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Pro. Type
Insurance
Tax and Accounting
Financial Advisor
Specialty
Budgeting
Business Succession Planning
Debt Management
Divorce Planning
Education Planning
Elder Care
Employee and Employer Plan Benefits
Estate Planning
Financial Planning
Health Care
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Insurance Planning
Investment Management
Life Transitions
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Socially Responsible Investing
Tax Planning
Wealth Management
Compensation
Colin Haueter
Financial Advisor
Northwestern Mutual
Idaho
Minimum Assets:
$100,000
Jessica K. Martini
Director and Advisor
Northwestern Mutual
California
Minimum Assets:
$10,000
Troy Wootton, AAMS™, CRPC™
Financial Advisor
Edward Jones
Texas
Minimum Assets:
$0
Lukas James DeWitt
Licensed Financial Advisor
Proxy Financial
New York
Minimum Assets:
$0
Nicholas Bunio, CFP®
Investment Advisor Representative
Retirement Wealth Advisors
Pennsylvania
Minimum Assets:
$0
Jeremy Eppley, CRPC®, APMA®, AIF®
Founder & Financial Advisor
Silverstone Financial
Maryland
Minimum Assets:
$0
Michael Derouin
Independent Broker
Independent Broker
California
Minimum Assets:
$0
Tim Miller
Financial Advisor
Quaker Wealth Management
New Jersey
Minimum Assets:
$0
Lindsay Tran
Managing Partner/Advisor
Synergy Financial Group
Michigan
Minimum Assets:
$500
Jenna Biancavilla
Owner & Founder - Lead Wealth Planner
Pearl Capital Management
Arizona
Minimum Assets:
$250,000
Blake Parisi
CEO & Financial Advisor
Parisi Capital
New Jersey
Minimum Assets:
Andrew Mastro
President & Founder
Wrought Advisors LLC
New Jersey
Minimum Assets:
$0
Matthew Vitlin
Financial Advisor
Northwestern Mutual
Texas
Minimum Assets:
$100
Andrew Windschitl
Financial Advisor
UBS Financial Services, Inc.
Minnesota
Minimum Assets:
$100,000
Frank Akridge Jr.
Owner
Financial Pathfinder LLC.
Georgia
Minimum Assets:
$250,000
Nathaniel Baker
Associate
Independent
DMV
Minimum Assets:
$0
Stefan Jackson
Financial Planner & Portfolio Manager
Jackson Wealth Management, LLC
Colorado
Minimum Assets:
$0
Jenny Shults
Associate Advisor
Chicago Partners Wealth Advisors
IL
Minimum Assets:
$100,000
Derek Hebert
Financial Advisor
Insight Wealth Strategies, LLC
California
Minimum Assets:
$0
Dawn Santoriello, CFP®
CEO & Founder
DS Financial Strategies
Pennsylvania
Minimum Assets:
$0
Deva Panambur
Financial Advisor
Sarsi, LLC
New York
Minimum Assets:
$1
Gregory Brinkman
Financial Advisor
GF Brinkman Financial
Oklahoma
Minimum Assets:
$250
Ryan Kaiser
Financial Planner
Prudential
Illinois
Minimum Assets:
$0
Lynn S Evans, CFP
Managing Director
Women of Substance, LLC
Pennsylvania
Minimum Assets:
$0
Roy Larsen
Financial Advisor
Larsen Wealth Management
Georgia
Minimum Assets:
$0
Michael Botts
Financial Professional
Mass Mutual
Iowa
Minimum Assets:
$0
Aaron Karas
Financial Advisor
Insight Wealth Strategies, LLC
Texas
Minimum Assets:
$0
Pam Sutton
Financial Professional
North Western Hills Financial Group
New Jersey
Minimum Assets:
$0
Christian Stearns
Financial Advisor
Cambridge Investment Research Advisors
Florida
Minimum Assets:
$0
Steve Stanganelli CFP
Managing Member & Financial Planner
Clear View Wealth Advisors, LLC & Boston Tax Planners
Massachusetts
Minimum Assets:
$0
Andrew M. Aran, CFA
Financial Advisor
Regency Wealth Management
New Jersey
Minimum Assets:
$0
Tanina Frouge Linden, CFP
Financial Advisor
Futurity Capital LLC
Virginia
Minimum Assets:
$0
Mark S. Wilson
Financial Services Professional
Keystone Capital Partners Group, LLC
New York
Minimum Assets:
$0
Stephen Hutter, CFP®
Financial Advisor
Cetera Investors
North Carolina
Minimum Assets:
$0
Linda Lane
Financial Advisor
Prudential
New Jersey
Minimum Assets:
$0
Mark Shone
Financial Advisor
Shone Wealth Management
California
Minimum Assets:
$0
Stuart Cameron
Financial Advisor
Wharton Investment Consultants
Delaware
Minimum Assets:
$0
Jim McCarthy
Financial Advisor
Directional Wealth Management, LLC
New Jersey
Minimum Assets:
$0
Ben VerWys
Financial Advisor
Fiduciary Financial Advisors
Michigan
Minimum Assets:
$0
Nicholas Anastasakis
Financial Advisor
Cornerstone Asset Management Services, Inc.
Ohio
Minimum Assets:
$0
Michael J. Bauman
Financial Planner
Great Lakes - Mass Mutual
Michigan
Minimum Assets:
$0
Rebecca Arroyo
Financial Professional
Prudential
New York
Minimum Assets:
$0
Charles Roberts
Financial Advisor
Financial Freedom Planners
Virginia
Minimum Assets:
$0
Robert Riedl, CPA, CFP, AWMA
President & CEO
Endowment Wealth Management, Inc. (A Multi-Family Office)
Wisconsin
Minimum Assets:
$0
Anthony Watson
Founder & President
Thrive Retirement Specialists
Michigan
Minimum Assets:
$0
Danny Michael, CFP® RLP® MSBA
Financial Advisor
Satori Wealth Management, Inc.
California
Minimum Assets:
$0
Stephen Nelson
Financial Advisor
Birchwood Capital
California
Minimum Assets:
$0
James Salerno
Financial Services Professional
Trivium Point Advisory
New York
Minimum Assets:
$0
Juan C. Ros
Financial Advisor
Forum Financial Management, LP
California
Minimum Assets:
$0
Ryan Hughes
Founder
4747 Executive Drive, San Diego, CA 92121
California
Minimum Assets:
$0
Carolyn Howard, CFP
Owner
SeaCure Advisors
Kentucky
Minimum Assets:
$0
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