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Active Date Adviser(s) Team name Linkedin profile Adviser(s) phone Adviser(s) e-mail AUM ($M) Gross annual production/Trailing-twelve months ($M) Firm leaving Firm joining City State Custodian (if applicable) Company/team website (include http://) Branch Manager Transition date Source name Source URL Summary Contact name Contact phone number Contact e-mail Adviser/team headshot (hi-res .jpg) Submission type GUID
105-17-2013Brett Langer, Keith Bandettini, Beverly Cox, Will GingellThe Summit Financial StrategiesN/AN/AN/A$145N/AWalnut Street SecuritiesSCF SecuritiesBeavertonORN/AN/AN/A2013-05-13N/AN/AN/AGrant Cox(559) 456-6100gcox@scfinc.comN/AUser-submitted2013-05-17-Summit-Financial-StrategiesN/A
105-14-2013Gary BouchN/AN/AN/AN/A$57N/AAmeriprise FinancialWaddell and ReedLouisvilleKYN/AN/AN/A2013-04-22N/AN/AN/ARoger Hoadley913-236-1993N/AN/AInvestmentNews2013-05-15-Gary-BouchN/A
105-14-2013Tricia GunterN/AN/AN/AN/A$51N/ALPL FinancialWaddell and ReedAlbuquerqueNMN/AN/AN/A2013-04-12N/AN/AN/ARoger Hoadley913-236-1993N/AN/AInvestmentNews2013-05-15-Tricia-Gunter N/A
105-14-2013Gerald D. Brennan, James R. Seidel, Lynn L. KittelsonThe Brennan Group N/AN/AN/A$215N/AUBS Financial Services, Northern Trust Robert W. Baird & Co.EdinaMNN/AN/AN/A2013-03-18N/AN/AN/ANick Herff414-298-7094NHerff@rwbaird.comN/AUser-submitted2013-05-14-The-Brennan-GroupN/A
105-14-2013Malcolm H. Liles, William N. Liles, Sherri A. MinunnoThe Liles GroupN/AN/AN/A$585N/AMorgan Stanley Smith BarneyRobert W. Baird & Co.NashvilleTNN/AN/AN/A2013-05-10N/AN/AN/ANick Herff414-298-7094NHerff@rwbaird.comN/AUser-submitted2013-05-14-The-Liles-GroupN/A
105-08-2013Clay HoffmanN/AN/AN/AN/A$84N/ASuntrust Investment ServicesSummit Brokerage ServicesBrunswickGAN/AN/AN/A2013-05-03N/AN/AN/AMindy Clapp561-338-2770mclapp@summitbrokerage.comN/AUser-submitted2013-05-08-Clay-HoffmanN/A
105-07-2013Nicholas T. Barlotta Jr., Daniel R. Cauley, Nicholas T. Barlotta IIIBarlotta Cauley Wealth Management GroupN/AN/AN/AN/AN/AWells Fargo AdvisorsBenjamin F. Edwards & Co.DestinFLN/AN/AN/A2013-05-06N/AN/AN/AMargaret Welch314 703-1215margaret@mgwcommunications.comN/AUser-submitted2013-05-07-Barlotta-Cauley-Wealth-Management-GroupN/A
105-07-2013Steven S. PhillipsN/AN/AN/AN/AN/AN/AWells Fargo AdvisorsBenjamin F. Edwards & Co.BirminghamALN/AN/AN/A2013-04-19N/AN/AN/AMargaret Welch314 703-1215margaret@mgwcommunications.comN/AUser-submitted2013-05-07-Steven-S-PhillipsN/A
105-07-2013James P. Luttrell Jr., Matthew J. Dahlman, Thomas A. LuttrellLuttrell Financial GroupN/AN/AN/AN/AN/AWells Fargo AdvisorsBenjamin F. Edwards & Co.DestinFLN/AN/AN/A2013-05-06N/AN/AN/AMargaret Welch314 703-1215margaret@mgwcommunications.comN/AUser-submitted2013-05-07-Luttrell-Financial-GroupN/A
105-07-2013Paul BagnatoN/AN/AN/AN/A$165N/AWells Fargo AdvisorsMorgan Stanley Smith BarneyMount KiscoNYN/AN/AN/A2013-05-03N/AN/AN/AChristine Jockle914-225-6827Christine.Jockle@morganstanley.comN/AUser-submitted2013-05-07-Paul-BagnatoN/A
105-07-2013Alissa N. CarlossN/AN/AN/AN/A$135N/AStifel Nicolaus & Co.Morgan Stanley Smith BarneyJacksonTNN/AN/AN/A2013-05-03N/AN/AN/AChristine Jockle914-225-6827Christine.Jockle@morganstanley.comN/AUser-submitted2013-05-07-Alissa-N-CarlossN/A
105-02-2013Sean M. MirandaN/AN/AN/AN/A$100N/ARaymond JamesHilliard LyonsLouisvilleKYN/AN/AN/A2013-05-01N/AN/AN/AChambers Moore502-588-8416cmoore@hilliard.comN/AUser-submitted2013-05-02-Sean-M-MirandaN/A
105-02-2013Steven J. SmithN/AN/AN/AN/A$100N/ARaymond JamesHilliard LyonsLouisvilleKYN/AN/AN/A2013-05-01N/AN/AN/AChambers Moore502-588-8416cmoore@hilliard.com N/AUser-submitted2013-05-02-Steven-J-SmithN/A
105-01-2013Sean C. CartinN/AN/AN/AN/AN/AN/ABernstein Global Wealth ManagementEP Wealth AdvisorsSan DiegoCAN/AN/AN/A2013-03-01N/AN/AN/AAlfred Martin913 649-5009almartin@impactcommunications.orgN/AUser-submitted2013-05-01-Sean-C-CartinN/A
105-01-2013Benjamin PorrasN/AN/AN/AN/AN/AN/ACharles SchwabEP Wealth AdvisorsLos AngelesCAN/AN/AN/A2013-03-01N/AN/AN/AAlfred Martin913 649-5009almartin@impactcommunications.orgN/AUser-submitted2013-05-01-Benjamin-PorrasN/A
105-01-2013Kenneth G. InghamIngham Retirement GroupN/AN/AN/A$1,500N/ASentinel Securities, Inc.LPL FinancialMiamiFLN/AN/AN/A2013-03-01N/AN/AN/ATony Vignieri858 909-6698tony.vignieri@lpl.comN/AInvestmentNews2013-05-01-Ingham-Retirement-GroupN/A
104-30-2013Jay L. GeaslenN/AN/AN/AN/A$194N/ABank of America Merrill LynchAmeriprise FinancialAlpharettaGAN/AN/AN/A2013-04-08N/AN/AN/AChris L. Reese612-678-5410chris.l.reese@ampf.comN/AUser-submitted2013-04-30-Jay-L-GeaslenN/A
104-29-2013Leasha D. Flammio-WatsonN/AN/AN/AN/A$90N/AWells Fargo AdvisorsAmeriprise FinancialMelbourne FLN/AN/AN/A2013-03-01N/AN/AN/AChris L. Reese612-678-5410chris.l.reese@ampf.comN/AUser-submitted2013-04-29-Leasha-D-Flammio-WatsonN/A
104-29-2013John J. Nelson, Jon T. NelsonN/AN/AN/AN/A$125N/AWells Fargo AdvisorsAmeriprise FinancialNorwalkCTN/AN/AN/A2013-04-12N/AN/AN/AChris L. Reese612-678-5410chris.l.reese@ampf.comN/AUser-submitted2013-04-29-John-J-Nelson-Jon-T-NelsonN/A
104-29-2013Donald A. Jones, Trevor JonesN/AN/AN/AN/AN/AN/AUBS Financial ServicesAmeriprise FinancialFlorham ParkNJN/AN/AN/A2013-04-19N/AN/AN/AChris L. Reese612-678-5410chris.l.reese@ampf.comN/AUser-submitted2013-04-29-Donald-A-Jones-Trevor-JonesN/A
104-29-2013William T. PattonN/AN/AN/AN/A$150N/AMorgan Stanley Smith BarneyAmeriprise FinancialVirginia BeachVAN/AN/AN/A2013-04-26N/AN/AN/AChris L. Reese612-678-5410chris.l.reese@ampf.comN/AUser-submitted2013-04-29-William-T-PattonN/A
104-29-2013Norman G. HowarthN/AN/AN/AN/A$195N/ALPL FinancialAmeriprise FinancialCharlestownMAN/AN/AN/A2013-04-25N/AN/AN/AChris L. Reese612-678-5410chris.l.reese@ampf.comN/AUser-submitted2013-04-29-Norman-G-HowarthN/A
104-25-2013Teresa M. Brokaw, Donald G. O'Neal, Trent J. O'NealO'Neal & Brokaw Private Retirement GroupN/AN/AN/A$193N/ABank of America Merrill LynchWells Fargo AdvisorsLynnwood WAN/AN/AN/A2013-04-12N/AN/AN/AErica Vanross314-875-4044erica.vanross@wellsfargoadvisors.comN/AUser-submitted2013-04-25-ONeal-Brokaw-Private-Retirement-GroupN/A
104-25-2013James P. Butler, James L. Butler, Neil ButlerButler Wealth ManagementN/AN/AN/A$356N/ABank of America Merrill LynchWells Fargo AdvisorsMercer IslandWAN/AN/AN/A2013-03-28N/AN/AN/AErica Vanross314-875-4044erica.vanross@wellsfargoadvisors.comN/AUser-submitted2013-04-25-Butler-Wealth-ManagementN/A
104-25-2013David H. RascoeN/AN/AN/AN/A$80N/AWells Fargo AdvisorsMorgan Stanley Smith BarneySan DiegoCAN/AN/AN/A2013-02-15N/AN/AN/AChristine Jockle914 225 6827Christine.Jockle@morganstanley.comN/AUser-submitted2013-04-25-David-H-Rascoe N/A
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