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Find your wholesaler

Please identify your broker/dealer

  • Advanced Advisor Group LLC
  • AE Financial Services, LLCn
  • American Global Wealth Management, Inc
  • American Independent Securities Group, LLC
  • American Portfolios Financial Services Inc
  • Ameriprise Financial Services, LLC
  • Ameritas Investment Corp
  • APW Capital, Inc
  • Arete Wealth Management, LLC
  • Arkadios Capital
  • Arque Capital Ltd
  • Ausdal Fin Planners
  • Avantax Investment Services, Inc
  • Avondale Partners LLC
  • AXA Advisors LLC
  • Bankers & Investors Company
  • Beard Financial Services Inc
  • Benjamin F Edwards & Company Inc
  • Berthel, Fisher & Co. Financial Services, Inc
  • Cadaret Grant & Co, Inc
  • Calton & Associates Inc
  • Cambridge Investment Research Inc
  • Cantella & Co
  • Cape Fear Securities Inc
  • Cape Securities Inc
  • Capital Investment Brokerage Inc
  • Capital Investment Group
  • CBSI
  • Centaurus Financial, Inc
  • Cetera Advisor Networks LLC
  • Cetera Advisors LLC
  • Cetera Financial Specialists LLC
  • Cetera Investment Services LLC
  • CFD Investments Inc
  • Citizens Securities, Inc
  • Commonwealth Financial Network
  • Copper Financial Network, LLC
  • CoreCap Inv Inc
  • County Teachers Principal Ins Agency Inc
  • CreativeOne Securities, LLC
  • Crown Capital Securities
  • CUE Financial Group, Inc
  • CUSO Financial Services
  • CUSO Financial Services - Truliant FCU
  • D.A. Davidson & Co.
  • DFPG Investments, LLC
  • Dominion Inv Serv Inc
  • Equity Services Inc
  • Essex National Securities, LLC
  • Financial Telesis Inc
  • FinTrust Brkg Serv
  • First Citizens Investor Services, Inc.
  • First State Financial Management Inc
  • Florida Atlantic Sec Corp
  • Foothill Securities, Inc
  • Fortune Financial Services, Inc
  • G.A. Repple & Company
  • Girard Securities, Inc
  • Glen Eagle Advisors LLC
  • Grove Point Investments, LLC
  • GWN Securities, Inc
  • Harbour Investments Inc
  • Hilltop Securities Inc
  • Independent Financial Group LLC
  • International Assets Advisory, LLC
  • INVEST Financial Corp
  • Investment Centers of America Inc
  • Investment Planners Inc
  • Janney Montgomery Scott
  • JJB Hilliard WL Lyons LLC
  • JW Cole Financial Inc
  • Kalos Capital, Inc
  • Kestra Investment Services, LLC
  • Key Investment Services LLC
  • Larson Financial Securities, LLC
  • LaSalle St Insurance Services Inc
  • LaSalle St Securities LLC
  • Lincoln Financial Advisors Corp
  • Lincoln Financial Securities Corp
  • Lincoln Investment Planning LLC
  • Lion Street Financial LLC
  • Lockton Financial Advisors LLC
  • LPL Financial Services
  • LPL Financial Services - Marine FCU
  • M Holdings Securities Inc
  • M.S. Howells & Co
  • Madison Avenue Securities, LLC
  • McAdams Wright Ragen Inc
  • McDonald Partners LLC
  • McLaughlin Ryder Investments Inc
  • Mercer Allied Company, L.P.
  • Meridien Financial Group
  • Midwestern Securities Trading Co LLC
  • MMA Securities LLC
  • Momentum Independent Network
  • Money Concepts Capital Corp
  • Morgan Stanley
  • Mutual of Omaha Investor Services, Inc
  • Mutual Securities Inc.
  • National Planning Corporation
  • National Securities Corporation
  • Nationwide Planning Assoc
  • New England Securities
  • NEXT Financial Group, Inc
  • NFBS LLC
  • Northwestern Mutual Inv Serv, LLC
  • NYLIFE Securities LLC
  • OneAmerica Securities Inc
  • Oppenheimer & Co Inc
  • Osaic Institutions, Inc.
  • Osaic Wealth, Inc.
  • Parkland Securities, LLC
  • Peak Brokerage Services, LLC
  • Pentegra Distributors Inc
  • PFS Investments Inc
  • PNC Investments LLC
  • Private Client Services, LLC
  • Purshe Kaplan Sterling Investments
  • Questar Capital Corp
  • Quorum Insurance LLC
  • Raymond James & Associates Inc
  • Raymond James Financial Services, Inc
  • RBC Capital Markets LLC
  • Regulus Advisors
  • Royal Alliance Associaties Inc
  • SA Stone Wealth Management
  • Santander Securities LLC
  • Saxony Sec Inc
  • SCF Securities Inc
  • Securities America Inc
  • Sigma Financial Corp
  • Signator Investors Inc
  • SII Investments Inc
  • Silver Oak Securities Inc
  • Smith, Moore & Co
  • Sorrento Pacific Financial, LLC
  • Southwest Securities Inc
  • Stephens Insurance LLC
  • Sterne Agee & Leach Inc
  • Sterne Agee Financial Services Inc
  • Stifel Independent Advisors, LLC
  • Stifel Nicolaus & Co Inc
  • Sunbelt Securities Inc
  • SWBC Investment Svcs LLC
  • SWS Financial Services Inc
  • The Huntington Investment Company
  • The O.N. Equity Sales Company
  • Triad Advisors, Inc
  • Truist Investment Services, Inc
  • UBS Financial Services
  • United Brokerage Services, Inc
  • United Planners Financial Serv of America
  • VALIC Financial Advisors Inc
  • Valley National Investments
  • Valmark Securities, Inc
  • Voya Financial Advisors, Inc.
  • Wedbush Securities Inc
  • Western International Securities, Inc
  • Wintrust Investments, LLC
  • Woodbury Financial Services Inc
  • WRP Investments Inc

Enter ZIP Code to find your designated team.

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Matthew O'Brien
Matthew O'Brien
Regional Vice President

Matt has more than 10 years of experience in the financial industry, having spent seven of those years at Jackson National as an Internal Wholesaler and Sales Team Lead. He graduated from Ohio State University where he majored in Finance. 

During his free time, Matt enjoys spending time with his wife, Jenny, and two children. They’ll likely be doing something active like frequenting a favorite park, attending a live concert or going on a weekend trip. They’re always on the go, except for when they’re in front of the television rooting for one of their favorite teams: The Ohio State Buckeyes, Cincinnati Bengals or Georgia Bulldogs. 

Matt enjoys his role consulting and partnering with financial professionals throughout the south Texas area, helping them to design and implement planning strategies for their clients. 

  • Securities Registered with FINRA® 
  • Holds Series 7, 63 and 26 Registrations 
CMGA-4746743.5-0223-0524
Dan Schuman
Annuity Sales Consultant

Dan brings more than 15 years of experience in the financial industry, with more than a decade working in both internal and external wholesaling roles. He graduated from the University of Wisconsin-Madison with a double major in Finance and Risk Management and Insurance.

Dan is an avid Wisconsin Badgers football fan and a longtime season ticket holder. He and his wife have a Shiba Inu named Sam, and in their free time they enjoy traveling, cooking and home renovation projects.

Dan wants his advisor clients to see him as a partner to provide solutions that can help their clients achieve their financial plans and goals. He works to exceed advisors’ expectations in every interaction to build strong relationships.

  • Securities Registered with FINRA®
  • Holds Series 6 and 63 Registrations
CMGA-4746743.5-0223-0524

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