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MAI Capital Management
Joan Malloy
Regional Managing Director
CFP®, CPA, CFA®, PFS
Location
Naples,FL
Compensation
Fee Only
Basil Herzstein
Location
Rockville,MD
Compensation
Commission and Fee
EverVest Financial
Jay Spector
Co-CEO, Private Wealth Advisor
Location
Scottsdale,AZ
Compensation
Commission and Fee
Lansdowne Wealth Management, LLC
Robert Henderson
President
Location
Mystic,CT
Compensation
Fee Only
Credent Wealth Management
Chad Baxter
Advanced Planning Specialist
Location
Blue Ash,OH
Compensation
Fee Only
Estes Wealth Strategies
John Estes
Principal and CERTIFIED FINANCIAL PLANNER(TM)
Location
Fairfax,VA
Compensation
Fee Only
Clayton Wealth Partners
Eric Purcell
Wealth Advisor
Location
Topeka,KS
Compensation
Fee Only
Elizabeth Jetton
Elizabeth Jetton
Coach & Practice Consultant, Educator, CFP Board Emeritus, Retired Practitioner
Location
Atlanta,GA
Compensation
Fee Only
Spann Financial Group
John Spann IV
Certified Exit Planner
Certified Exit Planner™ Certified Employee Benefit Specialist®
Location
Brentwood,TN
Compensation
Commission and Fee
RS Crum Inc.
Mark Rylance
President
Location
Newport Beach,CA
Compensation
Fee Only
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