Hear from our Financial Advisers

Hear from advisers who found the support, growth, and independence they were looking for at CFD Companies.

Adviser of the Month: Peter Passalacqua

November 2025

"I am honored and can't thank everyone who supports my practice enough. My clients are a true blessing, it still amazes me how much they have in me and my team. God has truly blessed me.

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Words From an Industry Leader

Kurt Supe, CPA
Creative Financial Group

Passing The Torch To The Next Generation

Mike and Kevin Dusold

"Leaving a major wirehouse to join CFD was the best decision of my career, and my only regret is not doing it sooner! This organization is truly special for many reasons, but it all starts with the people who work here; The CFD team is filled with incredibly kind, talented, and knowledgeable people who consistently go above and beyond to serve their advisers while cultivating a familial environment. From a business standpoint, CFD offers top-of-the-line technology, compliance support, and regulatory guidance to keep pace with our constantly evolving line of work, while still giving advisers autonomy over their businesses in a way that is unmatched in the industry. I am so grateful to be a part of the CFD family and can’t recommend it enough to anyone looking for a new opportunity to work with a broker dealer that truly values their advisers; There is no place I’d rather be!"

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Adviser Testimonials

CFD is truly a special organization with exceptional people that love to serve the advisers they support. If you are looking to align your personal beliefs into your day-to-day business life, then there is no better place to conduct your business. I have had the benefit of experiencing several other independent broker dealers in the past. None compare to CFD, it is not even close. CFD was built by advisers like you and me, they understand us because they are one of us. They understand the challenges of building a successful business and will stand by your side as you build yours. My decision to join CFD was one of my best decisions that I have ever made.

Alex Lebron, Independent Financial Adviser • Flint, MI

As fast as this industry is changing with regards to regulations and technology, CFD has always been and I believe will continue to be at the forefront of these changes with the goal of doing what’s in the best interests of our clients. I always say we do what’s right for our clients and everything else taken care of itself, and CFD shares that philosophy. You are not a number here, but part of a genuine family of high-quality individuals with a service attitude that is infectious. They will listen to our concerns and make changes where appropriate promptly. As we provide peace of mind to our clients in the financial life, CFD does the same for us and for our business.

Jim Guyot, Independent Financial Adviser • Lenexa, KS

With the depth and complexity of industry offerings and the ever-changing nature of the industry itself, knowledge is power. And cfd puts that power at their advisers’ fingertips…

Lisa Raderstorf, Independent Financial Adviser • Logansport, IN

When you join CFD, you don’t just become part of a company – you become part of a family. The home office team genuinely cares. They go above and beyond to provide unique solutions and resources that help you serve your clients with compassion. Their level of support and encouragement is truly unparalleled. It is not only for growing your business, but also for strengthening your Christian faith and nurturing your family at home.

Caleb Clark, Independent Financial Adviser • Kokomo, IN

When looking for a new broker-dealer, my search targeted small, non-corporate, independent institutions. I came from the large corporate environment, and it drove me insane. I was a number. Service, the advisors, and the clients were secondary to corporate policy and the bottom line. With CFD, the advisors and the clients come first, and that is proven every day. It’s been two years now that I selected CFD to assist me in serving my clients. They have helped me put the past behind me, and continue to show me the future is bright in their organization. I am a member of the family, and they demonstrate so at every turn.

Dan Ballister, Independent Financial Adviser • Basking Ridge, New Jersey

CFD is truly a special organization with exceptional people that love to serve the advisers they support. If you are looking to align your personal beliefs into your day-to-day business life, then there is no better place to conduct your business. I have had the benefit of experiencing several other independent broker dealers in the past. None compare to CFD, it is not even close. CFD was built by advisers like you and me, they understand us because they are one of us. They understand the challenges of building a successful business and will stand by your side as you build yours. My decision to join CFD was one of my best decisions that I have ever made.

Alex Lebron, Independent Financial Adviser • Flint, MI

As fast as this industry is changing with regards to regulations and technology, CFD has always been and I believe will continue to be at the forefront of these changes with the goal of doing what’s in the best interests of our clients. I always say we do what’s right for our clients and everything else taken care of itself, and CFD shares that philosophy. You are not a number here, but part of a genuine family of high-quality individuals with a service attitude that is infectious. They will listen to our concerns and make changes where appropriate promptly. As we provide peace of mind to our clients in the financial life, CFD does the same for us and for our business.

Jim Guyot, Independent Financial Adviser • Lenexa, KS

With the depth and complexity of industry offerings and the ever-changing nature of the industry itself, knowledge is power. And cfd puts that power at their advisers’ fingertips…

Lisa Raderstorf, Independent Financial Adviser • Logansport, IN

When you join CFD, you don’t just become part of a company – you become part of a family. The home office team genuinely cares. They go above and beyond to provide unique solutions and resources that help you serve your clients with compassion. Their level of support and encouragement is truly unparalleled. It is not only for growing your business, but also for strengthening your Christian faith and nurturing your family at home.

Caleb Clark, Independent Financial Adviser • Kokomo, IN

When looking for a new broker-dealer, my search targeted small, non-corporate, independent institutions. I came from the large corporate environment, and it drove me insane. I was a number. Service, the advisors, and the clients were secondary to corporate policy and the bottom line. With CFD, the advisors and the clients come first, and that is proven every day. It’s been two years now that I selected CFD to assist me in serving my clients. They have helped me put the past behind me, and continue to show me the future is bright in their organization. I am a member of the family, and they demonstrate so at every turn.

Dan Ballister, Independent Financial Adviser • Basking Ridge, New Jersey

From Just a Number to Family

Hear why some of our valued financial advisers chose to call CFD Companies their home. Learn how they found the freedom to run their practice their way, with the support of a dedicated home office team. Discover what it is like to partner with a firm that treats you like family, not a number.

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Let’s Explore What Is Possible For Your Practice

We are here to listen, learn about your business, and see whether our community and resources are the right fit for you.

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