Affiliates
MarketShare Financial
MarketShare Financial is the parent company to MSF Advisors. Since 1985, they have made a significant impact on the lives of our financial professionals and our clients. Through them we have access to a wide variety of carriers, products, and investments, in order to provide solutions for our customers’ planning needs. They provide professional guidance, training, support and compliance oversight to enhance our ability to serve you.
Osaic Wealth Inc.
Osaic Wealth Inc., formerly Royal Alliance, is our broker-dealer partner in providing unparalleled solutions and support for our clients' investment needs. They are one of the nation’s leading wealth management firms and have been helping financial professionals, like us, service the investment needs of clients for over 50 years.
Their Trust, Our Pleasure
We are honored that these advisors have entrusted us to serve their clients. We know that finding a partner is an important and difficult decision and we pride ourselves on upholding their high standards and legacy. We strive to build upon their lifetime of work helping clients pursue their goals.
Edwin Dale
Edwin has retired from his personal practice in the Baton Rouge-area and moved to Texas to be closer to family. His hands on approach allowed him to connect with and help so many people through finance and faith.
Jim Krost
Jim spent over 40 years as a trusted advisor to his clients in the Cleveland-area. He and his wife, Melinda, continue to stay active in the community and spend time with their children and grandchildren.
Harry Fulton
Harry graciously served his clients in the Bourbonnais-area for many years. He still resides in the area with his wife and children. You may find Harry in the bowling alley or on the golf course these days enjoying retirement.