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Lauri P. Salverda

CFA, CFP®

Principal

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Mendota Heights, MN and the surrounding communities.

Castle Rock Financial Planning, Inc.

2267 Waters Drive
Mendota Heights, MN 55120
(651) 294-0013
(651) 294-0013

Juan C. Ros

CFP®,AEP®,CEPA®,CSPG

Partner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving Scotttsdale, AZ and the surrounding communities.

Forum Financial Management, LP

16220 N. Scottsdale Road, Ste 300
Scotttsdale, AZ 85254
(805) 409-3240
CONNECT WITH Juan
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Tracy Green

CFP®

Specialties:

Financial Advisor serving Cincinnati, OH and the surrounding communities.

Wealth Architechs

38 Fountain Square Plaza
Cincinnati, OH 45202
(513) 232-2844

Taylor R. Schulte

CFP®

CERTIFIED FINANCIAL PLANNERâ„¢

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Fee Only Financial Advisor serving San Diego, CA and the surrounding communities.

DEFINE FINANCIAL

12526 High Bluff Dr, Ste 238
San Diego, CA 92130
(858) 345-1197
CONNECT WITH Taylor
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Guy M. Cumbie

CFP®, CIMA®, RLP®

President

Specialties: Comprehensive Financial Planning, Sudden Wealth

Financial Advisor serving Fort Worth, TX and the surrounding communities.

Cumbie Advisory Services, Inc.

306 W 7th St, Ste 442
Fort Worth, TX 76102
(800) 882-1126
(817) 335-1181

David W. Nash

CFA, CFP®

Owner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving San Antonio, TX and the surrounding communities.

Magister Wealth

64 Spring Lake Dr
San Antonio, TX 78248

Magister Wealth

64 Spring Lake Dr
San Antonio, TX 78248

Noah Schwab

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Estate Planning, Investment...More

Fee Only Financial Advisor serving Spokane, WA and the surrounding communities.

Stewardship Concepts Financial Services

7307 N Division, Suite 205
Spokane, WA 99208
CONNECT WITH Noah
  • linkedin link

Patti B. Black

CFP®

Partner

Specialties: Comprehensive Financial Planning, Asset Allocation, Career Change, Estate Planning,...More

Fee Only Financial Advisor serving Birmingham, AL and the surrounding communities.

Savant Wealth Management

101 25th ST N Ste 100, 101 25th ST N Ste 100
Birmingham, AL 35203
(866) 850-1766
(205) 208-8700
CONNECT WITH Patti
  • linkedin link

Daniel L. Blamer

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Stocks & Bonds

Commission and Fee Financial Advisor serving Mio, MI and the surrounding communities.

Blamer Financial Services, Inc

PO Box 309
Mio, MI 48647-0309
(989) 826-6521

Ronald J. Duswalt

CFP®, ChFC, MSFS,CLU

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Financial Advisor serving New York, NY and the surrounding communities.

Old Castle Financial Advisors

30 VESEY ST, FL 9
New York, NY 10007-4201
(516) 394-2514

James P. Terwilliger

Ph.D, CFP®

Senior Vice President

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Fee Only Financial Advisor serving Pittsford, NY and the surrounding communities.

Canandaigua National Bank & Trust

1150 Pittsford-Victor Rd.
Pittsford, NY 14534
(585) 419-0670

Morgan Stone

CFP®, MBA

Sr. Wealth Advisor | Parnter

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Asset Allocation,...More

Fee Only Financial Advisor serving Austin, TX and the surrounding communities.

Avidian Wealth Solutions

4210 Spicewood Springs Rd, Building E
Austin, TX 78759
512-469-9152

Charles Bombet, II

CFP®

Financial Adviser

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Estate...More

Commission and Fee Financial Advisor serving Baton Rouge, LA and the surrounding communities.

The Bombet Company LLC

2431 S Acadian Thruway, Ste 285
Baton Rouge, LA 70808
(225) 709-6211

Paul Morrone

CFP®, CPA/PFS, MSA

Wealth Manager

Specialties: Comprehensive Financial Planning

Commission and Fee Financial Advisor serving North Haven, CT and the surrounding communities.

Nexa Financial Group

5 Saint John Street
North Haven, CT 06473
(203) 239-1099
CONNECT WITH Paul
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J. Hunter Hart

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career...More

Commission and Fee Financial Advisor serving Bethesda, MD and the surrounding communities.

Equity Planning

7910 Woodmont Ave, Ste 900
Bethesda, MD 20814
(301) 652-8702

Dawn H. Brown

CFP®

Wealth Advisor

Specialties: Comprehensive Financial Planning

Financial Advisor serving Summit, NJ and the surrounding communities.

Peapack Private Bank and Trust

25 DeForest Avenue, Suite 105
Summit, NJ 07901
(908) 642-8918
CONNECT WITH Dawn
  • linkedin link

Sam G. Huszczo

CFP®, CFA

Owner

Specialties: Arbitration & Mediation, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Banking,...More

Fee Only Financial Advisor serving Lathrup Village, MI and the surrounding communities.

SGH Wealth Management

17550 W Eleven Mile Rd
Lathrup Village, MI 48070
(248) 731-0029
CONNECT WITH Sam
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Michael Rossi

CFA, CFP®

Client Advisor, Portfolio Manager and Shareholder

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement

Fee Only Financial Advisor serving Scottsdale, AZ and the surrounding communities.

Intelligent Capitalworks

16427 N Scottsdale Rd, Ste 350
Scottsdale, AZ 85254-1599
(480) 951-2900

John T. Prokop

CPA, CFP®, CFA

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management...More

Commission and Fee Financial Advisor serving New Providence, NJ and the surrounding communities.

The Tilson Financial Group, Inc.

98 Floral Ave, Suite 103
New Providence, NJ 07974
(908) 561-6203

William P. Milby

CFP®

Founder, CEO, CIO

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Commission and Fee Financial Advisor serving Arlington, VA and the surrounding communities.

Campus Private Wealth

4075 Wilson Blvd, 4th Floor
Arlington, VA 22203
(703) 996-4002
CONNECT WITH William
  • linkedin link

Stacey A. Nickens

CPA/PFS, CFP®, MBA

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Alpharetta, GA and the surrounding communities.

Elm3 Financial Group

5755 North Point Pkwy Ste 92
Alpharetta, GA 30022
(678) 297-9500

Shellie Kurek Peters

CFP®

Senior Wealth Advisor

Specialties:

Fee Only Financial Advisor serving Bethesda, MD and the surrounding communities.

The Colony Group

7475 Wisconsin Ave, Ste 1100
Bethesda, MD 20814
(301)656-1200

Chad Chubb

CFP®, CSLP®

Founder

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Tampa, FL and the surrounding communities.

WealthKeel LLC

615 Channelside Drive, Suite 207
Tampa, FL 33602
(267) 590-9533
CONNECT WITH Chad
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Vivek Sharma

CFP®, CFA®, CIPM®

Senior Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Plymouth Meeting, PA and the surrounding communities.

Gwynedd Wealth Partners LLC, 600 W Germantown Pike
Plymouth Meeting, PA 19462-1046

Gwynedd Wealth Partners, LLC
Eagleville, PA 19403
(844) 978-4835
(610) 940-1707
CONNECT WITH Vivek
  • twitter link
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Anibal Guerrero Russo

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Martinsville, NJ and the surrounding communities.

792 Chimney Rock Rd., Suite D
Martinsville, NJ 08836
(914) 882-4077
CONNECT WITH Anibal
  • linkedin link

Charlie Cook

CFP®, CPA, CDFA®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving Ann Arbor, MI and the surrounding communities.

Coriander Financial Group LLC

5951 Rollingwood Drive
Ann Arbor, MI 48103
(734) 730-6778

Lon K. Jury

CFP®, ChFC, CLU

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Commission and Fee Financial Advisor serving Wellsboro, PA and the surrounding communities.

Ameriprise Financial Services, LLC

19 Waln Street
Wellsboro, PA 16901

Ameriprise Financial Services, LLC

1717 Lititz Pike
Lancaster, PA 17601

Michael J. Richardson

CFP®,AIF®,AWMA®,CFS®

Owner / Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Carmel, IN and the surrounding communities.

Logan Lavelle Hunt

111 Congressional Blvd, Suite 100
Carmel, IN 46032

Logan Lavelle Hunt

5150 Charlestown Road
New Albany, IN 47150
(877) 949-7444

Kevin M. Dillon

CFP®

Regional Vice President & Branch Manager

Specialties: Comprehensive Financial Planning, Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving Radnor, PA and the surrounding communities.

Mercer Advisors

100 W Matsonford rd., Ste. 4-200
Radnor, PA 19087
(610) 862-1090
CONNECT WITH Kevin
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Timothy A. Knotts

CFP®

Principal

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Red Bank, NJ and the surrounding communities.

The Hogan-Knotts Financial Group, Inc.

298 Broad St
Red Bank, NJ 07701
1-800-801-3190
(732) 842-7400
CONNECT WITH Timothy
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