Securities Service Network Announces Successful Conclusion of 2019 Leadership Forum

— Securities Service Network Announces Successful Conclusion of 2019 Leadership Forum  —

Annual Conference in Arizona Recognized Contributions Advisors Make to Their Clients —

KNOXVILLE, Tenn., April 9, 2019 –

Securities Service Network, LLC (“SSN”), an independent advisory and brokerage (IAB) firm and wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS, LTSL, LTS PrA, LTSF, LTSK), today announced the successful conclusion of its 2019 Leadership Forum, a select gathering of advisors that provided attendees the opportunity to network, to share best practices and to receive recognition for their client-service efforts and business success throughout the year. Held annually, the forum was hosted this year at the Ritz-Carlton, Dove Mountain, in Marana, Arizona on March 20 – 23.

SSN President and CEO Wade Wilkinson said, “SSN is proud to have gathered with this esteemed group of advisors in Arizona to celebrate their achievements and to commend them for continuing to provide their clients quality, personalized service. While there is no doubt that our primary responsibility lies in offering our advisors the tools, resources and support they need to grow their businesses and to help their clients reach their goals and dreams, sometimes it’s equally important to take time out to reinforce the relationships we have built over the years. By that measure, the Leadership Forum was once again a rousing success.”

Attendees included:

  • Al Russo / Whitehouse, NJ
  • Bill Sanderson / Independence Financial Group; Copley, OH
  • Bob Kitsos / Bradford Financial Services; North Andover, MA
  • Brad Hendrix / Hendrix Group; Irondale, AL
  • Butch Falkner / Trussville, AL
  • Caleb Laidig / Vision Financial, PC; Mishawaka, IN
  • Charlie Cato / Vista Asset Management; Brentwood, TN
  • Chuck Minnich / Norristown, PA
  • Ed Bell / Cornerstone Financial Planning; Fort Myers, FL
  • Ed Gormley / Susquehanna Financial Advisors; Mechanicsburg, PA
  • Erick Olson / Olson & Associates; Roswell, GA
  • Jay Gershman / Retirement Visions LLC; West Hartford, CT
  • John Stohlman / Medallion Financial Group; Gaithersburg, MD
  • John VanDyke / Vision Financial Advisory Corp; Hudsonville, MI
  • Jonathan Sard / Sard Wealth Management Group, LLC; Atlanta, GA
  • Kate Emling / Emico Advisory Services; Atlanta, GA
  • Kurt Durrwachter / Ledge Wealth Management, LLC; Sartell, MN
  • Laura Stohlman / Medallion Financial Group; Gaithersburg, MD
  • Lee Neumann / Millenia Investments; Chesterfield, MO
  • Michael Ganci / 21st Century Securities; Cheektowaga, NY
  • Michael Grossman / Advice One LLC; Glastonbury, CT
  • Michael Kordas / Nestlehut Financial; Frankfort, IL
  • Michael O’Reilly / Chesterfield, MO
  • Patrick O’Reilly / Chesterfield, MO
  • Peter Kearney / Retirement Services Group; Northbrook, IL
  • Peter Maris / Resource Financial Group; Wilmette, IL
  • Peter Marshall / Marshall Financial Group; Hunt Valley, MD
  • Rick Phillips / Evesham Capital Management; Mt. Laurel, NJ
  • Rob Zyzo / Choice Group; Brookfield, WI
  • Ron Williams / Empower Financial Group; Glastonbury, CT
  • Scott Vineberg / SDV Financial; Scottsdale, AZ
  • Stephen Serati / Millenia Investments; Punta Gorda, FL
  • Tom Hurt / Advantage Financial Group, LLC; Wallingford, CT
  • Tom Nestlehut / Nestlehut Financial; Frankfort, IL
  • Tom Schaible / Whitehouse, NJ
  • Wally Kennedy / MFG Investments LLC; Medford, NJ

The forum kicked off during the evening of March 20 with a welcome reception. The next day, Mr. Wilkinson provided an opening message on behalf of the SSN Leadership team, followed by a deep dive into how advisors can leverage Ladenburg’s suite of financial planning and wealth management products and services. Friday was punctuated by a meeting of the SSN Study Group, which is devoted to facilitating frank discussions between advisors in an atmosphere conducive to sharing ideas, solving problems and reinforcing relationships.

About Securities Service Network, LLC (SSN)

Based in Knoxville, Tennessee, Securities Service Network, LLC (SSN), is an independent advisory and brokerage (IAB) firm founded in 1983 as one of the nation’s first fee-based firms in the independent retail financial advice space. SSN serves experienced, tax-savvy financial planners seeking to grow as independent entrepreneurs while retaining organizational simplicity in their businesses. In addition to providing a comprehensive range of back and middle office services, SSN also facilitates opportunities for its affiliated advisors to collaborate with other members of its advisor community who have tax advisory credentials and expertise to drive holistic solutions for end clients.

SSN supports over 330 independent financial advisors with approximately $13 billion in client assets, who serve mass affluent and high net worth individuals, families and business owners across the country. SSN is a wholly-owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS, LTSL, LTS PrA, LTSF, LTSK), and has been honored for multiple consecutive years as a top independent firm, as rated by financial advisors, on, a leading industry media outlet. For more information, please visit

About Ladenburg

Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS, LTSL, LTS PrA, LTSF, LTSK) is a publicly-traded diversified financial services company based in Miami, Florida. Ladenburg’s subsidiaries include industry-leading independent advisory and brokerage (IAB) firms Securities America, Triad Advisors, Securities Service Network, Investacorp and KMS Financial Services, as well as Premier Trust, Ladenburg Thalmann Asset Management, Highland Capital Brokerage, a leading independent life insurance brokerage company and full-service annuity processing and marketing company, and Ladenburg Thalmann & Co. Inc., an investment bank which has been a member of the New York Stock Exchange for over 135 years. The company is committed to investing in the growth of its subsidiaries while respecting and maintaining their individual business identities, cultures, and leadership. For more information, please visit

Media Contact:
Joseph Kuo / Michael Dugan
Haven Tower Group
424-652-6520 ext. 101 or 424-652-6520 ext. 106 or

Released April 9, 2019

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