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Scott P

Series 66

Opelousas, LA

Advisory Services Network

Scott Peyton is a financial advisor at Advisory Services Network with two years of industry experience. He holds a Series 66 designation and has worked at firms including Cornerstone Advisors LLC and Actus Wealth Strategies. Outside of advising, Peyton is involved in community activities such as serving on the board of the Opelousas Museum and Interpretive Center and managing a family LLC focused on advocacy for sexual abuse survivors. He also owns a collectibles resale business. Advisory Services Network provides investment advisory and planning services to individuals, families, and institutions through a large network of independent representatives. The firm offers a range of portfolio management and consulting services with flexible engagement models and employs a multi-asset investment approach tailored to client objectives and risk tolerances.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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Christopher B

Series 63, Series 66

San Antonio, TX

Advisory Services Network

Christopher Bingham is a financial advisor at Advisory Services Network with 25 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2000. Bingham also works as an independent insurance agent offering products through unaffiliated insurance companies. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans. The firm’s network of independent advisers provides portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing approximately $8.6 billion in client assets.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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Joy D

Series 63, Series 66

Trophy Club, TX

Advisory Services Network

Joy Deanda is a financial advisor with Advisory Services Network, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Her prior experience includes roles at Charles Schwab & Co., Inc. and Fidelity Brokerage Services, Inc. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent advisers. The firm offers a variety of portfolio management and consulting services, employing diverse investment strategies tailored to clients’ objectives and risk tolerances.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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Jason W

CFP®, Series 63, Series 66

Charlotte, NC

Advisory Services Network

Jason Weis is a financial advisor with Advisory Services Network, LLC, holding the CFP® designation and Series 63 and 66 licenses. He has 17 years of industry experience, including roles at Fidelity Investments and Charles Schwab. In addition to his advisory work, Weis is a licensed insurance agent and serves as managing member of Queen City Capital Management, LLC, a service company for business income and expenses. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisors. The firm offers portfolio management, financial planning, and retirement-plan consulting, using a variety of investment strategies and implementation options tailored to client objectives.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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Pooja C

Series 63, Series 66

Holmdel, NJ

Advisory Services Network

Pooja Chawla is a financial advisor with Advisory Services Network, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked at Advisory Services Network since 2019 and previously at Wells Fargo Clearing and Wells Fargo Advisors. In addition to her advisory role, she serves as Managing Director of Golden Pine Consulting, a business consulting firm, and Your Choice Freight, a transportation and logistics company. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, utilizing diverse securities and third-party managers, with flexible engagement options tailored to client objectives.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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David P

Series 65

Atlanta, GA

Advisory Services Network

David Paulukaitis is a financial advisor with Advisory Services Network who holds a Series 65 designation and has 16 years of industry experience. He has been with Advisory Services Network since 2007 and is also the owner and consultant of Mainstay Capital Markets Consultants, Inc., a role he has held since 2005. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing approximately $8.6 billion in client assets.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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Thomas K

Series 63, Series 65

Northport, NY

Advisory Services Network

Thomas Kuhn is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has been with Advisory Services Network since 2016. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, investment consulting, and retirement plan consulting, using a variety of securities and third-party managers, along with flexible engagement types.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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Karl F

Series 63, Series 65

Reno, NV

Advisory Services Network

Karl Feigley is a financial advisor with Advisory Services Network holding Series 63 and Series 65 credentials and 12 years of industry experience. He previously worked at Larson Financial Securities, LLC and Larson Financial Group, LLC for 11 years. Outside of his advisory role, Feigley serves as treasurer of the Somersett Rod and Gun Club, a 501(c)(7) social club focused on fishing and shooting sports education and community activities. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisers. The firm offers a range of portfolio management and consulting services employing asset allocation and various securities, supported by a large platform of over 200 advisers managing more than $10 billion in discretionary assets.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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Alfred T

Series 63, Series 65

Jupiter, FL

Advisory Services Network

Alfred Townsend Jr. is a financial advisor at Advisory Services Network with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked with several firms, including Regal Investment Advisors and CS Advisors. In addition to his advisory work, Alfred is an independent insurance agent and a partner in a service company related to advisory and insurance services. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent representatives. The firm offers a range of portfolio management and financial planning services, utilizing a variety of investment strategies and flexible engagement options.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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Carter C

Series 65

Charlotte, NC

Advisory Services Network

Carter Collins is a financial advisor at Advisory Services Network with a Series 65 credential and one year of industry experience. He previously worked at DSP Wealth Strategies and Trading Composure. Outside of his advisory roles, he works as a gym attendant at Ballantyne Country Club in Charlotte, NC. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisers. The firm offers portfolio management, financial planning, and investment consulting, managing approximately $8.6 billion in client assets with a range of investment strategies and implementation options.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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Peyton P

Series 65

Charlotte, NC

Advisory Services Network

Peyton Pounds is a Series 65-licensed financial advisor with Advisory Services Network in Charlotte, NC, and has one year of industry experience. His prior roles include positions at Adhesion Wealth, SilverRock Wealth, and Williams Wealth Advisors. Outside of finance, he was involved with Queen City Grill Cleaning from 2020 to 2022. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent representatives. The firm’s approach includes discretionary and non-discretionary portfolio management, financial planning, and the use of diverse securities and third-party managers to meet client objectives.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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Omar A

Series 65

Weatherford, TX

Advisory Services Network

Omar Aamir is a financial advisor at Advisory Services Network with a Series 65 credential and one year of industry experience. His career includes roles at Springer Financial Services and University of North Texas, as well as involvement with OACIS Healthcare Solutions. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent representatives. The firm offers a range of services, including portfolio management, financial planning, and retirement plan consulting, utilizing various securities and third-party managers while supporting flexible client engagement models.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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Siegfreid L

Series 66

Lexington, KY

Advisory Services Network

Siegfreid Lauren is a financial advisor with Advisory Services Network, holding a Series 66 credential and 14 years of industry experience. His prior work includes roles at Acuity Wealth Management Advisors, Fidelity, and TIAA-CREF. Outside of his advisory work, he is involved with Alpha Projects, LLC, participating in research related to hardware development for smart devices. Advisory Services Network serves individuals, families, corporations, and retirement plans through a large network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing various investment strategies and both discretionary and non-discretionary engagement models.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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Jordan R

Series 65

Dakota Dunes, SD

Advisory Services Network

Jordan Rozeboom is a financial advisor with Advisory Services Network and holds a Series 65 designation. He has prior experience at Liberty National Bank, Lieber Construction Incorporated, and PwC, totaling several years in various roles before beginning his advisory career in 2026. Advisory Services Network serves individuals, families, corporations, and employer-sponsored retirement plans through a network of independent representatives. The firm offers a range of investment advisory and planning services, employing various securities and third-party managers based on clients’ objectives and risk tolerances.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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Walker W

Series 65

Austin, TX

Advisory Services Network

Walker Wiese is a Series 65-credentialed advisor with Advisory Services Network in Austin, TX. He has held roles at Uber Technologies, Alvarez and Marsal, Kellogg School of Management, Kendra Scott Jewelry, and The University of Texas at Austin. Wiese has zero years of industry experience in financial advising. Advisory Services Network is an enterprise firm with approximately 208 independent advisors serving individuals, families, corporations, and charitable organizations. The firm offers portfolio management, financial planning, and retirement-plan consulting, managing about $8.6 billion in client assets through a variety of investment strategies and implementation options.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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Kerri R

Series 63, Series 65

Moorestown, NJ

Advisory Services Network

Kerri Radimer is a financial advisor at Advisory Services Network with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Advisory Services Network since 2018. She also operates APEX Tax Advisors, a tax preparation business, where she works both during and outside of tax season. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent advisors. The firm employs a diversified investment approach that includes asset allocation and periodic rebalancing, serving clients through various flexible engagement options.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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Matthew L

Series 66

Wellesley, MA

Advisory Services Network

Matthew Lichtman is a financial advisor with Advisory Services Network and holds a Series 66 designation. He has 14 years of industry experience, including seven years at Goldman, Sachs & Co. and five years at Advisory Services Network. In addition to his advisory work, Lichtman is the managing member of Lichtman & Associates, LLC, a law firm based in Wellesley, MA. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, utilizing a wide range of investment strategies tailored to client objectives and risk tolerances.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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Joshua H

Series 65

Eagleville, TN

Advisory Services Network

Joshua Howard is a financial advisor with Advisory Services Network who holds a Series 65 designation and has been in the industry since 2023. Prior to joining Advisory Services Network in 2025, he worked at Howard Financial Services and has experience in education through roles at Williamson County Schools and Marshall County Schools. Outside of his advisory work, he provides ACT math tutoring and tax preparation services. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisors. The firm offers portfolio management, financial planning, and investment consulting with a focus on customized strategies across various asset classes.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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Stephen C

Series 66

Atlanta, GA

Advisory Services Network

Stephen Crocker is a financial advisor at Advisory Services Network with 23 years of industry experience. He holds the Series 66 designation and has worked at Advisory Services Network since 2017. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisers. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing approximately $8.6 billion in client assets.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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Steven C

Series 63, Series 66

Tyler, TX

Advisory Services Network

Steven Czurak is a financial advisor with Advisory Services Network who holds Series 63 and Series 66 licenses and has 32 years of industry experience. His prior work includes roles at Czurak Wealth Management, Raymond James Financial, RBC Capital Markets, and Morgan Stanley. Since 2024, he has also served as an adjunct professor at The College for Financial Planning, teaching financial decision-making and portfolio management. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and consulting services that are tailored to client objectives and risk tolerances.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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