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Matt Ross, Ross Financial

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Ron Dickinson, Dickinson Investments

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Michael Lutz, Legacy Financial

I’ve worked with advisors and other financial professionals affiliated with firms including TD Ameritrade, UBS, Scott & Stringfellow, Sentinel Investments, Davenport, Aurum Wealth, Northwestern, Kestra, Lincoln Financial Advisors, Edward Jones, Stifel, Morgan Stanley, Merrill Lynch, BMO Nesbitt Burns, Baird, Hilliard Lyons, DA Davidson, John Hancock, MFS, Commonwealth Financial Network, Securities America, LPL, Cetera, Wells Fargo, Raymond James, Schwab Advisor Network as well as dozens of independent RIAs and hybrid practices.

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Matt Ross, Ross Financial

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Michael Lutz, Legacy Financial

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Ron Dickinson, Dickinson Investments

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Phil Weiss, Apprise Wealth Management

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