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 Belyea is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Advisory Services Network since 2019. She previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments. Chelsea also provides tax preparation services through an independent CPA firm and is a licensed insurance agent for fixed annuities and life insurance. Advisory Services Network supports 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 range of strategies including discretionary and non-discretionary management.