Firms
Pros
Learn
Sign Up
Professional Type:
Financial Advisor
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
Frank Akridge Jr.
Owner
Financial Pathfinder LLC.
Georgia
Minimum Assets:
$250,000
Andrew Windschitl
Financial Advisor
UBS Financial Services, Inc.
Minnesota
Minimum Assets:
$100,000
Andrew Mastro
President & Founder
Wrought Advisors LLC
New Jersey
Minimum Assets:
$0
Blake Parisi
CEO & Financial Advisor
Parisi Capital
New Jersey
Minimum Assets:
Jenna Biancavilla
Owner & Founder - Lead Wealth Planner
Pearl Capital Management
Arizona
Minimum Assets:
$250,000
Lindsay Tran
Managing Partner/Advisor
Synergy Financial Group
Michigan
Minimum Assets:
$500
Tim Miller
Financial Advisor
Quaker Wealth Management
New Jersey
Minimum Assets:
$0
Jeremy Eppley, CRPC®, APMA®, AIF®
Founder & Financial Advisor
Silverstone Financial
Maryland
Minimum Assets:
$0
Nicholas Bunio, CFP®
Investment Advisor Representative
Retirement Wealth Advisors
Pennsylvania
Minimum Assets:
$0
Lukas James DeWitt
Licensed Financial Advisor
Proxy Financial
New York
Minimum Assets:
$0
Troy Wootton, AAMS™, CRPC™
Financial Advisor
Edward Jones
Texas
Minimum Assets:
$0
Jessica K. Martini
Director and Advisor
Northwestern Mutual
California
Minimum Assets:
$10,000
Colin Haueter
Financial Advisor
Northwestern Mutual
Idaho
Minimum Assets:
$100,000
Mitch Anderson
Financial Advisor
EFinancial Alliance
TN
Minimum Assets:
Leighann Miko
Founder & Financial Advisor
Equalis Financial
Minimum Assets:
David Medina, CFP, CWS, AIF, CPFA
Investment Advisor Representative
Stewardship Financial
Minimum Assets:
Phil Telpner
Founder
Breakout Private Wealth
Minimum Assets:
Aaron Sloan
Financial Advisor
Strategic Financial Concepts
MO
Minimum Assets:
Nate Byers
Founder
Calculated Wealth LLC
Minimum Assets:
Tim Cantrell
Principal, Financial Advisor
Applied Capital
TN
Minimum Assets:
John Reed
Financial Advisor
New York Life
Virginia
Minimum Assets:
0
Elizabeth Heard, WMS™, AAMS™, CRPC™, AWMA®
Financial Advisor
Raymond James
NC
Minimum Assets:
0
David Wanja, Jr.
Financial Advisor
Financial Synergies Wealth Advisors
Texas
Minimum Assets:
0
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
Phil Schlitter
Financial Advisor
Lakeshore Financial Group
Illinois
Minimum Assets:
$0
Christina Ma
Financial Advisor
Prudential
Texas
Minimum Assets:
$0
Hugo Carvajal
Financial Planner
Mass Mutual
New Jersey
Minimum Assets:
$0
Mark Condon
Financial Services Professional
Commonwealth Financial Group
Massachusetts
Minimum Assets:
$0
Jeffrey Broadhurst
Financial Advisor
Broadhurst Financial Advisors, Inc.
Pennsylvania
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
Sam Brownell, CVA, CFA, MBA
Financial Advisor
Stratus Wealth Advisors
Maryland
Minimum Assets:
$0
Michael Agorastos, CFP®
Financial Advisor
Insight Wealth Strategies, LLC
California
Minimum Assets:
$0
Beau Goss
Financial
Keystone Planning Partners
Tennessee
Minimum Assets:
$0
Ekenna Anya-Gafu, CFP®
Financial Advisor
Bay Street Capital Holdings
Arizona
Minimum Assets:
Michael "Mike" Cammarata
Financial Services Professional
Tide Creek Financial Group
Maryland
Minimum Assets:
$0
Tony D. Fields
Financial Professional
Prudential
New Jersey
Minimum Assets:
$0
Martin A. Federici, Jr.
CEO
MF Advisers, Inc.
Pennsylvania
Minimum Assets:
$0
Chad Seegers
Financial Advisor
Insight Wealth Strategies, LLC
Texas
Minimum Assets:
Lane Mullinax, JD, CFP, MBA
Financial Advisor
NPV Advisory Services, LLC
Georgia
Minimum Assets:
$0
Scott O'Brien
Financial Advisor
WorthPointe Wealth Management
Texas
Minimum Assets:
$0
Timothy Baker, CFP®
Founder & Principal
WEALTHSHAPE LLC
Connecticut
Minimum Assets:
$0
Matt Stephenson
Financial Advisor
Prudential
New York
Minimum Assets:
$0
Nicholas Otto
Financial Advisor
WestPoint Financial Group
Ohio
Minimum Assets:
$0
Richard Feight
Financial Advisor
IAM Financial, LLC
Michigan
Minimum Assets:
$0
Kris Maksimovich
Financial Advisor
Global Wealth Advisors
Texas
Minimum Assets:
$0
Next
Are you a Financial Professional?
Our FinPro program matches financial professionals with new clients across the U.S.
Join Today
.png)
%20(1).png)
.png)
%20(1).png)
.png)
%20(1).png)
.png)
