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Louis M

Series 63, Series 65

Pepper Pike, OH

Advisory Services Network

Louis Mucci is a financial advisor with Advisory Services Network who holds Series 63 and Series 65 credentials and has 45 years of industry experience. He has been with Advisory Services Network since 2016. Outside of his advisory work, he is an independent insurance agent offering insurance products through unaffiliated companies. 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 services including portfolio management, financial planning, and retirement consulting, employing various 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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Emmanuel R

Series 63, Series 65

Jacksonville, FL

Advisory Services Network

Emmanuel Rivers is a financial advisor with Advisory Services Network who holds Series 63 and Series 65 licenses and has four years of industry experience. His background includes roles at Florida Financial Advisors, Trinity Wealth Securities, and operating his own firm, Rivers of Wealth LLC. Outside of advising, he serves as a durable power of attorney and co-owns a property rental business. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent advisors. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing diverse investment strategies and third-party manager selections.

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

Series 66

Tampa, FL

Advisory Services Network

Matthew Dowell is a Series 66-licensed financial advisor with 11 years of industry experience. He has worked at Advisory Services Network since 2023 and previously spent nine years at both Bank of America and Merrill. Outside of his advisory role, he is a partner and insurance agent at Ferlita Nussel Dowell Financial Group, where he sells life, fixed, and indexed annuity 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 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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Colton N

Series 65

Tampa, FL

Advisory Services Network

Colton Nussel is a financial advisor at Advisory Services Network with a Series 65 credential and two years of industry experience. He has previously worked at Drew Capital Group and Paychex Inc. In addition to his advisory role, he is an insurance agent involved in the sale and service of insurance and annuities. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans, offering portfolio management, financial planning, and retirement-plan consulting through a network of 208 independent advisers 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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Stephen L

Series 65

Jacksonville, FL

Advisory Services Network

Stephen Leggett is a financial advisor at Advisory Services Network with a Series 65 credential and one year of industry experience. He previously worked at Trinity Wealth Securities, Florida Financial Advisors, and Bank of America, among other firms. 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 services including portfolio management, financial planning, and retirement plan consulting, utilizing 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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Wallace C

Series 63, Series 66

North Richland Hills, TX

Advisory Services Network

Wallace Carlson is a financial advisor with Advisory Services Network who holds Series 63 and Series 66 licenses and has 27 years of industry experience. His career includes roles at Fidelity, Fidelity Personal Trust Company, TL Private Wealth, and Advisory Services Network since 2018. He is also the owner and president of Fruit of the Vine, Ltd., a service corporation associated with his financial practice, and works as an independent insurance agent offering life and health insurance and annuity advice. 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 a range of portfolio management and consulting services with a flexible engagement model and a large platform of advisors managing over $10 billion in discretionary assets.

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

CFP®, Series 63, Series 65

Greenville, SC

Advisory Services Network

Jeremy Strickler is a CFP® professional with 27 years of experience in the financial services industry. He has worked at Advisory Services Network since 2021 and previously spent six years with Wells Fargo Advisors. He owns Williams Wealth Inc., an investment-related service corporation based in Greenville, SC. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans. The firm’s network of 208 independent advisors provides 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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Robert D

Series 65, Series 66

Farmington, MI

Advisory Services Network

Robert David Jr. is a financial advisor with Advisory Services Network, holding Series 65 and Series 66 registrations and totaling 20 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank from 2009 to 2019. 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 various securities and third-party managers to tailor strategies to client objectives.

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

CFP®, Series 63, Series 66

Keller, TX

Advisory Services Network

Anthony Palasota II is a CFP®-certified financial advisor with 28 years of industry experience. He is currently with Advisory Services Network and has held various roles at Fidelity, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. 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 portfolio management and consulting services, utilizing diverse securities and third-party managers to tailor strategies according 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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Steven K

Series 63, Series 65

Castle Rock, CO

Advisory Services Network

Steven Kletter is a financial advisor with Advisory Services Network and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including 16 years at Cambridge Investment Research Advisors and Cambridge Investment Research, and more recent roles at Calton & Associates and Advisory Services Network. Outside of advisory services, he is an owner of DAR Financial and has worked as an independent insurance agent. 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, 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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Robert L

CFP®, Series 66

Northfield, IL

Advisory Services Network

Robert Lopez is a CFP® professional with nine years of industry experience, currently serving at Advisory Services Network since 2025. Prior to this, he worked at JP Morgan Chase Bank and JP Morgan Securities from 2019 to 2025, and at Bank of America and Merrill from 2016 to 2019. Outside of his advisory role, he is the owner of RL Wealth LLC, a service company managing business income and expenses. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent adviser representatives. The firm provides a range of customizable services including portfolio management, financial planning, and retirement plan consulting.

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

CFP®, Series 66

Richmond, MI

Advisory Services Network

Christopher Bonapace is a CFP® with seven years of industry experience, currently serving as an advisor at Advisory Services Network since 2025. His prior experience includes roles at Ameriprise and Edward Jones, and he also worked at Dorsey Schools before entering financial advising. Outside of his advisory work, he owns and operates OHANA FINANCIAL, LLC, a service company supporting the business income and expenses of his financial practice. Advisory Services Network serves individuals, families, corporations, and charitable organizations with portfolio management, financial planning, and retirement-plan consulting. The firm’s network of independent advisors manages approximately $8.6 billion in client assets using a range of strategies and implementation options tailored to client needs.

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

Series 66

Columbia, SC

Advisory Services Network

Josh Lorenzetti is a financial advisor with Advisory Services Network in Columbia, SC, holding a Series 66 designation and six years of industry experience. He previously worked at Morgan Stanley for five years and has a diverse background including roles at the University of South Carolina, real estate firms, and experience as a professional golfer. Advisory Services Network provides investment advisory and planning services to individuals, families, trusts, estates, corporations, and retirement plans through a network of independent advisers. The firm offers a range of portfolio management and consulting services, employing strategies based on 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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Ken A

PFS™, Series 63

Fort Mill, SC

Advisory Services Network

Ken Adams is a financial advisor with Advisory Services Network holding the PFS™ and Series 63 designations and has 21 years of industry experience. His prior roles include positions at Cetera Wealth Services, Rock Harbor Wealth Management, and operating his own CPA practice since 2006. He is also a licensed insurance agent with experience in life, accident, and health insurance sales and service. 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 a range of portfolio management and financial planning services, 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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Michael P

Series 63, Series 65

Ridgeland, MS

Advisory Services Network

Michael Petyak is a financial advisor with Advisory Services Network, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Cambridge Investment Research Advisors and Calton & Associates, Inc., and currently serves as Vice President of the Gluckstadt Madison Business Alliance and Secretary of the Board for The Soldier Fund, a nonprofit organization. He is also a powerlifting meet judge with the USPA. 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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James R

Series 63, Series 65

Mount Pleasant, SC

Advisory Services Network

James Richter is a financial advisor with Advisory Services Network holding Series 63 and Series 65 licenses and brings 27 years of industry experience. He has been with Advisory Services Network since 2013. Advisory Services Network serves individuals, families, corporations, and retirement plans through a network of independent advisors, offering services such as portfolio management, financial planning, and retirement plan consulting. The firm employs a flexible approach, utilizing a variety 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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Charles S

Series 63, Series 65

Covington, LA

Advisory Services Network

Charles Simon is a financial advisor with Advisory Services Network and holds Series 63 and Series 65 licenses. He has 12 years of industry experience, including prior roles at FOUNDATIONS INVESTMENT ADVISORS and Retirement Income Specialists. He also operates Simon & Simon Financial, LLC, an insurance and annuity agency offering fixed annuities 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 advisors. The firm offers 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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Terry J

Series 66

Las Vegas, NV

Advisory Services Network

Terry Jackson is a financial advisor at Advisory Services Network with 12 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank for a combined 13 years. Outside of advising, he owns and operates Precision Tree Care, a tree trimming and landscaping business. 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, 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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Brian P

Series 66

Pearl City, HI

Advisory Services Network

Brian Prentice is a financial advisor with Advisory Services Network, LLC, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Blue Note Hawaii and Ameriprise Financial Services, Inc. He serves on the board of a nonprofit focused on environmental awareness and sustainability education and provides tax preparation and planning services through HIFI Tax Strategies. Advisory Services Network supports individuals, families, corporations, and charitable organizations with portfolio management, financial planning, and retirement-plan consulting through a network of independent advisors. The firm offers tailored investment 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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Angela H

Series 63, Series 65

Castle Rock, CO

Advisory Services Network

Angela Haydusky is an Investment Adviser Representative with Advisory Services Network and holds Series 63 and Series 65 licenses. She has one year of industry experience and previously worked at Northwestern Mutual and Primericia. Outside of her advisory role, she provides notarization and office support services through HGSD Consulting. 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 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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