Member Directory
Ryan Boyd, CFP®, AIF®
AnchorPoint Financial, LLC
200 Westport Drive, Suite A
Cabot, AR 72023
Phone: (501) 605-8002
Fax: (501) 605-8011
ryan@AnchorPointAdvisors.com
www.AnchorPointAdvisors.com
Mark Carolin, Registered Investment Advisor
ConceptWealth
2202 Thousand Oaks
San Antonio, Texas 78232
Phone: (210) 492-8620
Fax: (210) 568-4254
carolin@ConceptWealth.com
John S. Clarke, CLU®, ChFC®, Emeritus Member
Grayhill, Ltd
30574 Sun Creek Drive
Evergreen, CO 80439
Phone: (303) 296-8201
Fax: (303) 296-8230
JClarkeOldy@MSN.com
www.GrayHillLLC.com
Larry C. Clayton, CLU®, ChFC®, AEP®, Emeritus Member
AnchorPoint Financial
5050 Poplar Avenue, Suite 1202
Memphis, TN 38157
Phone: (901) 333-3508
Fax: (901) 922-6827
larry@AnchorPointAdvisors.com
www.AnchorPointAdvisors.com
Daniel C. Danese, CFP®, CLU®, RICP®
Legacy Solutions, LLC
206 N. Union Street
Kennett Square, Pa 19348
Phone: (610) 444-9920
Fax: (610) 444-9918
ddanese@LegacySolutions.org
www.LegacySolutions.org
Jim S. Forbis, CLU®, ChFC®, AIF®, CSA®
5100 Poplar,
Suite 2700,
Memphis TN 38137
Phone: (901) 558-3339
Fax: (901) 761-1086
jim@egfplanning.com
www.CFHFinancial.com
Grant Foster, CLU®, ChFC®, AEP®
Foster Financial
507 West 18th Street
Austin, TX 78701
Phone: (512) 473-8682
Fax: (512) 473-2922
gfoster@FosterFinancial.com
www.FosterFinancial.com
James Laurent, CLU®, ChFC®, Emeritus Member
Laurent & Associates
4701 Baptist Road, #105
Pittsburgh, PA 15227
Phone: (412) 885-3400
Fax: (412) 885-3402
jflep@CS.com
Wayne Minich, CLU®, ChFC®
Applied Financial Concepts, Inc.
4603 W. Streetsboro Road
Richfield, OH 44286-0472
Phone: (330) 659-2234
Fax: (330) 659-2151
wayne@appliedfin.com
Brian Moldt, CLU®
Moldt Financial LLC
645 West Carmel Drive
Suite 110
Carmel, IN 46032
Phone: (317) 569-7617
Fax: (317) 740-3934
bmoldt@MoldtFinancial.com
www.MoldtFinancial.com
Donald L. Moore, CLU®, ChFC®, Emeritus Member
Chesapeake Financial Strategies, LLC,
7501 Greenway Center Drive
Suite 420, Greenbelt, MD 20770
Phone: (301) 474-8300
dlmoore@ChesapeakeFinancialStrategies.com
www.ChesapeakeFinancialStrategies.com
Kevin A. Morse, CPA®, MSF, MST
Capital Analysts of New England, Inc.
35 Braintree Hill Office Park Suite 400
Braintree, MA 02184
Phone: (617) 786-1600
Fax: (617) 479-8512
kmorse@CapitalAnalystsNE.com
www.CapitalAnalystsNE.com
David M. Muilenberg, CLU®, ChFC®, AIF®
Discovery Financial, LLC
971 Spaulding Ave SE Suite A
Ada, MI 49301
Phone: (616) 957-9999
Fax: (616) 957-9949
david.muilenberg@lpl.com
www.DiscoveryFinancialLLC.com
Dwain Owens, CLU®,ChFC®
2360 Pershing Road
Columbus, NE 68601
Phone: (402) 564-7197
Fax: (402) 564-1337
Dwain@OwensAdvisors.com
Mike Owens, CLU®, ChFC®, RFC®
Strategic Legacy Advisors Inc.
10831 Old Mill Road, Suite 200b
Omaha, NE 68154
Phone: (402) 434-2442
Fax: (402) 434-2450
mike@strategiclegacyadvisors.com
www.StrategicLegacyAdvisors.com
Angela Robinson CRC®
Kennedy Financial Services
106 South Seaman Street
Eastland, TX 76448
Phone: 254-629-3863
Fax: 254-629-3865
Angela@Kennedy-Financial.com
www.Kennedy-Financial.com
Edwin W. Thauer, Jr., CLU®, ChFC®, LIC®
Design Financial Group
985 Parchment Drive
Grand Rapids, MI 49546
Phone: (616) 957-3380
Fax: (616) 957-0343
ed.thauer@OASecurities.com
www.DesignFinancialGroup.com
James S. Farmer, CLU®, ChFC®
1850 S McHenry Ave
Crystal Lake, IL, 60014
Phone: (312)399-9921
Fax: (312)628-7633
jfarmer@fsgllp.com
http://www.fsgllp.com/
Clayton Thompson, CFP®, AIF®
Capital Analysts of Jacksonville
7077 Bonneval Road, Suite 103
Jacksonville, FL 32216
Phone: (904) 730-7433
Fax: (904) 448-5396
cthompson@capanjax.com
www.capanjax.com
The objective of The Pinnacle Study Group Inc. is to achieve an even higher level of personal growth and professional development. We currently have eighteen members, all of whom are “Top of the Table” producers, “Court of the Table” producers, and/or seasoned financial planners, each with many years of experience. A prospective member is carefully screened before being invited to join the study group and each is considered a provisional for the first year. Click here to view the membership application.
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