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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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Wealth Management
Compensation
Thomas Hlohinec
Financial Advisor
Rise Financial Partners LLC
Pennsylvania
Minimum Assets:
$0
Philip Weiss
Principal
Apprise Wealth Management
Maryland
Minimum Assets:
$0
Noah Kahn
Financial Services Professional
Coastal Wealth
Florida
Minimum Assets:
$0
Debbie Morris
Financial Services Professional
Magnolia Wealth Strategies
Alabama
Minimum Assets:
$0
David Maas
Financial Planner
Financial Planning Group - West Bradford Road
Colorado
Minimum Assets:
$0
George Reilly
Financial Advisor
Safe Harbor Financial Advisors
Virginia
Minimum Assets:
$0
Marnie Baird
Financial Advisor
Wealth Quest Partners, Inc.
California
Minimum Assets:
$0
Dimitry Farberov, CFA®, CFP®
Financial Advisor
Miracle Mile Advisors
California
Minimum Assets:
$0
Steve Strout
Financial Advisor
Prudential
Maine
Minimum Assets:
$0
Brian Berkenhoff
Financial Advisor
Birch Investment Management, L.LC.
South Dakota
Minimum Assets:
$0
Brian Littlejohn, MBA, CFP®, CFA
Financial Advisor
Sherwood Wealth Management
Colorado
Minimum Assets:
$0
Deborah L. Meyer, CFP, CPA/PFS, CEPA
Financial Planner
WorthyNest
Florida
Minimum Assets:
$0
Rick Fingerman, CFP®
Co-Founder & Managing Partner
Financial Planning Solutions, LLC
Massachusetts
Minimum Assets:
$0
Tom McNichol
Financial Advisor
Mass Mutual
North Carolina
Minimum Assets:
$0
Beata Dragovics
Financial Advisor
Freedom Trail Financial, LLC
Massachusetts
Minimum Assets:
$0
Todd Calamita
Financial Advisor
Calamita Wealth Management Inc
North Carolina
Minimum Assets:
$0
Luke R. Chapman
Financial Advisor
Mass Mutual
Delaware
Minimum Assets:
$0
Scott M. Draper, CFP®, CPA
Financial Advisor
THRIVE Financial Planning
California
Minimum Assets:
$0
Anna Sergunina
President & CEO
MainStreet Financial Planning, Inc
California
Minimum Assets:
$0
Mitchell Thompson
Financial Advisor
MJT & Associates Financial Advisory Group
Minnesota
Minimum Assets:
$0
Dan Sherman
Financial Advisor
MindWallet Investment Advisory
California
Minimum Assets:
$0
Kimberly J. Howard, CFP
Founder & Owner
KJH Financial Services
Massachusetts
Minimum Assets:
$0
David Chazin
Financial Advisor
Insight Wealth Strategies, LLC
California
Minimum Assets:
$0
David Haas CFP®
Financial Advisor
Cereus Financial Advisors, LLC.
New Jersey
Minimum Assets:
$0
Michael Armijo
Financial Advisor
Verona Capital Management LLC
California
Minimum Assets:
$100,000
Carlos Dias Jr.
Financial Advisor
Dias Wealth, LLC
Florida
Minimum Assets:
$0
John Mendes
Financial Planner
Creative Financial Group
New Jersey
Minimum Assets:
$0
Maddie Brooks
Regional Director
Prudential
New Jersey
Minimum Assets:
$0
Virajith Wijeweera
Financial Advisor
FPL Capital Management
California
Minimum Assets:
$0
Daniel Carnes
Financial Advisor
ElderAdo Financial
Colorado
Minimum Assets:
$0
Gary Duell
Financial Advisor
Duell Wealth Preservation
Oregon
Minimum Assets:
$0
Ryan Mohr, CFP®
Financial Advisor
Clarity Capital Management
Oregon
Minimum Assets:
$0
Brad Kingsley
Financial Advisor
Maximize Your Money - Cast Financial
South Carolina
Minimum Assets:
$0
Rachel Clawson
Financial Advisor
Avier Wealth Advisors
Washington
Minimum Assets:
$0
Grayson Hofferber
President & Founder
Millennial Wealth Management
Colorado
Minimum Assets:
$0
Keith R. Forbes
Financial Services Professional
Mass Mutual
Pennsylvania
Minimum Assets:
$0
Lucas Casarez
Financial Advisor
Level Up Financial Planning, LLC
Colorado
Minimum Assets:
$0
Michael Schwartz
Financial Advisor
Schwartz Financial
Pennsylvania
Minimum Assets:
$0
Michael Mezheritskiy
Financial Advisor
Milestone Asset Management Group
Connecticut
Minimum Assets:
$250,000
Kris Maksimovich
Financial Advisor
Global Wealth Advisors
Texas
Minimum Assets:
$0
Richard Feight
Financial Advisor
IAM Financial, LLC
Michigan
Minimum Assets:
$0
Nicholas Otto
Financial Advisor
WestPoint Financial Group
Ohio
Minimum Assets:
$0
Matt Stephenson
Financial Advisor
Prudential
New York
Minimum Assets:
$0
Timothy Baker, CFP®
Founder & Principal
WEALTHSHAPE LLC
Connecticut
Minimum Assets:
$0
Scott O'Brien
Financial Advisor
WorthPointe Wealth Management
Texas
Minimum Assets:
$0
Lane Mullinax, JD, CFP, MBA
Financial Advisor
NPV Advisory Services, LLC
Georgia
Minimum Assets:
$0
Chad Seegers
Financial Advisor
Insight Wealth Strategies, LLC
Texas
Minimum Assets:
Martin A. Federici, Jr.
CEO
MF Advisers, Inc.
Pennsylvania
Minimum Assets:
$0
Tony D. Fields
Financial Professional
Prudential
New Jersey
Minimum Assets:
$0
Michael "Mike" Cammarata
Financial Services Professional
Tide Creek Financial Group
Maryland
Minimum Assets:
$0
Ekenna Anya-Gafu, CFP®
Financial Advisor
Bay Street Capital Holdings
Arizona
Minimum Assets:
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