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Bruce H. Traub

Ph.D., CFP®

2nd Vice President

Specialties: Attending College, Insurance, Life Planning, Long-term Care

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

Ministry Partners Securities

8483 Millbrook Ave., Suite 106
Fresno, CA 93720
(888) 855-0090

Oliver R. Tutt

CFP®

Managing Partner

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

Financial Advisor serving Smithfield, RI and the surrounding communities.

Randall Financial Group LLC

1005 Douglas Pike
Smithfield, RI 02917-1206
(401) 228-0100

Kerry R. Morris

CFP®

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

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

Assurance Financial Partners LLC

348 Cool Springs Blvd.
Franklin, TN 37067
(615) 764-0016

Bryan J. Parmley

CFP®, AIF

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

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

Financial Visions Group

Cadaret Grant & Company, 7240B Lakeshore Rd
Cicero, NY 13039-8701
(315) 218-1400

Janice N. Guinn

CFP®

Associate Financial Planner

Specialties:

Financial Advisor serving Chandler, AZ and the surrounding communities.

Sofia Financial

3670 W Carla Vista Dr
Chandler, AZ 85226-4053
(610) 640-7626

Darrick L. McGill

CFP® CIMA®

Regional Vice President

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

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

Primerica Advisors

PO Box 708
Georgetown, TX 78627

Primerica Advisors

1911 N Austin Avenue
Georgetown, TX 78626
(877) 238-9582
512-331-7552
CONNECT WITH Darrick
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Edwin R. Baldrige, III

CFP®

Principal, Wealth Managemer

Specialties: Comprehensive Financial Planning, Investment Management, Retirement

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

Baldrige Asset Management

7540 Windsor Dr, Ste 205
Allentown, PA 18195-1015
(610) 336-4395

Scott Hughes

CFP®, CPWA®, MBA

Managing Partner & Financial Advisor

Specialties: 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate...More

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

Hughes Financial Services, LLC

2201 Cooperative Way, Ste 150
Herndon, VA 20171
(703) 669-3660
CONNECT WITH Scott
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Jama L. DeHeer

CFP®, CDFA, CMFC

Wealth Planner

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

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

Region Bank

One Indiana Square, Suite 800
Indianapolis, IN 46204
(317) 221-6184

Jordan Naffa

MBA, MS-PFP, CFP®

Director of Financial Planning

Specialties: Comprehensive Financial Planning

Financial Advisor serving Las Vegas, NV and the surrounding communities.

Arista Wealth Management

8876 Spanish Ridge Ave, Ste 202
Las Vegas, NV 89148-1502
(702) 309-9970

Rudolf J. Weiss

CFP®, CLTC

Financial Advisor

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

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

Moneco Advisors

27 Shorefront Park
Norwalk, CT 06854

Moneco Advisors

Moneco Advisors
Fairfield, CT 06824

Phillip P. Hamman, IV

CFP®

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

Financial Advisor serving Houston, TX and the surrounding communities.

Linscomb Wealth

1333 West Loop South, Ste 1500
Houston, TX 77027
(713) 840-1000

David R. Kirkey

CFP®, CPA

President

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

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

Kirkey & Company Financial Advisors, Inc.

5207 Norwich St
Hilliard, OH 43026
(614) 777-5007

Craig J. Ruffolo

CFP®, AAMS, AIF

Principal - Private Client Services

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

Commission and Fee Financial Advisor serving Peoria, IL and the surrounding communities.

CLA Wealth Advisors

301 SW Adams Street, Suite 1000
Peoria, IL 61602
(309) 495-8804
CONNECT WITH Craig
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Craig A. Parks

CFP®, CRPC®

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

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

Houston Wealth Management

1035 Dairy Ashford, Ste 222
Houston, TX 77079
(855) 833-8017
(281) 372-8410

John D. Lee

CFP®

Financial Advisor

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

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

Vantage Wealth Management

66 Bovet Rd, Ste 310
San Mateo, CA 94402-3128
(650) 638-9600
CONNECT WITH John
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Don Snyder, Jr.

CFP®

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

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

Snyder Financial Group Inc

705 W Azeele St
Tampa, FL 33606-2207
(813) 251-9095

Barbara A. Ristow

CFP®

Wealth Advisor

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

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

Focus Partners Wealth

111 Central Ave
Asheville, NC 28801-2418
(828) 398-5050

Tracy L. Silpe

CFP®, CRPC®

Financial Advisor, Branch Manager

Specialties: Comprehensive Financial Planning

Commission and Fee Financial Advisor serving West Palm Beach, FL and the surrounding communities.

Sabal Palm Financial | Raymond James Financial Services

2475 Mercer Ave, Ste 105
West Palm Beach, FL 33401-7447
(561) 327-7900
CONNECT WITH Tracy
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Lisa Cooper

CFP®

President

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

Fee Only Financial Advisor serving Boise, ID and the surrounding communities.

Figure 8 Investment Strategies

1410 W. Washington
Boise, ID 83702
(208) 385-0078
CONNECT WITH Lisa
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Ted Stricker

CFP®

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

Financial Advisor serving Cedarhurst, NY and the surrounding communities.

Bernath & Rosenberg

126 Spruce Street
Cedarhurst, NY 11516-1915
(212) 221-1140 X130
CONNECT WITH Ted
  • linkedin link

Kristen Vernace

CFP®

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

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

Pathways Financial Planning

1 NH Ave, Ste 125
Portsmouth, NH 03801-2907
(207) 358-8608

Alix-Marie Hall

MBA, CFP®

Financial Planner/Financial Advisor

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

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

Alix-Marie Hall, MBA, CFP®

One Penn Plaza, Suite 2035
New York, NY 10119-0002
(212) 249-4820

Jaime Boyles

CFP®

Senior Financial Planner

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

Financial Advisor serving Dallas, TX and the surrounding communities.

Lee Financial Corporation

8350 N Central Expy, Ste 1800
Dallas, TX 75206
(972) 960-1001

Lynn M. Chambers

CFP®

Owner

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

Financial Advisor serving Monroe, WA and the surrounding communities.

LMC Strategy Services

14751 N Kelsey St., Ste 105 PMB 341
Monroe, WA 98272
(206) 605-0167

Jill Williams

CFP® ChFC APMA CDFA

Private Wealth Advisor

Specialties: Comprehensive Financial Planning, Attending College, Annuities, Asset Allocation, Career...More

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

Ameriprise Financial

491 Bloomfield Ave, Suite 104
Montclair, NJ 07042
(612) 671-2740
(973) 860-7222

Shelley Lee Boyce

CFP®, AIF®, CPWA®

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

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

Financial Planning Solutions, Inc.®

2784 Gateway Rd, Ste 102
Carlsbad, CA 92009
(760) 929-1180

James E. Bradley

CFP®, CFA, AIF

President

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

Fee Only Financial Advisor serving Bangor, ME and the surrounding communities.

Penobscot Financial Advisors

74 Hammond St.
Bangor, ME 04401

Penobscot Financial Advisors

9 May Street
Bangor, ME 04401

Penobscot Financial Advisors

1 Monument Sq
Portland, ME 04101
(207) 990-1901

Joshua L. Short

CFP®

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

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

516 Deerfield Cir
Church Hill, TN 37642-3420
CONNECT WITH Joshua
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Brayden Kelly

CFP® BFA™

Financial Advisor

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

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

Birchwood Financial Partners

5601 Green Valley Dr., Ste 600
Bloomington, MN 55437
(952) 885-9088
CONNECT WITH Brayden
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