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James P

Series 66

Dracut, MA

Advisory Services Network

James Perry is a financial advisor with Advisory Services Network, holding a Series 66 designation and seven years of industry experience. He previously worked at Banker Life Securities and Bankers Life & Casualty. Perry is also a licensed insurance agent involved in life insurance, annuity, and Medicare plan sales. He is a co-owner of Wealthpath Financial, Inc., 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 Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment consulting, and a wrap-fee program, 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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Alexander E

Series 66

Evergreen, CO

Advisory Services Network

Alexander Engen is a financial advisor with Advisory Services Network who holds the Series 66 designation and has nine years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Lake Hills Wealth Management, and Ameriprise Financial Services. Outside of his advisory work, he is the managing member of M6 Wealth Advisors, LLC, a service company for financial services practices, and also works as an independent insurance agent. 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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Alfred T

CFP®, Series 65

Jupiter, FL

Advisory Services Network

Alfred Townsend V is a CFP®-certified financial advisor with 10 years of industry experience, currently with Advisory Services Network since 2021. His prior roles include positions at Regal Investment Advisors and CS Advisors, among others. Outside of advisory work, he is an independent insurance agent focusing on life insurance, annuities, and long-term care insurance. Advisory Services Network is an enterprise firm with over 200 independent advisors serving individuals, families, corporations, and charitable organizations. The firm offers portfolio management, financial planning, and retirement-plan consulting, managing approximately $8.6 billion in client assets through a variety of investment and advisory strategies.

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

Series 65

Portage, MI

Advisory Services Network

Michael Nowak is a Series 65 licensed financial advisor with Advisory Services Network in Portage, Michigan, with 15 years of industry experience. He has been with Advisory Services Network since 2016. In addition to his advisory work, he owns Michael Nowak Agency LLC, which offers health insurance for seniors and life insurance. 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 financial planning services, employing various 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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Chad M

Series 65

Chicago, IL

Advisory Services Network

Chad Miller is a Series 65-licensed financial advisor with Advisory Services Network in Chicago, IL, where he has worked since 2018. He has seven years of industry experience and also works as a licensed real estate agent with Keller Williams - One Chicago. Prior to joining Advisory Services Network, he was affiliated with @PROPERTIES starting in 2015. 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, managing approximately $8.6 billion in client assets with tailored 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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Jason F

Series 63, Series 65

Greenwood Village, CO

Advisory Services Network

Jason Fox is a financial advisor with Advisory Services Network holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Advisory Services Network in 2020, he worked at Coachman Energy Partners from 2013 to 2019. Advisory Services Network serves individuals, families, corporations, charitable organizations, and 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 K

CFA®, Series 63

Falmouth, ME

Advisory Services Network

John Knox is a CFA® charterholder with 23 years of industry experience. He has been with Advisory Services Network since 2013 and previously worked for H. M. Payson & Co. for 11 years. 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, investment consulting, and retirement plan consulting, using a variety of securities and third-party managers 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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Cameron S

Series 65, Series 66

St Petersburg, FL

Advisory Services Network

Cameron Stewart is a financial advisor with Advisory Services Network, holding Series 65 and Series 66 designations and 10 years of industry experience. His prior roles include seven years at United Brokerage Services Inc and a brief position at Oasis Pavers & Pools. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and 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 with flexible engagement options.

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

Series 63, Series 65

Lexington, KY

Advisory Services Network

Jason Veinot is a financial advisor with Advisory Services Network who holds Series 63 and Series 65 licenses and has 23 years of industry experience. He has been with Advisory Services Network since 2013. In addition to his advisory role, he is licensed as an independent insurance agent and serves as president of Veinot & Associates, Inc., a firm involved in the sale and service of fixed insurance products. Advisory Services Network serves individuals, families, corporations, charitable organizations, and retirement plans through a network of approximately 208 independent advisers. The firm offers portfolio management, financial planning, and investment consulting with a range of 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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Michael H

Series 63, Series 65

Brentwood, TN

Advisory Services Network

Michael Hibsch is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Calton & Associates, Triad Advisors, First Horizons Advisors, FTB Advisors, and Invesco Distributors. He is also a licensed insurance agent, assisting clients with coverage needs. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of over 200 independent advisors. The firm offers portfolio management, financial planning, and consulting services, utilizing a range 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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Bradley C

Series 66

Chattanooga, TN

Advisory Services Network

Bradley Church is a Series 66-licensed financial advisor with Advisory Services Network in Chattanooga, TN, where he has worked since 2016. He has 25 years of industry experience. Outside of his advisory role, he is involved in providing and selling non-variable insurance products through Private Ridge Risk Management. 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 across a range of investment strategies.

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

Series 66

Palm Beach Gardens, FL

Advisory Services Network

Alan Morris is a financial advisor with Advisory Services Network holding a Series 66 designation and 14 years of industry experience. He has worked at Crown Capital Securities, LP, Calton & Associates, Inc., and has been with Advisory Services Network since 2023. Outside of his advisory work, Morris is president of Topline Printing & Graphics, Inc., a printing and marketing company, and serves as an instructor for American Financial Education Services. 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, 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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Richard A

Series 63, Series 65

West Palm Beach, FL

Advisory Services Network

Richard Albert is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at UBS Financial Services and Raymond James Financial Services. He is also a variable and life insurance agent. Advisory Services Network is an enterprise firm serving individuals, families, corporations, charitable organizations, and employer retirement plans. The firm offers portfolio management, financial planning, investment and retirement plan consulting, and third-party manager selection through a network of independent advisors 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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