Alan Rothstein is a PFS™ credentialed advisor with 23 years of industry experience. He is currently with Advisory Services Network and has a background that includes over two decades at Asset Strategies, Inc. and a longstanding CPA practice through Rothstein and Company, LLC, where he provides tax preparation and accounting services. Advisory Services Network supports individuals, families, corporations, and charitable organizations by offering portfolio management, financial planning, and retirement-plan consulting through a network of independent advisers. The firm employs a variety of investment strategies and implementation options tailored to client objectives.

Andrew Carrier is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with Advisory Services Network and has previously worked at Parallel Advisors, Spire Investment Partners, and NorthCoast Asset Management. Carrier operates 8 Mile Investments PLLC as an independent contractor, which is his sole professional business. 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.

Daniel Palomino is a financial advisor with Advisory Services Network, holding a Series 65 designation and beginning his industry career in 2026. He has previously worked at Simon & Simon Wealth Management and held various roles outside the financial industry, including positions in education and hospitality. 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 discretionary and non-discretionary portfolio management, financial planning, and investment consulting, utilizing a broad range of securities and third-party managers.

Lynn Wiese is a financial advisor at Advisory Services Network with 10 years of industry experience. She holds a Series 65 credential and has been with Advisory Services Network since 2015. In addition to her advisory role, she is the managing partner and owner of Caravan Partners Ltd, a family partnership. 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, managing approximately $8.6 billion in client assets.

William McLaughlin Jr. is a CFP® and ChFC® with 40 years of industry experience, currently serving at Advisory Services Network since 2017. He also leads Mclaughlin Financial Group, LLC, which he founded in 2005, and has prior experience with Coastal Investment Advisors. Outside of advising, he is an independent insurance agent and author of a financial book published since 2018. Advisory Services Network is a multi-team firm providing investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisers. Their services include portfolio management, financial planning, investment consulting, and retirement plan consulting, utilizing a range of securities and third-party managers tailored to client objectives and risk tolerances.

Amanda Dowell is a Series 65 licensed advisor with Advisory Services Network in Hickory, NC, with one year of industry experience. Her prior work includes roles at The Corner Table and Shook Chiropractic. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a large network of independent adviser representatives. The firm offers a variety of services including portfolio management, financial planning, and retirement plan consulting, utilizing a broad range of investment strategies and flexible engagement models.

Jonathan Fike is a financial advisor at Advisory Services Network with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His work history includes roles at Kovack Securities, Inc. since 2014 and Advisory Services Network since 2011. Outside of his advisory work, Fike is involved in leading a capital campaign for Village Church in South Carolina. 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 retirement-plan services, managing approximately $8.6 billion in client assets.

John Michel III is a financial advisor with Advisory Services Network who holds Series 63, Series 65, and Series 66 licenses and has 25 years of industry experience. His prior roles include positions at Fidelity Investments and Fidelity Personal and Workplace Advisors, where he worked for a combined 21 years. Advisory Services Network is a multi-team firm that 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 discretionary and non-discretionary portfolio management and consulting services tailored to clients’ objectives and risk tolerances.

Thomas Appleby is a financial advisor with Advisory Services Network holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Stifel and Barclays Capital Inc. He is also a partner in Andesite Investment Partners, a real estate investment venture based in Boynton Beach, Florida. 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 a range of investment strategies and implementation options.

Scott Perrone is a CFP® professional with 23 years of experience in the financial services industry. He is currently with Advisory Services Network and has previously worked at Kovack Advisors, Capital Markets IQ, Partners Federal Credit Union, and LPL. Perrone also maintains a licensed insurance agent role outside of his advisory work. 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 tailored to client objectives and risk tolerances.

William Fleming Jr. is a financial advisor with Advisory Services Network who holds a Series 63 credential and has 40 years of industry experience. His prior experience includes roles at LPL Financial Corporation and Western Wealth Management LLC. He is also the owner of a company involved in insurance sales and life annuities. 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, employing various securities and investment strategies tailored to client objectives and risk tolerances.

Edward Egliskis is a financial advisor at Advisory Services Network with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill, United Capital Financial Advisors, and USAA Financial Planning Services. In addition to his advisory role, he is a licensed life insurance agent and serves as the managing member of LLMC, PPLC, where he acts as a healthcare agent. Advisory Services Network is a multi-team firm providing 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, employing diverse investment strategies tailored to client objectives and risk tolerances.

Ryan Kennedy is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as Transamerica Financial Advisors. Since August 2023, he has also been licensed as an insurance agent, focusing on health insurance, life insurance, and fixed income annuities. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisors. The firm offers flexible engagement types and employs a range of investment strategies, including portfolio management, financial planning, and third-party manager selection.

Brandi Holmes is a Certified Financial Planner® with 24 years of industry experience. She is currently an advisor at Advisory Services Network and has previously worked at Calton & Associates, Inc., among other firms. Holmes is also a licensed insurance agent involved in the sale and service of insurance products. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers customized portfolio management, financial planning, and retirement-plan consulting, utilizing a variety of investment strategies and implementation options tailored to client objectives.

Don Opperman is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He previously worked at Raymond James Financial and Raymond James Financial Services, Inc. for a combined 41 years. Opperman serves as a FINRA arbitrator, hearing and deciding industry dispute cases. Advisory Services Network is an independent enterprise serving individuals, families, corporations, charitable organizations, and employer retirement plans. The firm’s network of over 200 advisors manages approximately $8.6 billion in client assets, offering portfolio management, financial planning, and a range of investment consulting services.

Scott Molina is a financial advisor with Advisory Services Network, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining Advisory Services Network in 2024, he spent 11 years at United Brokerage Services, Inc. He also works as an independent insurance agent, selling insurance and annuity products. 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 utilizes a variety of investment strategies tailored to client objectives.

Ethan Graybeal is a financial advisor with Advisory Services Network holding a Series 65 credential and two years of industry experience. His background includes roles at Florida Financial Advisors and various positions outside finance, including work with Stetson University Athletics Department and Longhorn Steakhouse. He is also an independent agent for Crump Life Insurance, focusing on fixed insurance products. Advisory Services Network is a multi-team firm serving 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, investment consulting, and retirement plan consulting, employing diversified investment strategies tailored to client objectives and risk tolerances.

Michael Miller is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses, and has 46 years of industry experience. Prior to joining Advisory Services Network in 2018, he worked at Blackhawk - Capital from 2014 to 2018. Outside of advising, he holds a CPA credential and is involved in tax preparation and bookkeeping services, dedicating about 10% of his time to these activities. 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, utilizing diverse securities and investment strategies tailored to clients’ objectives and risk tolerances.

Jeffrey Lipsey is a CFP® affiliated with Advisory Services Network and has been the CEO and founder of Jeff Lipsey Bookkeeping LLC dba Lipsey and Associates since 2013, where he manages tax preparation and accounting services. He also serves as a member of DSP Tax Strategies, LLC, a tax planning and advisory service company. Lipsey has no prior experience as a financial advisor. Advisory Services Network is an independent enterprise firm with approximately 208 advisors serving individuals, families, corporations, and charitable organizations. 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.

David Eaton is a financial advisor with Advisory Services Network and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, including previous roles at Navigate Private Wealth LLC and Allegis Investment Services. In addition to his advisory work, he is a partner at Alpine Peaks Consulting, providing accounting, tax advice, and tax preparation. 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 employs a range of investment strategies including discretionary and non-discretionary portfolio management and financial planning, serving more than two hundred advisors and managing over $10 billion in discretionary assets.