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Compensation Type:
AUM
Colin Haueter
Financial Advisor
Northwestern Mutual
Idaho
Minimum Assets:
$100,000
Jessica K. Martini
Director and Advisor
Northwestern Mutual
California
Minimum Assets:
$10,000
Troy Wootton, AAMS™, CRPC™
Financial Advisor
Edward Jones
Texas
Minimum Assets:
$0
Lukas James DeWitt
Licensed Financial Advisor
Proxy Financial
New York
Minimum Assets:
$0
Nicholas Bunio, CFP®
Investment Advisor Representative
Retirement Wealth Advisors
Pennsylvania
Minimum Assets:
$0
Jeremy Eppley, CRPC®, APMA®, AIF®
Founder & Financial Advisor
Silverstone Financial
Maryland
Minimum Assets:
$0
Lindsay Tran
Managing Partner/Advisor
Synergy Financial Group
Michigan
Minimum Assets:
$500
Matthew Vitlin
Financial Advisor
Northwestern Mutual
Texas
Minimum Assets:
$100
Andrew Windschitl
Financial Advisor
UBS Financial Services, Inc.
Minnesota
Minimum Assets:
$100,000
Frank Akridge Jr.
Owner
Financial Pathfinder LLC.
Georgia
Minimum Assets:
$250,000
Stefan Jackson
Financial Planner & Portfolio Manager
Jackson Wealth Management, LLC
Colorado
Minimum Assets:
$0
Jenny Shults
Associate Advisor
Chicago Partners Wealth Advisors
IL
Minimum Assets:
$100,000
Lynn S Evans, CFP
Managing Director
Women of Substance, LLC
Pennsylvania
Minimum Assets:
$0
Christian Stearns
Financial Advisor
Cambridge Investment Research Advisors
Florida
Minimum Assets:
$0
Steve Stanganelli CFP
Managing Member & Financial Planner
Clear View Wealth Advisors, LLC & Boston Tax Planners
Massachusetts
Minimum Assets:
$0
Juan C. Ros
Financial Advisor
Forum Financial Management, LP
California
Minimum Assets:
$0
Matthew Fenedick
Financial Advisor
MF Advisers, Inc.
Florida
Minimum Assets:
$0
Andrew Almeida, CFA, CFP
CEO & Portfolio Manager
Almeida Investment Management
New York
Minimum Assets:
$0
Michael W. Mandarino
Financial Advisor
123 Investing LLC
Florida
Minimum Assets:
$0
Ron Guay
Financial Advisor
Rivermark Wealth Management
California
Minimum Assets:
$0
Lili Vasileff
Financial Advisor
Wealth Protection Management
Connecticut
Minimum Assets:
$0
Philip Weiss
Principal
Apprise Wealth Management
Maryland
Minimum Assets:
$0
Martin A. Federici, Jr.
CEO
MF Advisers, Inc.
Pennsylvania
Minimum Assets:
$0
David Wanja, Jr.
Financial Advisor
Financial Synergies Wealth Advisors
Texas
Minimum Assets:
0
Elizabeth Heard, WMS™, AAMS™, CRPC™, AWMA®
Financial Advisor
Raymond James
NC
Minimum Assets:
0
Nate Byers
Founder
Calculated Wealth LLC
Minimum Assets:
Aaron Sloan
Financial Advisor
Strategic Financial Concepts
MO
Minimum Assets:
David Medina, CFP, CWS, AIF, CPFA
Investment Advisor Representative
Stewardship Financial
Minimum Assets:
Leighann Miko
Founder & Financial Advisor
Equalis Financial
Minimum Assets:
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