NWF Advisory Services Inc

Michael Brown is a CFP® with 42 years of industry experience, currently serving as an Investment Advisor Representative at NWF Advisory Services Inc. His prior roles include positions at Principal Securities Inc. and Principal Life Insurance Company, and he has operated his own financial and tax preparation businesses since the late 1990s. Outside of his advisory work, he coaches high school basketball. NWF Advisory Services Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust and estate services, and both wrap and non-wrap account programs. The firm employs an open-architecture wealth management platform that combines advisor-managed portfolios, third-party model portfolios, and SMA/UMA solutions with a focus on strategic long-term investing alongside tactical strategies.

Gary Meeks is a financial advisor with NWF Advisory Services Inc in Price, Utah, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at firms including Cetera and Osaic and owns Meeks Financial, LLC, a financial services business he has operated since 2005. Meeks also serves as trustee of a family trust and is involved in maintaining a privately owned cabin through an LLC. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust and estate services, and managing approximately $3.82 billion in assets. The firm operates an open-architecture wealth management platform with advisor-managed and third-party model portfolios, focusing on strategic long-term investing alongside tactical strategies.

Kelly Rose is a financial advisor at NWF Advisory Services Inc with 7 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior roles include positions at Prudential Insurance Company of America, Bull Bear Bartz LLC dba Envision Financial Partners, and The Ameriflex Group. Outside of her advisory work, she is a brand partner for LifeWave, Inc., a direct sales company marketing phototherapy products. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering a range of investment programs across discretionary and non-discretionary relationships through an open-architecture Wealth Management Platform.

James Wood IV is a CFP® professional with 25 years of industry experience, currently serving at OSAIC since 2005. Prior to that, he worked at Premier Financial Partners, LLC. He holds Series 63 and Series 66 licenses and is a trustee of the St. Louis County Library Foundation, where he also serves on the Finance Committee. Additionally, he is an advisory board member for CEPAD USA and serves as treasurer and advisory trustee for The College School of Webster Groves. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that provides advisory and brokerage services through a large network of financial advisers. The firm serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering a range of investment and financial planning solutions supported by advanced portfolio management tools.

Daryl Cole is a CFP® professional with 30 years of industry experience, currently affiliated with Osaic Wealth, Inc. He previously worked at Royal Alliance and National Planning Corporation. Cole serves as a board member for Mercy House Living Centers, a nonprofit focused on ending homelessness, and holds positions on the Orange Lutheran High School Board and its audit committee. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charities. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Linda Bruininga is an investment advisor representative at NWF Advisory Services Inc with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including The Ameriflex Group, Osaic, Triad Advisors, Fsc Securities Corp, and UnionBanc Investment Services. She is also the founder of Bruco Investment Group, where she advises clients on life insurance and long-term care needs. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering both wrap and non-wrap account programs. The firm operates an open-architecture Wealth Management Platform that combines advisor-managed and third-party model portfolios, emphasizing strategic long-term investing alongside tactical strategies.

Marcus Silver is a financial advisor with NWF Advisory Services Inc in Westlake Village, CA, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at OSAIC, Cetera Advisors LLC, and First Allied Advisory Services. In addition to his advisory work, he serves as president of Silverberg Wealth Management, a registered DBA. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm manages approximately $3.82 billion in assets and operates an open-architecture Wealth Management Platform that incorporates advisor-managed and third-party model portfolios with a focus on strategic long-term investing.

Peter Wang is a financial advisor with OSAIC, holding a Series 63 designation and 34 years of industry experience. He has been with Royal Alliance Associates, Inc. since 2005. Outside of his advisory role, he is a statutory agent for WISE STEWARD CORPORATION, which is involved in fixed insurance sales, and also serves as an investment adviser representative with NWF Advisory Services. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services with an investment process that incorporates risk-tolerance assessments, portfolio optimization, and access to various investment products and third-party managers.

Douglas Schutte is a financial advisor with NWF Advisory Services Inc, holding the ChFC® designation and Series 63 and 65 licenses, with 39 years of industry experience. He has worked at several firms including Cetera Advisors LLC, First Allied Advisory Services, and Summit Wealth Management, where he is also President and 50% owner. Schutte serves as Treasurer on the Board of Directors for the Roger Tory Peterson Institute Foundation, a nonprofit organization. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm manages approximately $3.82 billion in assets and delivers a range of wrap and non-wrap account programs through an open-architecture wealth management platform.

Richard Holtan is an investment advisor with NWF Advisory Services Inc. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His career includes roles at The Ameriflex Group, Osaic, Interactive Financial Advisors, and Crown Capital Securities. In addition to his advisory work, he is president and owner of Financial Services Investment Corp of NV, which markets life insurance and fixed annuities. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm employs an open-architecture Wealth Management Platform with a focus on strategic long-term investing alongside tactical strategies.

Grant Jones is a financial advisor with NWF Advisory Services Inc in Honolulu, HI, holding a Series 66 credential and seven years of industry experience. He has worked at Takagi & Takagi and Royal Alliance since 2019 and previously spent 11 years with REC Solar Commercial Corporation. Outside of his advisory role, he operates a sole proprietorship providing life insurance quotes and application assistance. NWF Advisory Services, Inc. offers portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs an open-architecture wealth management platform combining advisor-managed and third-party model portfolios, with a focus on strategic long-term investing alongside tactical strategies.

Gregg Turkin is a financial advisor with NWF Advisory Services Inc in Westlake Village, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at OSAIC Wealth, Inc., Royal Alliance Associates, Cetera Advisors LLC, and First Allied Advisory Services. Outside of financial advising, Turkin is involved in real estate and home design businesses, including ownership of G&D Home Designs and partnerships in related ventures. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering a range of investment programs through an open-architecture wealth management platform that combines advisor-managed portfolios and third-party model portfolios.

Daniel Heironimus is an investment advisor representative at NWF Advisory Services Inc with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Transamerica Financial Advisors, Independent Financial Group, and The Ameriflex Group. He serves on the board of directors for Christ Methodist Church in Sikeston, MO. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust and estate services, and both wrap and non-wrap account programs. The firm operates an open-architecture Wealth Management Platform featuring advisor-managed and third-party model portfolios, emphasizing strategic long-term investing alongside tactical strategies.

Rebecca Cameron is a financial advisor with NWF Advisory Services Inc, holding a Series 66 designation and 16 years of industry experience. She has worked with NWF Advisory Group since 2017 and previously with Whjr Associates from 2013 to 2017. Cameron also serves as a registered assistant for Artisan Capital Partners, a DBA under NWF Advisory Group. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting as well as trust and estate services. The firm manages approximately $3.82 billion in assets and operates an open-architecture Wealth Management Platform that combines advisor-managed portfolios, third-party model portfolios, and SMA/UMA solutions with both strategic long-term and short-term tactical investment strategies.

Andrew Santibanez is a CFP® professional with 12 years of industry experience, currently serving as an Investment Advisor Representative at NWF Advisory Services Inc in Las Vegas, NV. His prior roles include positions at Crown Capital Securities, LP and JP Morgan Securities LLC. Outside of his advisory work, he owns Fiben Financial LLC, focusing on personal tax planning. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust and estate services. The firm manages approximately $3.82 billion in assets and utilizes an open-architecture Wealth Management Platform that combines advisor-managed and third-party model portfolios with both long-term strategic and short-term tactical investment approaches.