Broker Check

Client Advocacy Partners (CAP) is a group of Advisors that are committed to furthering their knowledge and seeking creative and timely planning solutions for their clients.

As an active part of CAP, we leverage the experience of eight selected leading advisors throughout the nation who collectively oversee more than a billion dollars in assets.

As a member of CAP, your Advisor has access to the accumulated experience of these professionals who are analyzing and implementing advanced financial strategies on a daily basis. CAP's expertise and collaborative approach gives us intellectual depth that adds value to our individual practices and most importantly to the clients we serve.

CAP is unaffiliated with HTK. Utilizing a CAP member does not guarantee a particular result nor eliminate the possibility of a loss. Individual results will vary. CAP membership is only conferred by other CAP members and is solely based on the group’s own criteria.

Client Advocacy Partners

Andrew  Gardner

Andrew Gardner CFEd, CFP®

Gardner Wallace Financial Solutions - Addison, TX

Brian Rosenbaum

Brian Rosenbaum, CFP®

Melnick Rosenbaum Wealth Management - Hunt Valley, MD

David Shoup

David Shoup, CFP®

Estate Strategies, Inc. - Wayne, PA

Matt  Condon

Matt Condon, CFP®

Condon Sullivan Wealth Management & Planning - Boston, MA

Michael Scott

Michael L. Scott, CLU®, ChFC®, CFP®

Independence Financial - Oshkosh, WI

Ryan T. Fleming

Ryan T. Fleming, CFP®, MSFS®, ChFC®, CLU®, CASL®, AEP®

Royal Alliance Associates, Inc. - Bellevue, WA

Todd  Jakubik

Todd Jakubik, CFP®

Total Financial Concepts, Inc. - Tinton Falls, NJ

William P ‘Buck’ Holmes

William P ‘Buck’ Holmes, ChFC®

Estate Strategies, Inc. - Wayne, PA