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Michigan
Tim Miller
Financial Advisor
Quaker Wealth Management
New Jersey
Minimum Assets:
$0
Lindsay Tran
Managing Partner/Advisor
Synergy Financial Group
Michigan
Minimum Assets:
$500
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
Ben VerWys
Financial Advisor
Fiduciary Financial Advisors
Michigan
Minimum Assets:
$0
Michael J. Bauman
Financial Planner
Great Lakes - Mass Mutual
Michigan
Minimum Assets:
$0
Anthony Watson
Founder & President
Thrive Retirement Specialists
Michigan
Minimum Assets:
$0
Adam Funk
Financial Planner
Savings Coach LLC
Michigan
Minimum Assets:
$0
Sean Delaney
Financial Advisor
The Upper Midwest Financial Group Office
Wisconsin
Minimum Assets:
$0
Young T. Tran
Financial Professional
Stewardship Financial Group
Oregon
Minimum Assets:
$0
Ronald K. McQueen
Financial Services Professional
Mass Mutual Eastern PA
Pennsylvania
Minimum Assets:
$0
Cassie Wilson
Financial Services Professional
Bluecrest Financial Alliances - Oklahoma
Oklahoma
Minimum Assets:
$0
Michael "Michael" Book
Managing Partner
Fifth Avenue Financial
New York
Minimum Assets:
$0
Jill Carr
Financial Advisor
Stephens Wealth Management Group
Michigan
Minimum Assets:
$0
Joseph Silva
Financial Planner
Carolina Financial Group
South Carolina
Minimum Assets:
$0
Noah Kahn
Financial Services Professional
Coastal Wealth
Florida
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
Steven Samuel
Financial Services Professional
Mass Mutual
Tennessee
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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