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John B

Series 63, Series 66

Brentwood, TN

Advisory Services Network

John Bornstein is a financial advisor with Advisory Services Network who holds Series 63 and Series 66 licenses and has 32 years of industry experience. His prior work includes positions at FSC Securities Corporation and Triad Advisors, Inc. He is also involved with a corporate registered investment advisor affiliated with Advisory Services Network. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, employing diversified investment strategies tailored to client objectives.

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

Series 66

Spartanburg, SC

Advisory Services Network

Joshua Spencer is a Series 66-licensed financial advisor at Advisory Services Network with 11 years of industry experience. His prior roles include positions at Palmetto Private Wealth, LPL Financial, and Edward Jones. He is also a licensed insurance professional outside of his advisory activities. Advisory Services Network serves individuals, families, and institutions through a network of independent investment adviser representatives, offering services such as portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach 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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Steffen B

Series 63, Series 65

Tampa, FL

Advisory Services Network

Steffen Beck is a financial advisor with Advisory Services Network in Tampa, FL, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has previously worked at Kopernik Global Investors, Foreside Fund Services, and Raymond James & Associates. Beck is also a manager of Frances LLC, an investment-related real estate business. Advisory Services Network provides comprehensive investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers, offering both discretionary and non-discretionary portfolio management and a range of client engagement options.

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

CFP®, Series 66

Lexington, KY

Advisory Services Network

Nathan Slyh is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Advisory Services Network since 2024. His prior experience includes roles at Wealth Management Advisors, Kring Ray Farley & Riddle PSC, and TIAA. Outside of advisory work, he is a member of Sagacity Holdings, LLC, a holding company based in Lexington, KY. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of over 240 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services using diverse securities and flexible engagement models.

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

CFP®, Series 63

Willis, TX

Advisory Services Network

Guy Jones is a CFP® with 27 years of industry experience. He has been with Advisory Services Network since 2015 and has operated Guy P. Jones & Associates since 1999. He is also involved in selling insurance products, including fixed and fixed index annuities and life insurance. 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 retirement-plan consulting, 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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Edmund H

Series 63

Merrimack, NH

Advisory Services Network

Edmund Hilston Jr. is a financial advisor with Advisory Services Network, holding a Series 63 designation and 29 years of industry experience. He has been with Advisory Services Network since 2014. Outside of his advisory role, he is involved in tax preparation and tax planning during tax season. 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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Nikifor P

Series 63, Series 66

Bella Vista, AR

Advisory Services Network

Nikifor Paunov is a financial advisor at Advisory Services Network with 27 years of industry experience. His career includes roles at Merrill, Cornerstone Advisors, Cabana Asset Management, and Charles Schwab. Outside of his advisory work, he is a partner in Bogatti LLC, a forensic accounting and fraud examination firm, and is involved in related entities focusing on trading software development and portfolio analysis. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent adviser representatives. The firm offers a range of services including portfolio management, financial planning, and third-party manager selection, 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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Nicholas D

Series 65

Moorestown, NJ

Advisory Services Network

Nicholas Daniels is a financial advisor with Advisory Services Network, holding a Series 65 designation and one year of industry experience. He has worked at several firms, including Gold Gerstein Group CPA LLC and Richard Hatch CPA. Outside of advisory work, he is an enrolled agent providing tax preparation services through Apex Tax Advisors LLC. Advisory Services Network serves individuals, families, corporations, and charitable organizations by offering portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection through a network of independent advisers. The firm manages approximately $8.6 billion in client assets and provides tailored investment strategies across various asset classes using 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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Myles P

Series 66

Los Angeles, CA

Advisory Services Network

Myles Pritchard is a financial advisor with Advisory Services Network in Los Angeles, CA, holding a Series 66 designation and 28 years of industry experience. He has been with Advisory Services Network since 2016 and previously worked at Concert Wealth Management, Inc for four years. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent advisers. The firm offers various portfolio management and consulting services, using a range of securities and third-party managers to align with 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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Craig F

CFA®, Series 66

Eau Claire, WI

Advisory Services Network

Craig Falkner is a CFA® charterholder and holds the Series 66 designation, with 18 years of industry experience. He has worked at Advisory Services Network since 2015, following positions at Orgel Wealth Management, RBC Capital Markets, and Morgan Stanley. Outside of his advisory role, he advises VETS PLUS INC. on strategic initiatives. 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, financial planning, and consulting services, utilizing various investment strategies and third-party managers.

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

Series 63, Series 65

Seymour, TX

Advisory Services Network

Todd Leake is a financial advisor with Advisory Services Network who holds Series 63 and Series 65 licenses and has 37 years of industry experience. Prior to joining Advisory Services Network in 2019, he worked at Summit Wealth Strategies and Prospera Financial Services. Outside of his advisory work, he is a visiting professor at AUT in Auckland, New Zealand, teaching a class on commercialization of intellectual property, and has ownership interests in a sports business and a farming operation. Advisory Services Network serves individuals, families, corporations, charitable organizations, and retirement plans through a network of approximately 208 independent advisors. The firm offers portfolio management, financial planning, and investment consulting with a range of strategies across asset classes, 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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Drew S

Series 63, Series 65

Weatherford, TX

Advisory Services Network

Drew Springer Sr. is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. His career includes roles at Kms Financial Services and his own firm, Springer Financial Services, which he has operated since 1974. Outside of advisory work, he owns a tax preparation business and serves on the University of North Texas Foundation Advisory Board, participating in investment, trust management, and real estate committees. Advisory Services Network supports individuals, families, corporations, and charitable organizations with portfolio management, financial planning, and retirement plan consulting through a network of over 200 independent advisors. The firm offers tailored investment strategies using a variety of 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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Manjit S

Series 66

Ripon, CA

Advisory Services Network

Manjit Singh is a financial advisor with Advisory Services Network, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Fidelity Investments, Bank of America, and Merrill. Outside of advisory work, he is involved as an insurance agent with Actus Wealth Strategies Insurance Agency and is a partner in an extended stay motel business. Advisory Services Network serves individuals, families, corporations, and charitable organizations through a network of independent advisors, offering portfolio management, financial planning, and retirement-plan consulting. The firm manages approximately $8.6 billion in client assets and provides tailored investment strategies across a range of asset classes using 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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Paul S

CFP®, ChFC®, Series 63, Series 65

Austin, TX

Advisory Services Network

Paul Smith is a CFP® and ChFC® with 18 years of industry experience. He has worked at Advisory Services Network since 2019 and previously held roles at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Co. Outside of his advisory work, he has been involved in acting and modeling since 2011 and is the managing member of PRS Tax Advisors LLC. Advisory Services Network is an enterprise firm with approximately 208 independent advisors serving individuals, families, corporations, and charitable organizations. The firm offers portfolio management, financial planning, and retirement-plan consulting, managing about $8.6 billion in client assets through a variety 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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Maxwell S

Series 65

Alexandria, VA

Advisory Services Network

Maxwell Schoeneborn is a financial advisor with Advisory Services Network and holds a Series 65 designation. He has one year of industry experience and has worked at firms including DSP Wealth Strategies and Florida Financial Advisors. Outside of finance, he is the owner of MFS Wealth Management LLC, a service company supporting his independent contracting work with DSP Wealth Strategies. 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 variety of portfolio management and financial planning services with flexible engagement 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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Larry H

Series 66

Sarasota, FL

Advisory Services Network

Larry Harness is a Series 66-licensed advisor with Advisory Services Network and has 18 years of industry experience. He has been with Advisory Services Network since 2016 and is a partner at Campbell Harness Capital Wealth Management. Outside of advisory work, he is president of The Harness Group, Inc., a company that handles payroll and business expense processing. 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 and flexible engagement models.

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

CFP®, Series 63

West Chester, OH

Advisory Services Network

Gary Howard Jr. is a CFP® with 29 years of industry experience, currently serving as an Investment Advisor Representative at Advisory Services Network. He has been with Advisory Services Network since 2015 and also owns Gary L. Howard CPA, a tax preparation service providing CPA support to small business owners and individuals since 1987. Advisory Services Network is an enterprise firm with approximately 208 independent advisors serving individuals, families, corporations, and charitable organizations. The firm offers portfolio management, financial planning, retirement-plan consulting, and third-party manager selection, managing about $8.6 billion in client assets through tailored investment strategies.

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

Series 65

Tampa, FL

Advisory Services Network

Kaleb Bridgemohan is a financial advisor at Advisory Services Network with four years of industry experience. He holds a Series 65 designation and has previously worked at Drew Capital Group, W&S Brokerage Services, and WESTERN SOUTHERN Life. Outside of his advisory role, he is president of Bridge Financial Private Capital and serves as an enrolled agent providing tax preparation and planning services through BridgePoint Business Solutions and FND Tax Management. Advisory Services Network is an independent firm serving individuals, families, corporations, charitable organizations, and retirement plans. Its network of over 200 advisors offers customized portfolio management, financial planning, and investment consulting, 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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Adam H

Series 63, Series 66

Louisville, KY

Advisory Services Network

Adam Heckman is a financial advisor with Advisory Services Network in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Stratos Wealth Partners, Fifth Third Securities, LPL Financial, J.P. Morgan Securities, Chase Investment Services, Edward Jones, and J.J.B. Hilliard, W.L. Lyons. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a large network of independent advisers. The firm offers a range of portfolio management and consulting services tailored to clients’ objectives and risk tolerance, utilizing various 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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Dudley W

Series 65

Landrum, SC

Advisory Services Network

Dudley Whitlock is a Series 65-licensed financial advisor with 11 years of industry experience. He has been with Advisory Services Network, LLC since 2014. 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, 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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