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Our global network of financial partners, investment specialists and strategists make it possible for us to offer a full range of investment solutions for clients with general and specific financial objectives in mind.  As a result of this collaboration, we are able to manage our client's finances from a total perspective. The individuals and entities identified on this page are not affiliated with Cooper McManus or the Securities America companies. If you have any questions about our global network, please contact Charles Farrell at 888-657-3847 or email at info@65retire.com. 
 
Professional Money Managers
Envestnet
Phil Nicolaou & Brian Watson
35 E Wacker Dr., 24th Floor
Chicago, IL 60601
925.642.3001 (PN)
303.824.8151 (BW)

Mutual Funds, ETFs, Commodities
Weatherstone Capital Management
Erik Hardin
11152 Huron Street, Suite 105
Denver, CO  80234
800.690.5918 X18
 
Mutual Funds, ETFs, Commodities
Sierra Investment Management
Daniel Krause & Jeff Johnson
3420 Ocean Park Blvd., Suite 3060
Santa Monica, CA 90405
818.427.1999 (DK)
855.879.4075 (JJ)

WealthBuilder Portfolios
Wells Fargo Advantage Funds
Thinh P. Nguyen
PO Box 8266
Boston, MA 02266
949.246.6840
800.368.1683 X8011
www.wellsfargo.com/advantagefunds

Fixed Income & Structured Products
Advisor Asset Management
John Szalay
28025 IH 10 West
Boerne, TX 78006
800.697.7220
 
Annuities/Pensions
Prudential
Christine Ripic
Chris Chapple
Neil Hirsch
One Corporate Drive
Shelton, CT  06484-0883
949.322.3635 (CR)
800.628.6039 X21332 (CC)
800.628.6039 X47706 (NH)
christine.ripic@prudential.com
www.prudential.com
 
Annuities/Pensions
MetLife
Charlie Landrigan
Brett Ritter
949.419.5598 (CL)
949.437.6640 (BR)
5 Park Plaza, Suite 1900
Irvine, CA 92614
clandrigan@metlife.com
www.metlife.com

Annuities/Pensions
Guardian Life Insurance Company of America
Michael Hess
Lauren Fusco
310.497.7932 (MH)
800.650.6505 X5423 (LF)
1250 Hancock Street, Suite 501N
Quincy, MA 02169
michael_hess@glic.com
www.guardianinvestor.com

401(k) Plan Provider
John Hancock
Bridgette Rutter
18100 Von Karman Ave., Suite 400
Irvine, CA 92612
312.502.0186
bridgette_rutter@jhancock.com
http://www.jhrps.com/us/

401(k) Plan Provider
American Funds
Chad Solano (Internal)
6455 Irvine Center Drive
Irvine, CA 92618
800.421.9900 X35968
www.americanfunds.com

Overlay Tactical Portfolio Management
PTS Asset Management
Cameron Brown
565 Washington Ave., Suite 7
North Haven, CT 06473
303.961.5828
800.678.9730
cbrown@ptsmanagement.com
www.ptsmanagement.com

Retirement Plan Management with Self-Directed Option
Expand Your 401(k) Investment Options
The Pacific Financial Group
Sylvain Templeman
777 108th Ave NE, Suite 2100
Bellevue, WA 98004
925.890.4814
866.583.8734
sylvaint@tpfg.com
www.tpfg.com
 
College Savings Plans
Franklin Templeton Investments
Diane Tallarico & Pamela Hung
One Franklin Parkway
San Mateo, CA 94403
949.632.6664 (DT) 
916.463.2215 (PH)
800.818.4030 (Info)
dtallarico@frk.com
https://www.franklintempleton.com/retail/app/navigation/views/sec_landingPage.jsf?title=sel529Plan
 
Estate Planning & Life Insurance
The Penn Mutual Life Insurance Company
Keith Baumgarn and Robert Gascon
9930 Research Drive, Suite 100
Irvine, CA 92618
949.614.6440 (KB)
949.754.1700 (RG)
800.777.9571
baumgarn.keith@pmlmail.com
www.pennmutual.com
 
Real Estate
Walton International Group (USA)
Christina L. Orta
4800 N. Scottsdale Road, Suite 4000
Scottsdale, AZ 85251
800.959.6048
clindsey@WaltonInternational.com
www.WaltonInternational.com
 
 
 
 
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Advisors of 65RETIRE® offer securities through Securities America, Inc., Member FINRA/SIPC, clearing through National Financial Services (NFS), LLC, member SIPC, a Fidelity Investments company. Advisory services are offered through Cooper McManus, a SEC Registered Investment Advisor. 65RETIRE®, NFS/Fidelity Investments, Advisors Asset Management, Inc. (AAM), Envestnet and Cooper McManus are not affiliated with each other or the Securities America companies.