Broker Check

Our Affiliates

United Wealth Advisors Group and its partner affiliates provide comprehensive wealth management services that help bring clarity, structure, and stability to life. Working in direct partnerships with our clients, UWAG focuses on understanding clients’ needs and offering actionable advice tailored to their individual needs, goals, and dreams. We value integrity, honesty, and accountability. We demonstrate our commitment by providing the very highest standard of service

Learn more about each of our affiliate offices and how they can they can work with you to achieve your life and goals:

Wealth Solutions, LLC

610 Belle Terre Blvd.
LaPlace, LA 70068
Phone: (985) 652-7702
Fax: (983) 653-0183

www.wealthsolutionsllc.net 

Ann Baker Ronn

Ann Baker Ronn, CFP®

Financial Advisor (AFP)

832-831-7327

Arnie Pechler, Sr.

Arnie Pechler, CFP®, LUTCF

Financial Advisor

315-502-4185

Arnie Pechler

Arnie Pechler, Jr

Certified Retirement Counselor® (UPA)

585-728-9191

Ashley East

Ashley East

Financial Professional

713-626-9820

713-561-8159

Austin Cecil

Austin Cecil

Financial Professional

301-280-1458

301-280-1460

Blake Gillies

Blake Gillies, DIA

Brokerage Director (AFG)

504-304-7657

Bob Masson

Bob Masson

Agent (AFG)

504-831-4494 x229

504-831-4488

Brett Shippee

Brett Shippee

Financial Consultant

Chantel Williams

Chantel Williams, CFP ®

Chief Operating Officer

713-626-9820

713-561-8159

Christopher Laughlin

Christopher Laughlin

Senior Partner (WAG)

301-280-1452

Colton Goodwine

Colton Goodwine

Managing Director of Financial Planning

Corey Boerner

Corey Boerner, LUTCF

Financial Advisor

410-907-7060

713-561-8159

Daniel Miles

Daniel J. Miles, CLU®, LUTCF, CLTC, AIF, CPFA

Financial Advisor (UPA)

585-657-6101

Donna Hatcher

Donna R. Hatcher, LUTCF 

Agent (UCL)

901-758-1500 ext 0120

Emily Eiss-Sigel

Emily Eiss-Sigel

Chief Operating Officer

Hayden Freeman

Hayden Freeman

Financial Advisor

315-779-0700

315-779-8189

Jack Garland

Jack C. Garland, CLU, LUTC

Agent (UCL)

901-758-1500 ext 0118

Jennifer Buzzeo*

Jennifer Buzzeo*, CFP®

VP of Financial Planning (WS/UWAG, LLC)

985-652-7702

Jennifer Dettman

Jennifer Dettman

Compliance Consultant (UCL)

901-758-1500 ext 0113

John Worrel, Jr.

John Worrel Jr., LUTCF, CIS

Financial Planner(AFG)

504-831-4494x225

504-831-4488

Josh Wilcox

Josh Wilcox

Senior VP of Operations & Development

Julie Georgelakos

Julie Georgelakos

Director of Finance (UWAG)

301-280-1456

301-280-1460

Karen Leba Baker

Karen Leba Baker

Financial Professional (AFP)

713-626-9820

713-561-8159

Kate Kilgore Cihon

Kate Kilgore Cihon, FSCP©

Financial Advisor ( KCAG, LLC)

303-993-4628

719-578-0072

Keith Gillies

Keith M. Gillies, CFP®, CLU, ChFC

Founding Partner (WS,AFG)

985-652-7702

Kevin O'Brien

Kevin O'Brien

Financial Consultant

504-831-4494 x232

Kim Allen*

Kim Allen*, Certified Financial Fiduciary

Founding Partner (UPA)

315-779-0700

Lee Johnson

Office Manager

Luke Trosclair

Luke Trosclair, CFP®

Managing Partner (WS,LLC)

225-323-8397

Malinda Williams

Malinda Williams

Financial Advisor

803-774-0356

803-916-9492

Mark Cecil*

Mark A. Cecil*, CFP®

Founding Partner (WAG)

301-280-1455

Mark Miller

Mark C. Miller, LUTCF
 

Agent (UCL)

901-758-1500 ext 0139

Michael Dreve

Michael Dreve

Agent (UCL)

901-758-1500 ext 0106

Michael Cappo

Michael Cappo

Financial Representative

504-831-4494

Neil Freeman

Neil Freeman

Partner

315-779-0700

Nick Impastato

Nick Impastato, LUTCF

Agent (AFG)

504-831-4494x227

Nicole Jones

Nicole Jones

Financial Representative

585-728-9191

Qaadir Williams

Qaadir Williams

Financial Advisor (AFP)

830-421-1993

Randy R. Kilgore

Randy R. Kilgore, CLU, RHU, LUTCF

Founder and Managing Partner (RK&C)

719-578-0075

Rebecca Schulter

Rebecca Brown Schulter

Financial Planner (UCL)

901-758-1500 ext 126

Rich Miles

Rich Miles

Financial Advisor

Robert Brown

C. Robert Brown, Sr. CLU LUTCF

Partner (UCL)

901-758-1500 ext 116

Ross Massey

Ross Massey

Financial Advisor

225-938-5823

Sage Harosia

Sage Harosia

Financial Advisor

843-301-0074

Samantha Robbins

Samantha Robbins

Director of Risk Management

Sheryl Klehr-Ottinger

Sheryl J. Klehr-Ottinger, RICP®, LUTCF

Agent (UCL)

901-758-1500 ext 122

Steve Valerius

Steve Valerius

President & General Agent (UWAG)

Steven Sheppard

Steven D. Sheppard

Agent (UCL)

901-758-1500 ext 0115

Steven Ruiz

Steven Ruiz

Financial Advisor

985-888-6101

985-888-6103

Susan Sifford

Susan L. Sifford

Pension Administrator (UWAG, LLC)

501-664-3440

501-664-3477

Tatem Ruiz

Tatem Ruiz, LUTCF, CLTC

Financial Representative(RRI)

Timothy Moran

 
Timothy J. Moran, LUTCF

Partner (UCL)

901-758-1500 ext 0125

901-758-0362

Viana Bailey

Viana Bailey

Financial Professional

508-631-9018

713-561-8159

Vicky Hoang

Vicky Hoang

AFG/UWAG

504-831-4494

Zachary Allen

Zachary Allen, LUTCF

Managing Partner

315-779-0700

United Professional Advisors, LLC

Watertown Office

19607 NYS Route 3
Watertown, NY 13601
Phone: (315) 779-0700
Fax: (315) 779-8189

www.unitedprofessionaladvisors.com

Fairport Office

6800 Pittsford Palmyra Road, Suite 250
Fairpoint , NY 14450
Phone: 585-728-9191
Fax: 315-502-4196
Map and Directions

South Carolina Office

35 Sugarmill Drive
Okatie, SC 29909
Phone: 315-576-6553
Fax: 315-502-4196                                                                                                                                                                

Ann Baker Ronn

Ann Baker Ronn, CFP®

Financial Advisor (AFP)

832-831-7327

Arnie Pechler, Sr.

Arnie Pechler, CFP®, LUTCF

Financial Advisor

315-502-4185

Arnie Pechler

Arnie Pechler, Jr

Certified Retirement Counselor® (UPA)

585-728-9191

Ashley East

Ashley East

Financial Professional

713-626-9820

713-561-8159

Austin Cecil

Austin Cecil

Financial Professional

301-280-1458

301-280-1460

Blake Gillies

Blake Gillies, DIA

Brokerage Director (AFG)

504-304-7657

Bob Masson

Bob Masson

Agent (AFG)

504-831-4494 x229

504-831-4488

Brett Shippee

Brett Shippee

Financial Consultant

Chantel Williams

Chantel Williams, CFP ®

Chief Operating Officer

713-626-9820

713-561-8159

Christopher Laughlin

Christopher Laughlin

Senior Partner (WAG)

301-280-1452

Colton Goodwine

Colton Goodwine

Managing Director of Financial Planning

Corey Boerner

Corey Boerner, LUTCF

Financial Advisor

410-907-7060

713-561-8159

Daniel Miles

Daniel J. Miles, CLU®, LUTCF, CLTC, AIF, CPFA

Financial Advisor (UPA)

585-657-6101

Donna Hatcher

Donna R. Hatcher, LUTCF 

Agent (UCL)

901-758-1500 ext 0120

Emily Eiss-Sigel

Emily Eiss-Sigel

Chief Operating Officer

Hayden Freeman

Hayden Freeman

Financial Advisor

315-779-0700

315-779-8189

Jack Garland

Jack C. Garland, CLU, LUTC

Agent (UCL)

901-758-1500 ext 0118

Jennifer Buzzeo*

Jennifer Buzzeo*, CFP®

VP of Financial Planning (WS/UWAG, LLC)

985-652-7702

Jennifer Dettman

Jennifer Dettman

Compliance Consultant (UCL)

901-758-1500 ext 0113

John Worrel, Jr.

John Worrel Jr., LUTCF, CIS

Financial Planner(AFG)

504-831-4494x225

504-831-4488

Josh Wilcox

Josh Wilcox

Senior VP of Operations & Development

Julie Georgelakos

Julie Georgelakos

Director of Finance (UWAG)

301-280-1456

301-280-1460

Karen Leba Baker

Karen Leba Baker

Financial Professional (AFP)

713-626-9820

713-561-8159

Kate Kilgore Cihon

Kate Kilgore Cihon, FSCP©

Financial Advisor ( KCAG, LLC)

303-993-4628

719-578-0072

Keith Gillies

Keith M. Gillies, CFP®, CLU, ChFC

Founding Partner (WS,AFG)

985-652-7702

Kevin O'Brien

Kevin O'Brien

Financial Consultant

504-831-4494 x232

Kim Allen*

Kim Allen*, Certified Financial Fiduciary

Founding Partner (UPA)

315-779-0700

Lee Johnson

Office Manager

Luke Trosclair

Luke Trosclair, CFP®

Managing Partner (WS,LLC)

225-323-8397

Malinda Williams

Malinda Williams

Financial Advisor

803-774-0356

803-916-9492

Mark Cecil*

Mark A. Cecil*, CFP®

Founding Partner (WAG)

301-280-1455

Mark Miller

Mark C. Miller, LUTCF
 

Agent (UCL)

901-758-1500 ext 0139

Michael Dreve

Michael Dreve

Agent (UCL)

901-758-1500 ext 0106

Michael Cappo

Michael Cappo

Financial Representative

504-831-4494

Neil Freeman

Neil Freeman

Partner

315-779-0700

Nick Impastato

Nick Impastato, LUTCF

Agent (AFG)

504-831-4494x227

Nicole Jones

Nicole Jones

Financial Representative

585-728-9191

Qaadir Williams

Qaadir Williams

Financial Advisor (AFP)

830-421-1993

Randy R. Kilgore

Randy R. Kilgore, CLU, RHU, LUTCF

Founder and Managing Partner (RK&C)

719-578-0075

Rebecca Schulter

Rebecca Brown Schulter

Financial Planner (UCL)

901-758-1500 ext 126

Rich Miles

Rich Miles

Financial Advisor

Robert Brown

C. Robert Brown, Sr. CLU LUTCF

Partner (UCL)

901-758-1500 ext 116

Ross Massey

Ross Massey

Financial Advisor

225-938-5823

Sage Harosia

Sage Harosia

Financial Advisor

843-301-0074

Samantha Robbins

Samantha Robbins

Director of Risk Management

Sheryl Klehr-Ottinger

Sheryl J. Klehr-Ottinger, RICP®, LUTCF

Agent (UCL)

901-758-1500 ext 122

Steve Valerius

Steve Valerius

President & General Agent (UWAG)

Steven Sheppard

Steven D. Sheppard

Agent (UCL)

901-758-1500 ext 0115

Steven Ruiz

Steven Ruiz

Financial Advisor

985-888-6101

985-888-6103

Susan Sifford

Susan L. Sifford

Pension Administrator (UWAG, LLC)

501-664-3440

501-664-3477

Tatem Ruiz

Tatem Ruiz, LUTCF, CLTC

Financial Representative(RRI)

Timothy Moran

 
Timothy J. Moran, LUTCF

Partner (UCL)

901-758-1500 ext 0125

901-758-0362

Viana Bailey

Viana Bailey

Financial Professional

508-631-9018

713-561-8159

Vicky Hoang

Vicky Hoang

AFG/UWAG

504-831-4494

Zachary Allen

Zachary Allen, LUTCF

Managing Partner

315-779-0700

Wealth Advisors Group, LLC

1101 Wootton Parkway, Suite 450
Rockville , MD 20852
Phone: (301) 280-1451
Fax: (301) 280-1460

www.wealthadvisorsgroupllc.com

Ann Baker Ronn

Ann Baker Ronn, CFP®

Financial Advisor (AFP)

832-831-7327

Arnie Pechler, Sr.

Arnie Pechler, CFP®, LUTCF

Financial Advisor

315-502-4185

Arnie Pechler

Arnie Pechler, Jr

Certified Retirement Counselor® (UPA)

585-728-9191

Ashley East

Ashley East

Financial Professional

713-626-9820

713-561-8159

Austin Cecil

Austin Cecil

Financial Professional

301-280-1458

301-280-1460

Blake Gillies

Blake Gillies, DIA

Brokerage Director (AFG)

504-304-7657

Bob Masson

Bob Masson

Agent (AFG)

504-831-4494 x229

504-831-4488

Brett Shippee

Brett Shippee

Financial Consultant

Chantel Williams

Chantel Williams, CFP ®

Chief Operating Officer

713-626-9820

713-561-8159

Christopher Laughlin

Christopher Laughlin

Senior Partner (WAG)

301-280-1452

Colton Goodwine

Colton Goodwine

Managing Director of Financial Planning

Corey Boerner

Corey Boerner, LUTCF

Financial Advisor

410-907-7060

713-561-8159

Daniel Miles

Daniel J. Miles, CLU®, LUTCF, CLTC, AIF, CPFA

Financial Advisor (UPA)

585-657-6101

Donna Hatcher

Donna R. Hatcher, LUTCF 

Agent (UCL)

901-758-1500 ext 0120

Emily Eiss-Sigel

Emily Eiss-Sigel

Chief Operating Officer

Hayden Freeman

Hayden Freeman

Financial Advisor

315-779-0700

315-779-8189

Jack Garland

Jack C. Garland, CLU, LUTC

Agent (UCL)

901-758-1500 ext 0118

Jennifer Buzzeo*

Jennifer Buzzeo*, CFP®

VP of Financial Planning (WS/UWAG, LLC)

985-652-7702

Jennifer Dettman

Jennifer Dettman

Compliance Consultant (UCL)

901-758-1500 ext 0113

John Worrel, Jr.

John Worrel Jr., LUTCF, CIS

Financial Planner(AFG)

504-831-4494x225

504-831-4488

Josh Wilcox

Josh Wilcox

Senior VP of Operations & Development

Julie Georgelakos

Julie Georgelakos

Director of Finance (UWAG)

301-280-1456

301-280-1460

Karen Leba Baker

Karen Leba Baker

Financial Professional (AFP)

713-626-9820

713-561-8159

Kate Kilgore Cihon

Kate Kilgore Cihon, FSCP©

Financial Advisor ( KCAG, LLC)

303-993-4628

719-578-0072

Keith Gillies

Keith M. Gillies, CFP®, CLU, ChFC

Founding Partner (WS,AFG)

985-652-7702

Kevin O'Brien

Kevin O'Brien

Financial Consultant

504-831-4494 x232

Kim Allen*

Kim Allen*, Certified Financial Fiduciary

Founding Partner (UPA)

315-779-0700

Lee Johnson

Office Manager

Luke Trosclair

Luke Trosclair, CFP®

Managing Partner (WS,LLC)

225-323-8397

Malinda Williams

Malinda Williams

Financial Advisor

803-774-0356

803-916-9492

Mark Cecil*

Mark A. Cecil*, CFP®

Founding Partner (WAG)

301-280-1455

Mark Miller

Mark C. Miller, LUTCF
 

Agent (UCL)

901-758-1500 ext 0139

Michael Dreve

Michael Dreve

Agent (UCL)

901-758-1500 ext 0106

Michael Cappo

Michael Cappo

Financial Representative

504-831-4494

Neil Freeman

Neil Freeman

Partner

315-779-0700

Nick Impastato

Nick Impastato, LUTCF

Agent (AFG)

504-831-4494x227

Nicole Jones

Nicole Jones

Financial Representative

585-728-9191

Qaadir Williams

Qaadir Williams

Financial Advisor (AFP)

830-421-1993

Randy R. Kilgore

Randy R. Kilgore, CLU, RHU, LUTCF

Founder and Managing Partner (RK&C)

719-578-0075

Rebecca Schulter

Rebecca Brown Schulter

Financial Planner (UCL)

901-758-1500 ext 126

Rich Miles

Rich Miles

Financial Advisor

Robert Brown

C. Robert Brown, Sr. CLU LUTCF

Partner (UCL)

901-758-1500 ext 116

Ross Massey

Ross Massey

Financial Advisor

225-938-5823

Sage Harosia

Sage Harosia

Financial Advisor

843-301-0074

Samantha Robbins

Samantha Robbins

Director of Risk Management

Sheryl Klehr-Ottinger

Sheryl J. Klehr-Ottinger, RICP®, LUTCF

Agent (UCL)

901-758-1500 ext 122

Steve Valerius

Steve Valerius

President & General Agent (UWAG)

Steven Sheppard

Steven D. Sheppard

Agent (UCL)

901-758-1500 ext 0115

Steven Ruiz

Steven Ruiz

Financial Advisor

985-888-6101

985-888-6103

Susan Sifford

Susan L. Sifford

Pension Administrator (UWAG, LLC)

501-664-3440

501-664-3477

Tatem Ruiz

Tatem Ruiz, LUTCF, CLTC

Financial Representative(RRI)

Timothy Moran

 
Timothy J. Moran, LUTCF

Partner (UCL)

901-758-1500 ext 0125

901-758-0362

Viana Bailey

Viana Bailey

Financial Professional

508-631-9018

713-561-8159

Vicky Hoang

Vicky Hoang

AFG/UWAG

504-831-4494

Zachary Allen

Zachary Allen, LUTCF

Managing Partner

315-779-0700

UCL Financial Group, LLC

1755 North Kirby Parkway, Suite 300
Memphis , TN 38120
Phone: (901) 758-1500
Fax: (901) 755-0397

www.uclfinancial.com

Managing Partners

Ann Baker Ronn

Ann Baker Ronn, CFP®

Financial Advisor (AFP)

832-831-7327

Arnie Pechler, Sr.

Arnie Pechler, CFP®, LUTCF

Financial Advisor

315-502-4185

Arnie Pechler

Arnie Pechler, Jr

Certified Retirement Counselor® (UPA)

585-728-9191

Ashley East

Ashley East

Financial Professional

713-626-9820

713-561-8159

Austin Cecil

Austin Cecil

Financial Professional

301-280-1458

301-280-1460

Blake Gillies

Blake Gillies, DIA

Brokerage Director (AFG)

504-304-7657

Bob Masson

Bob Masson

Agent (AFG)

504-831-4494 x229

504-831-4488

Brett Shippee

Brett Shippee

Financial Consultant

Chantel Williams

Chantel Williams, CFP ®

Chief Operating Officer

713-626-9820

713-561-8159

Christopher Laughlin

Christopher Laughlin

Senior Partner (WAG)

301-280-1452

Colton Goodwine

Colton Goodwine

Managing Director of Financial Planning

Corey Boerner

Corey Boerner, LUTCF

Financial Advisor

410-907-7060

713-561-8159

Daniel Miles

Daniel J. Miles, CLU®, LUTCF, CLTC, AIF, CPFA

Financial Advisor (UPA)

585-657-6101

Donna Hatcher

Donna R. Hatcher, LUTCF 

Agent (UCL)

901-758-1500 ext 0120

Emily Eiss-Sigel

Emily Eiss-Sigel

Chief Operating Officer

Hayden Freeman

Hayden Freeman

Financial Advisor

315-779-0700

315-779-8189

Jack Garland

Jack C. Garland, CLU, LUTC

Agent (UCL)

901-758-1500 ext 0118

Jennifer Buzzeo*

Jennifer Buzzeo*, CFP®

VP of Financial Planning (WS/UWAG, LLC)

985-652-7702

Jennifer Dettman

Jennifer Dettman

Compliance Consultant (UCL)

901-758-1500 ext 0113

John Worrel, Jr.

John Worrel Jr., LUTCF, CIS

Financial Planner(AFG)

504-831-4494x225

504-831-4488

Josh Wilcox

Josh Wilcox

Senior VP of Operations & Development

Julie Georgelakos

Julie Georgelakos

Director of Finance (UWAG)

301-280-1456

301-280-1460

Karen Leba Baker

Karen Leba Baker

Financial Professional (AFP)

713-626-9820

713-561-8159

Kate Kilgore Cihon

Kate Kilgore Cihon, FSCP©

Financial Advisor ( KCAG, LLC)

303-993-4628

719-578-0072

Keith Gillies

Keith M. Gillies, CFP®, CLU, ChFC

Founding Partner (WS,AFG)

985-652-7702

Kevin O'Brien

Kevin O'Brien

Financial Consultant

504-831-4494 x232

Kim Allen*

Kim Allen*, Certified Financial Fiduciary

Founding Partner (UPA)

315-779-0700

Lee Johnson

Office Manager

Luke Trosclair

Luke Trosclair, CFP®

Managing Partner (WS,LLC)

225-323-8397

Malinda Williams

Malinda Williams

Financial Advisor

803-774-0356

803-916-9492

Mark Cecil*

Mark A. Cecil*, CFP®

Founding Partner (WAG)

301-280-1455

Mark Miller

Mark C. Miller, LUTCF
 

Agent (UCL)

901-758-1500 ext 0139

Michael Dreve

Michael Dreve

Agent (UCL)

901-758-1500 ext 0106

Michael Cappo

Michael Cappo

Financial Representative

504-831-4494

Neil Freeman

Neil Freeman

Partner

315-779-0700

Nick Impastato

Nick Impastato, LUTCF

Agent (AFG)

504-831-4494x227

Nicole Jones

Nicole Jones

Financial Representative

585-728-9191

Qaadir Williams

Qaadir Williams

Financial Advisor (AFP)

830-421-1993

Randy R. Kilgore

Randy R. Kilgore, CLU, RHU, LUTCF

Founder and Managing Partner (RK&C)

719-578-0075

Rebecca Schulter

Rebecca Brown Schulter

Financial Planner (UCL)

901-758-1500 ext 126

Rich Miles

Rich Miles

Financial Advisor

Robert Brown

C. Robert Brown, Sr. CLU LUTCF

Partner (UCL)

901-758-1500 ext 116

Ross Massey

Ross Massey

Financial Advisor

225-938-5823

Sage Harosia

Sage Harosia

Financial Advisor

843-301-0074

Samantha Robbins

Samantha Robbins

Director of Risk Management

Sheryl Klehr-Ottinger

Sheryl J. Klehr-Ottinger, RICP®, LUTCF

Agent (UCL)

901-758-1500 ext 122

Steve Valerius

Steve Valerius

President & General Agent (UWAG)

Steven Sheppard

Steven D. Sheppard

Agent (UCL)

901-758-1500 ext 0115

Steven Ruiz

Steven Ruiz

Financial Advisor

985-888-6101

985-888-6103

Susan Sifford

Susan L. Sifford

Pension Administrator (UWAG, LLC)

501-664-3440

501-664-3477

Tatem Ruiz

Tatem Ruiz, LUTCF, CLTC

Financial Representative(RRI)

Timothy Moran

 
Timothy J. Moran, LUTCF

Partner (UCL)

901-758-1500 ext 0125

901-758-0362

Viana Bailey

Viana Bailey

Financial Professional

508-631-9018

713-561-8159

Vicky Hoang

Vicky Hoang

AFG/UWAG

504-831-4494

Zachary Allen

Zachary Allen, LUTCF

Managing Partner

315-779-0700

Advisors

Ann Baker Ronn

Ann Baker Ronn, CFP®

Financial Advisor (AFP)

832-831-7327

Arnie Pechler, Sr.

Arnie Pechler, CFP®, LUTCF

Financial Advisor

315-502-4185

Arnie Pechler

Arnie Pechler, Jr

Certified Retirement Counselor® (UPA)

585-728-9191

Ashley East

Ashley East

Financial Professional

713-626-9820

713-561-8159

Austin Cecil

Austin Cecil

Financial Professional

301-280-1458

301-280-1460

Blake Gillies

Blake Gillies, DIA

Brokerage Director (AFG)

504-304-7657

Bob Masson

Bob Masson

Agent (AFG)

504-831-4494 x229

504-831-4488

Brett Shippee

Brett Shippee

Financial Consultant

Chantel Williams

Chantel Williams, CFP ®

Chief Operating Officer

713-626-9820

713-561-8159

Christopher Laughlin

Christopher Laughlin

Senior Partner (WAG)

301-280-1452

Colton Goodwine

Colton Goodwine

Managing Director of Financial Planning

Corey Boerner

Corey Boerner, LUTCF

Financial Advisor

410-907-7060

713-561-8159

Daniel Miles

Daniel J. Miles, CLU®, LUTCF, CLTC, AIF, CPFA

Financial Advisor (UPA)

585-657-6101

Donna Hatcher

Donna R. Hatcher, LUTCF 

Agent (UCL)

901-758-1500 ext 0120

Emily Eiss-Sigel

Emily Eiss-Sigel

Chief Operating Officer

Hayden Freeman

Hayden Freeman

Financial Advisor

315-779-0700

315-779-8189

Jack Garland

Jack C. Garland, CLU, LUTC

Agent (UCL)

901-758-1500 ext 0118

Jennifer Buzzeo*

Jennifer Buzzeo*, CFP®

VP of Financial Planning (WS/UWAG, LLC)

985-652-7702

Jennifer Dettman

Jennifer Dettman

Compliance Consultant (UCL)

901-758-1500 ext 0113

John Worrel, Jr.

John Worrel Jr., LUTCF, CIS

Financial Planner(AFG)

504-831-4494x225

504-831-4488

Josh Wilcox

Josh Wilcox

Senior VP of Operations & Development

Julie Georgelakos

Julie Georgelakos

Director of Finance (UWAG)

301-280-1456

301-280-1460

Karen Leba Baker

Karen Leba Baker

Financial Professional (AFP)

713-626-9820

713-561-8159

Kate Kilgore Cihon

Kate Kilgore Cihon, FSCP©

Financial Advisor ( KCAG, LLC)

303-993-4628

719-578-0072

Keith Gillies

Keith M. Gillies, CFP®, CLU, ChFC

Founding Partner (WS,AFG)

985-652-7702

Kevin O'Brien

Kevin O'Brien

Financial Consultant

504-831-4494 x232

Kim Allen*

Kim Allen*, Certified Financial Fiduciary

Founding Partner (UPA)

315-779-0700

Lee Johnson

Office Manager

Luke Trosclair

Luke Trosclair, CFP®

Managing Partner (WS,LLC)

225-323-8397

Malinda Williams

Malinda Williams

Financial Advisor

803-774-0356

803-916-9492

Mark Cecil*

Mark A. Cecil*, CFP®

Founding Partner (WAG)

301-280-1455

Mark Miller

Mark C. Miller, LUTCF
 

Agent (UCL)

901-758-1500 ext 0139

Michael Dreve

Michael Dreve

Agent (UCL)

901-758-1500 ext 0106

Michael Cappo

Michael Cappo

Financial Representative

504-831-4494

Neil Freeman

Neil Freeman

Partner

315-779-0700

Nick Impastato

Nick Impastato, LUTCF

Agent (AFG)

504-831-4494x227

Nicole Jones

Nicole Jones

Financial Representative

585-728-9191

Qaadir Williams

Qaadir Williams

Financial Advisor (AFP)

830-421-1993

Randy R. Kilgore

Randy R. Kilgore, CLU, RHU, LUTCF

Founder and Managing Partner (RK&C)

719-578-0075

Rebecca Schulter

Rebecca Brown Schulter

Financial Planner (UCL)

901-758-1500 ext 126

Rich Miles

Rich Miles

Financial Advisor

Robert Brown

C. Robert Brown, Sr. CLU LUTCF

Partner (UCL)

901-758-1500 ext 116

Ross Massey

Ross Massey

Financial Advisor

225-938-5823

Sage Harosia

Sage Harosia

Financial Advisor

843-301-0074

Samantha Robbins

Samantha Robbins

Director of Risk Management

Sheryl Klehr-Ottinger

Sheryl J. Klehr-Ottinger, RICP®, LUTCF

Agent (UCL)

901-758-1500 ext 122

Steve Valerius

Steve Valerius

President & General Agent (UWAG)

Steven Sheppard

Steven D. Sheppard

Agent (UCL)

901-758-1500 ext 0115

Steven Ruiz

Steven Ruiz

Financial Advisor

985-888-6101

985-888-6103

Susan Sifford

Susan L. Sifford

Pension Administrator (UWAG, LLC)

501-664-3440

501-664-3477

Tatem Ruiz

Tatem Ruiz, LUTCF, CLTC

Financial Representative(RRI)

Timothy Moran

 
Timothy J. Moran, LUTCF

Partner (UCL)

901-758-1500 ext 0125

901-758-0362

Viana Bailey

Viana Bailey

Financial Professional

508-631-9018

713-561-8159

Vicky Hoang

Vicky Hoang

AFG/UWAG

504-831-4494

Zachary Allen

Zachary Allen, LUTCF

Managing Partner

315-779-0700

The AFP Group, LLC

602 Sawyer Street, Suite 120
Houston , TX 77007
Phone: (713) 626-9820
Fax: (713) 561-8159

www.afpgroup.com

Ann Baker Ronn

Ann Baker Ronn, CFP®

Financial Advisor (AFP)

832-831-7327

Arnie Pechler, Sr.

Arnie Pechler, CFP®, LUTCF

Financial Advisor

315-502-4185

Arnie Pechler

Arnie Pechler, Jr

Certified Retirement Counselor® (UPA)

585-728-9191

Ashley East

Ashley East

Financial Professional

713-626-9820

713-561-8159

Austin Cecil

Austin Cecil

Financial Professional

301-280-1458

301-280-1460

Blake Gillies

Blake Gillies, DIA

Brokerage Director (AFG)

504-304-7657

Bob Masson

Bob Masson

Agent (AFG)

504-831-4494 x229

504-831-4488

Brett Shippee

Brett Shippee

Financial Consultant

Chantel Williams

Chantel Williams, CFP ®

Chief Operating Officer

713-626-9820

713-561-8159

Christopher Laughlin

Christopher Laughlin

Senior Partner (WAG)

301-280-1452

Colton Goodwine

Colton Goodwine

Managing Director of Financial Planning

Corey Boerner

Corey Boerner, LUTCF

Financial Advisor

410-907-7060

713-561-8159

Daniel Miles

Daniel J. Miles, CLU®, LUTCF, CLTC, AIF, CPFA

Financial Advisor (UPA)

585-657-6101

Donna Hatcher

Donna R. Hatcher, LUTCF 

Agent (UCL)

901-758-1500 ext 0120

Emily Eiss-Sigel

Emily Eiss-Sigel

Chief Operating Officer

Hayden Freeman

Hayden Freeman

Financial Advisor

315-779-0700

315-779-8189

Jack Garland

Jack C. Garland, CLU, LUTC

Agent (UCL)

901-758-1500 ext 0118

Jennifer Buzzeo*

Jennifer Buzzeo*, CFP®

VP of Financial Planning (WS/UWAG, LLC)

985-652-7702

Jennifer Dettman

Jennifer Dettman

Compliance Consultant (UCL)

901-758-1500 ext 0113

John Worrel, Jr.

John Worrel Jr., LUTCF, CIS

Financial Planner(AFG)

504-831-4494x225

504-831-4488

Josh Wilcox

Josh Wilcox

Senior VP of Operations & Development

Julie Georgelakos

Julie Georgelakos

Director of Finance (UWAG)

301-280-1456

301-280-1460

Karen Leba Baker

Karen Leba Baker

Financial Professional (AFP)

713-626-9820

713-561-8159

Kate Kilgore Cihon

Kate Kilgore Cihon, FSCP©

Financial Advisor ( KCAG, LLC)

303-993-4628

719-578-0072

Keith Gillies

Keith M. Gillies, CFP®, CLU, ChFC

Founding Partner (WS,AFG)

985-652-7702

Kevin O'Brien

Kevin O'Brien

Financial Consultant

504-831-4494 x232

Kim Allen*

Kim Allen*, Certified Financial Fiduciary

Founding Partner (UPA)

315-779-0700

Lee Johnson

Office Manager

Luke Trosclair

Luke Trosclair, CFP®

Managing Partner (WS,LLC)

225-323-8397

Malinda Williams

Malinda Williams

Financial Advisor

803-774-0356

803-916-9492

Mark Cecil*

Mark A. Cecil*, CFP®

Founding Partner (WAG)

301-280-1455

Mark Miller

Mark C. Miller, LUTCF
 

Agent (UCL)

901-758-1500 ext 0139

Michael Dreve

Michael Dreve

Agent (UCL)

901-758-1500 ext 0106

Michael Cappo

Michael Cappo

Financial Representative

504-831-4494

Neil Freeman

Neil Freeman

Partner

315-779-0700

Nick Impastato

Nick Impastato, LUTCF

Agent (AFG)

504-831-4494x227

Nicole Jones

Nicole Jones

Financial Representative

585-728-9191

Qaadir Williams

Qaadir Williams

Financial Advisor (AFP)

830-421-1993

Randy R. Kilgore

Randy R. Kilgore, CLU, RHU, LUTCF

Founder and Managing Partner (RK&C)

719-578-0075

Rebecca Schulter

Rebecca Brown Schulter

Financial Planner (UCL)

901-758-1500 ext 126

Rich Miles

Rich Miles

Financial Advisor

Robert Brown

C. Robert Brown, Sr. CLU LUTCF

Partner (UCL)

901-758-1500 ext 116

Ross Massey

Ross Massey

Financial Advisor

225-938-5823

Sage Harosia

Sage Harosia

Financial Advisor

843-301-0074

Samantha Robbins

Samantha Robbins

Director of Risk Management

Sheryl Klehr-Ottinger

Sheryl J. Klehr-Ottinger, RICP®, LUTCF

Agent (UCL)

901-758-1500 ext 122

Steve Valerius

Steve Valerius

President & General Agent (UWAG)

Steven Sheppard

Steven D. Sheppard

Agent (UCL)

901-758-1500 ext 0115

Steven Ruiz

Steven Ruiz

Financial Advisor

985-888-6101

985-888-6103

Susan Sifford

Susan L. Sifford

Pension Administrator (UWAG, LLC)

501-664-3440

501-664-3477

Tatem Ruiz

Tatem Ruiz, LUTCF, CLTC

Financial Representative(RRI)

Timothy Moran

 
Timothy J. Moran, LUTCF

Partner (UCL)

901-758-1500 ext 0125

901-758-0362

Viana Bailey

Viana Bailey

Financial Professional

508-631-9018

713-561-8159

Vicky Hoang

Vicky Hoang

AFG/UWAG

504-831-4494

Zachary Allen

Zachary Allen, LUTCF

Managing Partner

315-779-0700

Acacia Financial Group


3500 N Causeway Blvd., Suite 1500
Metairie, LA 70002
Phone: (504) 831-4494
Fax: (504) 831-4488

www.acaciafinancialgroup.com

Ann Baker Ronn

Ann Baker Ronn, CFP®

Financial Advisor (AFP)

832-831-7327

Arnie Pechler, Sr.

Arnie Pechler, CFP®, LUTCF

Financial Advisor

315-502-4185

Arnie Pechler

Arnie Pechler, Jr

Certified Retirement Counselor® (UPA)

585-728-9191

Ashley East

Ashley East

Financial Professional

713-626-9820

713-561-8159

Austin Cecil

Austin Cecil

Financial Professional

301-280-1458

301-280-1460

Blake Gillies

Blake Gillies, DIA

Brokerage Director (AFG)

504-304-7657

Bob Masson

Bob Masson

Agent (AFG)

504-831-4494 x229

504-831-4488

Brett Shippee

Brett Shippee

Financial Consultant

Chantel Williams

Chantel Williams, CFP ®

Chief Operating Officer

713-626-9820

713-561-8159

Christopher Laughlin

Christopher Laughlin

Senior Partner (WAG)

301-280-1452

Colton Goodwine

Colton Goodwine

Managing Director of Financial Planning

Corey Boerner

Corey Boerner, LUTCF

Financial Advisor

410-907-7060

713-561-8159

Daniel Miles

Daniel J. Miles, CLU®, LUTCF, CLTC, AIF, CPFA

Financial Advisor (UPA)

585-657-6101

Donna Hatcher

Donna R. Hatcher, LUTCF 

Agent (UCL)

901-758-1500 ext 0120

Emily Eiss-Sigel

Emily Eiss-Sigel

Chief Operating Officer

Hayden Freeman

Hayden Freeman

Financial Advisor

315-779-0700

315-779-8189

Jack Garland

Jack C. Garland, CLU, LUTC

Agent (UCL)

901-758-1500 ext 0118

Jennifer Buzzeo*

Jennifer Buzzeo*, CFP®

VP of Financial Planning (WS/UWAG, LLC)

985-652-7702

Jennifer Dettman

Jennifer Dettman

Compliance Consultant (UCL)

901-758-1500 ext 0113

John Worrel, Jr.

John Worrel Jr., LUTCF, CIS

Financial Planner(AFG)

504-831-4494x225

504-831-4488

Josh Wilcox

Josh Wilcox

Senior VP of Operations & Development

Julie Georgelakos

Julie Georgelakos

Director of Finance (UWAG)

301-280-1456

301-280-1460

Karen Leba Baker

Karen Leba Baker

Financial Professional (AFP)

713-626-9820

713-561-8159

Kate Kilgore Cihon

Kate Kilgore Cihon, FSCP©

Financial Advisor ( KCAG, LLC)

303-993-4628

719-578-0072

Keith Gillies

Keith M. Gillies, CFP®, CLU, ChFC

Founding Partner (WS,AFG)

985-652-7702

Kevin O'Brien

Kevin O'Brien

Financial Consultant

504-831-4494 x232

Kim Allen*

Kim Allen*, Certified Financial Fiduciary

Founding Partner (UPA)

315-779-0700

Lee Johnson

Office Manager

Luke Trosclair

Luke Trosclair, CFP®

Managing Partner (WS,LLC)

225-323-8397

Malinda Williams

Malinda Williams

Financial Advisor

803-774-0356

803-916-9492

Mark Cecil*

Mark A. Cecil*, CFP®

Founding Partner (WAG)

301-280-1455

Mark Miller

Mark C. Miller, LUTCF
 

Agent (UCL)

901-758-1500 ext 0139

Michael Dreve

Michael Dreve

Agent (UCL)

901-758-1500 ext 0106

Michael Cappo

Michael Cappo

Financial Representative

504-831-4494

Neil Freeman

Neil Freeman

Partner

315-779-0700

Nick Impastato

Nick Impastato, LUTCF

Agent (AFG)

504-831-4494x227

Nicole Jones

Nicole Jones

Financial Representative

585-728-9191

Qaadir Williams

Qaadir Williams

Financial Advisor (AFP)

830-421-1993

Randy R. Kilgore

Randy R. Kilgore, CLU, RHU, LUTCF

Founder and Managing Partner (RK&C)

719-578-0075

Rebecca Schulter

Rebecca Brown Schulter

Financial Planner (UCL)

901-758-1500 ext 126

Rich Miles

Rich Miles

Financial Advisor

Robert Brown

C. Robert Brown, Sr. CLU LUTCF

Partner (UCL)

901-758-1500 ext 116

Ross Massey

Ross Massey

Financial Advisor

225-938-5823

Sage Harosia

Sage Harosia

Financial Advisor

843-301-0074

Samantha Robbins

Samantha Robbins

Director of Risk Management

Sheryl Klehr-Ottinger

Sheryl J. Klehr-Ottinger, RICP®, LUTCF

Agent (UCL)

901-758-1500 ext 122

Steve Valerius

Steve Valerius

President & General Agent (UWAG)

Steven Sheppard

Steven D. Sheppard

Agent (UCL)

901-758-1500 ext 0115

Steven Ruiz

Steven Ruiz

Financial Advisor

985-888-6101

985-888-6103

Susan Sifford

Susan L. Sifford

Pension Administrator (UWAG, LLC)

501-664-3440

501-664-3477

Tatem Ruiz

Tatem Ruiz, LUTCF, CLTC

Financial Representative(RRI)

Timothy Moran

 
Timothy J. Moran, LUTCF

Partner (UCL)

901-758-1500 ext 0125

901-758-0362

Viana Bailey

Viana Bailey

Financial Professional

508-631-9018

713-561-8159

Vicky Hoang

Vicky Hoang

AFG/UWAG

504-831-4494

Zachary Allen

Zachary Allen, LUTCF

Managing Partner

315-779-0700

Kilgore Cihon Advisors Group, LLC

1855 South Pearl Street Suite 6

Denver, CO 80210

Phone: 303.993.4628
Colorado Springs: 719.578.0075

kcagllc.com

Ann Baker Ronn

Ann Baker Ronn, CFP®

Financial Advisor (AFP)

832-831-7327

Arnie Pechler, Sr.

Arnie Pechler, CFP®, LUTCF

Financial Advisor

315-502-4185

Arnie Pechler

Arnie Pechler, Jr

Certified Retirement Counselor® (UPA)

585-728-9191

Ashley East

Ashley East

Financial Professional

713-626-9820

713-561-8159

Austin Cecil

Austin Cecil

Financial Professional

301-280-1458

301-280-1460

Blake Gillies

Blake Gillies, DIA

Brokerage Director (AFG)

504-304-7657

Bob Masson

Bob Masson

Agent (AFG)

504-831-4494 x229

504-831-4488

Brett Shippee

Brett Shippee

Financial Consultant

Chantel Williams

Chantel Williams, CFP ®

Chief Operating Officer

713-626-9820

713-561-8159

Christopher Laughlin

Christopher Laughlin

Senior Partner (WAG)

301-280-1452

Colton Goodwine

Colton Goodwine

Managing Director of Financial Planning

Corey Boerner

Corey Boerner, LUTCF

Financial Advisor

410-907-7060

713-561-8159

Daniel Miles

Daniel J. Miles, CLU®, LUTCF, CLTC, AIF, CPFA

Financial Advisor (UPA)

585-657-6101

Donna Hatcher

Donna R. Hatcher, LUTCF 

Agent (UCL)

901-758-1500 ext 0120

Emily Eiss-Sigel

Emily Eiss-Sigel

Chief Operating Officer

Hayden Freeman

Hayden Freeman

Financial Advisor

315-779-0700

315-779-8189

Jack Garland

Jack C. Garland, CLU, LUTC

Agent (UCL)

901-758-1500 ext 0118

Jennifer Buzzeo*

Jennifer Buzzeo*, CFP®

VP of Financial Planning (WS/UWAG, LLC)

985-652-7702

Jennifer Dettman

Jennifer Dettman

Compliance Consultant (UCL)

901-758-1500 ext 0113

John Worrel, Jr.

John Worrel Jr., LUTCF, CIS

Financial Planner(AFG)

504-831-4494x225

504-831-4488

Josh Wilcox

Josh Wilcox

Senior VP of Operations & Development

Julie Georgelakos

Julie Georgelakos

Director of Finance (UWAG)

301-280-1456

301-280-1460

Karen Leba Baker

Karen Leba Baker

Financial Professional (AFP)

713-626-9820

713-561-8159

Kate Kilgore Cihon

Kate Kilgore Cihon, FSCP©

Financial Advisor ( KCAG, LLC)

303-993-4628

719-578-0072

Keith Gillies

Keith M. Gillies, CFP®, CLU, ChFC

Founding Partner (WS,AFG)

985-652-7702

Kevin O'Brien

Kevin O'Brien

Financial Consultant

504-831-4494 x232

Kim Allen*

Kim Allen*, Certified Financial Fiduciary

Founding Partner (UPA)

315-779-0700

Lee Johnson

Office Manager

Luke Trosclair

Luke Trosclair, CFP®

Managing Partner (WS,LLC)

225-323-8397

Malinda Williams

Malinda Williams

Financial Advisor

803-774-0356

803-916-9492

Mark Cecil*

Mark A. Cecil*, CFP®

Founding Partner (WAG)

301-280-1455

Mark Miller

Mark C. Miller, LUTCF
 

Agent (UCL)

901-758-1500 ext 0139

Michael Dreve

Michael Dreve

Agent (UCL)

901-758-1500 ext 0106

Michael Cappo

Michael Cappo

Financial Representative

504-831-4494

Neil Freeman

Neil Freeman

Partner

315-779-0700

Nick Impastato

Nick Impastato, LUTCF

Agent (AFG)

504-831-4494x227

Nicole Jones

Nicole Jones

Financial Representative

585-728-9191

Qaadir Williams

Qaadir Williams

Financial Advisor (AFP)

830-421-1993

Randy R. Kilgore

Randy R. Kilgore, CLU, RHU, LUTCF

Founder and Managing Partner (RK&C)

719-578-0075

Rebecca Schulter

Rebecca Brown Schulter

Financial Planner (UCL)

901-758-1500 ext 126

Rich Miles

Rich Miles

Financial Advisor

Robert Brown

C. Robert Brown, Sr. CLU LUTCF

Partner (UCL)

901-758-1500 ext 116

Ross Massey

Ross Massey

Financial Advisor

225-938-5823

Sage Harosia

Sage Harosia

Financial Advisor

843-301-0074

Samantha Robbins

Samantha Robbins

Director of Risk Management

Sheryl Klehr-Ottinger

Sheryl J. Klehr-Ottinger, RICP®, LUTCF

Agent (UCL)

901-758-1500 ext 122

Steve Valerius

Steve Valerius

President & General Agent (UWAG)

Steven Sheppard

Steven D. Sheppard

Agent (UCL)

901-758-1500 ext 0115

Steven Ruiz

Steven Ruiz

Financial Advisor

985-888-6101

985-888-6103

Susan Sifford

Susan L. Sifford

Pension Administrator (UWAG, LLC)

501-664-3440

501-664-3477

Tatem Ruiz

Tatem Ruiz, LUTCF, CLTC

Financial Representative(RRI)

Timothy Moran

 
Timothy J. Moran, LUTCF

Partner (UCL)

901-758-1500 ext 0125

901-758-0362

Viana Bailey

Viana Bailey

Financial Professional

508-631-9018

713-561-8159

Vicky Hoang

Vicky Hoang

AFG/UWAG

504-831-4494

Zachary Allen

Zachary Allen, LUTCF

Managing Partner

315-779-0700

Rock Ruiz Insurance & Financial Services, LLC

2156 3rd Street Ste. A
Mandeville, LA 70471 , 
Phone: (985) 888-6101
Fax: (985) 888-6103

www.rockruiz.com

Ann Baker Ronn

Ann Baker Ronn, CFP®

Financial Advisor (AFP)

832-831-7327

Arnie Pechler, Sr.

Arnie Pechler, CFP®, LUTCF

Financial Advisor

315-502-4185

Arnie Pechler

Arnie Pechler, Jr

Certified Retirement Counselor® (UPA)

585-728-9191

Ashley East

Ashley East

Financial Professional

713-626-9820

713-561-8159

Austin Cecil

Austin Cecil

Financial Professional

301-280-1458

301-280-1460

Blake Gillies

Blake Gillies, DIA

Brokerage Director (AFG)

504-304-7657

Bob Masson

Bob Masson

Agent (AFG)

504-831-4494 x229

504-831-4488

Brett Shippee

Brett Shippee

Financial Consultant

Chantel Williams

Chantel Williams, CFP ®

Chief Operating Officer

713-626-9820

713-561-8159

Christopher Laughlin

Christopher Laughlin

Senior Partner (WAG)

301-280-1452

Colton Goodwine

Colton Goodwine

Managing Director of Financial Planning

Corey Boerner

Corey Boerner, LUTCF

Financial Advisor

410-907-7060

713-561-8159

Daniel Miles

Daniel J. Miles, CLU®, LUTCF, CLTC, AIF, CPFA

Financial Advisor (UPA)

585-657-6101

Donna Hatcher

Donna R. Hatcher, LUTCF 

Agent (UCL)

901-758-1500 ext 0120

Emily Eiss-Sigel

Emily Eiss-Sigel

Chief Operating Officer

Hayden Freeman

Hayden Freeman

Financial Advisor

315-779-0700

315-779-8189

Jack Garland

Jack C. Garland, CLU, LUTC

Agent (UCL)

901-758-1500 ext 0118

Jennifer Buzzeo*

Jennifer Buzzeo*, CFP®

VP of Financial Planning (WS/UWAG, LLC)

985-652-7702

Jennifer Dettman

Jennifer Dettman

Compliance Consultant (UCL)

901-758-1500 ext 0113

John Worrel, Jr.

John Worrel Jr., LUTCF, CIS

Financial Planner(AFG)

504-831-4494x225

504-831-4488

Josh Wilcox

Josh Wilcox

Senior VP of Operations & Development

Julie Georgelakos

Julie Georgelakos

Director of Finance (UWAG)

301-280-1456

301-280-1460

Karen Leba Baker

Karen Leba Baker

Financial Professional (AFP)

713-626-9820

713-561-8159

Kate Kilgore Cihon

Kate Kilgore Cihon, FSCP©

Financial Advisor ( KCAG, LLC)

303-993-4628

719-578-0072

Keith Gillies

Keith M. Gillies, CFP®, CLU, ChFC

Founding Partner (WS,AFG)

985-652-7702

Kevin O'Brien

Kevin O'Brien

Financial Consultant

504-831-4494 x232

Kim Allen*

Kim Allen*, Certified Financial Fiduciary

Founding Partner (UPA)

315-779-0700

Lee Johnson

Office Manager

Luke Trosclair

Luke Trosclair, CFP®

Managing Partner (WS,LLC)

225-323-8397

Malinda Williams

Malinda Williams

Financial Advisor

803-774-0356

803-916-9492

Mark Cecil*

Mark A. Cecil*, CFP®

Founding Partner (WAG)

301-280-1455

Mark Miller

Mark C. Miller, LUTCF
 

Agent (UCL)

901-758-1500 ext 0139

Michael Dreve

Michael Dreve

Agent (UCL)

901-758-1500 ext 0106

Michael Cappo

Michael Cappo

Financial Representative

504-831-4494

Neil Freeman

Neil Freeman

Partner

315-779-0700

Nick Impastato

Nick Impastato, LUTCF

Agent (AFG)

504-831-4494x227

Nicole Jones

Nicole Jones

Financial Representative

585-728-9191

Qaadir Williams

Qaadir Williams

Financial Advisor (AFP)

830-421-1993

Randy R. Kilgore

Randy R. Kilgore, CLU, RHU, LUTCF

Founder and Managing Partner (RK&C)

719-578-0075

Rebecca Schulter

Rebecca Brown Schulter

Financial Planner (UCL)

901-758-1500 ext 126

Rich Miles

Rich Miles

Financial Advisor

Robert Brown

C. Robert Brown, Sr. CLU LUTCF

Partner (UCL)

901-758-1500 ext 116

Ross Massey

Ross Massey

Financial Advisor

225-938-5823

Sage Harosia

Sage Harosia

Financial Advisor

843-301-0074

Samantha Robbins

Samantha Robbins

Director of Risk Management

Sheryl Klehr-Ottinger

Sheryl J. Klehr-Ottinger, RICP®, LUTCF

Agent (UCL)

901-758-1500 ext 122

Steve Valerius

Steve Valerius

President & General Agent (UWAG)

Steven Sheppard

Steven D. Sheppard

Agent (UCL)

901-758-1500 ext 0115

Steven Ruiz

Steven Ruiz

Financial Advisor

985-888-6101

985-888-6103

Susan Sifford

Susan L. Sifford

Pension Administrator (UWAG, LLC)

501-664-3440

501-664-3477

Tatem Ruiz

Tatem Ruiz, LUTCF, CLTC

Financial Representative(RRI)

Timothy Moran

 
Timothy J. Moran, LUTCF

Partner (UCL)

901-758-1500 ext 0125

901-758-0362

Viana Bailey

Viana Bailey

Financial Professional

508-631-9018

713-561-8159

Vicky Hoang

Vicky Hoang

AFG/UWAG

504-831-4494

Zachary Allen

Zachary Allen, LUTCF

Managing Partner

315-779-0700

The Pension Center, LLC

204 Executive Court, Suite 200
Little Rock , AR 72205
Phone: (501 664-3440
Fax: (501) 664-3477

Map and Directions

Ann Baker Ronn

Ann Baker Ronn, CFP®

Financial Advisor (AFP)

832-831-7327

Arnie Pechler, Sr.

Arnie Pechler, CFP®, LUTCF

Financial Advisor

315-502-4185

Arnie Pechler

Arnie Pechler, Jr

Certified Retirement Counselor® (UPA)

585-728-9191

Ashley East

Ashley East

Financial Professional

713-626-9820

713-561-8159

Austin Cecil

Austin Cecil

Financial Professional

301-280-1458

301-280-1460

Blake Gillies

Blake Gillies, DIA

Brokerage Director (AFG)

504-304-7657

Bob Masson

Bob Masson

Agent (AFG)

504-831-4494 x229

504-831-4488

Brett Shippee

Brett Shippee

Financial Consultant

Chantel Williams

Chantel Williams, CFP ®

Chief Operating Officer

713-626-9820

713-561-8159

Christopher Laughlin

Christopher Laughlin

Senior Partner (WAG)

301-280-1452

Colton Goodwine

Colton Goodwine

Managing Director of Financial Planning

Corey Boerner

Corey Boerner, LUTCF

Financial Advisor

410-907-7060

713-561-8159

Daniel Miles

Daniel J. Miles, CLU®, LUTCF, CLTC, AIF, CPFA

Financial Advisor (UPA)

585-657-6101

Donna Hatcher

Donna R. Hatcher, LUTCF 

Agent (UCL)

901-758-1500 ext 0120

Emily Eiss-Sigel

Emily Eiss-Sigel

Chief Operating Officer

Hayden Freeman

Hayden Freeman

Financial Advisor

315-779-0700

315-779-8189

Jack Garland

Jack C. Garland, CLU, LUTC

Agent (UCL)

901-758-1500 ext 0118

Jennifer Buzzeo*

Jennifer Buzzeo*, CFP®

VP of Financial Planning (WS/UWAG, LLC)

985-652-7702

Jennifer Dettman

Jennifer Dettman

Compliance Consultant (UCL)

901-758-1500 ext 0113

John Worrel, Jr.

John Worrel Jr., LUTCF, CIS

Financial Planner(AFG)

504-831-4494x225

504-831-4488

Josh Wilcox

Josh Wilcox

Senior VP of Operations & Development

Julie Georgelakos

Julie Georgelakos

Director of Finance (UWAG)

301-280-1456

301-280-1460

Karen Leba Baker

Karen Leba Baker

Financial Professional (AFP)

713-626-9820

713-561-8159

Kate Kilgore Cihon

Kate Kilgore Cihon, FSCP©

Financial Advisor ( KCAG, LLC)

303-993-4628

719-578-0072

Keith Gillies

Keith M. Gillies, CFP®, CLU, ChFC

Founding Partner (WS,AFG)

985-652-7702

Kevin O'Brien

Kevin O'Brien

Financial Consultant

504-831-4494 x232

Kim Allen*

Kim Allen*, Certified Financial Fiduciary

Founding Partner (UPA)

315-779-0700

Lee Johnson

Office Manager

Luke Trosclair

Luke Trosclair, CFP®

Managing Partner (WS,LLC)

225-323-8397

Malinda Williams

Malinda Williams

Financial Advisor

803-774-0356

803-916-9492

Mark Cecil*

Mark A. Cecil*, CFP®

Founding Partner (WAG)

301-280-1455

Mark Miller

Mark C. Miller, LUTCF
 

Agent (UCL)

901-758-1500 ext 0139

Michael Dreve

Michael Dreve

Agent (UCL)

901-758-1500 ext 0106

Michael Cappo

Michael Cappo

Financial Representative

504-831-4494

Neil Freeman

Neil Freeman

Partner

315-779-0700

Nick Impastato

Nick Impastato, LUTCF

Agent (AFG)

504-831-4494x227

Nicole Jones

Nicole Jones

Financial Representative

585-728-9191

Qaadir Williams

Qaadir Williams

Financial Advisor (AFP)

830-421-1993

Randy R. Kilgore

Randy R. Kilgore, CLU, RHU, LUTCF

Founder and Managing Partner (RK&C)

719-578-0075

Rebecca Schulter

Rebecca Brown Schulter

Financial Planner (UCL)

901-758-1500 ext 126

Rich Miles

Rich Miles

Financial Advisor

Robert Brown

C. Robert Brown, Sr. CLU LUTCF

Partner (UCL)

901-758-1500 ext 116

Ross Massey

Ross Massey

Financial Advisor

225-938-5823

Sage Harosia

Sage Harosia

Financial Advisor

843-301-0074

Samantha Robbins

Samantha Robbins

Director of Risk Management

Sheryl Klehr-Ottinger

Sheryl J. Klehr-Ottinger, RICP®, LUTCF

Agent (UCL)

901-758-1500 ext 122

Steve Valerius

Steve Valerius

President & General Agent (UWAG)

Steven Sheppard

Steven D. Sheppard

Agent (UCL)

901-758-1500 ext 0115

Steven Ruiz

Steven Ruiz

Financial Advisor

985-888-6101

985-888-6103

Susan Sifford

Susan L. Sifford

Pension Administrator (UWAG, LLC)

501-664-3440

501-664-3477

Tatem Ruiz

Tatem Ruiz, LUTCF, CLTC

Financial Representative(RRI)

Timothy Moran

 
Timothy J. Moran, LUTCF

Partner (UCL)

901-758-1500 ext 0125

901-758-0362

Viana Bailey

Viana Bailey

Financial Professional

508-631-9018

713-561-8159

Vicky Hoang

Vicky Hoang

AFG/UWAG

504-831-4494

Zachary Allen

Zachary Allen, LUTCF

Managing Partner

315-779-0700