Our Advisors

Use the search below to find an advisor.

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Dave Alison, CFP®, EA, BPC

Alison Wealth Management

530 Lytton Avenue Fl. 2
Palo Alto, CA 94301

California, Ohio, South Carolina, Texas

888-617-3402

Email | Website

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Bryan Bibbo, AIF®, BPC

JL Smith

36610 Detroit Road
Avon, OH 44011

Ohio, Texas

440-934-9181

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Jeremy Bryant

Breese Financial Group

210 Deal Estate Drive
China Grove, NC, 28023

North Carolina, South Carolina, Texas

704-246-5753

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Donald Chamberlin III, CFP®

The Chamberlin Group

12444 Powerscourt Drive Ste. 200
Saint Louis, MO 63131

Missouri, Texas

314-909-1100

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Donald Chamberlin, Jr.

The Chamberlin Group

12444 Powerscourt Drive Ste. 200
Saint Louis, MO 63131

Illinois, Missouri, Texas

314-909-1100

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Stephen Chanez, CFP®, BPC

The Chamberlin Group

12444 Powerscourt Drive Ste. 200
Saint Louis, MO 63131

Missouri

314-909-1100

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Lisa Chenet, CFF®, BPC

CLP Financial Group

501 Independence Parkway Ste. 350
Chesapeake, VA 23320

Virginia

757-366-5242

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Louise Cole, BPC

The Heritage Group of Companies

2202 Tiiu Court
Toms River, NJ 08755

New Jersey, Texas

732-557-5550

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Bill Cole, BPC

The Heritage Group of Companies

2202 Tiiu Court
Toms River, NJ 08755

New Jersey

732-557-5550

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Deborah Cundiff, IAR

Hammer Financial Group, Inc.

222 Indianapolis Blvd. Ste. 201
Schererville, IN 46375

Illinois, Indiana, Texas

219-864-8266

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Pamela Diemert, AAMS®, CFF®, BPC

The Chamberlin Group

12444 Powerscourt Drive Ste. 200
Saint Louis, MO 63131

California, Missouri

314-461-6447

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John Dowd, BPC®, BPC

Dowd & Associates, Inc.

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

Massachusetts, Rhode Island, Texas

401-471-6161

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Richard Dunnett Jr.

Hammer Financial Group, Inc.

222 Indianapolis Blvd. Ste. 201
Schererville, IN 46375

Indiana

219-864-8266

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John Eikanger, IAR

Atlantic Asset Advisors

9220 Bonita Beach Road #108
Bonita Springs, FL 34135

Florida

239-908-4030

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Tony Engrassia, ChFC®, CFF®, LUTCF®

Wealth Management Strategies, Inc.

204 N Winstead Avenue
Rocky Mount, NC 27804

North Carolina

252-451-0488

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Nigel Valdez Fusella, BPC

Valdez Financial

149 N. Stone Avenue, 3rd Fl.
Tucson, AZ 85701

Arizona

520-244-1239

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Michael Del Greco

Del Greco Tax & Insurance Group

4701 Baptist Road, Ste. 100
Pittsburgh, PA 15236

Pennsylvania

412-655-3036

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Ronald Guay, CFP®, EA

Rivermark Wealth Management

640 W. California Avenue Ste. 210
Sunnyvale, CA 94086

California

408-373-7337

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Greg Hammer

Hammer Financial Group, Inc.

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

Illinois, Indiana, Texas

219-864-8266

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Casey Johansen

Hammer Financial Group, Inc.

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

Illinois, Indiana

219-864-8266

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

Franklin Financial Services

11 First Avenue NW
Hampton, IA 50441

Iowa, Texas

641-456-4644

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Matt Longland, BPC

M.B. Longland

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

Kentucky, Ohio

859-486-6942

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Scott Luecke

Hammer Financial Group, Inc.

222 Indianapolis Blvd., Suite 201
Schererville, IN 46375

Illinois, Indiana, Kentucky

219-864-8266

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Peter Lynch, CPA

The Lynch Financial Group

6 Drummond Place
Red Bank, NJ 07701

New Jersey

732-212-1311

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Julie Manning, RICP®, CFF®, BPC

Keystone Financial Planning

2405 Anderson Highway, Ste. A
Powhatan, VA 23139

Virginia

804-376-7544

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Patrick May, CFF®

The Chamberlin Group

12444 Powerscourt Drive Ste. 200
Saint Louis, MO 63131

Illinois, Missouri

314-909-1100

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Brian Minier, CFF®, BPC

Keystone Financial Group

700 Taylor Road Ste. 170
Gahanna, OH 43230

Ohio, Texas

614-300-9501

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Scott Nolen, CFF®

The Chamberlin Group

12444 Powerscourt Drive Ste. 200
Saint Louis, MO 63131

Missouri

314-909-1100

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Dr. Kyleah Parson

clpfinancial.com

501 Independence Pkwy Ste 350,
Chesapeake, VA 23320

Texas, Virginia

757-366-5242

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Clint Pelfrey, AIF®, MBA

Prosperity Capital Advisors

30400 Detroit Road #201
Westlake, OH 44145

Ohio

888-240-0064

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Glen Pier, BPC

Infinity Wealth Management Inc.

3400 Sweeten Creek Road Ste. A
Arden, NC 28704

California, North Carolina

828-681-8574

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Gary Ronan, BCP

Alicorn Financial

9 Professional Circle, Suite 202
Colts Neck, NJ 07722

New Jersey

732-842-3840

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Tracy Rosenau, EMBA, BPC®, BPC

JL Smith

36610 Detroit Road
Avon, OH 44011

Ohio

440-934-9181

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David Roth, CFP®, EA, BPC

Alison Wealth Management

530 Lytton Avenue Fl. 2
Palo Alto, CA 94301

California, South Carolina

650-617-3402

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Joe Salerno

Salerno Financial Group

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

Florida

888-423-3113

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Carl Smith

The Smith Group

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

South Carolina

803-649-6645

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Jason L. Smith, CFF®, CEP, BPC®

JL Smith

36610 Detroit Road
Avon, OH 44011

Ohio

440-934-9181

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Joseph Voellm, CFF®, ChFC®, CLU®

JL Smith

36610 Detroit Road
Avon, OH 44011

Michigan, Ohio

440-934-9181

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Carol Ward Ochoa, CFF®, RICP®, BPC

Your Secure Retirement, Inc.

5870 Stoneridge Mall Road Ste. 202
Pleasanton, CA 94588

California, Texas

925-225-8900

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Jeff Warnkin, CFP®, CPA

JL Smith

36610 Detroit Road
Avon, OH 44011

Ohio

440-934-9181

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Chad Weigl, CFF®

JL Smith

36610 Detroit Road
Avon, OH 44011

Ohio, Texas

440-934-9181

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Charles Welde, BPC

The CP Welde Group

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

Delaware, Pennsylvania

610-388-7705

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Brandon Williams, RICP®

The Smith Group

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

South Carolina

803-649-6645

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John Woodard, Jr., CPA

Woodard & Clark Tax & Wealth Advisors

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

Rhode Island

401-487-3101

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James Young, CPA, CFA®, CMA, MBA

CLP Financial Group, Inc.

501 Independence Parkway, Ste. 350
Chesapeake, VA 23320

Virginia

757-366-5242

Email | Website

State: All