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Reach out to your team for guidance and support. We'll help you find solutions that fit your clients' needs.

Find your wholesaler

Please identify your broker/dealer

  • Advanced Advisor Group LLC
  • AE Financial Services, LLC
  • American Global Wealth Management, Inc
  • 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
  • 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
  • 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
  • FSC Securities Corporation
  • Girard Securities, Inc
  • Glen Eagle Advisors LLC
  • Grove Point Investments, LLC
  • GWN Securities, Inc
  • Harbour Investments Inc
  • Hilltop Securities Inc
  • Independent Financial Group LLC
  • Infinex Investments, Inc
  • 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
  • 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 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
  • 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
  • SagePoint Financial Inc
  • 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
  • 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
  • Wintrust Investments, LLC
  • Woodbury Financial Services Inc
  • WRP Investments Inc

Enter ZIP Code to find your designated team.

Zip code not found. To get in touch with a wholesaler, call the number below.

Ron Williams
Ron Williams
Regional Vice President

Prior to joining TruStage, Ron served as Regional Vice President at Securian Financial. There, he assisted financial advisors and their clients with retirement risk management strategies. Ron also spent two years as the SVP of Wealth Management at Republic Bank of Chicago where he established their wealth management division. Ron attended Robert Morris University of Chicago where he earned a BS in Accounting. 

Born and raised in Chicago, Ron currently lives in Plainfield, Illinois with his wife and son. He is very active in his church and mentors young men and women in the financial services industry through the Association for Wholesaling Diversity. In his free time, Ron enjoys spending time with his family, golfing, reading and listening to jazz music. 

Ron’s expertise in annuity solutions spans from protection strategies to legacy solutions, helping advisors assist their clients with protection, participation and peace of mind. 

  • Securities Registered with FINRA® 
  • Holds Series 6, 7 and 63 Registrations 
  • Chartered Financial Consultant (ChFC®) 
CMGA-4916232.3-0323-0425
Leilani Merriam
Annuity Sales Consultant

Leilani joins TruStage with over 15 years of experience in the financial services industry — 10 of which were focused on annuities. Her background in service, operations, leadership and training make her a perfect fit for the CUNA team after spending time at industry leaders like Vanguard, Brighthouse and Nationwide

When she’s not working to help advisors make their business streamlined and repeatable, Leilani enjoys hitting up new restaurants, staying in for her own cooking, browsing vintage markets for hidden treasures, venturing out on weekend road trips, hiking the trails and spending time with her amazing dogs, Rigby and Link.

Clear communication is a crucial component of Leilani’s skill set, along with a client-focused case design and dynamic sales ideas. She strives to be a reliable resource for her advisors, with a consultative needs analysis approach that works to build relationships and keep advisors’ clients at the heart of every conversation.

  • Securities Registered with FINRA®
  • Holds Series 6 and 63 Registrations
CMGA-4916232.3-0323-0425

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