Stephen Mitchell Burroughs

John Hancock Life Insurance Co. (USA) provides investment advice. The firm offers insurance and investment products and services to retail and institutional customers. It is the investment advisor responsible for management of the insurance company and other institutional portfolios. The company is headquartered in Boston, MA.

Edward D. Jones & Co. LP is a broker-dealer and registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of the Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the United Kingdom. Edward Jones registered as a broker–dealer in 1941 and as an investment adviser in 1993. The firm offers a full array of investment services. They cover stocks that perform over the long-term, focusing on US, Canadian and Western European companies with long, stable, operating histories.

Capital Analysts LLC (CA) is a registered investment advisor headquartered in Fort Washington, Pennsylvania. The firm was founded in 2012 and is directly owned by Lincoln Investment Capital Holdings LLC. CA offers investment advisory services through a network of investment adviser representatives (Advisors) located throughout the US. They primarily serve individuals, high net-worth individuals, trusts, institutions, foundations, businesses, and charitable organizations as well as the retirement assets of individuals and businesses, individual retirement accounts (IRAs) and employer sponsored ERISA plans.

Founded in 1985, Berthel Fisher & Co. Financial Services, Inc. is a registered broker/dealer headquartered in Cedar Rapids, Iowa. The firm provides a full range of securities and brokerage services to their clients. They do not provide any internal research. Berthel Fisher is the broker subsidiary of Berthel Fisher & Co.

Ares Wealth Management Solutions LLC is an investment company focused on developing and managing real estate products that build real value for investors. The company was founded by Mark Donovan Quam and is headquartered in Denver, CO.

Part of Nationwide Mutual Insurance Co., Nationwide Investment Services Corp. provides fund management services. The company is based in Columbus, OH.

Part of Marco Polo New World, Inc., XTF Global Asset Management LLC provides investment advisory services. The company is based in New York, NY. XTF Global Asset Management was acquired by Marco Polo New World, Inc. on April 21, 2008.

Founded in 1996, The Retirement Planning Co. of New England, Inc. is a registered investment advisor located in Warwick, Rhode Island. The firm provides discretionary and non-discretionary investment advisory services to individuals, corporations, trusts, sole proprietors, partnerships and pension & profit sharing plans.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

JP Turner & Co. (JP Turner) the full-service brokerage subsidiary of Braves Aquisition LLC, ultimately held by RCS Capital Corp. (NYSE: RCAP) in the US. Located in Peachtree City, the firm provides an array of trading and execution services for their clients. They do not provide any internal research. JP Turner is a member of the NASD and the SIPC.

FSC Securities Corp. (FSC) is a registered investment adviser headquartered in Atlanta, Georgia. The firm was founded in 1958 and they are a subsidiary of Financial Service Corp., ultimately owned by Advisor Group Holdings, Inc. FSC provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations and other business entities.

Peak Reps LLC provides financial services. The company was founded by Glenn C. Wiggle and Daniel David Neiman and is headquartered in Palm Beach Gardens, FL.

Part of Peak Reps LLC, BlackRidge Asset Management LLC is a company that offers financial advisory services. The company is based in Williamsville, NY.

Mystic Asset Management, Inc. (MAM) is an independent, SEC-registered investment advisor headquartered in Warwick, Rhode Island. The firm was founded by Henry “Robin” Honiss in 1992 and in 2002; he sold his business to RPC Advisors (a division of The Retirement Planning Company of New England). MAM offers highly personalized investment advisory services to banks, high net worth individuals, trusts, pension and profit-sharing plans, and non-profit organizations.

Accel Wealth Management LLC (Accel Wealth) is a SEC-registered investment advisor headquartered in Waverly, Iowa. The firm was founded in 2016 and is a subsidiary of Accel Holdings, Inc., owned by The Accel Group LLC. Accel Wealth provides advisory services to individuals and businesses.

RDA Financial Network, Inc. (RDAFN) is an independent, SEC-registered investment advisor headquartered in Akron, Iowa. The firm was founded by John Arthur in 2008. RDAFN provides investment management services to private investors.

Pensionmark Financial Group LLC (Pensionmark) is a SEC-registered investment advisor headquartered in Santa Barbara, California. The firm was founded by Troy Hammond in 2015. In 2022, they became a wholly-owned subsidiary of WIA Holdings LLC, which is ultimately owned by CB Clockwork Parent LLC. Pensionmark provides advisory services to Individuals and Retirement Plans including, 401(k) Plans, 403(b) Plans, pensions and profit-sharing plans, non-qualified plans, foundations, endowments, and corporations or other businesses.

Founded in 2004, SagePoint Financial, Inc. is a dually-registered SEC-registered investment advisor and broker-dealer headquartered in Phoenix, Arizona. The firm is a subsidiary of Advisor Group, Inc., a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned by a consortium of investors that includes Lightyear Fund III LP (an investment fund affiliated with Lightyear Capital LLC) and PSPIB Lunar Investments Inc. (a wholly-owned vehicle of the Public Sector Pension Investment Board). SagePoint Financial was formerly known as AIG Financial Advisors.