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Oregon
Tim Miller
Financial Advisor
Quaker Wealth Management
New Jersey
Minimum Assets:
$0
Andrew Windschitl
Financial Advisor
UBS Financial Services, Inc.
Minnesota
Minimum Assets:
$100,000
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
Michael Botts
Financial Professional
Mass Mutual
Iowa
Minimum Assets:
$0
Chad W. Schiel
Comprehensive Wealth Manager
Schiel Wealth Management
California
Minimum Assets:
Young T. Tran
Financial Professional
Stewardship Financial Group
Oregon
Minimum Assets:
$0
Cassie Wilson
Financial Services Professional
Bluecrest Financial Alliances - Oklahoma
Oklahoma
Minimum Assets:
$0
Jon Bass
Regional Director
Prudential
North Carolina
Minimum Assets:
$0
Michael "Michael" Book
Managing Partner
Fifth Avenue Financial
New York
Minimum Assets:
$0
Luke R. Chapman
Financial Advisor
Mass Mutual
Delaware
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
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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