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Thomas J. Connelly

CFA, CFP®

President & Chief Investment Officer

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

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

Versant Capital Management, Inc.

2394 E Cameback Rd, Ste 100
Phoenix, AZ 85016
(866) 303-2347
+1 More Number
(602) 635-3760
CONNECT WITH Thomas
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Chris Kawashima

CFP®,ChFC,EA,CEP,CWS

Specialties:

Financial Advisor serving Glendale, AZ and the surrounding communities.

Charles Schwab & Co.

18724 N 62nd Dr
Glendale, AZ 85308

Gary Vawter

CFP®, ChFC®

Owner/President

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

Fee Only Financial Advisor serving Columbus, OH and the surrounding communities.

Vawter Financial, Ltd.

1161 Bethel Rd, Ste 304
Columbus, OH 43220
(614) 451-1002
CONNECT WITH Gary
  • facebook link
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Randy Bruns

CFP® RICP®

President

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

Fee Only Financial Advisor serving Naperville, IL and the surrounding communities.

Model Wealth, Inc.

2453 N CLARK ST, Ste 1
Naperville, IL 60614-4085
(630) 381-1171

Bryan J. Knudson

CFP®

Senior Wealth Advisor

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

Fee Only Financial Advisor serving Cedar Rapids, IA and the surrounding communities.

Basepoint Wealth

4144 Golf Street NE
Cedar Rapids, IA 52402
+ 1 More Address

Basepoint Wealth

300 Main Street Ste. 325
Dubuque, IA 52001
(319) 826-1898
CONNECT WITH Bryan
  • linkedin link

B. Brandon Mackie

CFP®

Financial Advisor

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

Fee Only Financial Advisor serving Kennesaw, GA and the surrounding communities.

Allworth Financial

2950 Cherokee St NW, Ste 700
Kennesaw, GA 30144-6505
+ 1 More Address

Allworth Financial

1436 Falkirk Ln NW
Kennesaw, GA 30152-6700
(470) 264-2330
CONNECT WITH B. Brandon
  • linkedin link

Madison J. Wallace

CFP®

Wealth Advisor

Specialties:

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

BentOak Capital

5000 Overton Plaza, Ste. 110
Fort Worth, TX 76109
817-288-3004

Brett Tushingham

CFP®

Senior Vice President, Wealth Advisor

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

Commission and Fee Financial Advisor serving Wilmington, NC and the surrounding communities.

Farther Finance

1515 RIVERVIEW TER
Wilmington, NC 28401-6584
(910) 310-5599
CONNECT WITH Brett
  • linkedin link

Charlie Fitzgerald, III

CFP®

Principal and Financial Advisor

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

Fee Only Financial Advisor serving Orlando, FL and the surrounding communities.

Moisand Fitzgerald Tamayo LLC

300 S Orange Ave, Ste 1170
Orlando, FL 32801-3378
(407) 869-6228
CONNECT WITH Charlie
  • facebook link
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  • linkedin link

Mark D. Johnson

CFP®

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

Commission and Fee Financial Advisor serving Fountain Hills, AZ and the surrounding communities.

Fountain Financial Group, Inc.

16921 E Palisades Blvd, Ste 105
Fountain Hills, AZ 85268
(480) 837-5971

Gary A. Dalessandro

CPA/PFS, CFP®

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

Financial Advisor serving Hermitage, PA and the surrounding communities.

JFS Wealth Advisors, LLC

1479 N Hermitage Rd
Hermitage, PA 16148
(724) 962-3200

William R. Driscoll

MBA CFP® CLU

President

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

Commission and Fee Financial Advisor serving Plymouth, MA and the surrounding communities.

Driscoll Financial

One Park Pl, Ste 2, Unit C, 11 Memorial Dr
Plymouth, MA 02360
(508) 830-9970

Nicholas J. Thunker

CFP®

Service Advisor

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

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

SilverOak Wealth Management

7650 Edinborough Way, Ste 250
Edina, MN 55435
(952) 896-5704

Rose Swanger

MBACFP®RICP®CDFA®EA

Principal of Advise Finance, LLC

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

Commission and Fee Financial Advisor serving Knoxville, TN and the surrounding communities.

Advise Finance, LLC

123 Center Park Dr, St 216
Knoxville, TN 37922
(865) 567-9939

James A. Kuxhaus

CFP®

President/Financial Advisor

Specialties:

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

Directions Wealth Management

162 W Lincolnway, Suite 102
Valparaiso, IN 46383
(855) 752-6469
+1 More Number
(219) 386-3920

Paul L. DeLisio

ChFC, CLU, CFP®, MSF

Owner

Specialties: Attending College, Charitable & Planned Giving, Estate Planning, Investment Management,...More

Financial Advisor serving Kingston, NY and the surrounding communities.

Main Street Financial

PO Box 3625
Kingston, NY 12402-3625
(845) 339-4885

K Robert J. Batchelor

CFA, CFP®

CEO

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

Fee Only Financial Advisor serving Brookfield, WI and the surrounding communities.

Entasis Asset Management

200 S Executive Dr, Ste 101
Brookfield, WI 53005-4216
(844) 205-6911
+1 More Number
(262) 754-5292
CONNECT WITH K Robert
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Neal J. Solomon

CFP®, CLU, ChFC,CASL

Managing Director

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

Commission and Fee Financial Advisor serving Wilton, NY and the surrounding communities.

WealthPro, LLC and The Strategic Financial Alliance, Inc.

12 Mountain Ledge Drive, Suite #2, Suite #2
Wilton, NY 12831
+ 1 More Address

WealthPro, LLC and The Strategic Financial Alliance, Inc.

15 First Ave
Gloversville, NY 12078
CONNECT WITH Neal
  • linkedin link

David M. Sayers

CFP®, CDFA®, MBA

Vice President, Wealth Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

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

Sequoia Financial Group

1700 W 82nd St, Ste 150
Bloomington, MN 55431-1466
+ 1 More Address

Sequoia Financial Group

118 4th St E
Hastings, MN 55033-1901
(952) 230-6700
CONNECT WITH David
  • linkedin link

Tod R. Arbutina

CFP®, CPA, MBA

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Business...More

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

Three Cord True Wealth Management

525 Third St, Unit 2
Beaver, PA 15009
(724) 683-3456

Laura H. Mattia

Ph.D., MBA, CFP®

Senior Vice President Financial Advisor

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

Fee Only Financial Advisor serving Sarasota, FL and the surrounding communities.

Wealth Enhancement/Atlas Team

1577 Fruitville Road
Sarasota, FL 34236
(941) 879-9290

Janice M. Dunn

CFP®

Certified Financial Planner

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

Financial Advisor serving Grass Valley, CA and the surrounding communities.

Robert W. Baird & Co.

360 Sierra College Dr, Suite 200
Grass Valley, CA 95945
(888) 792-9244

Shashin G. Shah

CFA, CFP®

Managing Director

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Limited...More

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

SFMG Wealth Advisors

7800 Dallas Pkwy, Ste 350
Plano, TX 75024
(972) 960-6460

Susan K. Williams

CFP®

Financial Planner

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

Fee Only Financial Advisor serving Knoxville, TN and the surrounding communities.

The Trust Company

4823 Old Kingston Pike, Ste 100
Knoxville, TN 37919
(865) 251-3833

Rebecca B. Paterik

CFP®

Investment Advisory Representative

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

Commission and Fee Financial Advisor serving Dallas, TX and the surrounding communities.

United Planners

7506 Hundley Blvd
Dallas, TX 75231
(214) 478-1822

Cynthia E. Zalewsky

CFP®, CIS

CFP, CIS, President

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment...More

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

Saratoga Investment Solutions Inc.

60 Railroad Place, Suite 206
Saratoga Springs, NY 12866
(518) 584-5995

Matthew W. Davis

CFP®, CPA

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Business Taxes, Asset...More

Financial Advisor serving Overland Park, KS and the surrounding communities.

Davis Financial Management, Inc.

7381 W. 133rd Street, Suite 226
Overland Park, KS 66213
(913) 890-7279

Bobbie Goldstein

CFP®

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Commission and Fee Financial Advisor serving Mountain Brook, AL and the surrounding communities.

6 Beechwood Road
Mountain Brook, AL 35213
(719) 651-6410

Ted Ferguson

CFP®

Senior Portfolio Manager

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

Fee Only Financial Advisor serving Lake Oswego, OR and the surrounding communities.

UBS Financial Services, Inc.

5300 Meadows Rd, Ste 300
Lake Oswego, OR 97035
(503) 248-1309

Brett Anderson

CFP®, ChFC & CLU

President

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

Commission and Fee Financial Advisor serving Saint Paul, MN and the surrounding communities.

St. Croix Advisors, LLC

724 Bielenberg Dr #4
Saint Paul, MN 55125
(877) 393-1919
+1 More Number
(651) 337-1919