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David M

Series 63, Series 65

Hollywood, FL

First Heartland Consultants, Inc.

David Miller is a financial advisor with First Heartland Consultants, Inc. in Hollywood, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior work includes roles at OSAIC, Securities America, and Investacorp. He is also involved with Six One Wealth Management LLC as an agent marketing fixed insurance products to existing clients. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants, using a combination of discretionary portfolio management, model-based programs, and both fundamental and technical analysis. The firm operates with a vertically integrated structure that includes brokerage and insurance businesses, serving clients through independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
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Kevin L

Series 63, Series 65

Hillsborough, NJ

First Heartland Consultants, Inc.

Kevin Lynch is a financial advisor at First Heartland Consultants, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including United Planners' Financial Services and Westminster Wealth Management. Outside of finance, Lynch is involved with Healing To Wellness, a physical therapy business, and serves as an officer and director for the Society For Financial Awareness, a nonprofit focused on financial education, as well as the Montgomery/Rocky Hill Rotary. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and both wrap and non-wrap asset management solutions delivered through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
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Evin L

Series 66

Rochester, MN

First Heartland Consultants, Inc.

Evin Lantz is a financial advisor with First Heartland Consultants, Inc. in Rochester, MN, holding a Series 66 designation and 12 years of industry experience. He has worked at First Heartland Capital Inc. since 2015. Outside of his advisory role, Lantz assists with a family-owned event center and serves on the board of a condominium association. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for 401(k) accounts, asset management, and third-party asset management solutions through a network of independent advisers.

Annuities Income planning Cash flow / budgeting
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Brian B

Series 63, Series 65

Overland Park, KS

First Heartland Consultants, Inc.

Brian Boedicker is a financial advisor at First Heartland Consultants, Inc. with 32 years of industry experience. He has been with First Heartland Capital Inc. since 2003. In addition to his advisory role, Boedicker is involved in the sale and distribution of insurance products as an agent and broker. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party management services, and model-based brokerage account programs, delivering discretionary portfolio management through independent representatives using various analytical and asset allocation techniques.

Annuities Income planning Cash flow / budgeting
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Scott S

Series 66

Oronoco, MN

First Heartland Consultants, Inc.

Scott Sorenson is a Series 66-licensed financial advisor with First Heartland Consultants, Inc., where he has worked since 2015. He has 14 years of industry experience and is also owner of TUB MD LLC, a bath and shower repair business. Additionally, Sorenson is an independent insurance agent specializing in life, accident, health, and Medicare-related products. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm delivers discretionary portfolio management through independent representatives using various analytical methods and offers a range of programs including personalized asset management, third-party management, and self-directed brokerage accounts.

Annuities Income planning Cash flow / budgeting
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Timothy P

CFP®, Series 63

Londonderry, NH

First Heartland Consultants, Inc.

Timothy Porter is a CFP® professional with 23 years of experience in the financial industry. He has been with First Heartland Capital, Inc. since 2009 and also has a long-standing role at Gemini Services since 2001. Outside of his advisory work, he serves as a member of the Londonderry School Board and operates a tax preparation business. First Heartland Consultants, Inc. provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and a variety of asset management solutions delivered through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
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Jamie C

ChFC®, Series 63, Series 65

Albuquerque, NM

First Heartland Consultants, Inc.

Jamie Cox is a ChFC® credentialed financial advisor with 28 years of industry experience, currently affiliated with First Heartland Consultants, Inc. in Albuquerque, NM, where he has worked for 25 years. He is a partner in Axcess Financial Group, Inc., which provides employee benefits such as medical insurance and cafeteria plans, and serves as director and chairman of Alamosa State Bank. First Heartland Consultants offers investment advisory and financial planning services to individuals, businesses, and retirement plan participants, providing personalized asset management through various programs and model portfolios managed by independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
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Brian B

Series 63, Series 65

Portage, IN

First Heartland Consultants, Inc.

Brian Bolek is a financial advisor with First Heartland Consultants, Inc. in Portage, Indiana, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with First Heartland Capital and Marquis Financial Services since 2001. Outside of advisory work, he is a partner at Lyons and Bolek LLP and has sold long-term care insurance products; he also works as a weekend crew member at Pudgy's. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party management services, and a model-based self-directed brokerage account program, delivering advisory services through independent representatives using a variety of analytical and asset allocation techniques.

Annuities Income planning Cash flow / budgeting
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Robert C

PFS™, Series 63, Series 65

Lake St. Louis, MO

First Heartland Consultants, Inc.

Robert Cremerius is a financial advisor with First Heartland Consultants, Inc. in Lake St. Louis, MO, holding the PFS™ designation and Series 63 and 65 licenses, with 30 years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. and First Heartland Capital, Inc. In addition to his advisory role, he is involved in independent insurance agency work and owns a financial services DBA. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and employer-sponsored retirement plan participants. The firm offers personalized asset management, third-party asset management services, and a model-based self-directed brokerage account program while delivering services through independent investment adviser representatives using various analytical and asset allocation techniques.

Annuities Income planning Cash flow / budgeting
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Ethan L

Series 63, Series 65

Little Rock, AR

First Heartland Consultants, Inc.

Ethan Levin is a financial advisor at First Heartland Consultants, Inc. in Little Rock, AR, with 19 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at First Heartland Capital Inc, Global IR Group, and Stephens Inc. Levin is also an investor in Ocutrx Vision Technologies LLC. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for 401(k) accounts, asset management, and third-party asset management solutions delivered through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
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Joseph K

CFA®, Series 66

Lake St Louis, MO

First Heartland Consultants, Inc.

Joseph Kinnison is a CFA® charterholder with 15 years of industry experience. He has worked at First Heartland Consultants, Inc. since 2021 and previously spent nine years at Argent Capital Management LLC. Outside of his advisory role, he is president of Gohomefish, LLC, a publishing company focused on book writing. First Heartland Consultants provides advisory services to a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
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Craig H

Series 63, Series 66

Sioux Falls, SD

First Heartland Consultants, Inc.

Craig Heien is a financial advisor with First Heartland Consultants, Inc. in Sioux Falls, SD, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with First Heartland Consultants and its affiliated entity First Heartland Capital Inc. since 2007. Outside of advisory work, Heien owns and operates a lawn care and maintenance business. First Heartland Consultants provides advisory services to a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and asset management solutions delivered through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
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Jaymie C

Series 66

Fredericksburg, VA

First Heartland Consultants, Inc.

Jaymie Chmil is a financial advisor with First Heartland Consultants, Inc. She holds a Series 66 designation and has eight years of industry experience. Her previous work includes roles at Edward Jones, Wells Fargo Clearing, and First Clearing. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party asset management services, financial planning, and model-based self-directed brokerage account programs, employing a mix of fundamental, technical, and cyclical analysis along with strategic and tactical asset allocation.

Annuities Income planning Cash flow / budgeting
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Deanna H

Series 66, Series 65

Springfield, MO

First Heartland Consultants, Inc.

Deanna Holmes is a financial advisor at First Heartland Consultants, Inc. with 26 years of industry experience. She holds Series 66 and Series 65 licenses and has worked at First Heartland Capital Inc since 2019 and USA Financial Securities Corporation for 15 years prior. Holmes is also part owner of Holmes & Griffeth, Inc., a financial planning firm established in 2002. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party asset management services, and model-based self-directed brokerage accounts, utilizing a mix of fundamental, technical, and cyclical analysis through independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
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Robin M

CFP®, Series 63, Series 65

Weare, NH

First Heartland Consultants, Inc.

Robin Morrell is a CFP® professional with over 36 years of experience in the financial industry. He is currently with First Heartland Consultants, Inc. and has previously worked at Ameriprise Financial Services, Flatiron Financial Group, LPL Financial, Banc of America Investment Services, and Merrill. Outside of his advisory role, he teaches water aerobics at the Granite YMCA in Manchester, NH. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party asset management, financial planning, and a model-based self-directed brokerage account program for 401(k) participants.

Annuities Income planning Cash flow / budgeting
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Augustus A

Series 63, Series 66

Powell, OH

First Heartland Consultants, Inc.

Augustus Abel III is a financial advisor with First Heartland Consultants, Inc. in Powell, Ohio. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. Abel has worked at First Heartland Capital, Inc. since 2009. He serves as a board member and officer for budget and finance at the Henson Bowling Academy. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and both wrap and non-wrap asset management solutions through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
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Daniel G

CFP®, ChFC®, Series 63

Tipp City, OH

First Heartland Consultants, Inc.

Daniel Gilbert is a CFP® and ChFC® with 39 years of industry experience. He is currently with First Heartland Consultants, Inc., where he has worked since 2024. His prior experience includes roles at Securities America Advisors, Inc. and KMS Financial Services, Inc. Gilbert is also involved in marketing insurance and financial services. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party asset management services, and a model-based self-directed brokerage account program, delivering advisory services through independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
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Christopher S

Series 65

Grand Junction, CO

First Heartland Consultants, Inc.

Christopher Scriminger is a financial advisor with First Heartland Consultants, Inc. He holds a Series 65 credential and has five years of industry experience. Prior to joining First Heartland Consultants in 2023, he worked with Vestal Retirement Solutions and Retirement Wealth Advisors LLC. Outside of his advisory roles, he owns and operates Vestal Retirement Solutions, providing investment advisory and insurance services. First Heartland Consultants serves a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and various asset management solutions delivered through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
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Fady C

ChFC®, Series 63

Westlake, OH

First Heartland Consultants, Inc.

Fady Chaccour is a financial advisor at First Heartland Consultants, Inc. with 33 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Massachusetts Mutual Life Insurance Co. since 1994 and First Heartland Capital Inc. since 2016. Outside of his advisory work, he owns F&R Ventures LLC, a financial holding company. First Heartland Consultants serves a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and a variety of asset management solutions delivered through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
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Kenneth D

ChFC®, Series 63, Series 65, Series 66

Hurricane, UT

First Heartland Consultants, Inc.

Kenneth Diamond is a financial advisor at First Heartland Consultants, Inc. He holds the ChFC® designation and several securities licenses (Series 63, 65, 66), with 11 years of industry experience. His prior work includes roles at Edward Jones, Essent, and Allstate Financial Advisors. First Heartland Consultants offers investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm provides discretionary portfolio management using various analytical techniques and a range of investment programs, including personalized asset management and model-based self-directed brokerage accounts.

Annuities Income planning Cash flow / budgeting
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