PHILADELPHIA – February 28, 2020 – Good Life Companies announces a list of their partners that have been honored as some of LPL Financial’s Top Financial Advisors in 2019. Club levels are designed to be an intimate, exclusive group of top performers.
Courtnie Nein/Conor Delaney of Good Life Financial Advisors were awarded the Executive Council, an elite award presented to less than 1% of LPL Financial’s more than 16,000 financial advisors nationwide*. Kenneth Calcutt, CMFC® of Cornerstone Financial Management is included in the Chairman’s Club, inclusive of less than 5% of LPL’s financial advisors nationwide. Jason Richards of LPL Financial, Ashburn, VA is included in the Patriot’s Club, awarded to less than 9% of the firm’s advisors nationwide.
The Director’s Club and Freedom Club also honor select advisors based on their business success. Included in the Director’s Club are Gary Blount of Terrier Financial Group; Travis Cook, CFP®, CMFC® of Convergence Financial; Patrick Devlin, AIF® of Seven Fields Wealth Management; Michael Dieter, CMFC® of Waterfront Financial Group; Dan Kinney of RetireRight Consulting Group; Paul Levy Jr. of Resolute Family Wealth Advisors; Carrie Mullins of Firenze Wealth Management; William Pier, CFP® of Resolute Family Wealth Advisors; Edward Sep of Black Diamond Financial Group; Howard Shear, CLU®, ChFC® of Shear Capital Group; Joshua Strange, CFP® of Good Life Financial Advisors of Northern Virginia; Robert Templeton, CKA® of Cornerstone Financial Management, Templeton Group.
The Freedom Club includes Frederic Claghorn, CFP® of Good Life Financial Advisors of Mount Pleasant; Bob Deaton Jr., CFP®, CMFC® of Cornerstone Financial Management; Louis Falvo, CIMA®, CDFA® of Cross Roads Investment Management; Steven Jones of Good Life Financial Advisors of Moorehead City, NC; Merra Lee Moffitt CFP®, AWMA®, CMFC® of Good Life Financial Group; Brian Ormord of RetireRight Consulting Group; Christopher Rondinelli, AIF® of Seven Fields Wealth Management; Frederick Shows of Good Life Financial Advisors of Upstate South Carolina; Timothy Vessell of LPL Financial, Fairfax, VA.
“I’m proud to congratulate these advisors on behalf of LPL,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “We applaud their dedication to making meaningful impacts in the lives of their clients every day. We’re honored to support advisors like them and wish them continued success.”
“The term ‘Good Life’ means so many things to different people. The achievements by our advisors above are not reflective of profitability or sales but rather by the meaningful impact that they are having in their clients’ lives. Thousands of lives are made better as a result of these people and their commitments to their clients,” said Conor Delaney, CEO of Good Life Companies. “This firm was built by advisors, for advisors, with the sole intention of serving middle American families and businesses. These people epitomize what we stand for as an organization and I am proud of every one of them.”
“The leadership team is thrilled to have partnerships with such talented financial advisors who work tirelessly on behalf of their clients,” said Courtnie Nein, President and Co-Founder of Good Life Companies. “Congratulations on your accomplishments, we look forward to your continued growth in 2020 and beyond.”
About LPL Financial
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer**. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. www.LPL.com
*Achievement is based on top 30% of annual production among LPL Advisors only.
**Based on total revenues, Financial Planning magazine June 1996-2019