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®
Grayhill, Ltd
30574 Sun Creek Drive
Evergreen, CO 80439
Phone: (303) 296-8201
Fax: (303) 296-8230
jclarke@grayhill.net
www.grayhillllc.com
Larry C. Clayton, CLU®, ChFC® , 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, Inc.
200 S. 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®
CFH Financial Services, Inc.
5050 Poplar Ave., Suite 1204
Memphis, TN 38157
Phone: (901) 761-1490
Fax: (901) 761-1086
jimforbis@cfhfinancial.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
Christopher A. Lund, MBA, CFP®, AIF®, RICP®
Lund Financial Group
30 Manmar Drive, Suite 8
Plainville, MA 02762
Phone: (508) 316-1949
Fax: (508) 316-3538
chris@lundfg.com
www.lundfg.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
11711 N. Meridian St
Suite 350
Carmel IN 46032
Phone: 317-569-7617
Fax: 317-569-7601
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
Dwain Owens, CLU®,ChFC®
Strategic Legacy Advisors Inc.
2360 Pershing Road
Columbus, NE 68601
Phone: (402) 564-7197
Fax: (402) 564-1337
DOwens@Woodburyfinancial.net
www.strategiclegacyadvisors.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
mikeowens@woodburyfinancial.net
www.strategiclegacyadvisors.com
Guy Swain, CLU®, ChFC®, CFP®
LifeTime Asset Management, LLC
4700 Homewood Court
Suite 340, Raleigh, NC 27609
Phone: (919) 845-5315
Fax: (919) 845-5346
guy@lifetimeasset.com
www.lifetimeasset.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
