Our Advisors

Want to connect with a local PCA Advisor?  Use the state search below!

State(s): All
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Jason L Smith, CEP, BPC

JL Smith

36610 Detroit Road
Avon, OH 44011

Office Locations: Ohio

440-934-9181

Email | Website

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Dave Alison, CFP®, EA, BPC

Alison Wealth Management

530 Lytton Avenue Fl. 2
Palo Alto, CA 94301

Office Locations: California, Georgia, Massachusetts, South Carolina

888-617-3402

Email | Website

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Jeff Warnkin, CFP®, CPA, NSSA

JL Smith

36610 Detroit Road
Avon, OH 44011

Office Locations: Ohio

440-934-9181

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Dr. Kyleah Lee

clpfinancial.com

501 Independence Pkwy Ste 350,
Chesapeake, VA 23320

Office Locations: Virginia

757-366-5242

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Lisa Chenet, CFF®, BPC

CLP Financial Group

501 Independence Parkway Ste. 350
Chesapeake, VA 23320

Office Locations: Virginia

757-366-5242

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Tom Ponce, BPC

The Chamberlin Group

12444 Powerscourt Drive Ste. 200
Saint Louis, MO 63131

Office Locations: Missouri

314-909-1100

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John Eikanger

Atlantic Asset Advisors

9220 Bonita Beach Road #108
Bonita Springs, FL 34135

Office Locations: Florida

239-908-4030

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Chad Weigl, CFF®

JL Smith

36610 Detroit Road
Avon, OH 44011

Office Locations: Ohio

440-934-9181

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Matt Longland

M.B. Longland

25 Town Center Blvd Ste. 104
Crestview Hills, KY 41017

Office Locations: Kentucky

859-486-6942

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Charles Welde, CFP®, CPA, CLU, BPC

The CP Welde Group

330 Kennett Pike, Ste. 201
Chadds Ford, PA,19317

Office Locations: Pennsylvania

610-388-7705

Email | Website

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Brian Minier, CFF®, CLTC, NSSA, BPC

Keystone Financial Group

700 Taylor Road Ste. 170
Gahanna, OH 43230

Office Locations: Ohio, Texas

614-300-9501

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Peter Lynch, CPA

The Lynch Financial Group

6 Drummond Place
Red Bank, NJ 07701

Office Locations: New Jersey

732-212-1311

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Carol Ochoa, RICP®, BPC

Your Secure Retirement, Inc.

5250 Claremont Avenue, Suite 110, Stockton, CA 95207

Office Locations: California

925-225-8900

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Joe Salerno

Salerno Financial Group

13830 58th St. N., Ste. 400
Clearwater, FL 33760

Office Locations: Florida

888-423-3113

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Carl Smith

The Smith Group

135 Laurens Street SW, Ste. 200
Aiken, SC 29801

Office Locations: South Carolina

803-649-6645

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Bill Cole, CFP®, BPC

The Heritage Group of Companies

2202 Tiiu Court
Toms River, NJ 08755

Office Locations: New Jersey, North Carolina

732-557-5550

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Glen Pier, CFF®, BPC

Infinity Wealth Management Inc.

3400 Sweeten Creek Road Ste. A
Arden, NC 28704

Office Locations: North Carolina

828-681-8574

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Josh Reesman, BPC

The Chamberlin Group

12444 Powerscourt Drive Ste. 200
Saint Louis, MO 63131

Office Locations: Missouri

314-909-1100

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Louise Cole, CFP®, CWC, BPC

The Heritage Group of Companies

2202 Tiiu Court
Toms River, NJ 08755

Office Locations: New Jersey, North Carolina

732-557-5550

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Clint Pelfrey, AIF®, MBA

Prosperity Capital Advisors

30400 Detroit Road #201
Westlake, OH 44145

Office Locations: Ohio

888-240-0064

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Julie Manning, RICP®, CFF®

Keystone Financial Planning

2162 Plainview Center, Powhatan, VA 23139

Office Locations: Virginia

804-376-7544

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David Roth, CFP®, EA

Alison Wealth Management

234 Littleton Road, #1b, Westford, MA 01886

Office Locations: California, Georgia, Massachusetts, South Carolina

650-617-3402

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Bryan Bibbo, AIF®, BPC

JL Smith

36610 Detroit Road
Avon, OH 44011

Office Locations: Ohio

440-934-9181

Email | Website

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Belen Krabbe, CAP®, CASL®, CLU®, ChFC®, RHU®, REBC®, LUTCF®

Franklin Financial Services

11 First Avenue NW
Hampton, IA 50441

Office Locations: Iowa

641-456-4644

Email | Website

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Scott Nolen, CFF®

The Chamberlin Group

12444 Powerscourt Drive Ste. 200
Saint Louis, MO 63131

Office Locations: Missouri

314-909-1100

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Greg Hammer, BPC

Hammer Financial Group, Inc.

222 Indianapolis Blvd., Ste. 201
Schererville, IN 46375

Office Locations: Indiana

219-864-8266

Email | Website

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Pamela Diemert, AAMS®, CFF®

The Chamberlin Group

12444 Powerscourt Drive Ste. 200
Saint Louis, MO 63131

Office Locations: California, Missouri

314-461-6447

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Casey Johansen

Hammer Financial Group, Inc.

222 Indianapolis Blvd., Ste. 201
Schererville, IN 46375

Office Locations: Indiana

219-864-8266

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Tony Engrassia, ChFC®, CFF®, LUTCF®

Wealth Management Strategies, Inc.

204 N Winstead Avenue
Rocky Mount, NC 27804

Office Locations: North Carolina

252-451-0488

Email | Website

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John Dowd, BPC

Dowd & Associates, Inc.

5853 Post Road Ste. 203A
East Greenwich, RI 02818

Office Locations: Massachusetts, Rhode Island, Texas

401-471-6161

Email | Website

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Donald Chamberlin, Jr., CFF®, CFEd®, CFEI®

The Chamberlin Group

12444 Powerscourt Drive Ste. 200
Saint Louis, MO 63131

Office Locations: Missouri

314-909-1100

Email | Website

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Deborah Cundiff

Hammer Financial Group, Inc.

222 Indianapolis Blvd. Ste. 201
Schererville, IN 46375

Office Locations: Indiana

219-864-8266

Email | Website

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Nigel Valdez Fusella, BPC

Valdez Financial

130 E. Congress St. Suite 200-134, Tucson, AZ 85701

Office Locations: Arizona

520-244-1239

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Keith Heritage, CLU®, ChFC®, CASL®, BPC

Heritage Financial Solutions

25125 West Newberry Road
Newberry, FL 32669

Office Locations: Florida

352-474-6544

Email | Website

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Jude Wilson, CWS®, MBA

Centrus Financial Strategies

121 South Orange Avenue, North Tower, Suite 1500, Orlando, FL 32801

Office Locations: Florida

407-362-5494

Email | Website

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Cliff Guthrie, CFP®, BPC

Petros Financial Group

4655 Salisbury Road, Suite 100, Jacksonville, Florida 32256

Office Locations: Florida

904-824-5656

Email | Website

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Brendan Kelly, CFP®

The Chamberlin Group

12444 Powerscourt Drive Ste. 200
Saint Louis, MO 63131

Office Locations: Missouri

314-909-1100

Email | Website

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Sarah Warnkin

JL Smith

36610 Detroit Road
Avon, OH 44011

Office Locations: Ohio

440-934-9181

Email | Website

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Joseph Voellm, CFF®, ChFC®, CLU®

JL Smith

36610 Detroit Road
Avon, OH 44011

Office Locations: Ohio

440-934-9181

Email | Website

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Richard Dunnett Jr.

Hammer Financial Group, Inc.

222 Indianapolis Blvd. Ste. 201
Schererville, IN 46375

Office Locations: Indiana

219-864-8266

Email | Website

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Jake Giles

Infinity Wealth Management Inc.

3400 Sweeten Creek Road Ste. A
Arden, NC 28704

Office Locations: North Carolina

828-681-8574

Email | Website

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Emily Agresta

Hammer Financial Group, Inc.

https://www.hammerfinancialgroup.com/

Office Locations: Indiana

219-864-8266

Email | Website

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Sarah Soria, MBA, CFP®

Encompass Financial Planning

900 East Main Street, Suite 203, Grass Valley, CA 95945

Office Locations: California

530-664-6341

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Josh Soria

Encompass Financial Planning

900 East Main Street, Suite 203, Grass Valley, CA 95945

Office Locations: California

530-664-6361

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Carol Schmidlin, MRFC®, BPC

Franklin Planning, LLC

123 Egg Harbor Road, Suite 303, Sewell, NJ 08080

Office Locations: New Jersey

856-401-1101

Email | Website

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Tom Wells, CFF®

The Chamberlin Group

12444 Powerscourt Drive Ste. 200
Saint Louis, MO 63131

Office Locations:

314-909-1100

Email | Website

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Cheryl Bush

Orbis Strategic Wealth

944 Washington St., Suite 1A, South Easton, MA 02375

Office Locations: Massachusetts

508-819-0353

Email | Website

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Stephen Dellelo, CFF®, CHFC®, CLU®, RICP, CFS®, CAS

Orbis Strategic Wealth

944 Washington St., Suite 1A, South Easton, MA 02375

Office Locations: Massachusetts

508-819-0353

Email | Website

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Betsy Larson, WMCP®, BPC

Special Needs Advanced Planning

345 Diversion Street, Suite 110, Rochester, MI 48307

Office Locations: Michigan

248-841-1804

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Tim Bogert, CLU, ChFC, AIF®

Comprehensive Planning Strategies

345 Diversion Street, Suite 110, Rochester, MI 48307

Office Locations: Michigan

248-841-1804

Email | Website

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Joe DiSalvo, ChFC

Quest Capital & Risk Management, Inc.

23 Bellemeade Avenue
Smithtown, NY 11787

Office Locations: New York

631-724-3933

Email | Website

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Marie Madarasz, AIF

Quest Capital & Risk Management, Inc.

23 Bellemeade Avenue
Smithtown, NY 11787

Office Locations: New York

631-724-3933

Email | Website

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Gayle Jendzejec ChFC, CLU, CFS, CASL, LUTCF, CTS, RFC

Lifetime Advisors Group

2797 Post Road, Warwick, RI 02886

Office Locations: Rhode Island

401-821-0080

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Michael Del Greco

Del Greco Tax & Insurance Group

4701 Baptist Road, Ste. 100
Pittsburgh, PA 15236

Office Locations: Pennsylvania

412-655-3036

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Gary Ronan, BPC

Alicorn Financial

9 Professional Circle, Suite 202
Colts Neck, NJ 07722

Office Locations: New Jersey

732-842-3840

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John Woodard, Jr., CPA, BPC

Woodard & Clark Tax & Wealth Advisors

1275 Wampanoag Trail, Ste. 3A Riverside, RI 02915

Office Locations: Rhode Island

401-487-3101

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Justin Grossman, RICP, BPC

JL Smith

36610 Detroit Road
Avon, OH 44011

Office Locations: Ohio

440-934-9181

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Luke Bland, BPC

The Chamberlin Group

12444 Powerscourt Drive Ste. 200
Saint Louis, MO 63131

Office Locations: Missouri

314-909-1100

Email | Website

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Scott Luecke

Hammer Financial Group, Inc.

222 Indianapolis Blvd., Suite 201
Schererville, IN 46375

Office Locations: Indiana

219-864-8266

Email | Website

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John Jones, BPC

Heritage Financial Solutions

25125 West Newberry Road
Newberry, FL 32669

Office Locations: Florida

352-474-6544

Email | Website

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Tim Haas, CFP®, CIMA®, RMA®, MBA, BPC

Waypoint Financial Planning

107 Church Hill Rd Bldg A, Ste 1b, Sandy Hook, CT 06482

Office Locations: Connecticut

203-304-9690

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Joe Overfield, CFF®, BPC

Intelliplan Financial

670 Morrison Rd., Suite 210, Gahanna, OH 43230

Office Locations: Ohio

614-255-7548

Email | Website

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Jeannette Bajalia, BPC

Petros Financial Group

4655 Salisbury Road, Suite 100, Jacksonville, Florida 32256

Office Locations: Florida

904-824-5656

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Corey Shevlin, BPC

The Lynch Financial Group

6 Drummond Place
Red Bank, NJ 07701

Office Locations: New Jersey

732-212-1311

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Conrad Levesque, CPA, CFP®, BPC

Levesque & Associates, Inc.

600 Kennesaw Avenue NW, Suite 100, Marietta, GA 30060

Office Locations: Georgia

770-871-1299

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Lee Sasser, CFP®, BPC

Petros Financial Group

4655 Salisbury Road, Suite 100, Jacksonville, Florida 32256

Office Locations: Florida

904-824-5656

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Zach Leonard, NSSA

Wealth Management Strategies, Inc.

204 N Winstead Avenue
Rocky Mount, NC 27804

Office Locations: North Carolina

252-451-0488

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Donald Chamberlin III, CFP®

The Chamberlin Group

12444 Powerscourt Drive Ste. 200
Saint Louis, MO 63131

Office Locations: Missouri, Texas

314-909-1100

Email | Website

State(s): All