GREENSBORO CHAPTER

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2014 PROFESSIONAL DAY PARTNERS


The Greensboro Chapter of the Society of Financial Service Professionals acknowledges the participation and generous financial support given by the partners of this event.


Platinum Partner


PILOT FINANCIAL ADVISORS

Roger Seigler, CLU, ChFC; Al Capps, CRPC


Gold Partners

AMERICAN CENTURY INVESTMENTS
Brian P. Munn, CFP, CRPC, AIF, Vice President

AMERITAS LIFE INSURANCE CORP.
Steve Dunlap, CLU, ChFC, AIF, Regional Director, Retirement Plans Division

CARRUTHERS & ROTH, P.A.
Attorneys At Law

CONNORS MORGAN, PLLC
Attorneys at Law
The Business Practice

CUNA MUTUAL RETIREMENT SOLUTIONS
Parish Parker, Regional Vice President

JOHN HANCOCK LIFE INSURANCE COMPANY
Bruce McGuirk, CLU, ChFC, CFP, Regional Director

IVY FUNDS DISTRIBUTOR, INC.
Eugene J. Eignor, ChFC, Regional Vice President
Lans Slack, Regional Vice President, NC & SC

MASS MUTUAL FINANCIAL GROUP
R. E. Rose, III, General Agent
Bill O’Neil, CLU, ChFC, CFP, Associate General Agent

METLIFE*
David Jacobius, MBA, Senior Agency Sales Director

J.P. MORGAN INVESTMENT MANAGEMENT, INC.
Nicholas A. Johnson, CIMA, Vice President - Client Advisor
Lathan C. Mahaffey, CFP, Executive Director – Client Advisor; DC Investment Solutions

PRUDENTIAL FINANCIAL, INC.
Matthew Grandonico, Prudential Retirement, Regional Sales Director
Bill Matyi, Prudential Investments, VP, Regional Sales Coordinator

PUTNAM INVESTMENTS
Mike Dullaghan, 401(k) Investment Specialist
Dave Scheetz, Regional 401(k) Director, Defined Contribution

SCHELL BRAY PLLC
Attorneys and Counselors at Law

SHELTON, NELSON AND ASSOCIATES, PA
Sandra Shelton, CPA

STEARNS FINANCIAL SERVICES GROUP
Dennis G. Stearns, CLU, ChFC, MSFS, CFP, President


Silver Partners


CAPITAL FINANCIAL SOLUTIONS

Robert C. Turner, CLU, ChFC, President & CEO

 

COLUMBIA MANAGEMENT

Scott Ward, CIMA, Regional Vice President, Asset Management


GREENSBORO ESTATE PLANNING COUNCIL, INC.

Amy Kincaid, Attorney At Law, President


HOLDERNESS INVESTMENTS COMPANY

Kim C. Carson, CFA, Vice President

Charles F. Freeman, Portfolio Manager


SMITH LEONARD, PLLC

Jon Glazman, CPA

Addison R. Maille, JD, CPA


WELLSPRING

Stephen Fleming, President and Chief Executive Officer

Alan Tutterow, Chief Financial Officer


Bronze Partners


FRANKLIN TEMPLETON DISTRIBUTORS, INC.

Ken Jones, CIMA, Vice President

Jeff Petersen, CFP, CIMA, Vice President DCIO Specialist


THE COMMUNITY FOUNDATION OF GREATER GREENSBORO, INC.

Gordon D. Soenksen, Chief Development Officer



 

*MetLife Premier Client Group pays the Greensboro Chapter of SFSP a fee for its participation in and partnership of the Professional Day event.