Find a Financial Professional
for Wealth Management

Jeffrey Broadhurst

Financial Advisor

Broadhurst Financial Advisors, Inc.

True wealth management involves more than just a financial plan or an investment portfolio. It requires coordinating all the aspects of your financial life in order to achieve the life goals you want as efficiently and quickly as possible. That's why we've developed a "Total Wealth Management" approach that encompasses: Financial planning Tax planning Estate planning Risk management Charitable giving

Nicole Polanco

Senior Wealth Advisor

Chicago Partners Wealth Advisors

Nicole joined Chicago Partners in July of 2015 after graduating with a Bachelor of Science in Finance degree from the University of Illinois at Urbana-Champaign. Previously, she started her career as a Wealth Management intern at UBS Financial Services.Nicole is a Series 65 licensed Investment Advisor Representative (IAR), and a Certified Financial Planner™ (CFP®) professional.

Matthew Snipes

Founder & Wealth Advisor

Topsail Wealth Management

Matthew Snipes formed Topsail Wealth Management to continue his mission of putting client interests first and to deliver a premier client experience. He spent over fifteen years with Vanguard focused on client service in all areas of wealth management. During the last seven years, Matthew provided ultra-high-net-worth investment advice and wealth management to clients through Vanguard Personal Advisor Services and Vanguard National Trust Company. A believer in a client focused, cost effective wealth management approach, Topsail Wealth Management will continue that mission.

Jessica K. Martini

Director and Advisor

Northwestern Mutual

Women live longer, earn less, and become caretakers of their family. I'm a single mother of two, and believe that women should have their own financial plan! In my spare time I enjoy running, international travel, audiobooks, and comedy podcasts. Most of my clients are female entrepreneurs/have a side hustle, or those in the LGBTQIA+ community.

Madison Holbrook

Investment Advisor Representative

Investment Advisor Representative

I am a Certified Financial Planner professional at Visionary Horizons Wealth Management. I have experience in financial planning for a Hybrid RIA and in banking. I believe financial planning should be accessible to everyone and work to ensure my fee structure is transparent and customized to the needs of my clients. My passion lies in helping clients identify their goals, both short-term and long-term, developing a plan centered around those goals, and partnering with them to implement that plan every step of the way. I specialize in working with millennials and those in transition asking questions: Can we afford to buy this house? Can we afford to have kids? or Are we on track to retire?

Joseph Silva

Financial Advisor

Ameriprise Financial

What are you doing today to prepare for your goals tomorrow? I take the time to understand what’s truly important to you —whether it’s saving for college, living the retirement lifestyle you choose, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

Stuart Cameron

Financial Advisor

Wharton Investment Consultants

Stuart focuses on providing wealth management strategies to individuals, families and women in transition who are planning for, or currently experiencing, a life event, such as retirement, loss of a loved one, job change or sudden financial windfall.

Brad Fair

Financial Planner

Continuum Planning Partners

Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

Andres Ledesma

Managing Partner

Rockstone Capital

Andres has been in the financial services industry since 2019, specializing in investment management, retirement planning, wealth preservation, business planning, and Special Needs planning. Throughout his career, Andres has helped countless individuals and families navigate complex financial landscapes, providing personalized strategies tailored to their unique goals and aspirations. Philosophy and Approach: Driven by a belief in transparency, integrity, and client-centric service, Andres is dedicated to building long-lasting relationships based on trust and mutual respect. He understands that each client has distinct financial objectives and challenges, and he is committed to delivering customized solutions that align with their needs and aspirations. Why Choose Ledesma Capital Partners? With Andres at the helm, LCP offers unparalleled expertise, white glove personalized service, and a steadfast commitment to helping clients achieve their financial goals. Andres and the entire team are dedicated to guiding you toward a brighter financial future, every step of the way. Andres is married to his beautiful wife Paola. They are parents to Camila, and another baby girl whom is set to have her arrival in April. Apart from spending time with his family, he enjoys a round of Golf, and watching sports with friends.

Luke A. Jacobson, CFA

Financial Advisor

Zealand Wealth Management

Leading Zealand Wealth Management with a client-first philosophy, Luke Jacobson prioritizes transparency, efficiency, and strong partnerships. His approach is deeply rooted in education and a nuanced understanding of finance, reflecting his commitment to client success. Starting his career in 2001 at Thomas Wiesel Partners, Luke followed this Investment Banking and Research experience with the achievement of the CFA Charter, which marked a significant milestone to solidify his skill in investment analysis and portfolio management. Luke was a Partner at an Institutional RIA in San Diego, Wall Street Associates. Here he focused on growth strategies and the practical application of financial theories, sharpened his skill in navigating investment complexities and emphasized the value of team portfoio construction and risk management. With this investment professional background and education comes a unique wealth management style. Luke specializes in addressing the intricate needs of affluent families, corporate leaders, and entrepreneurs with tailored strategies that cover tax optimization, long term planning, and risk management, aiming to align financial plans with clients' long-term ambitions. Luke's personal journey as a father and entrepreneur infuses his work with empathy and foresight, promoting trust and proactive engagement in the wealth management process. This empowers clients with stability and confidence, guiding them towards decisions that align with their aspirations. California Insurance License #4159361.

Ian Weiner

Founder

Bespoke Wealth Solutions

I am a husband to Jes, father to two rambunctious sons and one indomitable daughter. Our family calls Northwest Arkansas home, a blend of my native Colorado and her native Northeast Texas. We enjoy riding our bikes to school, football (my oldest boy’s first word) practice, and traveling for Jes’ mural work keeps us on the move! We love visiting art museums, a favorite due to its proximity and “Water Lillies” is the Nelson Atkins in Kansas City. We enjoy all of the Smithsonian Museums in D.C. and look forward to visiting soon. I help you spend your wealth (defined as “Money, Energy, Attention and Time”) intentionally, and create proactive tax savings solutions. The experience that many people know is the advisor who has to sell something to make a quota. Typically they offer “free plans” and well, you’re probably doing the math in your head at this point. Just because it’s “free” doesn’t mean it’s without cost. I’m not willing to say that those types of advisors can’t be valuable partners, or that their work isn’t meaningful. I believe think there’s a better way… We can do all the investments, insurance, etc. that’s fine. What I don’t have to do is sell you something you don’t need to satisfy a quota. I get paid for my time, expertise, and most importantly – my ideas. I typically find 2-10x our fees in tax savings in the first month of working with a client. (I won’t engage a client that I can’t help) Imagine what we can do in a year… As a CFP(R) practitioner, I’ve pledged to uphold the fiduciary standard – to act solely in your best interest and as a Financial Planner, and I’ve staked my reputation on it.

William Bevins

Owner

William Bevins, CFP® CTFA

With over 18 years of investing experience, William Bevins serves as a Private Wealth Manager. His goal remains to help individuals and institutions achieve their investment management goals while controlling risk. Putting client needs first is how he built his business and reputation. Serving as a Fiduciary with Cypress Capital allows him to stand with those who count the most, his clients. Wealth Management, Advisor, Financial Planning. Serving Business Owners, Professionals, Millennials, Retirees. Fee-Only Fiduciary Financial Advisor. Tax-Efficient Investing with Independent Advice. CERTIFIED FINANCIAL PLANNER™.

Jeremy Torgerson

CEO & Founder

nVest Advisors, LLC

I'm a fee-only, fully fiduciary investment manager and financial planner, proudly serving working families and small businesses in Colorado and Texas. Let's see if we're a good fit!

Karl Leonard Hicks

Financial Planner

The Leonard Financial Group, LLC

I work with individuals and families to create, implement and manage financial plans designed to achieve financial goals that require money and planning. It’s the achievement of these goals that is evidence of financial success and which, I believe, is the ‘Fulfillment of the Promise of Financial Planning’.

Jeremy Eppley

Founder & Financial Advisor

Silverstone Financial

I fell in love with financial advising after helping my friends and family with their investing questions. I earned my Bachelor's degree from Towson University and am pursuing my Master's degree in Personal Financial Planning. I started my career at a boutique wealth management firm in Maryland, eventually deciding to start my own firm during the pandemic. As a strong believer in the Fee-Only Fiduciary movement, I founded Silverstone Financial to be able to serve my clients the right way. Please learn more about why it is important to work with a fee-only fiduciary advisor on my website. As a fee-only fiduciary financial advisor, I enjoy helping individuals, families, and businesses by educating, advising, and preparing them for their financial futures. I hope to continue to use what I know to better the lives of others and bolster their financial confidence. I look forward to meeting you and helping you achieve your financial goals.

Carolyn Howard

SVP & Senior Wealth Advisor

Accurate Advisory Group

Carolyn began her career in the field of financial services with Equitable and initially utilized her education background of 17 years to specialize as a retirement planning consultant for teachers, small businesses, and nonprofits in Boston, MA. Carolyn’s solution for helping her clients make important financial decisions has been so successful that she has been featured in the Boston Globe, Money Magazine, and Dow Jones Wire. She has been quoted in the Wall Street Journal, Bloomberg, and several other publications. In addition, she was named one of Boston’s top wealth managers for 3 years in Boston Magazine, a top financial advisor in Sarasota, and chosen tops in her field by IAOTP (International Association of Top Professionals). Carolyn was featured nationally in a public television program in 2017 – Behind the Scenes produced by James Earl Jones focusing on “Empowering Women in Finance”. Carolyn’s work was impacted greatly when her husband passed away in 2008. As she often says, “It only makes us better at what we do – helping others navigate life’s most difficult challenges.” Carolyn is a proud member of the Lexington, KY, Better Business Bureau, Sarasota Better Business Bureau, Association of Financial Educators (committed to eliminating illiteracy one community at a time), Financial Services Professionals, and Certified Financial Planning community. She has volunteered her time at many non-profits which have included: Dana Farber Cancer Center in Boston, MA; a sewing group in Sarasota, FL, making children’s clothes for underprivileged children; the executive committee of 100 Women in Lexington, KY that donates to nonprofit organizations that provide services to women and children; board member of the Lexington Philharmonic Orchestra, and is a member of the University of KY Women and Philanthropy that provides grants to various U of KY departments for special student projects. In her free time, Carolyn enjoys music, art, historic restoration, gardening, and swimming.

Brian Berkenhoff

Founder

Birch Investment Management, L.LC.

Brian Berkenhoff, CFA founded Birch Investment Management in 2011. Previously Brian was Principal and Financial Advisor at an SEC Registered Investment Advisor in Seattle from 2001 to 2008. Brian began in the financial industry in 1998.

Peter Amling

Founder

Amling Investments

Experienced Personal Wealth Advisor with my own independent firm. Focusing on client relationships and holistic planning.