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California
Jenny Shults
Associate Advisor
Chicago Partners Wealth Advisors
IL
Minimum Assets:
$100,000
Stefan Jackson
Financial Planner & Portfolio Manager
Jackson Wealth Management, LLC
Colorado
Minimum Assets:
$0
Andrew Windschitl
Financial Advisor
UBS Financial Services, Inc.
Minnesota
Minimum Assets:
$100,000
Tim Miller
Financial Advisor
Quaker Wealth Management
New Jersey
Minimum Assets:
$0
Michael Derouin
Independent Broker
Independent Broker
California
Minimum Assets:
$0
Jessica K. Martini
Director and Advisor
Northwestern Mutual
California
Minimum Assets:
$10,000
Leighann Miko
Founder & Financial Advisor
Equalis Financial
Minimum Assets:
David Medina, CFP, CWS, AIF, CPFA
Investment Advisor Representative
Stewardship Financial
Minimum Assets:
Nicole Polanco
Wealth Advisor
Chicago Partners Wealth Advisors
Illinois
Minimum Assets:
N/A
Nicholas Guido
Partner
Chicago Partners Wealth Advisors
Illinois
Minimum Assets:
$100,000
Frank Zito, Jr.
Financial Services Representative
Legacy Wealth Partners
Florida
Minimum Assets:
$0
Tristan Bolton
Financial Advisor
Peak360 Wealth Management
California
Minimum Assets:
$0
Christina Ma
Financial Advisor
Prudential
Texas
Minimum Assets:
$0
Mark Condon
Financial Services Professional
Commonwealth Financial Group
Massachusetts
Minimum Assets:
$0
Steven Samuel
Financial Services Professional
Mass Mutual
Tennessee
Minimum Assets:
$0
Jose Behar
Financial Services Professional
Mass Mutual
Florida
Minimum Assets:
$0
Michael Agorastos, CFP®
Financial Advisor
Insight Wealth Strategies, LLC
California
Minimum Assets:
$0
Nicholas Otto
Financial Advisor
WestPoint Financial Group
Ohio
Minimum Assets:
$0
Virajith Wijeweera
Financial Advisor
FPL Capital Management
California
Minimum Assets:
$0
Michael Armijo
Financial Advisor
Verona Capital Management LLC
California
Minimum Assets:
$100,000
David Chazin
Financial Advisor
Insight Wealth Strategies, LLC
California
Minimum Assets:
$0
Dan Sherman
Financial Advisor
MindWallet Investment Advisory
California
Minimum Assets:
$0
Anna Sergunina
President & CEO
MainStreet Financial Planning, Inc
California
Minimum Assets:
$0
Scott M. Draper, CFP®, CPA
Financial Advisor
THRIVE Financial Planning
California
Minimum Assets:
$0
Dimitry Farberov, CFA®, CFP®
Financial Advisor
Miracle Mile Advisors
California
Minimum Assets:
$0
Marnie Baird
Financial Advisor
Wealth Quest Partners, Inc.
California
Minimum Assets:
$0
Noah Kahn
Financial Services Professional
Coastal Wealth
Florida
Minimum Assets:
$0
Mark Kempton
Financial Advisor
Kempton Accountancy
California
Minimum Assets:
$0
Sam K. Lau
Financial Professional
Fraser Financial Group
California
Minimum Assets:
$0
Dean Erickson, CFA
Financial Advisor
Bionic Capital LLC
California
Minimum Assets:
$0
Jodie West
Financial Planner
Stonewater Financial
Texas
Minimum Assets:
$0
George Kamel
Financial Planner
Prudential
Virginia
Minimum Assets:
$0
Michael "Michael" Book
Managing Partner
Fifth Avenue Financial
New York
Minimum Assets:
$0
Jon Bass
Regional Director
Prudential
North Carolina
Minimum Assets:
$0
Luke A. Jacobson, CFA
Financial Advisor
Presidio Capital Management
California
Minimum Assets:
$0
Patrick McNally
Owner
Retirement Lifestyles Advisory Group
California
Minimum Assets:
$0
Karl Leonard Hicks
Financial Advisor
The Leonard Financial Group, LLC
California
Minimum Assets:
$0
Cassie Wilson
Financial Services Professional
Bluecrest Financial Alliances - Oklahoma
Oklahoma
Minimum Assets:
$0
Scott Harmon, CPA
Financial Advisor
HWI Corporation
California
Minimum Assets:
$0
Ron Guay
Financial Advisor
Rivermark Wealth Management
California
Minimum Assets:
$0
LaMar Rucker, III
Financial Advisor
Fraser Financial Group
California
Minimum Assets:
$0
Gregory Pinto
Financial Advisor
Our Baystate Team
Massachusetts
Minimum Assets:
$0
Bob Mcnamee
Financial Advisor
Prudential
Missouri
Minimum Assets:
$0
Candice Gerlach, CPA, CFE
President
Candice Gerlach, CPA, Inc.
California
Minimum Assets:
$0
Scot Shier
Financial Advisor
Quintessential Financial Corp.
California
Minimum Assets:
$0
Daniel Hawley
Financial Advisor
Hawley Advisors
California
Minimum Assets:
$1M
Young T. Tran
Financial Professional
Stewardship Financial Group
Oregon
Minimum Assets:
$0
Jeffrey Cummings
Financial Professional
Spectrum Financial Group
Texas
Minimum Assets:
$0
Chad W. Schiel
Comprehensive Wealth Manager
Schiel Wealth Management
California
Minimum Assets:
KEREN LOPEZ
Financial Advisor
BULLEN, RUCH & NELLER
California
Minimum Assets:
$0
Brad Fair
Financial Professional
Continuum Planning Partners
Mississippi
Minimum Assets:
$0
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