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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
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Socially Responsible Investing
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Wealth Management
Compensation
Michael W. Mandarino
Financial Advisor
123 Investing LLC
Florida
Minimum Assets:
$0
LaMar Rucker, III
Financial Advisor
Fraser Financial Group
California
Minimum Assets:
$0
Sean Butson
Financial Advisor
DC Capital Management
Colorado
Minimum Assets:
$0
Ron Guay
Financial Advisor
Rivermark Wealth Management
California
Minimum Assets:
$0
Sharon Lear
Owner
Guideway Financial, LLC
Texas
Minimum Assets:
$0
Casey Morris
Financial Services Professional
Capstone Financial
Georgia
Minimum Assets:
$0
Robert Devine
Financial Planner
Coastal Wealth
Florida
Minimum Assets:
$0
Scott Harmon, CPA
Financial Advisor
HWI Corporation
California
Minimum Assets:
$0
Cassie Wilson
Financial Services Professional
Bluecrest Financial Alliances - Oklahoma
Oklahoma
Minimum Assets:
$0
Josh Slocum
Financial Advisor
McClellan Wealth Management
Alabama
Minimum Assets:
$0
John McGovern
Financial Advisor
Greater New Jersey Financial Group
New Jersey
Minimum Assets:
$0
Karl Leonard Hicks
Financial Advisor
The Leonard Financial Group, LLC
California
Minimum Assets:
$0
Timothy Hutchinson Sr.
Financial Advisor
Prudential
Tennessee
Minimum Assets:
$0
Patrick McNally
Owner
Retirement Lifestyles Advisory Group
California
Minimum Assets:
$0
Robin Sherwood
Financial Advisor
HTG Investment Advisors
Connecticut
Minimum Assets:
$0
Matthew Rozzi
Financial Professional
Wealth Protection Strategies
New York
Minimum Assets:
$0
Luke A. Jacobson, CFA
Financial Advisor
Presidio Capital Management
California
Minimum Assets:
$0
William Bevins, CFP® CTFA
Financial Advisor
William Bevins, CFP® CTFA
Tennessee
Minimum Assets:
$0
Jeffrey Small
Financial Advisor
Arbor Financial
Florida
Minimum Assets:
Allen Dembski
Financial Advisor
Buffalo First Wealth Management, LLC
New York
Minimum Assets:
$0
Langhorne Meem, II
Insurance Professional
Mass Mutual
Virginia
Minimum Assets:
$0
Joseph Vecchio CPA, CFP®, MBA, CPA/PFS
Financial Planner
Shore Financial Planning
New Jersey
Minimum Assets:
$0
Jon Bass
Regional Director
Prudential
North Carolina
Minimum Assets:
$0
Michael "Michael" Book
Managing Partner
Fifth Avenue Financial
New York
Minimum Assets:
$0
George Kamel
Financial Planner
Prudential
Virginia
Minimum Assets:
$0
Daniel J Hanley, CFP®
Financial Advisor
Spoor Behrins Campbell & Young Securities Corp.
New Jersey
Minimum Assets:
$0
David Geske
Financial Advisor
Redwood Investments
Washington
Minimum Assets:
$0
Jill Carr
Financial Advisor
Stephens Wealth Management Group
Michigan
Minimum Assets:
$0
Courtney Fraser
Financial Advisor
Marotta Wealth Management
Virginia
Minimum Assets:
$0
Jodie West
Financial Planner
Stonewater Financial
Texas
Minimum Assets:
$0
Skip Fleming, CFP®
Founder
Lodestar Financial Planning
Colorado
Minimum Assets:
$0
Chris Genzler
Financial Advisor
Forum Financial Management, LP
Illinois
Minimum Assets:
$0
Jake Shake
Financial Services Professional
West Point Financial Group
Indiana
Minimum Assets:
$0
Rawlin Carter
Financial Advisor
Prudential
Louisiana
Minimum Assets:
$0
David John Marotta
Financial Advisor
Marotta Wealth Management
Virginia
Minimum Assets:
Jaimee Carnes
Financial Advisor
ElderAdo Financial
Colorado
Minimum Assets:
$0
Samuel Israel
Financial Services Professional
Mass Mutual Brooklyn
New York
Minimum Assets:
$0
David Simpson
Financial Professional
Greater Florida Financial Group
Florida
Minimum Assets:
$0
Anthony J. Nicodemo
Financial Professional
Advise Financial Solutions
Ohio
Minimum Assets:
$0
Dean Erickson, CFA
Financial Advisor
Bionic Capital LLC
California
Minimum Assets:
$0
Sam K. Lau
Financial Professional
Fraser Financial Group
California
Minimum Assets:
$0
Joseph Silva
Financial Planner
Carolina Financial Group
South Carolina
Minimum Assets:
$0
Mark Kempton
Financial Advisor
Kempton Accountancy
California
Minimum Assets:
$0
Adam Loedel, CFP, ChFC
Financial Advisor
HighPoint Advisors
New York
Minimum Assets:
$0
Richard Stewart
Financial Advisor
Prudential
Alabama
Minimum Assets:
$0
Jim Lear
Chief Investments Officer
Guideway Financial
Texas
Minimum Assets:
$0
Elizabeth Brew
Financial Advisor
Marotta Wealth Management
Virginia
Minimum Assets:
$0
Scott Sadler
Financial Advisor
Boardwalk Capital Management
Georgia
Minimum Assets:
$0
Lili Vasileff
Financial Advisor
Wealth Protection Management
Connecticut
Minimum Assets:
$0
Matthew McKee, CFA, CFP®
Financial Advisor
Target Rock Wealth Management
New York
Minimum Assets:
$0
Adam Novak
Financial Services Professional
Mass Mutual
Connecticut
Minimum Assets:
$0
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