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David A. Schwandt

J.D., CFP®

Financial Adviser

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

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

ClearPath Wealth Advisors

2545 Perry Avenue North
Golden Valley, MN 55422
(612) 436-3755
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David C. Neff

CFP®, CRPS®, AIF®

Financial Advisor/CA Insurance License #0C00462

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

Commission and Fee Financial Advisor serving Cerritos, CA and the surrounding communities.

CLG, LLC

17215 Studebaker Road, Suite 395
Cerritos, CA 90703
(800) 266-7993
(562) 420-9060

Joseph D. Clemens

CFP®, EA

Founder

Specialties: Comprehensive Financial Planning, Investment Management, Retirement, Starting a Family,...More

Financial Advisor serving Greenwood Village, CO and the surrounding communities.

Wisdom Wealth Strategies

7400 E Orchard Road, Suite 130
Greenwood Village, CO 80111
(303) 219-0391
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Charles John NeSmith

CFP®, CFA

Director of Investments

Specialties:

Financial Advisor serving Fort Lauderdale, FL and the surrounding communities.

Tobias Financial Advisors, Inc.

1000 S. Pine Island Road, #450
Fort Lauderdale, FL 33324
(954) 424-1660
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Travis T. Tsukayama

CFP®, CFA

Investment Adviser

Specialties: 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Retirement, Sudden Wealth

Fee Only Financial Advisor serving Honolulu, HI and the surrounding communities.

Andrews Advisory Associates, LLC

1003 Bishop St, Ste 1808
Honolulu, HI 96813
(808) 521-4015

Bonnie Maize

JD, CFP®, AIF®, AFC®

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

Fee Only Financial Advisor serving Topeka, KS and the surrounding communities.

Blazing Star Financial

1301 SW Topeka Blvd
Topeka, KS 66612
(785) 379-6333
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Marie Schuett

CFP®, EA

Financial Advisor

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

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

Entirement Financial Planning, LLC

Virtual
Watertown, WI 53098
(262) 207-4353
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Nick A. Burson

CFP®

Financial Planner

Specialties:

Commission and Fee Financial Advisor serving Mount Vernon, OH and the surrounding communities.

LINCOLN DOUGLAS INVESTMENTS LLC

135 S Main St
Mount Vernon, OH 43050-7540
(740) 398-0747

Harmony Smith

CFP®

Specialties:

Financial Advisor serving Coeur d'Alene, ID and the surrounding communities.

4147 W Homeward Bound Blvd.
Coeur d'Alene, ID 83815

Jerry Felts

CFP®

Owner

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

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

Securities America, Inc.

711 W Indiana Ave, Suite 101
Spokane, WA 99205
(866) 416-1917
(509) 325-7832

James F. Kull

CFP®, CFA, JD

Principal

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

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

Cypress Point Wealth Management

4264 Westlake Drive
Austin, TX 78746
(512) 474-2188

Wayne L. Locke

CFP®

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

Commission and Fee Financial Advisor serving New Milford, CT and the surrounding communities.

Prospect Hill Advisors

39 Fox Ridge Drive
New Milford, CT 06776
(203) 903-9723

Tyler V. Gugliuzza

CFP®, CPWA®, MSPFP

Financial Advisor

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

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

136 Terra Bella Blvd., Suite A
Covington, LA 70433

411 Rue Charlotte
Madisonville, LA 70447
(985) 338-2288
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Robert Henderson

CFP®

President

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

Fee Only Financial Advisor serving Mystic, CT and the surrounding communities.

Lansdowne Wealth Management, LLC

34 Water St
Mystic, CT 06355-2524
(860) 245-5078
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Brandon Steele

CFP®

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

Financial Advisor serving Bellevue, WA and the surrounding communities.

Mainsail Financial Group

11245 SE 6th St, Ste 140
Bellevue, WA 98004-6499
(425) 679-6896
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Jeffrey Simon

CFP®

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

Financial Advisor serving Arlington Heights, IL and the surrounding communities.

Tryline Private Wealth of TPG

150 W Campbell St
Arlington Heights, IL 60005
(847) 870-4695

Loyd J. Stegent

CPA/PFS, CFP®

President

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

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

Stegent Equity Advisors, Inc.

24 Greenway Plz STE 1507
Houston, TX 77046
(713) 840-9300 x104

R. Patricia Grenier

CFP®

President

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

Financial Advisor serving Springfield, MA and the surrounding communities.

Grenier Financial Advisors

One Monarch Place, Ste 810
Springfield, MA 01144
(413) 736-6712

John Hetzel

CFP®

Principal

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

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

No Fate but what we make

8105 Rasor Blvd, Ste 87
Plano, TX 75024-0345
(844) 954-1789
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Karen R. McCloskey

CFP®; CPWA®

Principal/CFO

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

Fee Only Financial Advisor serving Portsmouth, NH and the surrounding communities.

CMH Wealth Management, LLC

100 Market St, Unit 201
Portsmouth, NH 03801-3760
(603) 379-8161

Connie S. Weems-Scott

CFP®

Wealth Management Advisor

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

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

Searcy, Weems-Scott & Quinn

200 Ashford Center North, Ste 400
Atlanta, GA 30338
(800) 849-5916 x6308
(770) 353-6308

Thomas A. Rishovd, II

CFP®

Senior Vice President/Wealth Advisor

Specialties: Comprehensive Financial Planning

Financial Advisor serving Minneapolis, MN and the surrounding communities.

Morgan Stanley

225 S 6th St, Ste 5300
Minneapolis, MN 55402-4606
(612) 340-6748
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Noel B. Swain

CFP®

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

Financial Advisor serving Spartanburg, SC and the surrounding communities.

223 E Blackstock Rd
Spartanburg, SC 29301
(864) 582-7766

Dr. Chris Mullis, PhD

CFP®

CERTIFIED FINANCIAL PLANNERâ„¢

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

Fee Only Financial Advisor serving Charlotte, NC and the surrounding communities.

NorthStar Capital Advisors LLC

521 East Blvd
Charlotte, NC 28203-5109
704-350-5028 ext 7
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Candace M. Lee

CFP®, EA

Vice President and Client Advisor

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

Fee Only Financial Advisor serving Vienna, VA and the surrounding communities.

Glassman Wealth Services

8000 Towers Crescent Drive, Ste 1450
Vienna, VA 22182
(703) 534-4444
CONNECT WITH Candace
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Liz Ostwald

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Investment Management, Retirement

Commission and Fee Financial Advisor serving Thompson Falls, MT and the surrounding communities.

Ameriprise Financial Services

223 Main St W, Ste C, PO Box 2300
Thompson Falls, MT 59873
(888) 269-1202
(406) 827-6667

Paul A. Light

CFP®

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

Fee Only Financial Advisor serving Fargo, ND and the surrounding communities.

Light Financial Services, Inc.

1220 Main Ave, Ste 225
Fargo, ND 58103
(888) 246-1397
(701) 356-5106

Bryan C. Jackson

CFP®

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

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

5960 Berkshire Ln, Suite 1150
Dallas, TX 75244
(214) 577-2940

Scott M. Malbasa

CFP®

Specialties:

Financial Advisor serving Portland, OR and the surrounding communities.

724 NE Failing St
Portland, OR 97212

Charles R. Roberts

CFP®

Founder & CEO

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

Fee Only Financial Advisor serving GLEN ALLEN, VA and the surrounding communities.

Financial Freedom Planners

4801 Cox Road, Suite 201
GLEN ALLEN, VA 23060
(855) 450-4659
(804) 277-9734
CONNECT WITH Charles
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