Friday, July 04, 2014

This week was spent trying to get the word out to all my Int'l clients about the Conf call with Roger and Laura. The call went fairly well and we did have good attendance. I also spent time going through my list to see who missed the call (that should hear it) and offering them the replay number.

Here's all who joined the call:


1 SPK RYAN REN
2 AMY MAGNOTA BRINKER CAPITAL
3 ANDREW MEHALKO AM GLOBAL FAMILY INVESTMENT OFFICE
4 ANDREW PARILLO NEWPORT CAPITAL ADVISORS
5 ANNA DUNN ALPHA CAPITAL
6 BACHMAN (NO RESPONSE) BSW WEALTH PARTNERS
7 BRENT MOORE SOLTICE INVESTMENT ADVISORS
8 BRUCE BONNER ALLSTAR FINANCIAL
9 DAN ANGEL EMERGENT WEALTH ADVISORS
10 DAVE KRUSKA FOURTH STREET PERFORMANCE PARTNERS
11 DAVID BECKWITH RINET COMPANY
12 DOUG ANDERSON CTC MY CFO
13 DOUG BUTLER MAI WEALTH ADVISORS
14 DOUG DENBY PROTHRO CLARK COMPANY
15 DUSTIN MCCARTY NO RESPONSE
16 EMMETT MAGUIRE LAKE STREET ADVISORS
17 ERIC BERGESON WASATCH ADVISORS
18 ERIC GOODE TRANSCRIPTION LINE
19 FRANK LAVRIGATA GM ADVISORY GROUP
20 GEORGE MATTHAI MATTHAI CAPITAL MANAGEMENT
21 GEORGE PANAGEOTOU BIEGEL WALLER INVESTMENT ADVISORY
22 JACKSON WEBSTER BOSTON HILL ADVISORS JOE TRAINER
23 JAMES ARNOLD RUNNYMEADE CAPITAL ADVISORS
24 JAMES DERRICK SFS
25 JASON VANTHIEL MOUNT YALE
26 JEFF RAUPP BRINKER CAPITAL
27 JEFF SPENCER INSBRUCK FINANACIAL CONSULTANTS
28 JOHN MOWERY TRADEMARK FINANCIAL MANAGEMENT
29 JOHN SMITH EDGE PORTFOLIO MANAGEMENT
30 JOHN WALLET FRANKLIN STREET PARTNERS
31 JORDAN WEISS CONVERGANT WEB ADVISORS
32 KATARINA BARKA BALENTINE PARTNERS
33 LANTZ STRINGHAM CONFLUENCE WEALTH MANGAGEMENT
34 LUCINDA ALDEN BEVERLY HILLS WEALTH MANAGEMENT
35 MARINA GOODMAN GERALD ADVISORS
36 MARK JOHNSTON WILLIAM MACK AND ASSOCIATES
37 MATT KRULL OLYMPUS WEALTH MANAGEMENT
38 MATT MARRISON JOSEPH GROUP
39 MATTHEW GOTLIN BIEGEL WALLER
40 MIKE DUFFY SYNTRINSIC INVESTMENT COUNCIL
41 NEIL JAKARA LONDON SOLUTIONS
42 NO RESPONSE WEALTH PLANNING CORPORATION
43 NO RESPONSE NO RESPONSE
44 NO RESPONSE NO RESPONSE
45 NO RESPONSE NO RESPONSE
46 NO RESPONSE NO RESPONSE
47 NO RESPONSE UNITED BANK
48 NO RESPONSE NO RESPONSE
49 NO RESPONSE NO RESPONSE
50 NO RESPONSE NO RESPONSE
51 PETER WHITNEY BROWN ADVISORY
52 RACHEL MILLER LTL FINANCIAL
53 ROBERT PHIPPS PERSTITLING CAPITAL MANAGEMENT
54 ROGER JOHNSON SUNY GLOBAL ADVISORS
55 RYAN EURACHECK DEVONIC ADVISORS
56 SAM SUDAME SINGER ZENO SWAP MANAGEMENT
57 SHAWN HEINZ JACKSON NATIONAL ASSET MANAGEMENT
58 SONNY HEARA STRAIGHT LINE
59 STEVEN HUNGERFORD WOODARD AND COMPANY
60 TIMOTHY BRYAN WASATCH FUNDS
61 TYLER FINDLANDSON SOLTICE INVESTMENT ADVISORS

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