Broker Check

Strategic Alliances

Insurance

Aetna
American General
AmeriHealth
AXA Life Insurance
Brighthouse Financial
Delta Dental
Genworth
Global Atlantic
Guardian
Horizon Blue Cross/Blue Shield of NJ
John Hancock
Lincoln Financial
Mass Mutual
Nationwide Life
Pacific Life
Penn Mutual
Phoenix Life/Nassau Re
Protective Life
Prudential
Standard Life Ins Co
Transamerica
United HealthCare
UNUM
Vision Service Plan
VOYA

Investments*

American Funds
Clark Capital
Envestnet Investment Mgmt
Fidelity Advisor
Franklin Templeton INVESCO
Janus
Kestra Financial
Loring Ward
National Financial Services (NFS)
Nationwide
Oppenheimer Funds
PIMCO
PMC / SIGMA
Prudential
Putnam Funds
Russell Investments
SEI Investments
Symmetry Partners

Pensions

Consulting Actuaries, Inc
Continental Benefits Group, Inc
John Hancock Retirement Plan Services
Matthew, Gold, Kennedy & Snow (MGKS)
Nationwide Financial
Presberg Pension, Inc
SENEX
United Retirement Plan Consultants

*All investments involve varying levels and types of risks. These risks can be associated with the specific investment, or with the marketplace as a whole. Loss of principal is possible. Investments are offered through Kestra Investment Services, LLC (Kestra IS) and Kestra Advisory Services, LLC (Kestra AS).

Mutual funds are sold by prospectus, which includes information on charges, expenses, and risks. To receive a current prospectus, please contact your registered representative. You should read the prospectus carefully before investing.