Peter Thorbahn is a financial advisor with Advisory Services Network who holds Series 63 and Series 65 licenses and has 41 years of industry experience. His prior work includes roles at Moors & Cabot, Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Perpetual Financial. He is also an insurance agent involved in selling annuities and life insurance on a commission basis. 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, investment consulting, and retirement plan consulting, employing various strategies tailored to client objectives and risk tolerances.

Joe Patrick is a financial advisor with Advisory Services Network, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Kestra Advisory, Kestra Investment Services, and Fidelity Investments. 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.

Scott Peterson is a financial advisor with Advisory Services Network holding a Series 66 designation and 33 years of industry experience. He has worked at firms including Ballast Advisors, LLC and Ameriprise Financial Services, Inc. Since 2024, he has also been a licensed insurance agent specializing in fixed annuities and life insurance. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisors. The firm offers a range of management and consulting services tailored to client objectives, utilizing various securities and third-party managers.

Justin Dorton is a financial advisor with Advisory Services Network and holds a Series 66 designation. He has two years of industry experience and has worked at firms including Kovack Securities, Tenet Wealth Management, and Allstate Insurance. Outside of financial services, he serves as an assistant youth baseball coach in Camden, South Carolina. Advisory Services Network serves individuals, families, corporations, charitable organizations, and retirement plans through a network of independent advisors. The firm offers portfolio management, financial planning, and investment consulting with tailored strategies across various asset classes, managing approximately $8.6 billion in client assets.

Richard Karp is a financial advisor with Advisory Services Network who holds Series 63, 65, and 66 licenses and has 31 years of industry experience. Prior to joining Advisory Services Network in 2024, he worked at Lincoln Financial Advisors and Moors & Cabot. He is also president of Karp Health & Wealth, an LLC that manages business expenses, and is licensed to offer indexed annuities, fixed annuities, and traditional life insurance. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisors. The firm provides portfolio management, financial planning, and investment consulting across a broad range of asset types, managing approximately $8.6 billion in client assets.

Michael Fujii is a financial advisor with Advisory Services Network in South Barrington, IL, holding Series 63, Series 65, and Series 66 licenses and bringing 18 years of industry experience. He has worked at Advisory Services Network since 2022 and concurrently operates Fujii Partners Capital, LLC, which he founded in 2007. Advisory Services Network is an enterprise firm that 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, managing about $8.6 billion in client assets.

Gregory Stein is a CFP® professional based in Lansdale, PA, with 26 years of industry experience. He has worked at Advisory Services Network since 2018 and previously spent 12 years with RSM US Wealth Management LLC. Stein is a partner in Hinkle, Stein & Associates, LLC, a role he has held since 2018. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisers. The firm provides a range of portfolio management, financial planning, and consulting services, utilizing various securities and third-party managers to align with clients’ objectives and risk tolerances.

John Jackson IV is a CFP®-credentialed financial advisor with four years of industry experience, currently with Advisory Services Network in Oklahoma City, OK. His prior experience includes roles with New York Life Insurance and NYlife Securities, as well as involvement in lacrosse organizations. He also volunteers as an events coordinator for the University of Texas at Austin Men's Club Lacrosse Alumni Advisory Board. 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 a range of portfolio management and consulting services, employing diversified investment strategies and flexible engagement options.

Caterina Defalco is a CFP® with 20 years of industry experience, currently serving at Advisory Services Network since 2012 and Argentora Wealth Management since 1995. She holds a Series 63 license and has additional roles including licensed insurance agent and financial industry consultant. Outside of finance, she is an author and president of several ventures focused on French cuisine and culture, including writing books and producing related media. Advisory Services Network is an independent enterprise firm with over 200 advisors serving individuals, families, corporations, and charitable organizations. The firm offers customized portfolio management, financial planning, and retirement-plan consulting through a diverse range of investment strategies and account management options.

Lawrence Bogar is a ChFC® credentialed financial advisor with 36 years of industry experience, currently with Advisory Services Network since 2018. He previously worked at Wunderlich Securities, Inc. from 2016 to 2017. Outside of advising, he serves in leadership roles with the Exit Planning Institute and the National Association of Estate Planners and Councils, including committee and board positions focused on business succession and exit planning. Advisory Services Network is an independent enterprise serving individuals, families, corporations, and charitable organizations through a network of over 200 advisors. The firm offers portfolio management, financial planning, and retirement-plan consulting, managing approximately $8.6 billion in client assets with tailored investment strategies across a broad range of asset classes.

Charles Anglin is a CFP® and CFA® with 15 years of experience in the financial industry. He currently works at Advisory Services Network and previously held roles at Pierson Wealth Management, Arcus Capital Partners, Cahaba Wealth Management, Raymond James & Associates, and Morgan Keegan & Company. Outside of advising, he owns and operates Anglin Partners, a service company for business income and expenses. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisors. The firm offers a range of portfolio management and financial planning services with flexible engagement models and utilizes a large platform of advisors managing over $10 billion in assets.

Jesse Parsons is a CFA® charterholder with 16 years of industry experience. He is currently affiliated with Advisory Services Network, LLC and previously worked at Robert W. Baird for nine years. 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 services including portfolio management, financial planning, and retirement plan consulting, using a diverse array of investment strategies and flexible engagement models.

Paul Landers is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Advisory Services Network since 2020. His prior work includes roles at Cetera and LPL Financial. 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 strategies tailored to clients’ objectives and risk tolerances.

Dennis Song is a Series 65-licensed financial advisor with eight years of industry experience. He has been with Advisory Services Network since 2021 and previously worked at Heritage Wealth Advisors and Altria. In addition to his advisory role, he serves as managing director of Song Capital Management, providing tax preparation, compliance, and business development services. Advisory Services Network delivers investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisors. The firm offers a range of portfolio management and consulting services, employing diverse investment strategies tailored to client objectives and risk tolerances.

John Downing is a CFA® charterholder with 23 years of industry experience, currently with Advisory Services Network, where he has worked since 2013. Prior to that, he spent 11 years at H. M. Payson & Co. He serves on the investment sub-committee for Sweetser, overseeing advisors managing the endowment. 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 various portfolio management and consulting services, employing diverse strategies and asset types tailored to client objectives and risk tolerances.

Joel Yudenfreund is a financial advisor with Advisory Services Network who holds a Series 66 designation and has 15 years of industry experience. His career includes roles at Stifel Nicolaus & Co Inc and Calton & Associates, Inc. Outside of advisory work, he serves as a board member for the Dame Jillian & Dr. Arthur Sackler Foundation for the Arts, Sciences & Humanities and the Mandel JCC, and acts as an expert witness in trust and estate litigation. 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 a range of portfolio management and consulting services, employing diverse investment strategies and third-party manager oversight.

Gertrude Piper is a Certified Financial Planner® with 24 years of industry experience. She has been with Advisory Services Network since 2016. Advisory Services Network is a multi-team firm serving individuals, families, corporations, and retirement plans through a network of independent investment adviser representatives. The firm offers a range of advisory and planning services, including portfolio management and retirement plan consulting, with flexible engagement options and a platform of over 250 advisors.

Taylor Collins is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently with Advisory Services Network, LLC and has prior experience at Edward Jones and Ameriprise Financial Services. Collins serves as an adjunct professor teaching macro and microeconomics at Brescia University and participates on the university’s investment committee and alumni association board. He is also the managing member of AIM Research, LLC, where he develops model allocations and market content for financial advisors. 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, retirement-plan consulting, and third-party manager selection, managing about $8.6 billion in client assets with strategies spanning stocks, bonds, mutual funds, ETFs, options, and alternative investments.

Nathan Despain is a Series 65-licensed financial advisor with two years of industry experience. He is currently with Advisory Services Network and previously worked at Arkfeld Wealth Strategies and Point Guard Management. Outside of advising, he owns and operates Omaha 3 LLC, a real estate business in Sequim, Washington. 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 financial planning services, utilizing diversified investment strategies tailored to clients’ objectives and risk tolerances.

Wendolyn Forbes is a CFP® professional with 17 years of experience in the financial services industry. She is currently with Advisory Services Network and has previously worked at Bank of America, Merrill, and Wells Fargo. Outside of her advisory role, she is an author of fiction, non-fiction, and poetry, and serves on multiple nonprofit boards including Working Wheels, Haywood Chamber of Commerce, Haywood Vocational Opportunities, Haywood Community College Foundation, and Lake Logan Retreat Center. She also leads indoor cycling classes. 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 using a variety of strategies across asset classes, managing approximately $8.6 billion in client assets.