Compensation Type:

Fee-Based

Colin Haueter

Financial Advisor

Troy Wootton, AAMS™, CRPC™

Lukas James DeWitt

Licensed Financial Advisor

Proxy Financial

New York

Minimum Assets:

Nicholas Bunio, CFP®

Investment Advisor Representative

Retirement Wealth Advisors

Pennsylvania

Minimum Assets:

Tim Miller

Financial Advisor

Quaker Wealth Management

New Jersey

Minimum Assets:

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:

Christian Stearns

Financial Advisor

Cambridge Investment Research Advisors

Florida

Minimum Assets:

Matthew Fenedick

Chad W. Schiel

Comprehensive Wealth Manager

Schiel Wealth Management

California

Minimum Assets:

Scot Shier

Financial Advisor

Quintessential Financial Corp.

California

Minimum Assets:

Steven Stern

Michael W. Mandarino

Patrick McNally

Owner

Retirement Lifestyles Advisory Group

California

Minimum Assets:

William Bevins, CFP® CTFA

Financial Advisor

William Bevins, CFP® CTFA

Tennessee

Minimum Assets:

Elizabeth Heard, WMS™, AAMS™, CRPC™, AWMA®

Financial Advisor

Raymond James

Minimum Assets:

Aaron Sloan

Financial Advisor

Strategic Financial Concepts

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

Minimum Assets:

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