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Compound Planning
Patrick Scherer
SVP & Wealth Advisor
CFP®, ChFC®
Location
Compensation
Raymond James
Nathaniel Golden
First Vice President, Wealth Management
CFP®, CDFA®
Location
Compensation
StratFI
James Lee
Founder
CFP®, CFA®, CMT
Location
Compensation
Sage Money Advice, LLC
Troy Gilmore
Founder & Financial Planner
CFP®, Enrolled Agent
Location
Compensation
Blake Wealth Management
Eric Blake
Founder and Lead Financial Planner
CFP®
Location
Compensation
Milestones Financial
Josh Gallogly
Managing Member and Founder, CERTIFIED FINANCIAL PLANNER®
CFP®, EA
Location
Compensation
Fullerton Advisors, LLC
Nick Fullerton
Principal
CFP®
Location
Compensation
Prestiq Wealth
Louis Green
Wealth Advisor
CFP®, CFA®
Location
Compensation
The Capital Group
Tyler McConville
Private Wealth Advisor
CFP®, ChFC®, TPCP®, AWMA®, CRPC®
Location
Compensation
Riverchase Wealth Management
Jaco Jordaan
Wealth Manager
CFP®, CFA, EA
Location
Compensation