion Institute of Design & Merchandising
Associate of Arts (A.A.), Interior Design

Karey Chester Karey Chester Lawrence, Kansas Area Details
Karey Chester's Financial Network Investment Corporation, Member SIPC Experience January 2009 - January 2013
Job OSJ Manager at Cetera Advisors Network LLC
Industry Financial Services
Experience
Cetera Advisors Network LLC   January 2013 - Present
McDaniel Knutson Financial Partners   1998 - Present
Financial Network Investment Corporation, Member SIPC   January 2009 - January 2013

Skills
Salesforce.com, Investments, Series 24, Series 7, Series 65, Life & Health Insurance..., Retirement, Series 53, Securities

Education
The University of Kansas   1993 — 2000
BA, Anthropology

Karl Schmiegel Karl Schmiegel San Diego, California Details
Karl Schmiegel's Financial Network Investment Corporation, Member SIPC Experience June 2012 - May 2013
Job Recruiter at QualStaff Resources
Industry Marketing and Advertising
Experience
QualStaff Resources  January 2015 - Present
Build.com  October 2013 - November 2014
Governors Office  September 2013 - October 2013
Financial Network Investment Corporation, Member SIPC   June 2012 - May 2013

Skills
Gift Baskets, Soft Skills, Recruiting, Customer Service, Sales, Cold Calling, Time Management, Public Speaking, Marketing, Account Management, Salesforce.com, Microsoft Office, Talent Acquisition, Lead Generation, Social Media, Microsoft Excel, Microsoft Word, Logistics Management, Distribution Logistics, Logistics, Sourcing, Geronimo, Relationship Building, Impromptu Speaking, Social Networking, Tap Dance, Persuasive Speaker, Building Bridges, Motivational Speaking, Jam, Hip-Hop Dance

Education
California State University-Chico   2009 — 2013
Bachelor's Degree, Communication Studies, Minor in Buisness Marketing, Senior

Da Vinci High School   2006 — 2009
High School

Jeannie Jackson, CFP® Jeannie Jackson, CFP® Greater Minneapolis-St. Paul Area Details
Jeannie Jackson, CFP®'s Financial Network Investment Corporation, Member SIPC Experience April 2001 - July 2006
Job Certified Financial Planner ™ Founder of Eagle Creek Financial Advisors
Industry Financial Services
Experience
Eagle Creek Financial Advisors, LLC   June 2015 - Present
Eagle Creek Financial Advisors   June 2015 - Present
Stevens Foster Financial Advisors  December 2007 - May 2015
LPL Financial  February 2008 - June 2014
ING National Trust   July 2006 - December 2007
Financial Network Investment Corporation, Member SIPC   April 2001 - July 2006
Chase Taylor Financial   February 2001 - July 2006
Wells Fargo Advisors  August 1999 - February 2001
Wells Fargo Advisors  September 1987 - July 1996

Skills
Investments, Retirement Planning, Series 7, Strategic Financial..., Financial Planning, Mutual Funds, Management, FINRA, Branch Management, Securities, Wealth Management, Portfolio Management, High Net Worth..., Insurance, Compliance, Banking, Financial Services, Financial Advisory, Registered Investment..., Relationship Building, Investment Management, Investment Strategies, Collaborative Practice, Holistic Financial...

Education
Bethel University
Bachelor of Arts (B.A.), Business Management

Edison High School Minneapolis, MN

Minnesota State University, Mankato
Financial Planning Certificate, CFP Board-Registered Program

Joanna Dominguez Joanna Dominguez Greater New York City Area Details
Joanna Dominguez's Financial Network Investment Corporation, Member SIPC Experience June 2011 - May 2012
Job Student at Rutgers, The State University of New JerseyNew Brunswick
Industry Hospital & Health Care
Experience
GlobeMed at Rutgers University   January 2014 - August 2014
Electronics Design Group, Inc.   January 2013 - March 2014
Susan Lehman Cullman Lab for Cancer Research   December 2012 - January 2013
Financial Network Investment Corporation, Member SIPC   June 2011 - May 2012
RE/MAX Best Realty   January 2011 - December 2011

Skills
Social Media, Microsoft Office, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Word, HTML, Social Networking, Event Planning, Facebook, Research, Access

Education
Rutgers, The State University of New Jersey-New Brunswick   2010 — 2014
BSN, Nursing, 3.2

Rutgers, The State University of New Jersey-New Brunswick   2010 — 2014
Journalism & Media Studies, Communication, Journalism, and Related Programs, 3.75

Emily Wirt Emily Wirt New York, New York Details
Emily Wirt's Financial Network Investment Corporation, Member SIPC Experience April 2007 - December 2009
Job CoordinatorEvents and Special Services
Industry Events Services
Experience
National Basketball Association (NBA)   April 2015 - Present
National Basketball Association (NBA)   January 2015 - April 2015
940ESPN, Jewel fm 99.3, KYNO 1430 790ESPN The Deuce   April 2013 - May 2014
Cumulus Broadcasting  August 2011 - November 2012
Golden State Warriors  February 2009 - November 2012
Katz Media Group  June 2010 - August 2011
San Jose Sharks  January 2010 - June 2010
Associate Students, Inc   January 2010 - June 2010
Associate Students, Inc   June 2009 - January 2010
Financial Network Investment Corporation, Member SIPC   April 2007 - December 2009

Skills
Social Media, Coaching, Project Management, Event Planning, Sports Marketing, Social Media Marketing, Media Relations, Advertising, Facebook, Digital Marketing, Marketing, Management, Microsoft Office, Online Marketing, Sports, Online Advertising, Press Releases, Blogging, Journalism, Editing, Email Marketing, Marketing Strategy, Public Relations, Leadership, Sales, Broadcast, Social Networking, Nonprofits, Radio

Education
California State University-East Bay   2006 — 2010
Bachelor of Arts, Communication

Gus Fox-Smith, ChFC Gus Fox-Smith, ChFC Westminster, Colorado Details
Gus Fox-Smith, ChFC's Financial Network Investment Corporation, Member SIPC Experience March 1997 - Present
Job President and Chief Financial Advisor FoxSmith Wealth Management / Regional Director Cetera Advisor Networks
Industry Financial Services
Experience
Cetera Advisor Networks, Member SIPC   August 2008 - Present
Fox-Smith Wealth Management, LLC   November 2006 - Present
Financial Network Investment Corporation, Member SIPC   March 1997 - Present
Lighthouse Financial, LLC   March 1997 - July 2007

Skills
Retirement Planning, Series 7, Asset management and..., Asset Allocation, Series 63, Mutual Funds

Education
The American College   2002 — 2005
ChFC, Finance

Ryan Hsin Ryan Hsin San Francisco Bay Area Details
Ryan Hsin's Financial Network Investment Corporation, Member SIPC Experience October 2012 - January 2013
Job Real Estate Intern at Radius Group
Industry Financial Services
Experience
Radius Group  January 2014 - March 2014
Berkshire Hathaway HomeServices  September 2013 - December 2013
LPL Financial  January 2013 - June 2013
Financial Network Investment Corporation, Member SIPC   October 2012 - January 2013
UCSB Facilities Management   October 2012 - December 2012
Creekside Elementary School Extended School Services   October 2010 - June 2011
Papa John’s  September 2010 - June 2011

Skills
Administrative..., Facilities Management, Call Center, Database Administration, Asset Allocation, Financial Analysis, Account Management, Marketing

Education
UCSB   2011 — 2014
Bachelor of Arts (B.A.), Economics

Mt. Carmel High School   2007 — 2011
High School Diploma

Greg Womack Greg Womack Edmond, Oklahoma Details
Greg Womack's Financial Network Investment Corporation, Member SIPC Experience November 1990 - December 2006
Job Business consulting and risk management at Womack Advisers, LLC
Industry Investment Management
Experience
Trinity Capital Asset Management, LLC   January 2010 - Present
Womack Investment Advisers, Inc.   January 2000 - Present
Womack Investment Advisers, Inc.   January 2000 - Present
Womack Advisers, LLC   January 2000 - Present
Cambridge Investment Research  January 2007 - December 2009
Financial Network Investment Corporation, Member SIPC   November 1990 - December 2006
Metropolitan Life  March 1987 - November 1990

Skills
Investment Advisory, Wealth Management, Investments, Mutual Funds, Securities, Disability Insurance, Life Insurance, Retirement Planning, Public Speaking, IRAs, Financial Advisory, Alternative Investments, Estate Tax Planning, Registered Investment..., Tax, Insurance Policies, Inheritance Tax Planning, Charitable Gift Planning, Asset Protection, Published Author, Technical Analysis, Investment Management, Wealth, Financial Planners, Charitable Trusts, Financial Services, Strategic Financial..., Former Butcher/Meat..., Estate settlment, Tax Reduction Strategies, Sudden Wealth Planning, Gold Investments, Investment Strategies, Estate Planning, Small Business, Asset Allocation, Portfolio Management, Insurance, Certified Financial..., Series 7, Equities, Fixed Annuities, Wealth Management..., Series 63, Term Life Insurance, Wealth Accumulation, Email Marketing, Mortgage Lending, Personal Financial..., 401k

Education
College for Financial Planning   1991 — 1993
Certified Financial Planner, Financial Planning

University of Central Oklahoma   1985 — 1986
Commercial Art

Southern Nazarene University   1981 — 1982
Commercial Art

Pat Driver Pat Driver Sacramento, California Area Details
Pat Driver's Financial Network Investment Corporation, Member SIPC Experience June 2006 - December 2012
Job Loan Officer at Umpqua Bank Home Lending
Industry Real Estate
Experience
Umpqua Bank Home Lending   December 2012 - Present
Comstock Mortgage  July 2012 - December 2012
Financial Network Investment Corporation, Member SIPC   June 2006 - December 2012

Skills
Residential Real Estate..., Loans, Real Estate, Real Estate Financing, Portfolio Management

Education
College for Financial Planning   2007 — 2008
CFP designation, Financial Planning and Services

CSU Chico   1978 — 1982
Bachelor of Arts (BA), Business Administration and Management, General

Tim Smith, CLU, ChFC, RHU, RFC, LUTCF Tim Smith, CLU, ChFC, RHU, RFC, LUTCF Sacramento, California Area Details
Tim Smith, CLU, ChFC, RHU, RFC, LUTCF's Financial Network Investment Corporation, Member SIPC Experience January 2011 - December 2012
Job President, Financial Coach at SmithMottini Financial Advisors, Author, Teaching Instructor at American College
Industry Financial Services
Experience
Smith-Mottini Financial Advisors, Inc.   January 1991 - Present
Cetera Financial Group  January 2011 - Present
BAR Financial, LLC  January 2011 - Present
Financial Network Investment Corporation, Member SIPC   January 2011 - December 2012
Principal Financial Group  June 1996 - December 1997
GE Capital  May 1990 - June 1996

Skills
Estate Planning, Series 7, Investments, Retirement, Retirement Planning, 401k, Small Business, Financial Planners, Financial Advisory, Customer Service, Pensions, Portfolio Management, Investment Advisory, Securities, Life Insurance, Mutual Funds, Series 63, IRAs, Fixed Annuities, Insurance, Disability Insurance, Finance, Wealth Accumulation, Financial Services, Asset Management, Asset Allocation

Education
American College of Financial Planning   1991 — 1995
CLU, ChFC, RHU, LUTCF, Financial Services

Fresno State   1989 — 1991
Paramedic, Emergency Medical Technology/Technician (EMT Paramedic)

College of the Sequoias   1987 — 1989
EMT, Emergency Care Attendant (EMT Ambulance)

Ralph Bender, MBA, CFP® Ralph Bender, MBA, CFP® Greater Los Angeles Area Details
Ralph Bender, MBA, CFP®'s Financial Network Investment Corporation, Member SIPC Experience September 1993 - April 2001
Job President Enduring Wealth Advisors® Pacing clients through financial milestones, focused on the long run.
Industry Financial Services
Experience
Enduring Wealth Advisors®   May 2001 - Present
Financial Network Investment Corporation, Member SIPC   September 1993 - April 2001

Skills
Retirement Planning, Wealth Management, Securities, Retirement, FINRA, Series 7, Wealth, Series 63, Portfolio Management, Investment Advisory, Estate Planning, IRAs, Retirement Plan..., 401k, Education Funding

Education
California State University-Long Beach - College of Business Administration   1986 — 1989
MBA, Business

Franklin & Marshall College   1975 — 1978
BA, Accounting

Stroudsburg Area HS

Louanne Neville Louanne Neville Cedar Rapids, Iowa Details
Louanne Neville's Financial Network Investment Corporation, Member SIPC Experience December 1996 - December 1999
Job Paralegal / HR Generalist at Health Enterprises of Iowa
Industry Health, Wellness and Fitness
Experience
Health Enterprises of Iowa   September 2013 - Present
Elderkin & Pirnie, P.L.C.   December 2010 - September 2013
St. Mark's Lutheran Church   December 2008 - December 2010
Rockwell Collins  July 2006 - December 2008
Coe College  March 2003 - July 2006
Willow Creek Community Church  December 1999 - March 2003
Financial Network Investment Corporation, Member SIPC   December 1996 - December 1999
Rudnick & Wolfe  August 1988 - December 1996

Skills
Administrative..., Office Management, Data Entry, Outlook, Event Planning, Non-profits, Fundraising, Volunteer Management, PowerPoint, Microsoft Word, Research, Teaching, Microsoft Office, Leadership, Leadership Development, Public Speaking, Nonprofits, Management, Human Resources, Training, Editing, Strategic Planning, Newsletters

Education
Kirkwood Community College   2012 — 2012
Associate of Arts (A.A.), Paralegal Studies (Phi Theta Kappa)

Kirkwood Community College   2008 — 2010
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies

Carolyn McGrath, CIR Carolyn McGrath, CIR Greater Denver Area Details
Carolyn McGrath, CIR's Financial Network Investment Corporation, Member SIPC Experience 2000 - 2004
Job Senior Recruiter at TriWorth
Industry Staffing and Recruiting
Experience
TriWorth  April 2012 - Present
Mas Tec  December 2011 - April 2012
Charles Schwab  September 2011 - December 2011
Waste Connections, Inc.   March 2011 - June 2011
DIRECTV  May 2009 - January 2011
Clifton Gunderson LLP  April 2008 - March 2009
Lakeshore Staffing  2006 - 2008
Financial Network Investment Corporation, Member SIPC   2000 - 2004
Careers Limited   1995 - 1998

Skills
Talent Acquisition, Hiring, Employee Relations, Onboarding, Recruiting, Applicant Tracking..., Technical Recruiting, Cold Calling, RPO, Sourcing, Team Building, Employee Benefits, College Recruiting, Internet Recruiting, Organizational..., Taleo, Executive Search, Temporary Placement, Customer Service, Staffing Services, Interviews, Benefits Negotiation, Contract Recruitment, Talent Management, Human Resources, Resume Writing, Temporary Staffing, Screening Resumes, Corporate Recruiting

Education
University of Northern Colorado   1980 — 1985
Bachelor of Arts, Speech Communications

Renee Kwok Renee Kwok Greater New York City Area Details
Renee Kwok's Financial Network Investment Corporation, Member SIPC Experience February 2012 - August 2012
Job Sr. Patient Coordinator at Weill Cornell Medical College
Industry Hospital & Health Care
Experience
Weill Cornell Medical College  October 2014 - Present
Latch, So, and Hipp Chiropratic   July 2013 - July 2014
Financial Network Investment Corporation, Member SIPC   February 2012 - August 2012
David Chui for Mayor Campaign   June 2011 - August 2011

Skills
Mandarin, Chinese, Community Outreach, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Tutoring, Microsoft Office, Statistics, Customer Service, Creative Writing, Market Research, Translation, Cantonese

Education
University of California, Santa Barbara   2008 — 2012
Bachelor of Arts (B.A.), Chinese Language and Literature, International Relations, 3.5

Peking University   2010 — 2011
B.A., Chinese; Mandarin Chinese, 3.7

Saint Ignatius College Preparatory   2004 — 2008
High School Diploma

Roger Bumgarner Roger Bumgarner Lincoln, Nebraska Area Details
Roger Bumgarner's Financial Network Investment Corporation, Member SIPC Experience January 2004 - January 2006
Job Owner at Ironwood Builders
Industry Construction
Experience
Ironwood Builders   January 2006 - Present
Financial Network Investment Corporation, Member SIPC   January 2004 - January 2006

Skills
Insurance, Investments, Team Building, Customer Service, Financial Analysis, Strategic Planning, Real Estate, New Business Development, Contract Negotiation, Sales Management, Entrepreneurship, Selling, Business Planning, Marketing, Small Business

Education
University of Nebraska-Lincoln   2000 — 2004
Business, Finance & Economics

Danny Noonan MBA,CMFC® Danny Noonan MBA,CMFC® Greater Omaha Area Details
Danny Noonan MBA,CMFC®'s Financial Network Investment Corporation, Member SIPC Experience January 2000 - November 2001
Job Director , Private Client Services
Industry Financial Services
Experience
First National Wealth Management  September 2012 - Present
Morgan Stanley  November 2010 - August 2012
LPL  November 2001 - November 2010
Financial Network Investment Corporation, Member SIPC   January 2000 - November 2001
University of Nebraska-Lincoln  August 1993 - December 2000
NFL Players Association  April 1987 - September 1993
University of Nebraska-Lincoln  June 1983 - May 1987

Skills
Investments, Wealth Management, Financial Services, Financial Planning, Mutual Funds, Financial Advisory, Estate Planning, Series 7, Investment Management, Management

Education
Columbia Southern University   2008 — 2009
MBA, E-Business and Technology

Kaplan University   2005 — 2006
Wealth Management Specialist, Wealth Management

College for Financial Planning   2002 — 2003
CMFC, CHARTERED MUTUAL FUND COUNSELOR

University of Nebraska-Lincoln   1983 — 1987
Bachelor of Science Degree, Criminology with a Minor in Sociology

Liza dela Cruz, MBA Liza dela Cruz, MBA Greater Los Angeles Area Details
Liza dela Cruz, MBA's Financial Network Investment Corporation, Member SIPC Experience March 2005 - September 2007
Job Director and Compliance Officer
Industry Financial Services
Experience
AIG  February 2012 - Present
Research Affiliates  June 2010 - February 2012
Research Affiliates  July 2008 - June 2010
Wilshire Associates  September 2007 - June 2008
Financial Network Investment Corporation, Member SIPC   March 2005 - September 2007
AIG SunAmerica  October 1998 - February 2005

Skills
Auditing, Quality Assurance, Variable Annuities, Securities, Mutual Funds, Series 7, Investments, FINRA, Asset Managment, Risk Management, AML, Series 24, Due Diligence, Portfolio Management, Series 63, Asset Management, Financial Services, Finance, Investment Advisory, Alternative Investments, Fixed Annuities, Series 6, Investment Management, Equities, Fixed Income, Wealth Management, Management

Education
Pepperdine University School of Law   2011 — 2012
Certificate in Dispute Resolution, The Straus Institute for Dispute Resolution

Pepperdine University, The George L. Graziadio School of Business and Management   2010 — 2012
MBA, Finance & Dispute Resolution

Pepperdine University, The George L. Graziadio School of Business and Management   2007 — 2009
Bachelor of Science, Management

York University - Joseph E. Atkinson Faculty of Liberal and Professional Studies   1994 — 1997
Business Administrative Studies

Lindsey Lambert, CFP Lindsey Lambert, CFP Lancaster, Pennsylvania Area Details
Lindsey Lambert, CFP's Financial Network Investment Corporation, Member SIPC Experience June 2009 - Present
Job Retail Investment Officer at Ephrata National Bank
Industry Financial Services
Experience
Ephrata National Bank  June 2009 - Present
Financial Network Investment Corporation, Member SIPC   June 2009 - Present
Stevens Wealth Management, LLC   September 2004 - March 2009
Ameriprise Financial  September 2001 - September 2004
Ameriprise Financial  June 1999 - August 2001

Education
The University of Texas at Dallas   1996 — 1999
BA, International Relations

Cyrus Sepasi Cyrus Sepasi San Francisco, California Details
Cyrus Sepasi's Financial Network Investment Corporation, Member SIPC Experience February 2012 - June 2012
Job Associate Sales Consultant II at Oracle
Industry Information Technology and Services
Experience
Oracle  June 2015 - Present
Oracle  January 2014 - Present
Financial Network Investment Corporation, Member SIPC   February 2012 - June 2012
UCSB Recreational Sports  October 2011 - May 2012
Lonewolf Media   May 2011 - August 2011
Actors for Autism  August 2008 - December 2008
Romans Restaurant   June 2006 - August 2008

Skills
Social Media, Sales, Marketing Strategy, Public Speaking, Social Networking, Social Media Marketing, Microsoft Excel, Financial Analysis, Marketing, Retirement, Facebook, Strategy, IT Strategy, Cloud Computing, Pre-Sales Technical..., Sun Hardware, Servers, Inside Sales, Converged Infrastructure, CRM, Leadership, PowerPoint, Microsoft Office, Advertising

Education
University of California, Santa Barbara   2011 — 2013
Bachelor of Arts, History

Viewpoint School

Austin Levy Austin Levy Greater New York City Area Details
Austin Levy's Financial Network Investment Corporation, Member SIPC Experience December 2011 - January 2012
Job Senior Account Manager at ZocDoc
Industry Marketing and Advertising
Experience
ZocDoc  February 2014 - Present
ZocDoc  August 2013 - January 2014
Left Right  June 2013 - August 2013
University of Maryland  August 2010 - May 2013
Words and Pictures Creative Service, Inc.   June 2012 - August 2012
Financial Network Investment Corporation, Member SIPC   December 2011 - January 2012
Unilever  May 2011 - August 2011
Premiere Response  June 2008 - August 2011
Left Right  June 2010 - August 2010

Skills
Photoshop, Access, Microsoft Excel, Research, Customer Service, SPSS, Social Networking, Windows, Editing, Outlook, Teamwork, Wordpress, Team Leadership, Dreamweaver, Budgets, English, Sports Marketing, Leadership, SAP ERP, Human Resources, Production Assistance, Pivot Tables, Reality, Sales, Cold Calling, Medical Terminology, Salesforce.com, Time Management

Education
University of Maryland College Park   2009 — 2013
Bachelor of Science, Marketing, Graduate

University of Maryland College Park   2009 — 2013
Bachelor of Science, Supply Chain Management, Graduate

Sid End Sid End Greater Chicago Area Details
Sid End's Financial Network Investment Corporation, Member SIPC Experience January 2008 - February 2012
Job Personal Financial Services Advisor
Industry Financial Services
Experience
PwC  February 2012 - Present
Financial Network Investment Corporation, Member SIPC   January 2008 - February 2012
Lincoln Financial Advisors  May 2006 - January 2008

Skills
Financial Planning, Estate Planning, Investments, Retirement, Retirement Planning, Tax Planning &...

Education
St. Francis College   1989 — 1993
Accounting, Accounting & Economics

Glen Kim Glen Kim Greater Los Angeles Area Details
Glen Kim's Financial Network Investment Corporation, Member SIPC Experience January 2005 - August 2006
Job Director of Finance at Internet Brands
Industry Investment Banking
Experience
Internet Brands  March 2015 - Present
Internet Brands  May 2012 - March 2015
Internet Brands  June 2010 - June 2012
Takenaka Partners   March 2007 - June 2010
Financial Network Investment Corporation, Member SIPC   January 2005 - August 2006

Skills
Financial Modeling, Mergers, Valuation, Business Development, Mergers & Acquisitions, Budgets, Due Diligence, Strategic Partnerships, Strategy

Education
Claremont McKenna College   2000 — 2004
Economics

Nathan Webster Nathan Webster Austin, Texas Details
Nathan Webster's Financial Network Investment Corporation, Member SIPC Experience November 2009 - March 2012
Job Project Manager at INC Research
Industry Information Technology and Services
Experience
INC Research  April 2012 - Present
Military Officers Association of America - Austin   June 2011 - June 2012
Financial Network Investment Corporation, Member SIPC   November 2009 - March 2012
US Army  June 2008 - October 2009
US Army  February 2007 - June 2008
US Army  July 2005 - January 2007
US Army  February 2005 - June 2005
Stephen F. Austin State University  October 2003 - May 2004
InfoNXX  1999 - 2003

Skills
Project Management, Program Management, Leadership, Management, Microsoft Excel, Customer Service, Data Analysis, Microsoft Office, Military, Telecommunications, Business Analysis, Time Management, Team Leadership, Business Process..., Finance, Budgets, Databases, Risk Assessment, Team Building

Education
Stephen F. Austin State University   2000 — 2004
BBA, General Business

Steve Lillard Steve Lillard Des Moines, Iowa Area Details
Steve Lillard's Financial Network Investment Corporation, Member SIPC Experience November 1994 - May 1995
Job Regional Manager
Industry Financial Services
Experience
Voya Financial Advisors  June 2006 - Present
Financial Network Investment Corporation  March 2003 - May 2006
Locust Street Securities   June 1995 - March 2003
Financial Network Investment Corporation, Member SIPC   November 1994 - May 1995
Midland Savings Bank   December 1991 - October 1994
Midland Savings Bank   April 1988 - December 1991
Merrill Lynch  March 1987 - April 1988
Dain Bosworth  May 1985 - March 1987

Education
Iowa State University   1979 — 1981
BS, Business Administration

Central College   1977 — 1979
Accounting & German

Cedar Rapids Jefferson High School   1976 — 1977

Urbandale High School   1973 — 1976

Pat Driver Pat Driver Sacramento, California Area Details
Pat Driver's Financial Network Investment Corporation, Member SIPC Experience June 2006 - Present
Job Investment Advisor and Certified Financial Planner
Industry Financial Services
Experience
Financial Network Investment Corporation, Member SIPC   June 2006 - Present
Executive West Funding Corp   1993 - 2009

Skills
Retirement Planning, Estate Planning, Life Insurance Planning, Long Term Care, Portfolio Analysis and..., Asset Management, College Savings Plans, Budget Management, Mortgage Planning

Education
California State University-Chico   1978 — 1982

Kelly Swantner Kelly Swantner San Francisco Bay Area Details
Kelly Swantner's Financial Network Investment Corporation, Member SIPC Experience July 2008 - May 2011
Job Professional Organizer
Industry Individual & Family Services
Experience
Lamorinda Organizing   January 2015 - Present
Self-employed  May 2011 - Present
Financial Network Investment Corporation, Member SIPC   July 2008 - May 2011
U.S. Department of State   May 2006 - March 2008
Hunters Creek Middle School   August 2004 - May 2005

Skills
Community Outreach, Public Speaking, Research, Spanish, Strategic Financial..., Entrepreneurship, Editing, Event Planning, Leadership, Management, Marketing, Nonprofits, Social Media, Strategic Planning

Education
University of California, Los Angeles   2005 — 2007
PFP Certificate, Personal Financial Planning

University of Colorado Boulder   1996 — 2000
BA, Spanish for Business

Rafael Halili Rafael Halili Fullerton, California Details
Rafael Halili's Financial Network Investment Corporation, Member SIPC Experience April 1996 - December 2011
Job Financial Consultant at JWE Group
Industry Financial Services
Experience
JWE Group   January 2012 - Present
JWE Group   October 2013 - Present
Financial Network Investment Corporation, Member SIPC   April 1996 - December 2011

Skills
Retirement Planning, Employee Benefits, Medicare, Estate Planning, Life Insurance, Strategic Financial..., IRAs, Fixed Annuities, Obamacare, Financial Planning, Long Term Care, Annuities, Wealth Management, IRA's, Investment Advisory, Series 63, Wealth Accumulation, Wealth, Disability Insurance, Insurance, Series 65, Securities, Risk Management, Retirement, Mutual Funds, Investments, Financial Planners, Series 7, Pensions, Financial Advisory, Long-term Care, Uniform Combined State..., Finance, 401k, Small Business

Education
University of California, Irvine   1994 — 1996
Certificate, Personal Financial Planning

Westmont College   1976 — 1980
BA

Doug Giffen, CFP Doug Giffen, CFP Dallas/Fort Worth Area Details
Doug Giffen, CFP's Financial Network Investment Corporation, Member SIPC Experience July 1990 - Present
Job President at Capital Solutions. Inc.
Industry Financial Services
Experience
Financial Network Investment Corporation, Member SIPC   July 1990 - Present
Capital Solution, Inc   August 1984 - Present

Education
University of North Texas   1970 — 1973
Bachelor of Business Administration (B.B.A.), Banking and Finance

Texas A&M University-Commerce   1969 — 1970
Music

Blake Hull Blake Hull Dallas/Fort Worth Area Details
Blake Hull's Financial Network Investment Corporation, Member SIPC Experience 1999 - 2013
Job 401(k)/403(b) Plan Advisor & Registered Representative at Cetera Advisor Networks, LLC,
Industry Financial Services
Experience
Cetera Advisor Networks LLC, Securities and advisory services offered through Cetera Advisor Network   2013 - Present
Wood-Wilson Company, Inc.   1992 - Present
Financial Network Investment Corporation, Member SIPC   1999 - 2013
Paul Revere Insurance  1989 - 1992
Blake Hull & Associates   1986 - 1989
Case-Dunlap Promotional Products   1984 - 1986
Hanover Products   1981 - 1984

Skills
Disability Insurance, Retirement Planning, Retirement, Series 6, Public Speaking, Mutual Funds, Marketing, Life Insurance, Finance, Financial Services, Series 63, Small Business, Investment Advisory, Series 7, Insurance, Fixed Annuities, Employee Benefits

Education
Austin College

Southern Methodist University

University of North Texas
BA, Management/Marketing

Robert Streett Robert Streett Sequim, Washington Details
Robert Streett's Financial Network Investment Corporation, Member SIPC Experience January 2001 - August 2001
Job Owner of Clear Water Bidets
Industry Health, Wellness and Fitness
Experience
Clear Water Bidets   December 2014 - Present
Intellicheck Mobilisa  November 2013 - November 2014
Intellicheck Mobilisa  October 2011 - November 2013
Home Depot Exteriors   October 2008 - September 2011
Videojet  February 2005 - March 2007
Weber Packaging Solutions, Inc.   August 2001 - March 2005
Xcell Community Services   1999 - 2002
Financial Network Investment Corporation, Member SIPC   January 2001 - August 2001
LPL Financial  January 1997 - January 2001
Morgan Stanley Smith Barney  January 1994 - January 1997

Skills
Account Management, Budgeting, Business Process, Contract Negotiation, Customer Service, Data Analysis, Databases, Federal Government Sales, Financial Planning, Graphic Design, Hardware Installation, Inventory Management, Key Account Management, Marketing Communications, Marketing Management, New Business Development, Public Speaking, Retail Sales, Small Business Owner, Software Sales, Software Training, Wireless Solutions, Youth Work, Compassion, Positivity, Wireless, Sales, Leadership, Budgets, Program Management, Security, Training, Management, Software Industry, Sales Management, Strategic Financial..., Enforcement, Direct Sales, Project Management, Strategic Planning, Business Development, Solution Selling

Education
California State Polytechnic University-Pomona
Bachelor Science, Business Administration; Marketing Management

Rowland High

Amy Huck Amy Huck York, Pennsylvania Area Details
Amy Huck's Financial Network Investment Corporation, Member SIPC Experience 2003 - 2009
Job Owner, Middle K. Realty, LLC
Industry Commercial Real Estate
Experience
Middle K. Realty, LLC   TreasurerPinnacleHealth SystemMay 2013 - Present
Financial Network Investment Corporation, Member SIPC   2003 - 2009

Skills
Asset Management, Customer Service, Investment Advisory, Investments, Public Speaking, Series 7, Strategic Planning, Team Building

Education
Elizabethtown College   1982 — 1985
BS, Finance

Penn State University   1980 — 1982
Latin American Studies

Jacob Wood, CIMA Jacob Wood, CIMA Greater Los Angeles Area Details
Jacob Wood, CIMA's Financial Network Investment Corporation, Member SIPC Experience September 1997 - April 1998
Job Financial Services Professional
Industry Financial Services
Experience
Soledad Investment Management, LLC   June 2012 - December 2014
Total Fight Alliance - TFA   May 2012 - December 2014
Morgan Stanley Smith Barney  June 2010 - November 2011
Morgan Stanley Smith Barney  2005 - June 2010
Citi  June 2002 - June 2005
Citi  April 1998 - June 2002
Financial Network Investment Corporation, Member SIPC   September 1997 - April 1998

Skills
Asset Allocation, Investment Strategies, Alternative Investments, Investment Advisory, Wealth Management, Separately Managed..., Series 7, Mutual Funds, Series 63, Investment Management, Equities, Investments, ETFs, Retirement Planning, Asset Management, Fixed Income, Bonds, Financial Advisory, Series 65, Strategic Financial..., Wealth Management..., Uniform Combined State..., Retirement, 401k, Finance, Brazilian Jiu-Jitsu, MMA, Commentary

Education
Southern Methodist University   1992 — 1996
Bachelor of Business Administration (BBA), Business

Rick Coryell, CFA Rick Coryell, CFA Greater Los Angeles Area Details
Rick Coryell, CFA's Financial Network Investment Corporation, Member SIPC Experience October 1995 - 1999
Job Fixed Income Portfolio Manager
Industry Financial Services
Experience
City of Los Angeles  August 2008 - Present
Cal State Dominguez Hills  August 2010 - Present
ING Advisors Network  2001 - 2008
Western Asset Management  1999 - 2001
Financial Network Investment Corporation, Member SIPC   October 1995 - 1999

Skills
Risk Management, Asset Allocation, Financial Analysis, Portfolio Management, Bonds, Fixed Income, Investments, Investment Strategies, Equities, Alternative Investments, Capital Markets, Due Diligence, Mutual Funds, Analysis, Asset Managment

Education
University of Southern California - Marshall School of Business   2003 — 2006
MBA, Strategic Management

California State University-Long Beach - College of Business Administration   1989 — 1993
BS, Finance and Real Estate

cal state dominguez

Bob McClenahan Bob McClenahan San Francisco Bay Area Details
Bob McClenahan's Financial Network Investment Corporation, Member SIPC Experience 2007 - 2009
Job Napa's Photographer
Industry Photography
Experience
Bob McClenahan Photography   June 2010 - Present
ArtistWorks Inc.  May 2010 - November 2012
Financial Network Investment Corporation, Member SIPC   2007 - 2009
Essex National Securities  2005 - 2007
Etrade Financial  2000 - 2005

Skills
Photoshop, Commercial Photography, Wedding Photography, Photography, Portrait Photography, Fine Art, Stocks, Series 24, FINRA, Series 63, Wine Tasting, Weddings, Photos, Portraits, Graphic Design

Education
California State University-Sacramento   1989 — 1992
BS, Business

California State University-Sacramento
Bachelor's degree, Business Administration and Management, General

Kenneth Wittenberg Kenneth Wittenberg Greater Chicago Area Details
Kenneth Wittenberg's Financial Network Investment Corporation, Member SIPC Experience June 2007 - July 2007
Job Director at Amelon Capital Management
Industry Financial Services
Experience
Amelon Capital Management   October 2014 - Present
Gelber Group LLC  September 2010 - April 2014
Slalom Capital Management   March 2010 - October 2010
Hadrian Partners   May 2009 - September 2009
St George Bank  May 2008 - July 2008
Financial Network Investment Corporation, Member SIPC   June 2007 - July 2007

Skills
Bloomberg, Equities, Financial Modeling, Derivatives, Investments, Mutual Funds, Strategy, Management, Private Equity

Education
University of Dayton   2006 — 2010
Finance and Entrepreneurship

Russell Saslow Russell Saslow Greater New York City Area Details
Russell Saslow's Financial Network Investment Corporation, Member SIPC Experience July 2011 - Present
Job AdBlast Mobile Advertising LLPPresident
Industry Financial Services
Experience
Financial Network Investment Corporation, Member SIPC   July 2011 - Present
AdBlast Mobile Advertising LLP   October 2010 - June 2011
Muriel Siebert & Co., Inc.   October 1996 - January 2010
Muriel Siebert & Co., Inc.   October 1996 - January 2010
McLaughlin, Piven, Vogel Securities Inc   May 1992 - October 1996
United Spirit Corp.   April 1989 - February 1992

Education
University of Missouri-Columbia   1980 — 1985
bachelor of arts, Geography

Lecia Grossman, MA, CPCC Lecia Grossman, MA, CPCC Greater Minneapolis-St. Paul Area Details
Lecia Grossman, MA, CPCC's Financial Network Investment Corporation, Member SIPC Experience 1997 - 1998
Job Consulting Associate at Human Systems Dynamics Institute
Industry Professional Training & Coaching
Experience
Human Systems Dynamics Institute   May 2013 - Present
LiveDeep Consulting & Coaching   January 2003 - Present
ChartHouse Learning Int'l   2006 - 2008
John Ryan Company  1999 - 2004
Financial Network Investment Corporation, Member SIPC   1997 - 1998
Securian Financial  January 1990 - January 1997

Skills
Employee Engagement, Instructional Design, Strategic Consulting, Leadership Development, Executive Coaching, Human Systems Dynamics, Art of Hosting, Organizational..., Organizational..., Appreciative Inquiry, Training, Workshop Facilitation, Culture Change, Team Building, Coaching, Career Development, Public Speaking, Personal Development, Leadership, Consulting, Emotional Intelligence, Staff Development, Executive Development, Strategy, Change Management

Education
Saint Mary's University of Minnesota   2009 — 2012
MA, Human Development

Co-Active Space Leadership Program   2004 — 2005
Non-degree, Leadership

The Coaches Training Institute   2003 — 2004
CPCC, Coaching

University of St. Thomas   1985 — 1990
BA, Psychology

Kenneth Brechtelsbauer Kenneth Brechtelsbauer Greater Los Angeles Area Details
Kenneth Brechtelsbauer's Financial Network Investment Corporation, Member SIPC Experience January 2011 - March 2013
Job Investment Advisor Representative at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC  March 2013 - Present
Los Angeles County Fire Department  April 2004 - Present
Financial Network Investment Corporation, Member SIPC   January 2011 - March 2013

Education
University of California, Los Angeles   2009 — 2011
Certificate in Personal Finiancial Planning, Financial Planning

University of California, San Diego   2002 — 2007
Management Science, B.S., Economics, Finance, Investments, Statistics

Jackie Gilmore Jackie Gilmore Spokane, Washington Area Details
Jackie Gilmore's Financial Network Investment Corporation, Member SIPC Experience February 2010 - April 2012
Job Operations & Client Service
Industry Financial Services
Experience
Portfolio Strategies   January 2014 - August 2015
Portfolio Strategies, Inc.   January 2014 - August 2015
Purcell Advisory Services, LLC  April 2012 - December 2013
Financial Network Investment Corporation, Member SIPC   February 2010 - April 2012
Russell Investments  May 1998 - April 2009

Skills
Mutual Funds, Investments, Asset Allocation, Alternative Investments, Investment Strategies, Risk Management, Retirement Planning, Investment Advisory, Wealth Management, Series 7, Asset Managment, Portfolio Management, Strategic Financial..., Equities, Securities, Investment Management, Retirement, Relationship Management, FINRA, New Business Development, 401k, Customer Service, Series 65, Asset Management, Finance, Financial Planning

Education
Pacific Lutheran University   1984 — 1987
BA, Communications

James Julich James Julich Greater New York City Area Details
James Julich's Financial Network Investment Corporation, Member SIPC Experience 2004 - 2006
Job Morgan Stanley
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A.   2006 - Present
Financial Network Investment Corporation, Member SIPC   2004 - 2006

Skills
Finance, Management, Customer Service, Financial Services, Investments, Marketing, Leadership, New Business Development, Financial Planning

Education
Rowan University   1999 — 2004
BA, Finance and Marketing

Casey Cason Casey Cason Albuquerque, New Mexico Area Details
Casey Cason's Financial Network Investment Corporation, Member SIPC Experience March 2007 - May 2011
Job Wealth Manager at Cue Financial/Foothill Securities, Inc
Industry Financial Services
Experience
Foothill Securities, Inc/Cue Financial   October 2013 - Present
Cetera Advisor Networks LLC  April 2008 - October 2013
Financial Network  March 2008 - May 2011
Financial Network Investment Corporation, Member SIPC   March 2007 - May 2011

Skills
Series 7, Retirement Planning, Wealth Management, Insurance, Investments, Fixed Annuities, Financial Planners, Portfolio Management, Mutual Funds, Asset Allocation, Life Insurance, Strategic Planning, Asset Management, Strategic Financial..., Series 63, Uniform Combined State..., Investment Strategies, Alternative Investments, Estate Planning, 401k, Retirement, IRAs, Investment Advisory, Financial Advisory, Finance, Equities, Fixed Income, Small Business, Financial Services, Securities, Series 24, FINRA, Public Speaking, Leadership, Risk Management

Education
The University of New Mexico   2009 — 2011
Masters, MBA

Grand Canyon University   2005 — 2008
Bachelors of Business Management, Business

DeVry Institute of Technology   1990 — 1992
Associates of Apllied Science in Electronics, Electronics

Peg DeGraaf Peg DeGraaf San Francisco Bay Area Details
Peg DeGraaf's Financial Network Investment Corporation, Member SIPC Experience 1984 - 1986
Job Owner, Advanced Esthetics
Industry Health, Wellness and Fitness
Experience
Advanced Esthetics   September 2008 - Present
Face to Face Advanced Skin Care Clinic   January 1999 - September 2008
Krug Development   July 1986 - May 1999
Financial Network Investment Corporation, Member SIPC   1984 - 1986
University Group   April 1978 - November 1985

Skills
Customer Service, Social Media, Event Planning, Marketing Strategy, Skin Care, Public Relations, New Business Development, Treatment, Wellness, Entrepreneurship, Marketing, Healthcare, Coaching, Retail, Nutrition, Team Building, Sales, Social Media Marketing

Education
Grand Valley State University
BA,, Business/Commerce, General

Ken Bertin Ken Bertin Greater Detroit Area Details
Ken Bertin's Financial Network Investment Corporation, Member SIPC Experience April 1986 - Present
Job Registered Representative, Financial Planner
Industry Insurance
Experience
Financial Network Investment Corporation, Member SIPC   April 1986 - Present
Bertin and Bertin, INC   1970 - Present
Michigan High School Athletic Association  January 1998 - Present
United States Army Reserve  September 1968 - September 1970

Skills
Strategic Planning, Customer Relations, Investments, Small Business, Reunion Planning

Education
University of Arizona   1964 — 1968
Bachelor of Science (B.S.), Finance, General

Mumford HS   1960 — 1964
High School

Joseph Lipari Joseph Lipari Greater New York City Area Details
Joseph Lipari's Financial Network Investment Corporation, Member SIPC Experience May 2008 - August 2008
Job New York State Licensed Optician at H.L Purdy Opticians
Industry Retail
Experience
H.L Purdy Opticians   August 2012 - Present
Manhattan Grand Optical   August 2009 - August 2012
PNi Global Partners   June 2009 - August 2009
Financial Network Investment Corporation, Member SIPC   May 2008 - August 2008

Skills
Public Speaking, PowerPoint, Word, Microsoft Office, Social Media, Strategic Planning, Microsoft Excel, Outlook, Customer Service, Data Analysis, Budgets, Marketing, Sales, Financial Analysis, Microsoft Word

Education
Long Island University, C.W. Post Campus   2005 — 2010
Bachelor of Science (B.S.), Finance

Diane Castellon Diane Castellon Greater Los Angeles Area Details
Diane Castellon's Financial Network Investment Corporation, Member SIPC Experience 1992 - 2001
Job Head of Advertising Review at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group  February 2014 - Present
Cetera Financial Group  2006 - Present
ING Advisors Network  2001 - 2006
Financial Network Investment Corporation, Member SIPC   1992 - 2001

Skills
Series 7, Securities, FINRA, Mutual Funds, Series 24, Series 63, Retirement, Investment Advisory, Financial Services, Wealth Management, Asset Allocation, Retirement Planning, Uniform Combined State..., Fixed Annuities, Alternative Investments, Financial Advisory

Education
West Torrance High School   1982 — 1986

San Diego State University-California State University
B.A., Psychology

Virginia Young Virginia Young San Francisco Bay Area Details
Virginia Young's Financial Network Investment Corporation, Member SIPC Experience July 1995 - July 1998
Job Jewelry Designer at Syd & Clo
Industry Apparel & Fashion
Experience
Syd & Clo   September 2005 - Present
Benjamin CK Lau MD INC   November 1998 - Present
Financial Network Investment Corporation, Member SIPC   July 1995 - July 1998
Franklin Templeton Investments  June 1992 - June 1995

Skills
Fashion Design, Jewelry, Office Management, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Marketing, Event Planning, Social Media, Customer Service, Sales, Time Management, Handmade Jewelry, Creative Writing, Project Management, Management, QuickBooks, Medical Billing, Silver, Merchandising, Gems, Marketing Strategy, Retail

Education
University of California, Berkeley   1990 — 1992
BA, Mass Communications

Fashion Institute of Design & Merchandising   1987 — 1989
AA, Fashion Design

Lynnette Koehn Lynnette Koehn Merced, California Area Details
Lynnette Koehn's Financial Network Investment Corporation, Member SIPC Experience 2009 - Present
Job Financial Advisor at Cetera Advisor Networks, Member FINRA/SIPC
Industry Financial Services
Experience
Financial Network Investment Corporation, Member SIPC   2009 - Present
Option One Mortgage Corporation  1998 - 2007

Skills
Retirement, Retirement Planning, Investments, Mutual Funds, Financial Services, Financial Planning, Wealth Management, Portfolio Management, Series 7, Financial Analysis, Banking

Education
Southwestern Oklahoma State University   1993 — 1995
Bachelor of Applied Science (B.A.Sc.) in Business, Business, Management, Marketing, and Related Support Services

Diane Cook, CFP®, CRPC® Diane Cook, CFP®, CRPC® Greater New York City Area Details
Diane Cook, CFP®, CRPC®'s Financial Network Investment Corporation, Member SIPC Experience November 1995 - January 1999
Job Wealth Creation, Preservation and Distribution
Industry Financial Services
Experience
Lincoln Financial Advisors Corp.   December 2003 - Present
Allmerica Financial Corporation  February 1999 - December 2003
Financial Network Investment Corporation, Member SIPC   November 1995 - January 1999
DAC Consulting   December 1989 - January 1998
Beneficial Financial Group  September 1988 - November 1989
Custom Living Homes and Communities   February 1985 - July 1988

Education
Centenary College   1985 — 1988
Bachelor of Business Administration (B.B.A.), Finance

maurice saldebar maurice saldebar Greater Los Angeles Area Details
maurice saldebar's Financial Network Investment Corporation, Member SIPC Experience April 2008 - Present
Job Investor Relations, Blabbuddy, Inc
Industry Internet
Experience
Financial Network Investment Corporation, Member SIPC   April 2008 - Present

Skills
Retirement Planning, Wealth Management, Investments, Series 7, Strategic Financial..., Mutual Funds, Retirement, Portfolio Management, Securities, Investment Advisory, Series 63, Asset Allocation, Asset Management, Fixed Annuities, Estate Planning

Education
Pepperdine University

San Diego State University-California State University

Jeffrey Samilson Jeffrey Samilson Cleveland/Akron, Ohio Area Details
Jeffrey Samilson's Financial Network Investment Corporation, Member SIPC Experience April 2008 - June 2010
Job Institutional Relationship Manager at Sterling Trust Company
Industry Financial Services
Experience
Sterling Trust Company  February 2013 - Present
PNC Investments  April 2012 - November 2012
PNC Bank  December 2010 - January 2012
Financial Network Investment Corporation, Member SIPC   April 2008 - June 2010
MKM Partners  October 2006 - August 2007
KeyBanc Capital Markets  December 1993 - May 2006
Roulston Research  December 1990 - December 1993
Mitchell Hutchins Institutional Investors   August 1978 - November 1990

Skills
Investments, Strategy

Education
Fairfield University   1973 — 1977
Bachelor's degree, History

Jennifer Westrum Jennifer Westrum Orange County, California Area Details
Jennifer Westrum's Financial Network Investment Corporation, Member SIPC Experience 1994 - 1996
Job Office Manager at Starr Air Conditioning
Industry Construction
Experience
Starr Air Conditioning   1997 - Present
Cal National Bank  1996 - 1997
Financial Network Investment Corporation, Member SIPC   1994 - 1996

Education
California State University-Fullerton   1990 — 1992
Bachelor, Financial Management

Cypress College   1988 — 1990
AA, Business

William E. Stone III William E. Stone III Bellaire, Texas Details
William E. Stone III's Financial Network Investment Corporation, Member SIPC Experience December 2011 - January 2013
Job
Industry Law Practice
Experience
Cetera Advisor Networks LLC  January 2013 - Present
William Stone, Attorney At Law   2008 - Present
Financial Network Investment Corporation, Member SIPC   December 2011 - January 2013
Bellaire Environmental & Sustainability Board   2013 - 2013
Midkiff & Stone Capital Group, Inc.   June 2000 - December 2011

Skills
Mediation, Wills, Investments, Estate Planning, Litigation, Insurance, Real Estate, Due Diligence, Estate Tax Planning, Alternative Investments, Trusts, Series 7, Alternative Dispute..., Securities

Education
Jacksonville HIgh School   1967 — 1970

University of Houston   2011 — 2011
Mediation Training, Mediation

The University of Texas at Austin   1970 — 1975
BA, Government, English, Philosophy

University of Houston Law Center   1975 — 1978
JD, Law

N. Owen Lake N. Owen Lake Florham Park, New Jersey Details
N. Owen Lake's Financial Network Investment Corporation, Member SIPC Experience September 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
Financial Network Investment Corporation, Member SIPC   September 2011 - Present
Morgan Stanley  April 2007 - November 2009
Brown Brothers Harriman  September 2005 - March 2007

Skills
Series 7, 63, 65, 24, 55, NYS Life Insurance, Microsoft Excel,..., Series 7, Mutual Funds, Wealth Management, Retirement Planning, Series 63, Asset Allocation, Investments, Securities, Investment Advisory, Strategic Financial..., Alternative Investments, Investment Strategies, Series 65, Equities

Education
Liberty University   2008 — 2011
MBA, Accounting

Long Island University, Brooklyn Campus   1988 — 1993
BS, Finance