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.

Ponte Vedra Beach, FL

814 A1A North, Suite 307
P.O. Box 1909 (ZIP 32004-1909)
Ponte Vedra Beach, FL 32082

Fulcrum Partners LLC
904.296.2563
Atlanta, GA

5805 State Bridge Road
Suite G251
Johns Creek, Georgia 30097
Mailing address only

Steve Broadbent *
770.813.0750
678.777.6313
770.813.0710

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

Chicago, IL

150 South Wacker Drive
Suite 2400
Chicago, Illinois 60606

Tom Chisholm *
847.724.3036
847.341.7258

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 *
224.279.9282

Kenneth DePaola is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRA,SIPC, 130 Springside Drive, Akron, OH 44333-2431* 1-800-765-5201. Fulcrum Partners LLC is a separate entity from Valmark Securities, Inc.

Charleston, SC

92 Hasell Street
Suite 217
Charleston, South Carolina 29401

Chris Nyland *
703.356.7222
703.627.1841

Christopher H. Nyland is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRA,SIPC, 130 Springside Drive, Akron, OH 44333-2431* 1-800-765-5201. Fulcrum Partners LLC is a separate entity from Valmark Securities, Inc.

CA License #0C90758

Columbus, OH

3263 River Highlands Way
Dublin, Ohio 43017

David Fisher *
614.799.1901
614.571.9559

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 *
561.274.9205
617.794.7821

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 *
808.527.7649
808.356.8649

Roy Imai is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRA,SIPC, 130 Springside Drive, Akron, OH 44333-2431* 1-800-765-5201. Fulcrum Partners LLC is a separate entity from Valmark Securities, Inc.

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 *
213.438.6382
818.521.3663

Phillip Currie is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRA,SIPC, 130 Springside Drive, Akron, OH 44333-2431* 1-800-765-5201. Fulcrum Partners LLC is a separate entity from Valmark Securities, Inc.

CA License #0A29734

Los Angeles, CA

601 South Figueroa
Suite 4050
Los Angeles, California 90017

Monte Harrick *
213.330.4940
626.437.2896

Monte Harrick is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRA,SIPC, 130 Springside Drive, Akron, OH 44333-2431* 1-800-765-5201. Fulcrum Partners LLC is a separate entity from Valmark Securities, Inc.

CA License #0771797

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 *
213.438.6382
520.664.7507

Adam Monson is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRA,SIPC, 130 Springside Drive, Akron, OH 44333-2431* 1-800-765-5201. Fulcrum Partners LLC is a separate entity from Valmark Securities, Inc.

CA License #0I01065

Orlando, FL

801 N. Orange Avenue
Suite 820
P. O. Box 3191 (ZIP 32802-3191)
Orlando, Florida 32801-5203

Scott Cahill ***
407.841.2480
407.341.2480
407.841.1626

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 **
407.841.2480
407.466.5023
407.841.1626

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 **
407.841.2480
757.615.4591
407.841.1626

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

814 A1A North, Suite 307
P.O. Box 1909 (ZIP 32004-1909)
Ponte Vedra Beach, Florida 32082

Bruce Brownell ***
904.296.2563
904.910.5252

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

814 A1A North, Suite 307
P.O. Box 1909 (ZIP 32004-1909)
Ponte Vedra Beach, Florida 32082

Joe Thompson **
904.296.2563
904.861.9600

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

814 A1A North, Suite 307
P.O. Box 1909 (ZIP 32004-1909)
Ponte Vedra Beach, Florida 32082

Beverly Beck **
904.296.2563

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.

Portland, OR

14845 S.W. Murray Scholls Drive
STE 110 PMB 616
Beaverton, Oregon 97007-9231

Craig Cayford *
503.848.0200
503.314.6054
503.848.0202

Craig Cayford is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRA,SIPC, 130 Springside Drive, Akron, OH 44333-2431* 1-800-765-5201. Fulcrum Partners LLC is a separate entity from Valmark Securities, Inc.

Washington D.C.

4201 Wilson Boulevard
Suite 110-422
Arlington, Virginia 22203

Andrew Hart *
703.807.5824
703.966.4679

Andrew Hart is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRA,SIPC, 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

 

* 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.