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Manvir M
CFP®, CFA®, Series 65
Los Angeles, CA
Advisory Services Network
Manvir Manak is a financial advisor with Advisory Services Network, holding CFP®, CFA®, and Series 65 credentials and seven years of industry experience. He has worked primarily with MAP Strategic Wealth Advisors and Advisory Services Network since 2016. 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 diverse securities and customizable engagement models.
Jared A
Series 66
Beloit, WI
Advisory Services Network
Jared Arn is a financial advisor with Advisory Services Network who holds a Series 66 designation and has 15 years of industry experience. He previously worked at LPL Financial for 15 years before joining Advisory Services Network and Calton & Associates, Inc. in 2026. Outside of his advisory work, he serves as an assistant track and field coach. 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 and retirement plan consulting, and a wrap-fee program, managing about $8.6 billion in client assets.
Eric J
CFP®, Series 66
Penn Yan, NY
Advisory Services Network
Eric Jaffe is a CFP® with 25 years of experience in the financial services industry. He is currently with Advisory Services Network and has previously worked at Commonwealth Financial Network, LPL Financial, Mass Mutual Investors Services, and Equitable Advisors. Jaffe is president and owner of Jaffe Financial Management, LLC. 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 financial planning services, employing diverse investment strategies tailored to clients’ objectives and risk tolerances.
Steven P
Series 63, Series 65, Series 66
Towson, MD
Advisory Services Network
Steven Prumo is a financial advisor with Advisory Services Network, holding Series 63, 65, and 66 licenses and 23 years of industry experience. His prior roles include positions at Morgan Stanley and Merrill. Outside of advising, he operates a sole proprietorship related to real estate in Towson, Maryland. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent representatives. The firm provides a range of portfolio management and consulting services, utilizing various securities and third-party managers to develop client strategies.
Christopher F
Series 63, Series 65
Austin, TX
Advisory Services Network
Christopher Fullbright is a financial advisor with Advisory Services Network in Austin, TX, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked at New York Life Insurance Company and Eagle Strategies, among other firms. Outside of his advisory role, he is a partner in a tax and bookkeeping services firm and consults on special needs community admittance. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of over 200 independent advisors. The firm offers customized portfolio management, financial planning, and retirement-plan consulting, managing approximately $8.6 billion in client assets.
Tyler H
Series 65
Springdale, AR
Advisory Services Network
Tyler Harris is a financial advisor with Advisory Services Network holding a Series 65 license and three years of industry experience. He has previously worked at Cornerstone Advisors LLC and Harris Insurance & Financial Services, where he is also a licensed insurance agent. Outside of advisory work, he holds membership interests in several investment groups. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent representatives, offering a range of portfolio management and consulting services with flexible engagement options.
Daniel M
Series 63, Series 65
Raleigh, NC
Advisory Services Network
Daniel Martin is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses. He has over 12 years of industry experience, including 12 years at Abrams Bison Investments prior to joining his current firm. Advisory Services Network delivers investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisor representatives. The firm offers a range of portfolio management and consulting services with flexible engagement options, employing strategies tailored to clients' objectives and risk tolerances.
William B
Series 63, Series 65
Ridgeland, MS
Advisory Services Network
William Barber is a financial advisor with Advisory Services Network and Oakmont Financial Partners, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at WFG Investments, Inc. from 2009 to 2017 and has been with Advisory Services Network since 2017. Outside of his advisory roles, Barber is an independent insurance agent specializing in life insurance and annuities and is an officer at Barber Farms LLC. 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, and investment consulting with a range of strategies across various asset classes, managing approximately $8.6 billion in client assets.
Tyler C
Series 65
Lexington, KY
Advisory Services Network
Tyler Cleveland is a financial advisor with Advisory Services Network, holding a Series 65 designation and two years of industry experience. He previously worked at Acuity Wealth Management Advisors and Kring Ray Farley & Riddle PSC. Outside of advising, he has experience in event furniture and lounge rentals. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisors. The firm offers a range of portfolio management and financial planning services, employing diverse investment strategies tailored to clients' objectives and risk tolerances.
Laura T
Series 63, Series 66
Atlanta, GA
Advisory Services Network
Laura Tedball is a financial advisor with Advisory Services Network in Atlanta, GA, holding Series 63 and Series 66 registrations and with 20 years of industry experience. She has worked at Advisory Services Network and Mainstay Capital Markets Consultants since 2014, following prior positions at Resource Horizons Investment Advisory and Wellstone Securities. Advisory Services Network supports 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, employing a flexible approach tailored to clients’ objectives and risk tolerances.
Madeline G
Series 63, Series 65
Boca Raton, FL
Advisory Services Network
Madeline Giordano is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She spent 17 years at West Street Financial Services and serves as the managing member of West Street Financial Services LLC. 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 portfolio management and consulting services, employing diverse investment strategies tailored to clients’ objectives and risk tolerances.
Bonnie D
CFP®, Series 63, Series 65
W. Palm Beach, FL
Advisory Services Network
Bonnie Dodson is a Certified Financial Planner® with 44 years of industry experience. She is currently with Advisory Services Network and has previously worked at AD Private Wealth, Raymond James Financial Services, and UBS Financial Services. She is also an insurance agent specializing in life and variable insurance since 1994. Advisory Services Network is an independent enterprise serving individuals, families, corporations, and charitable organizations through a network of over 200 Investment Adviser Representatives. The firm offers portfolio management, financial planning, and retirement-plan consulting across a range of investment products and strategies, managing approximately $8.6 billion in client assets.
Adam G
Series 65
Houston, TX
Advisory Services Network
Adam Gross is a financial advisor at Advisory Services Network with 16 years of industry experience. He holds a Series 65 designation and has been with Advisory Services Network since 2017, following a year at SMS Capital Management. Based in Houston, TX, Gross provides financial advisory services through a firm that supports individuals, families, corporations, and charitable organizations. Advisory Services Network operates as an independent network of approximately 208 Investment Adviser Representatives, managing about $8.6 billion in client assets. The firm offers diverse investment and retirement planning services, employing various strategies across multiple asset classes tailored to client objectives.
Stuart G
Series 65
Boca Raton, FL
Advisory Services Network
Stuart Greenberg is a financial advisor with Advisory Services Network and holds a Series 65 designation. He has 20 years of industry experience and has been managing his own CPA firm, Greenberg & Company LLC, since 1990, where he handles tax preparation, auditing, and consulting. Prior to joining Advisory Services Network, he worked at Park Piedmont Advisors LLC for 19 years. 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 variety of investment strategies and implementation options.
James C
CFP®, Series 66
North Richland Hills, TX
Advisory Services Network
James Copeland is a Certified Financial Planner (CFP®) with 25 years of industry experience. He has worked at Advisory Services Network since 2018 and previously held roles at Ameriprise Financial Services, Strategic Advisors, and Fidelity Brokerage Services. Outside of his advisory work, he is an independent insurance agent specializing in annuities and life insurance and serves as president of Copeland Way LLC, a service company for business income, expenses, and taxes. Advisory Services Network is an enterprise firm serving individuals, families, corporations, charitable organizations, and employer retirement plans. The firm’s network of 208 independent advisers manages approximately $8.6 billion in client assets, offering portfolio management, financial planning, and retirement plan consulting through a variety of investment strategies and implementation options.
John D
CFA®, Series 63, Series 65
Chicago, IL
Advisory Services Network
John Dalton is a CFA® charterholder with 19 years of industry experience. He is currently an advisor at Advisory Services Network and previously spent 17 years at Managed Asset Portfolios. Outside of his advisory work, he co-owns and rents out a building in Chicago. 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, and investment consulting, managing approximately $8.6 billion in client assets with tailored strategies across a range of investment vehicles.
Christopher A
Series 65
Hamden, ME
Advisory Services Network
Christopher Austin is a Series 65 licensed advisor with Advisory Services Network, LLC, based in Hamden, Maine, and has two years of experience in the industry. He also has a longstanding role as an insurance agent with FA Peabody since 2011. Outside of his advisory work, Austin serves as Vice President of Standby to Fly Initiative, a nonprofit organization focused on fundraising for veteran causes. 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, employing diverse investment strategies tailored to client objectives and risk tolerances.
Tambra E
Series 63, Series 65
Saratoga Springs, NY
Advisory Services Network
Tambra Estill is a financial advisor at Advisory Services Network with 10 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Cadaret, Grant & Co., Inc. and several other firms. Outside of her advisory role, she serves as treasurer for C.R.E.A.T.E. Community Studios and owns STRAIGHTLINE STRATEGIES LLC, a tax preparation and financial services business. 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, employing diverse investment strategies tailored to clients’ objectives and risk tolerances.
Craig C
Series 66
Camden, SC
Advisory Services Network
Craig Cochran is a financial advisor at Advisory Services Network with 13 years of industry experience. He holds a Series 66 designation and has been with Advisory Services Network since 2015. Cochran serves on the finance committee of Trinity Methodist Church, advising on the church's financial decisions. 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 strategies based on clients’ objectives and risk tolerances.
Blake P
Series 66
Raleigh, NC
Advisory Services Network
Blake Paro is a financial advisor with Advisory Services Network and holds a Series 66 designation. He has 22 years of industry experience and has worked at firms including Calton & Associates, Olde Raleigh Financial Group, Raymond James Financial Services Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons. Based in Raleigh, NC, he also operates as a private wealth manager through Paro Wealth Management and is involved in the sale and service of insurance products. 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 diverse investment strategies tailored to client objectives and risk tolerances.
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