© 2023 WMBC. Investment advisory services offered through WMBC, a registered investment advisor, CA insurance license #0719270. Securities offered through Triad Advisors, LLC, member FINRA/SIPC, 5515 Peachtree Parkway, Suite 3220, Norcross, GA 30091, 770-840-7444. WMBC is a separate entity from Triad Advisors, LLC. Investment products and services available only to residents of: Arizona (AZ), California (CA), Colorado (CO), Florida (FL), Idaho (ID), Montana (MT), Nevada (NV), New Jersey (NJ), Ohio (OH), Utah (UT), Washington (WA). Fee-based advisory services are available only to residents of: California (CA), Utah (UT). Licensed to sell insurance products in the following states of: California (CA), Colorado (CO), Connecticut (CT), Florida (FL), Minnesota (MN), Missouri (MO), Nevada (NV), New York (NY), Ohio (OH), Oregon (OR), Texas (TX), Utah (UT), Washington (WA). View our Form CRS