Contact Fulcrum Partners
Contact Fulcrum Partners and see the difference it makes when your company’s unique executive benefits needs are met by one of the most experienced, knowledgeable, and attentive teams in the industry.
Orlando, FL
801 N. Orange Avenue
Suite 820
P. O. Box 3191 (ZIP 32802-3191)
Orlando, Florida 32801-5203
Atlanta, GA
5805 State Bridge Road
Suite G251
Johns Creek, Georgia 30097
Mailing address only
Steve Broadbent *
Steve Broadbent is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRA/SIPC. Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. 130 Springside Dr., Akron, OH 44333. 800-765-5201. Fulcrum Partners LLC is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.
CA License #0C48841
Charleston, SC
92 Hasell Street
Suite 217
Charleston, South Carolina 29401
Chris Nyland *
Chicago, IL
150 South Wacker Drive
Suite 2400
Chicago, Illinois 60606
Tom Chisholm *
Tom Chisholm is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRA/SIPC. Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. 130 Springside Dr., Akron, OH 44333. 800-765-5201. Fulcrum Partners LLC is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.
Chicago, IL
150 South Wacker Drive
Suite 2400
Chicago, Illinois 60606
Kenny DePaola *
Columbus, OH
3263 River Highlands Way
Dublin, Ohio 43017
David Fisher *
David Fisher is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRA/SIPC. Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. 130 Springside Dr., Akron, OH 44333. 800-765-5201. Fulcrum Partners LLC is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.
Delray Beach, FL
1049 W. Heritage Club Circle
Delray Beach, Florida 33483
Kristine Kopsiaftis Lampert *
Kristine Kopsiaftis Lampert is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRA/SIPC. Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. 130 Springside Dr., Akron, OH 44333. 800-765-5201. Fulcrum Partners LLC is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.
Honolulu, HI
1100 Ward Avenue
Suite 811
Honolulu, Hawaii 96814
Roy Imai *
Newport Beach, CA;
Salt Lake City, UT
600 36th Street
Newport Beach, CA 92663
8706 South 700 East
Suite 105
Sandy, (Salt Lake City) UT 84070
Phil Currie *
Los Angeles, CA
811 Wilshire Blvd Floor 17
Los Angeles, California 90017
Monte Harrick *
Newport Beach, CA;
Salt Lake City, UT
600 36th Street
Newport Beach, CA 92663
8706 South 700 East
Suite 105
Sandy, (Salt Lake City) UT 84070
Adam Monson *
Orlando, FL
801 N. Orange Avenue
Suite 820
P. O. Box 3191 (ZIP 32802-3191)
Orlando, Florida 32801-5203
Scott Cahill ***
G. Scott Cahill is affiliated with Lion Street Financial, LLC. (LSF). Securities offered through Lion Street Financial, LLC., (LSF) member FINRA & SIPC. Investment Advisory Services offered through CapAcuity, LLC and Lion Street Advisors, LLC., Registered Investment Advisors. Fulcrum Partners, BDO Alliance USA, LSF & CapAcuity, LLC. are non-affiliated entities.
CA License #0H24135
Orlando, FL
801 N. Orange Avenue
Suite 820
P. O. Box 3191 (ZIP 32802-3191)
Orlando, Florida 32801-5203
Jon Kearn **
Jonathan Kearn is affiliated with Lion Street Financial, LLC. (LSF). Securities offered through Lion Street Financial, LLC., (LSF) member FINRA & SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC., Registered Investment Advisors. Fulcrum Partners, BDO Alliance USA, & LSF are non-affiliated entities.
Orlando, FL
801 N. Orange Avenue
Suite 820
P. O. Box 3191 (ZIP 32802-3191)
Orlando, Florida 32801-5203
Christine Scott **
Ponte Vedra, FL
216 Clatter Bridge Road
P.O. Box 1909 (ZIP 32004-1909)
Ponte Vedra, Florida 32081
Bruce Brownell ***
Bruce Brownell is affiliated with Lion Street Financial, LLC. (LSF). Securities offered through Lion Street Financial, LLC., (LSF) member FINRA & SIPC. Investment Advisory Services offered through CapAcuity, LLC and Lion Street Advisors, LLC., Registered Investment Advisors. Fulcrum Partners, BDO Alliance USA, LSF & CapAcuity, LLC. are non-affiliated entities.
Ponte Vedra Beach, FL
P.O. Box 1909 (ZIP 32004-1909)
Ponte Vedra, Florida 32081
Joe Thompson **
Joseph Arthur Thompson is affiliated with Lion Street Financial, LLC. (LSF). Securities offered through Lion Street Financial, LLC., (LSF) member FINRA & SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC., Registered Investment Advisors. Fulcrum Partners, BDO Alliance USA, & LSF are non-affiliated entities.
Ponte Vedra Beach, FL
P.O. Box 1909 (ZIP 32004-1909)
Ponte Vedra, Florida 32081
Beverly Beck **
Portland, OR
14845 S.W. Murray Scholls Drive
STE 110 PMB 616
Beaverton, Oregon 97007-9231
Craig Cayford *
Washington D.C.
4075 Wilson Boulevard
8th Floor
Arlington, Virginia 22203
Andrew Hart *
Andrew Hart is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRA,SIPC. Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. 130 Springside Drive, Akron, OH 44333-2431* 1-800-765-5201. Fulcrum Partners LLC is a separate entity from Valmark Securities, Inc.
CA License #0F07390
Westlake, OH;
(Cleveland)
27300 Center Ridge Road
P.O. Box 451400
Westlake, Ohio 44145
Mike Powers
Securities offered through Lion Street Financial, LLC (LSF) and Valmark Securities, Inc. (VSI), each a member of FINRA and SIPC. Investment advisory services offered through CapAcuity, LLC; Lion Street Advisors, LLC (LSF) and Valmark Advisers, Inc. (VAI), each an SEC registered investment advisor. Please refer to your investment advisory agreement and the Form ADV disclosures provided to you for more information. VAI/VSI, LSF and BDO Alliance USA are non-affiliated entities and separate entities from Fulcrum Partners and CapAcuity, LLC. Unless otherwise noted, VAI/VSI, LSF and BDO Alliance USA are not affiliated, associated, authorized, endorsed by, or in any way officially connected with any other company, agency or government agency identified or referenced in this document.
* Valmark Securities, Inc. and Valmark Advisers, Inc.
** Lion Street Financial, LLC. and Lion Street Advisors, LLC.
*** CapAcuity, LLC., Lion Street Financial, LLC, and Lion Street Advisors, LLC.
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