Our Firm offers a wide variety of mutual funds, variable annuities, real estate investment trusts and other securities products to clients. In certain instances, product companies participate in activities that are designed to help facilitate the distribution of their products, such as marketing activities and educational programs and by offsetting expenses that result from the cost of doing business.

In return for assistance in facilitating the activities described above, we may receive additional compensation from product sponsors. None of these additional payments are paid to any Registered Representative who may sell these products.

Currently, the list below participate with us for said revenues:

1290 Funds
AcquireUp/White Glove
Advisors Capital Mgmt
Annexus
AssetMark
Athene Annuities
AuguStar Retirement
Bluerock Capital Markets
BNY Pershing
Brighthouse Financial
Buckingham/Focus
Brokers International
Capital Group
CIM Group
Creative One
Crump Life Insurance Services
Cumberland Advisors
Eagle Life

ECA Marketing
Equitable
F&G Annuities & Life
Fidelity Investments
First Trust Portfolios LP
Genter Capital Mgmt
Global Atlantic
Howard Capital Mgmt
Jackson National
Legend Financial Marketing Services
Life Insurance Settlements
MassMutual Ascend
Midland National
Nationwide
NexAnnuity
Orion Portfolio Solutions
One Resource Group

Potomac Funds
Preferred Capital Securities
Producer’s Choice
Sammons Retirement
Simplicity Financial Distributors
Symetra
The Pacific Financial Group
The Pinnacle Group
TruChoice Financial Group
Underwriters Marketing Service
Universal Life Insurance Company of Puerto Rico
Vestwell
Voya Financial
Voyant
Wealthcare Capital Mgmt
Wholehan Marketing