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Professional Type:
Financial Advisor
Michael Mezheritskiy
Financial Advisor
Milestone Asset Management Group
Connecticut
Minimum Assets:
$250,000
Michael Schwartz
Financial Advisor
Schwartz Financial
Pennsylvania
Minimum Assets:
$0
Lucas Casarez
Financial Advisor
Level Up Financial Planning, LLC
Colorado
Minimum Assets:
$0
Keith R. Forbes
Financial Services Professional
Mass Mutual
Pennsylvania
Minimum Assets:
$0
Grayson Hofferber
President & Founder
Millennial Wealth Management
Colorado
Minimum Assets:
$0
Rachel Clawson
Financial Advisor
Avier Wealth Advisors
Washington
Minimum Assets:
$0
Brad Kingsley
Financial Advisor
Maximize Your Money - Cast Financial
South Carolina
Minimum Assets:
$0
Ryan Mohr, CFP®
Financial Advisor
Clarity Capital Management
Oregon
Minimum Assets:
$0
Daniel Carnes
Financial Advisor
ElderAdo Financial
Colorado
Minimum Assets:
$0
Virajith Wijeweera
Financial Advisor
FPL Capital Management
California
Minimum Assets:
$0
Maddie Brooks
Regional Director
Prudential
New Jersey
Minimum Assets:
$0
John Mendes
Financial Planner
Creative Financial Group
New Jersey
Minimum Assets:
$0
Carlos Dias Jr.
Financial Advisor
Dias Wealth, LLC
Florida
Minimum Assets:
$0
Michael Armijo
Financial Advisor
Verona Capital Management LLC
California
Minimum Assets:
$100,000
David Haas CFP®
Financial Advisor
Cereus Financial Advisors, LLC.
New Jersey
Minimum Assets:
$0
David Chazin
Financial Advisor
Insight Wealth Strategies, LLC
California
Minimum Assets:
$0
Kimberly J. Howard, CFP
Founder & Owner
KJH Financial Services
Massachusetts
Minimum Assets:
$0
Dan Sherman
Financial Advisor
MindWallet Investment Advisory
California
Minimum Assets:
$0
Mitchell Thompson
Financial Advisor
MJT & Associates Financial Advisory Group
Minnesota
Minimum Assets:
$0
Anna Sergunina
President & CEO
MainStreet Financial Planning, Inc
California
Minimum Assets:
$0
Luke R. Chapman
Financial Advisor
Mass Mutual
Delaware
Minimum Assets:
$0
Todd Calamita
Financial Advisor
Calamita Wealth Management Inc
North Carolina
Minimum Assets:
$0
Beata Dragovics
Financial Advisor
Freedom Trail Financial, LLC
Massachusetts
Minimum Assets:
$0
Tom McNichol
Financial Advisor
Mass Mutual
North Carolina
Minimum Assets:
$0
Rick Fingerman, CFP®
Co-Founder & Managing Partner
Financial Planning Solutions, LLC
Massachusetts
Minimum Assets:
$0
Brian Littlejohn, MBA, CFP®, CFA
Financial Advisor
Sherwood Wealth Management
Colorado
Minimum Assets:
$0
Brian Berkenhoff
Financial Advisor
Birch Investment Management, L.LC.
South Dakota
Minimum Assets:
$0
Steve Strout
Financial Advisor
Prudential
Maine
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
George Reilly
Financial Advisor
Safe Harbor Financial Advisors
Virginia
Minimum Assets:
$0
David Maas
Financial Planner
Financial Planning Group - West Bradford Road
Colorado
Minimum Assets:
$0
Debbie Morris
Financial Services Professional
Magnolia Wealth Strategies
Alabama
Minimum Assets:
$0
Philip Weiss
Principal
Apprise Wealth Management
Maryland
Minimum Assets:
$0
Thomas Hlohinec
Financial Advisor
Rise Financial Partners LLC
Pennsylvania
Minimum Assets:
$0
Adam Novak
Financial Services Professional
Mass Mutual
Connecticut
Minimum Assets:
$0
Matthew McKee, CFA, CFP®
Financial Advisor
Target Rock Wealth Management
New York
Minimum Assets:
$0
Lili Vasileff
Financial Advisor
Wealth Protection Management
Connecticut
Minimum Assets:
$0
Scott Sadler
Financial Advisor
Boardwalk Capital Management
Georgia
Minimum Assets:
$0
Elizabeth Brew
Financial Advisor
Marotta Wealth Management
Virginia
Minimum Assets:
$0
Jim Lear
Chief Investments Officer
Guideway Financial
Texas
Minimum Assets:
$0
Richard Stewart
Financial Advisor
Prudential
Alabama
Minimum Assets:
$0
Adam Loedel, CFP, ChFC
Financial Advisor
HighPoint Advisors
New York
Minimum Assets:
$0
Joseph Silva
Financial Planner
Carolina Financial Group
South Carolina
Minimum Assets:
$0
Dean Erickson, CFA
Financial Advisor
Bionic Capital LLC
California
Minimum Assets:
$0
Anthony J. Nicodemo
Financial Professional
Advise Financial Solutions
Ohio
Minimum Assets:
$0
David Simpson
Financial Professional
Greater Florida Financial Group
Florida
Minimum Assets:
$0
Jaimee Carnes
Financial Advisor
ElderAdo Financial
Colorado
Minimum Assets:
$0
Rawlin Carter
Financial Advisor
Prudential
Louisiana
Minimum Assets:
$0
Chris Genzler
Financial Advisor
Forum Financial Management, LP
Illinois
Minimum Assets:
$0
Skip Fleming, CFP®
Founder
Lodestar Financial Planning
Colorado
Minimum Assets:
$0
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