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Richard B

Series 65

Jacksonville, FL

Advisory Services Network

Richard Brown Jr. is a Series 65 credentialed financial advisor with four years of industry experience. He is currently with Advisory Services Network and previously worked at Florida Financial Advisors, among other roles in financial services and education. He serves as a board member and strategic advisor for MasterMind Wellness, a nutrition and health supplements business. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent representatives. The firm offers a range 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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Annabel V

Series 66

Brighton, MA

Advisory Services Network

Annabel Veale is a Series 66-licensed financial advisor with Advisory Services Network, LLC. She has been with the firm since 2026 and has prior experience at Siena Private Wealth and Equitable Advisors, LLC. Veale has also worked in retail and educational roles, including positions at LL Bean and Suffolk University. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent adviser representatives. The firm offers a variety of portfolio management and consulting services with flexible engagement options.

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

CFP®, Series 66

Vero Beach, FL

Advisory Services Network

Nicholas Bruce is a CFP® and holds a Series 66 license, with five years of experience in the financial advisory industry. He is currently with Advisory Services Network and previously worked at UBS Financial Services and Collins Brown Barkett. Outside of his advisory role, he is the managing partner and attorney at Bruce Estate Law and serves on the boards of Ballet Vero Beach, Literacy Services of Indian River County, and Moorings Educational Foundation. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, using tailored strategies based on client objectives and risk tolerance.

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

Series 66

Hickory, NC

Advisory Services Network

Louis Wetmore is a financial advisor at Advisory Services Network with 15 years of industry experience. He holds a Series 66 designation and previously worked at Omnistar Financial Group for 11 years before joining his current firm in 2021. Outside of financial advising, he is a certified court mediator operating a sole proprietorship under Wetmore Mediation. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of over 200 independent advisers. The firm offers portfolio management, financial planning, and retirement-plan 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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Alan C

CFP®, CFA®, Series 65

Pasadena, CA

Advisory Services Network

Alan Chuang is a CFP®, CFA®, and holds a Series 65 license with 21 years of industry experience. He has been with Advisory Services Network since 2014. Outside of his advisory role, he is an owner and landlord of a rental property. 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, and investment consulting, managing approximately $8.6 billion in client assets with tailored strategies across various asset classes and multiple implementation options.

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

Series 63, Series 65

Frederick, MD

Advisory Services Network

Karl Korade is a financial advisor with Advisory Services Network and holds the Series 63 and Series 65 designations. He has 32 years of industry experience, including prior roles with Arbor Point Advisors and Securities America, Inc. In addition to his advisory work, he owns a CPA and CDFA practice providing accounting and tax services to small businesses and individuals. Advisory Services Network offers investment advisory and planning services through a network of independent representatives serving individuals, families, corporations, and retirement plans, employing a range of strategies and investment products 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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Chelsea T

CFP®, Series 63, Series 65

North Hampton, NH

Advisory Services Network

Chelsea Tuck is a CFP® professional with 18 years of experience in the financial advisory industry. She has worked at Advisory Services Network since 2019, following prior roles at Fidelity Personal and Workplace Advisors and Money Concepts Capital Corp. In addition to her advisory work, she provides tax preparation services through a separate business. Advisory Services Network supports independent investment adviser representatives serving individuals, families, corporations, and retirement plans with a range of portfolio management and financial planning services. The firm employs varied investment strategies and offers flexible advisory engagement models through a large platform of advisors.

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

Series 65

Draper, UT

Advisory Services Network

Robert Ford is a financial advisor at Advisory Services Network with nine years of industry experience. He holds a Series 65 designation and previously worked at Navigate Private Wealth LLC for eight years. Advisory Services Network provides investment advisory and planning services through a large network of independent representatives, serving individuals, families, corporations, and retirement plans. The firm offers a range of services including portfolio management, financial planning, and investment consulting, utilizing both discretionary and non-discretionary approaches.

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

Series 63, Series 65

Bartlesville, OK

Advisory Services Network

Jeremy Gustafson is a financial advisor with Advisory Services Network and holds Series 63 and Series 65 licenses. He has 22 years of industry experience, including roles at Voya Financial Advisors and as President of Freedom Financial Strategies, Inc., a service support company for Sentry Advisers. Gustafson has served as President of Freedom Financial Strategies since 2018. Advisory Services Network supports individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm provides portfolio management, financial planning, investment consulting, and third-party manager selection, managing 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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George B

Series 66

South Burlington, VT

Advisory Services Network

George Black is a financial advisor with Advisory Services Network, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Mass Mutual Investors Services and MassMutual Life Insurance Company, as well as experience in real estate and technology firms. He is also an independent insurance agent specializing in life insurance sales and service. 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, managing 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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John W

Series 63, Series 65

Jackson, MS

Advisory Services Network

John Williams Jr. is a financial advisor with Advisory Services Network who holds Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to joining Advisory Services Network in 2017, he worked at Cambridge Investment Research Advisors Inc. and Cambridge Investment Research Inc. from 2013 to 2017. Outside of advising, he is involved in several business ventures including ownership and management roles in commercial real estate and a sport fishing yacht partnership. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent advisors. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing about $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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Michael G

CFP®, Series 66

Greenville, SC

Advisory Services Network

Michael Giordano is a CFP® certificant with 12 years of industry experience, currently with Advisory Services Network since 2021. He previously worked at Wells Fargo Advisors from 2016 to 2021. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, employing asset allocation and various securities, and serves a large platform with over two hundred advisers and 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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Geoffrey S

Series 66

Frankfort, KY

Advisory Services Network

Geoffrey Smarte is a Series 66-licensed financial advisor with Advisory Services Network, LLC, where he has worked since 2020. He has 18 years of industry experience, including nine years at Fisher Investments. Beyond his advisory role, he serves as chairman of Smarte Investments, a charitable organization that provides donations and scholarships to students and families. Advisory Services Network is a multi-team firm serving individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, employing varied securities and 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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Jaylon E

CFP®, Series 63, Series 66

Atlanta, GA

Advisory Services Network

Jaylon Ellison is a CFP® professional with 23 years of experience in the financial industry. He has worked at Advisory Services Network since 2020 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. He is based in Atlanta, GA. 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 consulting services tailored to clients’ objectives and risk tolerances, utilizing a variety of investment strategies and flexible engagement models.

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

CFP®, Series 65

Overland Park, KS

Advisory Services Network

Gregory Giardino is a CFP® and Series 65 professional with seven years of industry experience. He has worked at Advisory Services Network since 2022 and previously at Mariner Wealth Advisors, Kansas State University, and Northwestern Mutual. He serves as President Elect of the Financial Planning Association of Greater Kansas City and is an adjunct professor in the Personal Financial Planning Program at Kansas State University. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a large network of independent investment adviser representatives. The firm offers discretionary and non-discretionary portfolio management, financial planning, investment consulting, and retirement plan consulting, utilizing a broad range of investment strategies and flexible engagement models.

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

CFP®, Series 66

Indianapolis, IN

Advisory Services Network

John Dewey is a CFP® professional with 14 years of industry experience. He has worked at Advisory Services Network since 2025 and previously spent 12 years at Edward Jones. Outside of his advisory role, he serves as Chairman of the Board for Heartland Film Inc. in Indianapolis. Advisory Services Network is an enterprise firm with a network of approximately 208 independent advisers serving individuals, families, corporations, and charitable organizations. The firm offers a range of services including portfolio management, financial planning, and retirement-plan consulting, managing about $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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Michael C

Series 63, Series 65

Atlanta, GA

Advisory Services Network

Michael Curran Jr. is a financial advisor with Advisory Services Network in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. His career includes roles at Advocacy Wealth Management, Wells Fargo Advisors, and Wells Fargo Clearing. Advisory Services Network supports a large network of independent investment adviser representatives serving individuals, families, corporations, and retirement plans with a range of advisory and financial planning services. The firm employs diverse investment strategies tailored to client objectives and risk tolerances, offering flexible engagement models and access to third-party managers.

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

Series 63, Series 65

Auburn, WA

Advisory Services Network

Julie Price is a financial advisor with Advisory Services Network who holds Series 63 and Series 65 licenses and has 12 years of industry experience. She has worked with Advisory Services Network, LLC and Juniper Investments & Retirement Planning, LLC since 2013. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent advisers. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing about $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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Adam M

CFA®, Series 63, Series 65

Castle Rock, CO

Advisory Services Network

Adam Makkai is a CFA® charterholder with 27 years of industry experience, currently serving as a financial advisor at Advisory Services Network since 2018. His prior experience includes roles at Northwest Asset Management, Western Wealth Management, and LPL Financial. In addition to his advisory work, he has been a finance instructor at Regis University since 2010. Advisory Services Network is a large multi-team firm offering investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent advisor representatives. The firm employs a variety of investment strategies tailored to client objectives and risk tolerances, with services that include portfolio management, financial planning, and retirement plan consulting.

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

Series 66

Weatherford, TX

Advisory Services Network

Drew Springer Jr. is a financial advisor with Advisory Services Network holding a Series 66 designation and five years of industry experience. He previously served in the Texas House of Representatives from 2013 to 2021 and in the Texas Senate beginning in 2021. Outside of advisory work, he is involved in government affairs consulting through his firm Springer Strategies, LLC, and also works in business development for McVean Trading & Investment, Inc., which manages agriculture commodity futures. Advisory Services Network supports individuals, families, corporations, and charitable organizations through a network of 208 independent advisors, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a range of investment strategies and account management 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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