Fulcrum Partners Works on Your Behalf

Recognizing that you and your company have unique and distinctive needs, Fulcrum Partners leverages its intellectual capital, experience, and broad multidisciplinary industry relationships for your success.

  • Executive benefits consultants who average more than 30+ years in executive compensation and benefits consulting
  • Nationwide offices from Washington D.C. to Los Angeles, California
  • Clients include medium to large, publicly- and privately-held companies, many that have been clients of our senior vice presidents for decades
  • Check the background of the Fulcrum Partners investment professionals on FINRA’s BrokerCheck
  • View the Fulcrum Partners 7-Step Executive Benefit Plan Consulting Process
  • Are you interested in what it means to be part of the Fulcrum Partners team? Find out more about what it takes to be an ideal Fulcrum Partners candidate.

EXPERTISE that INSTILLS CONFIDENCE®

Click anywhere on the name or photo below to view individual bios.

Leadership

Featured image for “Mike Powers”

Executive Benefits Consultants

Featured image for “Steve Broadbent”

Steven Broadbent //Bio//

Senior Vice President – Retirement

6350 Lake Oconee Parkway Suite 110, PMB 47
Greensboro, Georgia 30642


Steve Broadbent is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRASIPC. Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. 130 Springside Dr., Suite 300, Akron, OH 44333. 800-765-5201. OneDigital and Fulcrum Partners are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. CA License #0C48841

Check the background of this investment professional on FINRA's BrokerCheck

Featured image for “Bruce Brownell”

Bruce Brownell //Bio//

Senior Vice President – Retirement

216 Clatter Bridge Road
Ponte Vedra, Florida 32081

O: 904.296.2563

C: 904.910.5252


Bruce Brownell is affiliated with Lion Street Financial, LLC. (LSF). Securities offered through Lion Street Financial, LLC., (LSF) member FINRA & SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC., Registered Investment Advisors. OneDigital and Fulcrum Partners are separate entities from LSF.

Check the background of this investment professional on FINRA's BrokerCheck

Featured image for “Scott Cahill”

Scott Cahill //Bio//

Senior Vice President – Retirement

801 N. Orange Avenue Suite 820
P. O. Box 3191 (ZIP 32802)
Orlando, Florida 32801

O: 407.841.2480

C: 407.341.2480

F: 407.841.1626


G. Scott Cahill is affiliated with Lion Street Financial, LLC. (LSF). Securities offered through Lion Street Financial, LLC., (LSF) member FINRA & SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC., Registered Investment Advisors. OneDigital and Fulcrum Partners are separate entities from LSF.

CA License #0H24135

Check the background of this investment professional on FINRA's BrokerCheck

Featured image for “Craig Cayford”

Craig E. Cayford //Bio//

Senior Vice President – Retirement

14845 S.W. Murray Scholls Drive
STE 110 PMB 616
Beaverton, Oregon 97007

O: 503.848.0200

C: 503.314.6054

F: 503.848.0202


Craig Cayford is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRASIPC, 130 Springside Drive, Suite 300, Akron, OH 44333. 800-765-5201. OneDigital and Fulcrum Partners are separate entities from Valmark Securities, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Featured image for “Tom Chisholm”

Tom Chisholm //Bio//

Senior Vice President – Retirement

150 South Wacker Drive
Suite 2400
Chicago, Illinois 60606

O: 847.724.3036

C: 847.341.7258


Tom Chisholm is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRASIPC. Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. 130 Springside Dr., Suite 300, Akron, OH 44333. 800-765-5201. OneDigital and Fulcrum Partners are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Featured image for “Phil Currie”

Phillip L. Currie Jr. //Bio//

Senior Vice President – Retirement

7755 Irvine Center Drive
5th Floor
Irvine, California 92618


8706 South 700 East
Suite 105
Sandy (Salt Lake City), Utah 84070

O: 213.438.6382

C: 818.521.3663


Phillip Currie is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRASIPC, 130 Springside Drive, Suite 300, Akron, OH 44333. 800-765-5201. OneDigital and Fulcrum Partners are separate entities from Valmark Securities, Inc. CA License #0A29734

Check the background of this investment professional on FINRA's BrokerCheck

Featured image for “Kenny DePaola”

Kenneth DePaola //Bio//

Vice President – Retirement

150 South Wacker Drive
Suite 2400
Chicago, Illinois 60606


Kenneth DePaola is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRASIPC, 130 Springside Drive, Suite 300, Akron, OH 44333. 800-765-5201. OneDigital and Fulcrum Partners are separate entities from Valmark Securities, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Featured image for “David Fisher”

David H. Fisher //Bio//

Senior Vice President – Retirement

20 Millwright Drive
Hilton Head Island, South Carolina 29926


David Fisher is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRASIPC, 130 Springside Drive, Suite 300, Akron, OH 44333. 800-765-5201. OneDigital and Fulcrum Partners are separate entities from Valmark Securities, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Featured image for “Monte Harrick”

Monte Harrick //Bio//

Senior Vice President – Retirement

7705 Irvine Center Drive Suite 500
Irvine, California 92618


Monte Harrick is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRASIPC. Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. 130 Springside Dr., Suite 300, Akron, OH 44333. 800-765-5201. OneDigital and Fulcrum Partners are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. CA License #0771797

Check the background of this investment professional on FINRA's BrokerCheck

Featured image for “Kristine Kopsiaftis Lampert”

Kristine Kopsiaftis Lampert //Bio//

Senior Vice President – Retirement

1049 W. Heritage Club Circle
Delray Beach, Florida 33483


Kristine Kopsiaftis Lampert is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRASIPC. Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. 130 Springside Dr., Suite 300, Akron, OH 44333. 800-765-5201. OneDigital and Fulcrum Partners are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Featured image for “Adam Monson”

Adam Monson //Bio//

Vice President – Retirement

7755 Irvine Center Drive
5th Floor
Irvine, California 92618

O: 213.438.6382

C: 520.664.7507


Adam Monson is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRASIPC, 130 Springside Drive, Suite 300, Akron, OH 44333. 800-765-5201. OneDigital and Fulcrum Partners are separate entities from Valmark Securities, Inc.. CA License #0I01065

Check the background of this investment professional on FINRA's BrokerCheck

Featured image for “Chris Nyland”

Christopher H. Nyland //Bio//

Senior Vice President – Retirement

92 Hasell Street Suite 217
Charleston, South Carolina 29401

O: 703.356.7222

C: 703.627.1841


Christopher H. Nyland is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRASIPC. Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. 130 Springside Dr., Suite 300, Akron, OH 44333. 800-765-5201. OneDigital and Fulcrum Partners are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Featured image for “Sam Robert”

Sam Robert //Bio//

Vice President – Retirement

428 Bristol Street
Roanoke, Texas 76262


Sam Robert is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRA & SIPC. Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. 130 Springside Dr., Suite 300, Akron, OH 44333. 800-765-5201. OneDigital and Fulcrum Partners are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Featured image for “Christine Scott”

Christine Scott //Bio//

Vice President – Retirement

801 N. Orange Avenue Suite 820 P. O. Box 3191 (ZIP 32802)
Orlando, Florida 32801  

O: 407.841.2480

C: 757.615.4591

F: 407.841.1626


Christine Graves Scott is affiliated with Lion Street Financial, LLC. (LSF). Securities offered through Lion Street Financial, LLC., (LSF) member FINRA & SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC., Registered Investment Advisors. One Digital and Fulcrum Partners are separate entities from LSF. Christine Graves Scott provides support services only and is not licensed to offer securities or investment advisory services.

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Affiliated Executive Benefits Consultants

Featured image for “Jennifer See”
Featured image for “Dave Stecher”

Support & Services