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James D

Series 63, Series 65

Phoenix, AZ

Advisory Services Network

James Danovich is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Money Concepts Capital Corp and Calton & Associates, Inc., and has operated his own accounting and tax practice, Danovich Financial and Tax Services, PLLC, since 1991. He also served the Byzantine Catholic Eparchy of Phoenix for five years. Advisory Services Network is an independent enterprise serving individuals, families, corporations, charitable organizations, and employer retirement plans through a network of over 200 advisers. The firm offers portfolio management, financial planning, and investment consulting with tailored strategies across a variety of asset classes and multiple implementation options.

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

Series 63

Atlanta, GA

Advisory Services Network

Roger Baloucoune is a financial advisor with Advisory Services Network, LLC, holding a Series 63 designation and 22 years of industry experience. He has been with Advisory Services Network since 2011. Outside of his advisory role, he is involved in tax preparation through Intelliplan Advisors and serves as an owner and officer of Intelliplan, Corp., a service corporation for tax purposes. 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 with tailored strategies across a variety of investment types.

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

Series 65

North Wales, PA

Advisory Services Network

Robert Milnes is a Series 65-licensed financial advisor with 15 years of industry experience. He has worked at Advisory Services Network, LLC since 2019 and previously spent eight years at DeWitt Capital Management. Based in North Wales, PA, he provides advisory services through a multi-team firm. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans. The firm supports independent investment adviser representatives who deliver a range of portfolio management and consulting services 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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Nicole H

Series 66

Farmington, MI

Advisory Services Network

Nicole Horsch is a financial advisor at Advisory Services Network with 25 years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley and J.P. Morgan Securities. Outside of her advisory role, she is involved as an independent contractor in an organic body care business, Pure Haven. 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 options, 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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Leon R

Series 65

Dakota Dunes, SD

Advisory Services Network

Leon Rozeboom is a financial advisor with Advisory Services Network holding a Series 65 designation. He has one year of industry experience, having worked at Advisory Services Network since 2026 and previously at Liberty National Bank for 17 years. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and retirement plans through a large platform of independent advisors. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting with a flexible engagement approach.

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

Series 63, Series 65

Bartlesville, OK

Advisory Services Network

Paul Gustafson is a financial advisor with Advisory Services Network who holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Freedom Financial Strategies, Inc. In addition to his advisory work, he is an officer at the Ochelata Sportsman Club, a nonprofit organization, and serves as a business administrator for a wholesale insulation company. Advisory Services Network 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, and investment consulting, managing about $8.6 billion in client assets with strategies tailored 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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George G

CFP®

Waretown, NJ

Advisory Services Network

George Gotthold Jr. is a CFP® professional with 21 years of industry experience, currently serving at Advisory Services Network. His prior roles include positions at Park Piedmont Advisors LLC and Ciccone, Gotthold & Koseff, PC. He also manages an accounting and tax practice through George J Gotthold, Jr., CPA, PC. Advisory Services Network is an independent firm serving individuals, families, corporations, and charitable organizations. The firm offers portfolio management, financial planning, and retirement-plan consulting through a network of over 200 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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Kristin M

CFP®, Series 66

Wall, NJ

Advisory Services Network

Kristin McLaughlin is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Advisory Services Network since 2017. Prior to that, she worked at Coastal Investment Advisors and Coastal Equities, Inc., and she is also an independent insurance agent at McLaughlin Financial Group, where she has been involved since 2013. Kristin is a co-author of a book on general financial and investment topics. Advisory Services Network is a multi-team firm that 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 services including portfolio management, financial planning, consulting, and retirement plan advisory, using a flexible engagement model and a diverse mix of investment strategies.

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

Series 65

Springdale, AR

Advisory Services Network

Gary Harris is a Series 65 licensed financial advisor with Advisory Services Network and Harris Wealth Management, bringing five years of industry experience. He previously worked at Cornerstone Advisors LLC and Performance Improvement Link, LLC. Harris is involved in several private investment groups and holds leadership roles in related ventures. Advisory Services Network supports individuals, families, corporations, charitable organizations, and retirement plans through a network of independent advisers, offering portfolio management, financial planning, and investment consulting across various asset types. The firm manages approximately $8.6 billion in client assets and provides tailored investment strategies and multiple implementation options.

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

Series 65, Series 66

Cape Coral, FL

Advisory Services Network

Steven Harrison is a financial advisor with Advisory Services Network in Cape Coral, FL, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. He has been with Advisory Services Network since 2015. Advisory Services Network serves individuals, families, corporations, and retirement plans through a network of independent investment adviser representatives, offering a range of portfolio management and financial planning services with flexible engagement options.

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

CFP®, ChFC®, Series 63, Series 65

Moorestown, NJ

Advisory Services Network

William Madara is a CFP® and ChFC® with 32 years of experience in the financial services industry. He has been with Advisory Services Network since 2016. In addition to his advisory role, he is a partner at Apex Tax Advisors, where he is involved in tax preparation, and he also works as an independent insurance agent specializing in life, long-term care, and disability 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 variety of portfolio management and financial planning services, using 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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Jeffrey S

Series 66

Columbia, SC

Advisory Services Network

Jeffrey Stock Jr. is a financial advisor with Advisory Services Network holding a Series 66 designation and 21 years of industry experience. He has worked at Kovack Securities, Inc. since 2014 and with Advisory Services Network since 2011. Outside of his advisory role, he serves on the board and performs as an ensemble member for the North Carolina Brass Band. Advisory Services Network is an enterprise firm with about 208 independent advisors serving individuals, families, corporations, charitable organizations, and retirement plans. 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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Jeffrey C

CFP®, Series 63, Series 66

Winter Springs, FL

Advisory Services Network

Jeffrey Czurak is a CFP® with 29 years of industry experience. He is currently with Advisory Services Network, where he has worked since 2025. His prior roles include positions at Professional Investment Advisory Services, Fidelity, and Haysley Financial Services. He is also licensed as an insurance agent for life insurance and annuities. Advisory Services Network is a multi-team firm serving individuals, families, corporations, and retirement plans through independent adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement consulting, utilizing diversified 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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Cynthia C

CFP®, Series 63

North Hampton, NH

Advisory Services Network

Cynthia Courtney is a CERTIFIED FINANCIAL PLANNER™ professional with over 30 years of experience in the financial services industry. She is affiliated with Advisory Services Network and has previously worked at Kovack Securities Inc. Since 1988, she has also operated her own CPA firm specializing in accounting, tax planning, and preparation. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, 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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John C

CFP®, Series 63, Series 65, Series 66

Sarasota, FL

Advisory Services Network

John Campbell is a CFP® professional with over 32 years of experience in the financial advisory industry. He has been with Advisory Services Network since 2016 and also operates his own accounting and wealth management firms in Sarasota, FL. Outside of advisory services, he serves as president of a local office space sub-leasing company. Advisory Services Network is a multi-team firm serving individuals, families, corporations, and retirement plans through a network of independent advisers. The firm offers a range of investment advisory and planning services, including discretionary portfolio management and financial consulting, utilizing diversified asset allocation and both proprietary and third-party strategies.

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

Series 63, Series 65

Eagle River, AK

Advisory Services Network

David Vanholstyn is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Advisory Services Network since 2018 and previously spent nine years at Wells Fargo Advisors Financial Network. 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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Miao Z

CFP®, CFA®, Series 65

Tampa, FL

Advisory Services Network

Miao Zhu is a financial advisor at Advisory Services Network with six years of industry experience. She holds the CFP®, CFA®, and Series 65 designations. Zhu is the owner and managing member of ZHU Tax Advisory LLC, a tax CPA practice providing tax return preparation and advice to individuals and small businesses. She previously worked at The Mosaic Company and Thomas S Beck CPA, PA. 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 financial planning services 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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Brady Y

Series 63, Series 65

Lansdale, PA

Advisory Services Network

Brady Yohn is a financial advisor with Advisory Services Network and holds Series 63 and Series 65 designations. He has three years of industry experience, including prior roles at The Vanguard Group and a variety of positions outside finance such as at Harvey's Main Street Barbecue and the University of Scranton. 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 uses a range of strategies across various asset classes to align portfolios with client objectives.

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

Series 63, Series 65

Bluffton, SC

Advisory Services Network

Glenn Way is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior experience includes ten years at Wells Fargo Advisors Financial Network LLC and four years at UBS Financial Services. In addition to his advisory work, he owns and manages Topline Consulting, LLC, a business service company focused on business expenses and taxes. 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 network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, using 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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Thurston S

Series 66

Alexandria, VA

Advisory Services Network

Thurston Spaulding Jr. is a financial advisor with Advisory Services Network and holds a Series 66 credential. He has 22 years of industry experience, including prior roles at Ategra Capital Management, Capital Fiduciary Advisors, and other firms. He is also the owner and managing principal of The Spaulding Financial Company, LLC, where he oversees commercial office leasing operations. Additionally, he serves as general treasurer and finance committee member at Saint John's Episcopal Church. 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, investment consulting, and retirement-plan services with a range of investment approaches tailored to client objectives.

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