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StratFI
James Lee
Founder
CFP®, CFA®, CMT
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
Parkshore Wealth Management
Daniel Andersen
President and Senior Advisor
CFP®
Location
Compensation
The Capital Group
Tyler McConville
Private Wealth Advisor
CFP®, ChFC®, TPCP®, AWMA®, CRPC®
Location
Compensation
DeLuca Financial Strategies &Partners
Candace DeLuca
Founder, Managing Director
CFP®, M.S., AAMS
Location
Compensation
Walnut Hill Wealth Management, LLC
Stephen Bodwell
Founder & President
CFP®, CPA, CIPM
Location
Compensation
Cadence Wealth Partners
Sean Williams
Founder
CFP®, ChFC®, RICP, CEPA
Location
Compensation
RISE Investments
Vincent DeCrow
Founder and Wealth Advisor
CFP®
Location
Compensation