arizona

Phoenix
Claraphi
Howard Hill
480-227-2911
hhill@claraphi.com

Phoenix
Claraphi
Michael Roasa
480-305-2054
mroaza@claraphi.com

Phoenix
Claraphi
Hugo Meraz
602-615-9170
hmeraz@claraphi.com

california

Carlsbad
Claraphi
Frank Stanley
858-354-3786
fstanley@claraphi.com

​Laguna Hills
Claraphi
Vali Nasr
949-215-0025
vnasr@claraphi.com

Turlock
Claraphi
David Hubble
209-667-9353
dhubble@claraphi.com

​Dana Point
Claraphi
​Norman Mains
949-481-2397
nmains@claraphi.com

​Laguna Hills
Claraphi
Christopher Salisbury
714-330-6233
csalisbury@claraphi.com

Redondo Beach
Bullish Baer
Erick Baer
805-428-2043
erick@bullishbaer.com

​Laguna Hills
Claraphi
Greg Ramirez
714-362-7469
gramirez@claraphi.com

Pasadena
Claraphi
Larry Steinberg
626-844-1190
lsteinberg@claraphi.com

Florida

Delray Beach
BGS FInancial Services
Ben Stille
561-910-6208
bstille@bgsfinancialservices.com

Greenacres
Claraphi
Harry Kamataris
561-301-5981
harryk@claraphi.com

Melbourne
McCloskey & Associates
Bill McCloskey
321-541-1262
billmc@mccloskeyassoc.com

Palm Beach Gardens
Wall Private Wealth
Michael Wall
888-511-9255
info@leanonthewall.com

Sarasota
Bush Capital Management
C. Wathal Bush
941-400-4147
wathalbush@bushcapitalmanagement.com

Vero Beach
SmartLife Financial Group
Ken Ackerman
561-284-4168
 ken@smartlifefg.com

Destin
Clear Harbor Wealth Management
Dustin Terry
850-687-3384
​dustin@clearharborwealth.com

Jacksonville
Sterling Newton
Bill Newton
904-482-1131
bill@sterlingnewton.com​

Orlando
Claraphi
Matthew Chancey
407-601-3063
​mchancey@claraphi.com​

Pensacola
Turner Financial Group
Benny Turner
850-995-1797
advisor@adviserusa.com​

​Tampa
Finance Cape
Travis Jennings
800-296-2602
travis@financecape.com

​Winter Haven
 Claraphi
Allen Thomas ​
863-207-0883
athomas@claraphi.com

Fort Walton Beach
Financial  & Insurance Services
Bill Burns
850-244-8933
bburns@claraphi.com

​Lakeland
Amerity Financial
Joshua Fain
863-683-1750
jfain@claraphi.com​

Palm Beach
Wall Private Wealth
Michael Wall
888-511-9255
info@leanonthewall.com

Sarasota
Hammond Asset Management
Hal Hammond
941-366-6600
halhammond1@gmail.com​

The Villages
​TRAC Asset Management
Dawn Carrey
614-989-0285
d.carey@tracassetmanagement.com

georgia

Alpharetta
RCF Group
Barbara Borowsky
470-321-3946
​​barbara.borowsky@dempseyi.com​

Alpharetta
RCF Group
Barry P. Dow
770-597-4083
barry.dow@dempseyi.com​

Alpharetta
RCF Group
Roger Roemmich
470-321-3946
​roger.roemmich@dempseyi.com

Alpharetta
RCF Group
Daniel Kistler
470-321-3946
daniel.kistler@dempseyi.com

Atlanta
Claraphi
Howard Dingle
404-273-0900
​hdingle@claraphi.com

New York

​New York City
Claraphi
Andrew Tang
646-945-2917
atang@claraphi.com

​New York City
Claraphi
Hans Winkler
917-415-3915
hwinkler@claraphi.com

North carolina

Raleigh
Fortem Advisors, LLC.
Rich Burchill
919-795-9815
rich@fortemadvisors.com

Raleigh
Fortem Advisors, LLC.
Robert Shigley
919-272-6848
bob@fortemadvisors.com

oklahoma

Tulsa
Claraphi
Seelan Subramaniam
918-940-3802
seelan@claraphi.com

oregon

​Molalla
Claraphi
Ron Farner
503-829-4344
rfarner@claraphi.com

​Portland
Hackett Advising
David Hackett
503-292-3511
dhackett@claraphi.com

​​Portland
Hackett Advising
Cameron Hackett
323-533-9704
​chackett@claraphi.com

Looking for an advisor in another state?  

​Contact our Main Office at 
​
(949) 215-0025