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Brian C

CFP®, Series 63, Series 66

Union, KY

Advisory Services Network

Brian Couch is a CFP® with 24 years of industry experience. He is currently with Advisory Services Network and previously held roles at Fidelity Investments, including Fidelity Personal and Workplace Advisors. Outside of his advisory work, he operates a photography business specializing in weddings, portraits, and sports. 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, utilizing diversified strategies and third-party manager oversight.

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

Series 66

Pleasantville, NY

Advisory Services Network

Tom Hamilton is a Series 66-credentialed financial advisor with 20 years of industry experience. He has been with Advisory Services Network since 2012. Advisory Services Network is an enterprise firm with a network of approximately 208 independent Investment Adviser Representatives 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, 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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Matthew G

CFP®, Series 66

Atlanta, GA

Advisory Services Network

Matthew Gladbach is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Advisory Services Network. His prior roles include positions at Donaldson Capital Management, TD Ameritrade, and Scottrade. He also acts as a FINRA arbitrator on an as-selected basis. Advisory Services Network supports individuals, families, corporations, and retirement plans through a network of independent advisors, offering portfolio management, financial planning, and investment consulting. The firm employs a range of strategies across various asset classes and manages 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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Darlene M

CFP®

Leominster, MA

Advisory Services Network

Darlene Murphy is a CFP® professional with 31 years of experience in the financial services industry. She has worked at Advisory Services Network since 2025 and is also the owner and President of Reagan & Company, PC, a CPA firm providing public accounting services. Murphy is a co-founder and part owner of Wellesley Asset Management, an SEC-registered investment advisory firm, though she no longer performs any duties there. Advisory Services Network is a multi-team firm that offers investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent investment adviser representatives. The firm provides a range of services including portfolio management, financial planning, and retirement plan consulting, employing diverse 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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Adam R

Series 66

Hinsdale, IL

Advisory Services Network

Adam Runyan is a financial advisor at Advisory Services Network with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill, Bank of America, JPMorgan Chase, and Morgan Stanley. 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, utilizing a variety of 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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William M

Series 66

Camden, SC

Advisory Services Network

William Morris is a financial advisor at Advisory Services Network with a Series 66 credential and one year of industry experience. His prior work includes roles at Kovack Securities Inc., Tenet Wealth Management, and North American Senior Benefits. Outside of financial services, he has experience in event management with Triple T Events and has worked in various roles including at Shipyard Baseball Complex and Sea World Orlando. 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 a range of portfolio management and financial planning services, utilizing diverse 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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Michael D

CFP®, Series 66

Alexandria, VA

Advisory Services Network

Michael Duprey is a CFP® professional with 25 years of industry experience, currently serving at Advisory Services Network since 2024. He previously worked at Ategra Capital Management for seven years and 1st Portfolio Wealth Advisors for five years. Duprey is also the owner of DSP Financial Group, a service company managing business income and expenses. Advisory Services Network supports a large network of independent investment adviser representatives, providing a range of advisory and planning services to individuals, families, corporations, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and investment consulting using diverse securities and third-party managers.

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

Series 65

Bluffton, SC

Advisory Services Network

Maryann Way is a Series 65-licensed financial advisor with Advisory Services Network, LLC, where she has worked since 2019. She also has experience managing Way Capital Management since 2016. Additionally, she is co-owner of Topline Consulting, LLC, a service corporation related to Way Capital Management, with minimal time devoted to this role. 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 services including portfolio management, financial planning, and retirement plan consulting, employing varied investment strategies and flexible engagement types.

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

Series 63, Series 65

Greenwich, CT

Advisory Services Network

Anne Driscoll is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and five years of industry experience. She has served as a manager of Equable Investment Management, LLC, a firm providing administrative services for Equable Portfolio Management. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent adviser representatives. The firm provides a range of portfolio management and consulting services with flexible engagement options and employs various securities and third-party managers in client strategies.

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

Series 65

Oxford, AL

Advisory Services Network

Penny Mccall is a financial advisor at Advisory Services Network with a Series 65 credential and three years of industry experience. She also manages McCall Financial & Benefits Group LLC, where she has worked since 2019, and has prior experience as an independent insurance agent. In addition to her advisory roles, she conducts occasional workshops and training for federal employees on retirement benefits through Federal Employee Retirement Consultants. 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, investment and retirement-plan consulting, and third-party manager selection, 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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Rohnn S

Series 65, Series 66

Owensboro, KY

Advisory Services Network

Rohnn Sanderson is a financial advisor with Advisory Services Network who holds Series 65 and Series 66 credentials and has 12 years of industry experience. His prior experience includes seven years at Waddell & Reed. Outside of advisory work, he is an economics instructor at Brescia University and Owensboro Community and Technical College and owns Econ-Logic, an economic consulting business focusing on regional economic impact studies. 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 a range of portfolio management and financial planning 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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Thomas O

Series 63, Series 65

McComb, MS

Advisory Services Network

Thomas Ott is a financial advisor with Advisory Services Network who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has worked at Calton & Associates, Inc. since 2018 and previously at Cambridge Investment Research, Inc. from 2015 to 2017. Outside of his advisory work, he owns and manages a rental property in Jackson, Mississippi. 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, investment 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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Eric G

CFP®, Series 63

Valparaiso, IN

Advisory Services Network

Eric Garrard is a CFP® professional with 16 years of industry experience, currently serving as an Investment Adviser Representative at Advisory Services Network, LLC since 2011. He holds a Series 63 license and is based in Valparaiso, Indiana. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisers. The firm provides portfolio management, financial planning, 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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Sarah S

Series 66

Springfield, IL

Advisory Services Network

Sarah Scattergood is a Series 66-licensed financial advisor at Advisory Services Network with 12 years of industry experience. Her prior roles include positions at Lincoln Investment, Capital Analysts, and Williamsville State Bank. Advisory Services Network supports independent investment adviser representatives serving individuals, families, and institutions with a range of portfolio management and financial planning services. The firm offers diverse engagement models and employs various investment strategies to meet clients’ objectives and risk profiles.

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

Series 66

Honolulu, HI

Advisory Services Network

Justin Hodges is a financial advisor with Advisory Services Network holding a Series 66 license and seven years of industry experience. Prior to joining Advisory Services Network in 2021, he worked at Madison Avenue Securities, AE Wealth Management, and several other firms. Outside of his advisory role, he owns and operates PartyTenders Events, a business focused on event planning and marketing for concerts and culinary festivals. Advisory Services Network is an enterprise firm serving individuals, families, corporations, and charitable organizations through a network of over 200 independent advisors. The firm offers portfolio management, financial planning, and retirement plan consulting, managing approximately $8.6 billion in client assets with a focus on tailored investment strategies across multiple asset classes.

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

CFP®, Series 63

Brentwod, TN

Advisory Services Network

Timothy Greer is a CFP® with 44 years of industry experience, currently affiliated with Advisory Services Network. He has held roles at Calton & Associates and FFI Alternatives, and has been with Advisory Services Network since 2012. Outside of advisory work, he assists clients in obtaining adequate insurance coverage through a separate agency. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans with a network of 208 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 and implementation options.

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

CFP®, Series 66

Northbrook, IL

Advisory Services Network

Oliver Ernst is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Advisory Services Network since 2017. His prior roles include positions at Raymond James Financial Services and SAGE Private Wealth Group. Outside of his advisory work, he is the founder and CEO of GlassNebula, a website and app providing ESG data to individuals. 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.

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

Series 65

Jacksonville, FL

Advisory Services Network

Jacquelyn Thorsen is a financial advisor with Advisory Services Network and holds a Series 65 designation. She has five years of industry experience, including roles at Trinity Wealth Securities, Florida Financial Advisors, and other firms. Prior to her advisory career, she worked in non-financial roles including at East Hampton Indoor Tennis and Sam's Bar & Restaurant. Advisory Services Network is a large platform serving individuals, families, corporations, and retirement plans through independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, employing diversified 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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Robert P

Series 63, Series 65

Ellsworth, ME

Advisory Services Network

Robert Pendergist is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and having 23 years of industry experience. His prior roles include positions at Shore Point Advisors, LPL Financial, PenKav Solutions, Park Avenue Securities, and Guardian Life Insurance. Outside of advisory work, he serves as Chairman of the Board for USA Surfing, focusing on regulatory standards and guidelines. 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 services including portfolio management, financial planning, investment consulting, and retirement plan consulting, using 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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Peter H

CFP®, Series 65

Charlotte, NC

Advisory Services Network

Peter Hunt is a CFP® and Series 65 credentialed financial advisor with 17 years of industry experience. He is currently with Advisory Services Network, where he has worked since 2025, following five years at Exencial Wealth Advisors and eleven years at Willingdon Wealth Management. Hunt is also the owner and managing member of Rock Harbor WM, LLC, a service company supporting his financial services practice. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent Investment Adviser Representatives. 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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