NEXT Financial Group, Inc.

Kellman Barnes Financial Planning utilizes NEXT Financial Group, Inc. to provide them with broker-dealer services and back-office support.

Pershing, LLC

Our clearing firm, Pershing, LLC (Pershing), a BNY Mellon Company, has been a leading global provider of financial business solutions for over 80 years and serves many of the world's most respected financial organizations.  Pershing remains committed to the safekeeping, servicing, segregation and reporting of global client assets.  They currently hold $1.9 trillion in global client assets and serve 1,300 different organizations.