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Connecticut
Tim Miller
Financial Advisor
Quaker Wealth Management
New Jersey
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
Mark S. Wilson
Financial Services Professional
Keystone Capital Partners Group, LLC
New York
Minimum Assets:
$0
James Salerno
Financial Services Professional
Trivium Point Advisory
New York
Minimum Assets:
$0
Jeffrey "Jeff" Klein
Financial Services Professional
Barnum - New York Elmsford
New York
Minimum Assets:
$0
Robert Henderson, CFP®
President
LWM
Connecticut
Minimum Assets:
$0
Robert Leiphart
Financial Advisor
RB Capital Management, LLC
Connecticut
Minimum Assets:
$0
Jack P. McCaffery
Financial Advisor
Mass Mutual
New Jersey
Minimum Assets:
$0
Gregory Pinto
Financial Advisor
Our Baystate Team
Massachusetts
Minimum Assets:
$0
Robin Sherwood
Financial Advisor
HTG Investment Advisors
Connecticut
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
Lili Vasileff
Financial Advisor
Wealth Protection Management
Connecticut
Minimum Assets:
$0
Adam Novak
Financial Services Professional
Mass Mutual
Connecticut
Minimum Assets:
$0
Noah Kahn
Financial Services Professional
Coastal Wealth
Florida
Minimum Assets:
$0
Michael Mezheritskiy
Financial Advisor
Milestone Asset Management Group
Connecticut
Minimum Assets:
$250,000
Timothy Baker, CFP®
Founder & Principal
WEALTHSHAPE LLC
Connecticut
Minimum Assets:
$0
Nicholas Guido
Partner
Chicago Partners Wealth Advisors
Illinois
Minimum Assets:
$100,000
Nicole Polanco
Wealth Advisor
Chicago Partners Wealth Advisors
Illinois
Minimum Assets:
N/A
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