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.

Chelsea Tuck is a CFP® professional with 18 years of experience in the financial advisory industry. She has worked at Advisory Services Network since 2019, following prior roles at Fidelity Personal and Workplace Advisors and Money Concepts Capital Corp. In addition to her advisory work, she provides tax preparation services through a separate business. Advisory Services Network supports independent investment adviser representatives serving individuals, families, corporations, and retirement plans with a range of portfolio management and financial planning services. The firm employs varied investment strategies and offers flexible advisory engagement models through a large platform of advisors.