Meet Jacob Green Investment Advisor Representative Helping Families for the last 18 years, Jacob has helped hundreds of clients achieve a more

Tony is a Chartered Financial Consultant® (ChFC®), became a Certified Financial Fiduciary® (CFF), and is a Life Underwriter

Brandy Kea is a second-generation Estate and Financial Planner with over 15 years of experience as an independent advisor. She is passionate abou

Ed Siddell is a visionary leader and financial expert dedicated to helping individuals shape their retirement dreams into reality. Widely reco

Cory Zafke co-founded ClearPath Wealth Advisors after being in the financial service industry since 2004. Cory spent over a decade

Terence Brown's journey began in Summerville, SC, just outside Charleston. A former football player at BYU, he crossed paths with his best f

Jake comes from a hard-working, blue-collar family, where he was taught the value of hard work and sacrifice from an early age. His father establ

Jonathan is a proud University of Maryland alumnus. He has made his career utilizing his degree and many talents. For more than a decade, he has

Steven L. Rich, RICP®, CFF, CLTC, NSSA® Investment Advisor Representative Steven L. Rich is an Independent Investment Advisor Represe