Member Directory
Genay K. Airey, ChFC, RICP
Airey Financial Group
200 W 84th Dr., Suite B
Merrillville, IN 46410
Phone: (219) 650-4050
Fax: (219) 650-4054
gairey@AireyFinancialGroup.com
www.AireyFinancialGroup.com
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®, 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, 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 Wealth Management
30 Manmar Drive, Suite 8
Plainville, MA 02762
Phone: (508) 316-1949
Fax: (508) 316-3538
Chris@LundWeath.com
www.LundWealth.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
David M. Mulienberg, 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
DOwens@SecuritiesAmerica.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
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.
Next Events
Austin, TX
February 19-21, 2020
Cleveland, OH
August 19-21, 2020
San Antonio, TX
February 17-19, 2021