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Anthony Jacob G

CFP®, Series 66

Lansing, MI

Founders Financial Securities LLC

Anthony Jacob Girard is a CFP® with four years of industry experience, currently serving as a financial advisor at Founders Financial Securities LLC in Lansing, MI. His prior roles include positions at Fifth Third Bank and Fifth Third Securities, as well as experience outside finance at Williams Gunsight Company. He is also involved with T&G Financial Solutions, an investment advisory firm. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as portfolio management, financial planning, retirement consulting, and brokerage and insurance solutions, utilizing multiple advisory platforms and a combination of model portfolios and sub-advisory relationships.

Business exit / sale strategy Founder/Business Owner Retired
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Neal S

CFP®, Series 63

Waco, TX

Founders Financial Securities LLC

Neal Stanfield is a CFP® with three years of industry experience, currently serving as a financial advisor at Founders Financial Securities LLC. His background includes roles at Penn Mutual Life Insurance Company, Hornor, Townsend & Kent, LLC, and Community Bank & Trust. In addition to his advisory work, he operates TwentyOne5 Wealth Management, providing investment advisory and insurance brokerage services in Waco, TX. Founders Financial Securities serves individuals, retirement plan sponsors, trusts, and corporate clients through a network of advisors managing approximately $4.1 billion in assets. The firm offers diverse advisory platforms and services, allowing advisors to tailor investment approaches including discretionary management, model portfolios, and third-party sub-advisors.

Business exit / sale strategy Founder/Business Owner Retired
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Peter M

CFA®

Towson, MD

Founders Financial Securities LLC

Peter Murphy IV is a CFA® charterholder with 14 years of experience in the financial industry. He has been with Founders Financial Securities LLC and Founders Financial, LLC since 2012. Outside of his advisory role, Murphy serves on the board of governors for the Building for God Community Foundation and is an investment committee member at Calvert Hall College High School. Founders Financial Securities offers investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients. The firm supports a wide range of advisory platforms and emphasizes IAR-driven portfolio management, niche offerings like 1031 exchange consulting, and a subscription-based retirement guidance service.

Business exit / sale strategy Founder/Business Owner Retired
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Joanne W

Series 63, Series 65

Chicago, IL

Founders Financial Securities LLC

Joanne Woiteshek is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Her career includes prior roles at Brooklight Place Securities, Fortune Financial Services, and Interactive Financial Advisors. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients, offering portfolio management, financial planning, and retirement consulting through various advisory programs and a combination of discretionary and non-discretionary services.

Business exit / sale strategy Founder/Business Owner Retired
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Gary S

Series 63, Series 65

West Chester, PA

Founders Financial Securities LLC

Gary Siano is a financial advisor at Founders Financial Securities LLC with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Founders Financial Securities since 2022, following a 15-year tenure at NEXT Financial Group Inc. He is also president of Guided Wealth Management LLC, where he is involved in the sales and service of insurance products, and serves as a consultant for Next Phase Financial, LLC, focusing on business succession and exit planning. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients through a network of investment adviser representatives managing approximately $4.1 billion in assets. The firm offers multiple advisory platforms, including managed portfolios, fee-based variable annuities, and 1031 exchange consulting, while delegating investment philosophies and portfolio management to its IARs.

Business exit / sale strategy Founder/Business Owner Retired
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Robert B

ChFC®, Series 63, Series 65

East Falmouth, MA

Founders Financial Securities LLC

Robert Barry Jr. is a financial advisor at Founders Financial Securities LLC with 44 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Barry has worked at Barry and Campagna Financial Services, Inc. and Founders Financial Securities since 2013. Outside of his advisory role, he is involved in the sale and review of personal and commercial property and casualty insurance products. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, retirement consulting, and insurance services, utilizing a variety of advisory platforms and third-party asset managers.

Business exit / sale strategy Founder/Business Owner Retired
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Charles R

CFP®, Series 63, Series 65

Salem, NH

Founders Financial Securities LLC

Charles Roberts is a Certified Financial Planner® with 24 years of industry experience. He is affiliated with Founders Financial Securities LLC and Dreambridge Financial, where he also works as an insurance agent involved in the sale of fixed financial products. He has been with Founders Financial Securities since 2013 and Dreambridge Financial since 2015. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients through a network of investment adviser representatives managing approximately $4.1 billion in assets. The firm offers multiple advisory platforms, including managed portfolios and co-advised private wealth solutions, and supports advisory representatives with due diligence and oversight while allowing a range of management styles and niche services such as 1031 exchange consulting.

Business exit / sale strategy Founder/Business Owner Retired
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Alyssa M

Series 65

Saint Simon Island, GA

Founders Financial Securities LLC

Alyssa Molan is a Series 65 credentialed financial advisor at Founders Financial Securities LLC with one year of industry experience. Her prior work includes roles at Mariner, Cascadia Wealth Management, Oregon Beverage Services, and Physiq Fitness. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients through a network of advisers managing approximately $4.1 billion in client assets. The firm offers multiple advisory platforms and specialized services, including retirement guidance, 1031 exchange consulting, and co-advised private wealth portfolios.

Business exit / sale strategy Founder/Business Owner Retired
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William W

CFP®, Series 63, Series 65

Chadds Ford, PA

Founders Financial Securities LLC

William Walters III is a CFP® professional affiliated with Founders Financial Securities LLC in Chadds Ford, PA, with 42 years of industry experience. He has worked at Wealth Planning Group LLC and Founders Financial Securities since 2010. Outside of his advisory role, he is an insurance broker and owner of a property that supports his business operations. Founders Financial Securities serves a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, retirement consulting, and brokerage and insurance services, employing a variety of investment approaches implemented through multiple platform programs and sub-advisory relationships.

Business exit / sale strategy Founder/Business Owner Retired
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Timothy L

Series 63, Series 66

Sisters, OR

Founders Financial Securities LLC

Timothy Lay is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has served as president and owner of multiple businesses, including Money Character, which focuses on financial literacy and education, and Trusted Partners Alliance, a consulting firm specializing in marketing and lead generation. He has been with Founders Financial Securities since 2015. Founders Financial Securities serves a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and utilizes a variety of investment programs and third-party asset managers to tailor strategies for its clients.

Business exit / sale strategy Founder/Business Owner Retired
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Craig A

Series 63, Series 65

Reston, VA

Founders Financial Securities LLC

Craig Alden is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Fortune Financial Services, Brooklight Place Securities, Gwn Securities, and Interactive Financial Advisors. Outside of his advisory work, Alden serves as a baseball umpire for college, high school, and recreational games. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing various delivery methods including managed portfolios, third-party asset managers, and co-advised wealth management programs.

Business exit / sale strategy Founder/Business Owner Retired
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Stevin M

Series 63, Series 65

The Woodlands, TX

Founders Financial Securities LLC

Stevin Moses is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Northstar Wealth Partners LLC, LPL Financial, and Ameriprise among others. He is also involved in insurance sales through Sound Choice Financial LLC. Founders Financial Securities provides advisory services to individuals, retirement plan sponsors, trusts, and corporate clients via a network of IARs managing approximately $4.1 billion in assets. The firm offers a range of investment platforms and specialized services, including retirement guidance and 1031 exchange consulting.

Business exit / sale strategy Founder/Business Owner Retired
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Bradley K

CFP®, Series 66

Matthews, NC

Founders Financial Securities LLC

Bradley Kellen is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Founders Financial Securities LLC and Fairway Financial since 2015. He is based in Matthews, NC, and holds the Series 66 designation. His work includes financial planning and insurance sales with a focus on variable annuities, long-term care, and variable life products. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, utilizing multiple advisory platforms and a combination of mutual funds, ETFs, and sub-advised strategies.

Business exit / sale strategy Founder/Business Owner Retired
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David R

Series 66

Matthews, NC

Founders Financial Securities LLC

David Reid is a financial advisor with Founders Financial Securities LLC, holding a Series 66 designation and 21 years of industry experience. He has been with Founders Financial Securities and Fairway Financial since 2015, where he also provides insurance advice and products as part of his other business activities. Founders Financial Securities serves a broad range of clients, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, access to third-party asset managers, financial planning, and retirement consulting, utilizing multiple investment programs and combining advisory, broker-dealer, and insurance services within its platform.

Business exit / sale strategy Founder/Business Owner Retired
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April B

Series 65, Series 63

Warrenton, VA

Founders Financial Securities LLC

April Blake is a financial advisor with Founders Financial Securities LLC, holding Series 65 and Series 63 credentials and 13 years of industry experience. She has previously worked at Fortune Financial Services, Inc. and Interactive Financial Advisors. In addition to her advisory role, she is a partner in Beach, Blake, & Assoc Financial Services, LLC, where she is involved in insurance sales. Founders Financial Securities serves individuals, retirement plan sponsors, trusts, and corporate clients through a network of investment adviser representatives managing approximately $4.1 billion in assets. The firm offers multiple advisory platforms and services, including managed portfolios, fee-based annuities, financial planning, and 1031 exchange consulting, with investment strategies tailored by its representatives under firm oversight.

Business exit / sale strategy Founder/Business Owner Retired
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Anne K

CFP®, Series 63

Berkley, MI

Founders Financial Securities LLC

Anne Karlow is a CFP® professional with 29 years of industry experience, currently affiliated with Founders Financial Securities LLC since 2011. She also owns Jardon Consulting, providing financial planning, investment advice, and insurance services. Additionally, she is involved in bookkeeping through Perennial Resources, which she co-owns. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple investment programs and non-traditional delivery methods such as subscription-based retirement education and co-advised wealth management solutions.

Business exit / sale strategy Founder/Business Owner Retired
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Michael T

ChFC®, Series 63, Series 65

Bel Air, MD

Founders Financial Securities LLC

Michael Thomson Sr. is a ChFC® credentialed advisor with Founders Financial Securities LLC in Bel Air, MD, bringing 31 years of industry experience. He has been with Founders Financial Securities since 2006. Outside of his advisory role, he is involved in managing employee benefits through HT Financial and serves as treasurer for a local political campaign. Founders Financial Securities serves a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of portfolio management and consulting services, utilizing multiple delivery platforms and third-party sub-advisors to provide customized investment solutions.

Business exit / sale strategy Founder/Business Owner Retired
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John D

Series 66

Johns Island, SC

Founders Financial Securities LLC

John Donaghy is a financial advisor at Founders Financial Securities LLC with 20 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Lincoln Financial Advisors Corporation, Maller Wealth Advisors, PNC Wealth Management, Osaic FA, Inc., and Legg Mason Wood Walker, Incorporated. He serves as a board member of the Atlantic General Hospital Foundation and as vice president of the Long Green Land Trust. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients, offering multiple advisory platforms including managed portfolios, financial planning, and 1031 exchange consulting. The firm delegates portfolio management to its advisers, who operate under their own DBAs, and supports niche offerings alongside conventional advisory services.

Business exit / sale strategy Founder/Business Owner Retired
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Mitchell M

Series 66

Charlton, MA

Founders Financial Securities LLC

Mitchell Mccord is a Series 66-licensed financial advisor with 11 years of industry experience, currently with Founders Financial Securities LLC since 2023. His prior roles include positions at Securities America Advisors and National Planning Corporation. Outside of his advisory work, he serves as a voting board member for a family-owned property entity in Colorado. Founders Financial Securities serves a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm offers portfolio management, financial planning, and retirement consulting through various platforms and combines advisory, broker-dealer, and insurance services within its enterprise structure.

Business exit / sale strategy Founder/Business Owner Retired
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Linda D

Series 63, Series 65

Berlin, MD

Founders Financial Securities LLC

Linda Derickson is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Founders Financial Securities since 2008 and operates her own financial planning business, Derickson Financial, where she provides client consultations, financial plans, and investment strategy evaluations. Founders Financial Securities serves individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients through a network of advisers. The firm offers portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing a range of advisory platforms and model-based strategies.

Business exit / sale strategy Founder/Business Owner Retired
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