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.
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., Suite 300, Akron, OH 44333. 800-765-5201. OneDigital and Fulcrum Partners are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc.
CA License #0C48841
Charleston, SC
92 Hasell Street
Suite 217
Charleston, South Carolina 29401
Chris Nyland *
Christopher H. Nyland 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., Suite 300, Akron, OH 44333. 800-765-5201. OneDigital and Fulcrum Partners are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc.
CA License #0C90758
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., Suite 300, Akron, OH 44333. 800-765-5201. OneDigital and Fulcrum Partners are separate entities 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 *
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., Suite 300, Akron, OH 44333. 800-765-5201. OneDigital and Fulcrum Partners are separate entities from Valmark Securities, Inc. and Valmark Advisers, 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 *
Los Angeles, CA
7705 Irvine Center Dr.
Irvine, California 92618
Monte Harrick *
Newport Beach, CA
600 36th Street
Newport Beach, CA 92663
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. OneDigital and Fulcrum Partners are separate entities from LSF & from CapAcuity, LLC. 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. One Digital and Fulcrum Partners are separate entities from LSF.
Orlando, FL
801 N. Orange Avenue
Suite 820
P. O. Box 3191 (ZIP 32802-3191)
Orlando, Florida 32801-5203
Christine Scott **
Christine Graves Scott 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. One Digital and Fulcrum Partners are separate entities from LSF.
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. OneDigital and Fulcrum Partners are separate entities from LSF & from CapAcuity, LLC. 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. OneDigital and Fulcrum Partners are separate entities from LSF.
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 Dr., Suite 300, Akron, OH 44333. 800-765-5201. OneDigital and Fulcrum Partners are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc.
CA License #0F07390
Westlake, OH;
(Cleveland)
2755 Broadmore Lane
Westlake, OH 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 CapAcuity, LLC. are non-affiliated entities and separate entities from OneDigital and Fulcrum Partners.
* 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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