Clients:

- Merrill Lynch
- LPL Financial
- Morgan Stanley
- Cetera
- Voya
- AIG Advisor Group
- Credit Suisse First Boston
- UBS
- Lincoln Financial
- Wells Fargo
- Principal
- Ladenburg Thalmann
- Securities America
- Triad
- TIAA
- Investacorp
- Ameritas
- Met Life Securities
- Cambridge
- Raymond James
- Kestra Financial
- JW Cole