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Compensation Type:
Fee-Based
Colin Haueter
Financial Advisor
Northwestern Mutual
Idaho
Minimum Assets:
$100,000
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
Tim Miller
Financial Advisor
Quaker Wealth Management
New Jersey
Minimum Assets:
$0
Lindsay Tran
Managing Partner/Advisor
Synergy Financial Group
Michigan
Minimum Assets:
$500
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
Dawn Santoriello, CFP®
CEO & Founder
DS Financial Strategies
Pennsylvania
Minimum Assets:
$0
Christian Stearns
Financial Advisor
Cambridge Investment Research Advisors
Florida
Minimum Assets:
$0
Matthew Fenedick
Financial Advisor
MF Advisers, Inc.
Florida
Minimum Assets:
$0
Chad W. Schiel
Comprehensive Wealth Manager
Schiel Wealth Management
California
Minimum Assets:
Scot Shier
Financial Advisor
Quintessential Financial Corp.
California
Minimum Assets:
$0
Steven Stern
Financial Advisor
Abel Financial
Maryland
Minimum Assets:
$0
Michael W. Mandarino
Financial Advisor
123 Investing LLC
Florida
Minimum Assets:
$0
Patrick McNally
Owner
Retirement Lifestyles Advisory Group
California
Minimum Assets:
$0
William Bevins, CFP® CTFA
Financial Advisor
William Bevins, CFP® CTFA
Tennessee
Minimum Assets:
$0
Elizabeth Heard, WMS™, AAMS™, CRPC™, AWMA®
Financial Advisor
Raymond James
NC
Minimum Assets:
0
Aaron Sloan
Financial Advisor
Strategic Financial Concepts
MO
Minimum Assets:
Phil Telpner
Founder
Breakout Private Wealth
Minimum Assets:
David Medina, CFP, CWS, AIF, CPFA
Investment Advisor Representative
Stewardship Financial
Minimum Assets:
Mitch Anderson
Financial Advisor
EFinancial Alliance
TN
Minimum Assets:
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