Management Team

Dan Pinkerton, CFP®, RFC®
Kathryn Pinkerton
Ron Glendening, CFP®, RFC®,
Trish Glendening

Research Team

Dan Pinkerton, CFP®, RFC®
Ron Glendening, CFP®, RFC®
Walter "Web" Beggs, CFP®, RFC®
Matt Weed, RP^SM
Daniel Pinkerton II

Wealth Advisory Team

Dan Pinkerton, CFP®, RFC®
Ron Glendening, CFP®, RFC®
Walter "Web" Beggs, CFP®, RFC®

Paraplanning Team

Carol Schultz, RP^SM
Nicholas Helgeson
Ben Glendening

Client Services Team

Kelly Dunne, CFS
Rebecca Ebat, CFS
Dan Chapleski
Kent Hochberger

Administrative Team

Peter Struck
David Lyon
Britney Helgeson
Trish Glendening
Jennifer Anderson, CB

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For an explanatory brochure, please visit: www.sipc.org www.finra.org