2019 List of Fastest-Growing Advisors

Action Point Financial

Ben VerWys

www.actionpointfp.com

https://www.actionpointfp.com/

Grand Rapids

Michigan

AEGIS Advisors LLC

Helen Von Dolteren-Fournier, JD, CFP

www.raymondjames.com/aegisfinancial

https://www.raymondjames.com/aegisfinancial/about-us/-/media/c2d6e648ad7d4b98b712a92645bef97e.ashx

Winter Park

Florida

Aequitas Wealth Management

Aequitas Wealth Management

www.aequitaswm.com

https://aequitaswm.com/

Los Angeles

California

Affinity Asset Management

Affinity Asset Management

www.affinityasset.com

https://www.affinityasset.com/

Overland Park

Kansas

Altus Wealth Management

Majdah M. alQuhtani

www.altuswealthmanagement.com

https://www.altuswealthmanagement.com/meet-the-team

Albuquerque

New Mexico

Annapolitan Investment Group Inc.

Melissa M. Frawley

www.raymondjames.com/annapolitaninvestmentgroup

https://www.raymondjames.com/annapolitaninvestmentgroup/about-us/bio?_=Melissa.Frawley

Annapolis

Maryland

Arete Wealth Management

Arete Wealth Management

www.aretewealth.com

https://www.aretewealth.com/

Chicago

Illinois

Associated Financial Partners LTD

Brandon Dixon-James, CFP

www.afaltd.com

https://www.afaltd.com/

Fresno

California

Atlantic Wealth Management

Greg Patterson and James Allen Canady

www.myatlanticwealth.com

https://www.myatlanticwealth.com

Morehead City

North Carolina

Atlas Financial

Atlas Financial

www.atlasfg.com

https://www.atlasfg.com/

Richmond

Virginia

Barnum Financial Group

Chris Kampitsis

www.skgbarnum.com

https://www.skgbarnum.com/

Elmsford

New York

Barnum Financial Group

Eric Mechler, RICP¨ AIF¨

www.ericmechler.com

https://barnumfinancialgroup.com/representative/eric-mechler/

Shelton

Connecticut

Barnum Financial Group

Zoltan Pongracz, CFP¨ ChFC¨ AIF¨

barnumfinancialgroup.com/representative/zoltanpongracz

https://barnumfinancialgroup.com/representative/zoltanpongracz/

Shelton

Connecticut

Baron Silver Stevens Financial Advisors LLC

Michael Silver

www.bssfa.com

https://www.bssfa.com/

Boca Raton

Florida

BB&T Scott & Stringfellow

Eric A. Williams, CFP¨ ChFC¨ CLU¨

bbtscottstringfellow.com

https://bbtscottstringfellow.com

Naples

Florida

Beacon Capital Management

Beacon Capital Management

www.beaconinvesting.com

https://beaconinvesting.com/

Dayton

Ohio

Benchmark Private Wealth Management

Benchmark Private Wealth Management

www.benchmarkpwm.com

https://www.benchmarkpwm.com/

Dallas

Texas

Benzer Capital

Salim A Nathani

www.benzercapital.com

https://www.benzercapital.com/

Sugarland

Texas

Beta Wealth Group

Beta Wealth Group

www.betawealthgroup.com

https://www.betawealthgroup.com/

San Diego

California

Beyond Your Hammock

Eric Roberge CFP

beyondyourhammock.com

https://beyondyourhammock.com/

Boston

Massachusetts

Bleakley Financial Group

Michael Axelrod

www.bleakley.com

https://www.bleakley.com/

Fairfield

New Jersey

Blue Chip Partners Inc.

Blue Chip Partners, Inc.

www.bluechippartners.com

http://www.bluechippartners.com/

Farmington Hills

Michigan

Blue Summit Wealth Management

Blue Summit Wealth Management

www.bluesummitwealth.com

https://www.bluesummitwealth.com/

La Mesa

California

Boston Harbor Wealth Advisors

Boston Harbor Wealth Advisors

www.bostonharborwealth.com

https://www.bostonharborwealth.com/

Westborough

Massachusetts

Brayshaw Financial Group LLC.

Benjamin C. Brayshaw

brayshawfinancial.com

https://www.brayshawfinancial.com/

Bedford

New Hampshire

Bull Oak Capital

Ryan Hughes

bulloakcapital.com

https://bulloakcapital.com/

San Diego

California

"Burke, Davis, Knoebber, Kohn & Associates | Ameriprise Financial"

Matthew Burke CFP

burkedavisknoebberkohn.com

https://www.ameripriseadvisors.com/team/burke-davis-associates/

Chesterfield

Missouri

Cabana LLC dba Cabana Asset Management

Cabana Asset Management

www.thecabanagroup.com

https://thecabanagroup.com/

Fayetteville

Arkansas

Cahaba Wealth Management

Cahaba Wealth Management

www.cahabawealth.com

https://www.cahabawealth.com/

Atlanta

Georgia

California Retirement Advisors

Christian Cordoba

www.CRAretire.com

https://www.californiaretirementadvisors.com/

El Segundo

California

Camden Capital LLC

Camden Capital, LLC

www.camdencapital.com

https://www.camdencapital.com/

Los Angeles

California

Capstone Wealth Advisors

Johnny W. Dawson

www.ameripriseadvisors.com/team/capstone-wealth-advisors

https://www.ameripriseadvisors.com/team/capstone-wealth-advisors

Columbus

Ohio

CAPTRUST

CAPTRUST

captrust.com

https://captrust.com/

Raleigh

North Carolina

Carla Souther Hauser Financial Services

Carla Souther Hauser Financial Services

www.raymondjames.com/carlahauser

https://www.raymondjames.com/carlahauser

North Wilkesboro

North Carolina

Carson Group

Carson Group

www.carsongroup.com

https://www.carsongroup.com/

Omaha

Nebraska

Carson Group

Ron Carson

www.carsongroup.com

https://www.carsongroup.com/

Omaha

Nebraska

Carson Wealth

Paul West

www.carsonwealth.com

https://www.carsonwealth.com

Omaha

Nebraska

Cassaday & Company Inc.

Sean Gallahan

www.cassaday.com

https://www.cassaday.com/

Mclean

Virginia

Catalina Wealth Management

Otto R. Bohon Jr., Michelle Anthony,  and Samuel Sutterfield

www.catalinainvestments.com

http://www.catalinainvestments.com/

Tucson

Arizona

Centerline Wealth Advisors

Centerline Wealth Advisors

www.centerlinewealth.com

http://www.centerlinewealth.com/

Louisville

Kentucky

Centurion Wealth Management

Centurion Wealth Management

www.centurionwealth.com

https://centurionwealth.com/

McLean

Virginia

Clarity Capital Partners LLC

Clarity Capital Partners, LLC

www.claritycapitalllc.com

http://www.claritycapitalllc.com/

Newport Beach

California

Client Centric Wealth Management | Sigma Financial Corporation

Ty Hodges

www.ccwmgmt.com/team/ty-hodges

https://www.ccwmgmt.com/team/ty-hodges

San Antonio

Texas

Coastline Wealth Management

Garrett Taylor

www.coastlinewealth.com

https://www.coastlinewealth.com

Port Jefferson

New York

Coffman Wealth Management

Joseph H. Coffman APMA

www.coffmanwealthmanagement.com

http://www.coffmanwealthmanagement.com

Indianapolis

Indiana

Commonwealth Financial Group

Jeffrey Baron

www.commonwealthfinancialgroup.com/team/jeff-baron/

https://www.commonwealthfinancialgroup.com/team/jeff-baron/

Boston

Massachusetts

Cooke Financial Group

Chris Cooke

www.cookefg.com

https://cookefg.com/

Indianapolis

Indiana

Crest Financial Group

Eric J Boyle, M.S., CFP

www.crestfinancialgroup.com

https://www.crestfinancialgroup.com/

Allentown

Pennsylvania

CrossleyShear Wealth Management

Evan Shear

crossleyshear.com

https://crossleyshear.com/

Heathrow

Florida

Crown Wealth Strategies

Elizabeth Dipp Metzger

www.CrownWS.com

https://www.crownwealthstrategies.com

El Paso

Texas

darrenMORGAN Asset Management

Darren Morgan

www.darrenmorgan.net

http://www.darrenmorgan.net/

North Olmsted

Ohio

DJ Financial Group

Roy P. Janse

www.djfinancial.com

https://www.djfinancial.com/

Greenville

South Carolina

Drive Wealth Advisers

Drive Wealth Advisers

www.drivewealthadvisers.com

https://drivewealthadvisers.com/

Lehi

Utah

E.A. Buck Financial Services | Parkland Securities LLC

E.A. Buck Financial Services | Parkland Securities, LLC

www.eabuck.com

https://www.eabuck.com/

Honolulu

Hawaii

E.A. Buck Financial Services | Parkland Securities LLC

Katie Buck

www.eabuck.com

https://www.eabuck.com/team.htm

Honolulu

Hawaii

Edward Jones

Jason Witcher

https://www.edwardjones.com/financial-advisor

https://www.edwardjones.com/financial-advisor/index.html?CIRN=UkYMFUGaFSnCzMGgklZQgpPYnPOb8zpOp1ZS9GpHjE0AiCqUJ5AmrRjUOeWELGoS

Conyers

Georgia

Edward Jones

John Stewart

www.edwardjones.com/financial-advisor

https://www.edwardjones.com/financial-advisor/index.html?CIRN=SThla5%2Bk2rBa7DsQZ%2FL%2B5jANxUvV5N7qg3QeebsUcQgT7zXLKEugodZwCM16JmTZ

Mount Dora

Florida

Elevon Wealth Management

Ian Rosenfield

www.raymondjames.com/elevonwealthmanagement

https://www.raymondjames.com/elevonwealthmanagement

San Francisco

California

Enrichment Wealth Management | Raymond James

Arlene Alvarez

www.enrichmentwealthmanagement.com

https://www.raymondjames.com/enrichmentwealthmanagement

Coral Gables

Florida

Essex Financial - Southport Group

Kevin Nolan, Sean Flynn, and Kathy Miller

www.essexfinancial

https://www.essex.financial/about/leadership/

Southport

Connecticut

Estes Wealth Strategies

John Estes

www.esteswealthstrategies.com

https://www.esteswealthstrategies.com

Fairfax

Virginia

Executive Wealth Management

Susan Busch

www.ewmadvisors.com

https://www.ewmadvisors.com/

Brighton

Michigan

Fidato Wealth LLC

Fidato Wealth LLC

fidatowealth.com

http://fidatowealth.com/

Middleburg Heights

Ohio

Financial Compass Group

Brandon Fink

www.financialcompassgroup.com

http://www.financialcompassgroup.com/

Wellesley

Massachusetts

Financial Services of Virginia

W. Justin Lacy

www.fsvllc.com

https://www.fsvllc.com/

Glen Allen

Virginia

Financial-360 LLC

Joshua Charles

www.raymondjames.com/financial-360

https://www.raymondjames.com/financial-360

Rockville

Maryland

Fleischauer Financial Management Inc.

Alan Fleischauer

www.reconfigurement.com

https://www.reconfigurement.com

Minnetonka

Minnesota

Fox-Smith Wealth Management LLC

Gustin D. Fox-Smith

www.fswealth.biz

http://www.fswealth.biz/

Westminster

Colorado

Frey Masterson Investment Advisors

Frey Masterson Investment Advisors

www.freymasterson.com

https://freymasterson.com/

St. Petersburg

Florida

Gilliland Lee Financial Group | Parkland Securities LLC

Kathleen Gilliland

www.glf4u.com

http://www.glf4u.com/Kathy-Gilliland.3.htm

New Albany

Ohio

Gold Medal Waters Inc.

Gold Medal Waters, Inc.

www.goldmedalwaters.com

https://www.goldmedalwaters.com

Boulder

Colorado

Good Life Companies

Good Life Companies

www.goodlifeco.com

https://goodlifeco.com

Reading

Pennsylvania

Great Lakes Wealth

Great Lakes Wealth

https://www.greatlakeswealth.us/

https://www.greatlakeswealth.us/

Northville

Michigan

Great Waters Financial

Great Waters Financial

www.greatwatersfinancial.com

https://www.greatwatersfinancial.com

Minneapolis

Minnesota

Guardian Planners

Guardian Planners

www.guardianplanners.com

http://guardianplanners.biz/

DuBois

Pennsylvania

Henry+Horne Wealth Management

Henry+Horne Wealth Management

www.hh-wm.com

https://www.hh-wm.com/

Scottsdale

Arizona

Heritage Financial Advisory Group

Michael Desepoli

www.financialadvisorny.com

https://www.financialadvisorny.com/

Port Jefferson Station

New York

HFG Trust

HFG Trust

www.hfgtrust.com

https://www.hfgtrust.com/

Kennewick

Washington

Highlander Financial Group

Casey D. Craig

www.hfgwms.com

https://www.hfgwms.com/our-team

Rockville

Maryland

HighTower Bellevue

HighTower Bellevue

hightowerbellevueadvisors.com

https://hightowerbellevueadvisors.com/wealthmanagementoverview

Bellevue

Washington

HighTower Bethesda

HighTower Bethesda

www.hightoweradvisors.com/team/bethesda/overview

https://www.hightoweradvisors.com/team/bethesda/overview

Bethesda

Maryland

HighTower Naples

HighTower Naples

www.hightoweradvisors.com/team/naples/overview

https://www.hightoweradvisors.com/team/naples/overview

Naples

Florida

HighTower San Diego

HighTower San Diego

www.hightoweradvisors.com/team/sandiego/overview

https://www.hightoweradvisors.com/team/sandiego/overview

San Diego

California

HighTower Twickenham

HighTower Twickenham

www.hightoweradvisors.com/team/twickenham/overview

https://www.hightoweradvisors.com/team/twickenham/overview

Huntsville

Alabama

Hobble Creek Wealth

Talon M. Webb

www.hobblecreekwealth.com

https://hobblecreekwealth.com/

Orem

Utah

Hollifield Financial Group

Kimsey Hollifield

www.hollifieldfinancial.com

http://www.hollifieldfinancial.com/

Charleston

South Carolina

Hueneburg Financial Group LLC

Stacy L Newell

hueneburgfinancialgroup.com

http://www.hueneburgfinancialgroup.com/

La Salle

Illinois

Human Investing

Human Investing

www.humaninvesting.com

https://www.humaninvesting.com/

Lake Oswegon

Oregon

Independent Solutions Wealth Management

Independent Solutions Wealth Management

iswealthmanagement.com

https://iswealthmanagement.com/

Williamsville

New York

Institutional Wealth Consultants

Institutional Wealth Consultants

www.yourwealtheffect.net

https://fa.wellsfargoadvisors.com/mark-delp/

Irvine

California

Integrated Financial Group

Integrated Financial Group

www.integrated-financial-group.com

https://www.integrated-financial-group.com/

Atlanta

Georgia

Intelligence Driven Advisers

Jason Labrum

www.idawealth.com

https://www.idawealth.com/our-story/our-team/jason-labrum/

Carlsbad

California

Ivory Wealth Management

Ivory Wealth Management, Inc

www.ivorywealthmgmt.com

https://www.ivorywealthmgmt.com/

Essex

Connecticut

Janney Montgomery Scott

Andrew VItek

www.andrewvitek.com

https://advisor.janney.com/andrewvitek/

Wyncote

Pennsylvania

Janney Montgomery Scott

George M. Zaki

advisor.janney.com/guggenheimerzakiteam/

https://advisor.janney.com/guggenheimerzakiteam/

New York

New York

Jeter Hrubala Wealth Strategies LLC

Beth Jeter Hrubala

www.bethhrubala.com

https://www.raymondjames.com/bethhrubala

Spartanburg

South Carolina

JNJ Wealth Management Group LLC

Julian A Benitez

www.jnjwealthmg.com

http://www.jnjwealthmg.com/

Tucson

Arizona

Johlfs Financial Group

Craig Johlfs

www.Johlfsfg.com

https://www.johlfsfg.com/

Denver

Colorado

Johnson Financial Group

Johnson Financial Group

www.johnsonbank.com

https://www.johnsonbank.com/

Racine

Wisconsin

Kathmere Capital

Nicholas Olesen

www.kathmere.com

https://www.kathmere.com/

King of Prussia

Pennsylvania

KCS Wealth Advisory LLC

KCS Wealth Advisory LLC

www.kcswealth.com

https://kcswealth.com/

Los Angeles

California

Keel Point

Keel Point

keelpoint.com

https://www.keelpoint.com/

Huntsville

Alabama

Kinder Financial Strategies

Ann Kinder

www.directiondefined.net

https://www.directiondefined.net/

Fort Smith

Arkansas

Klein Wealth Management at HighTower

Klein Wealth Management at HighTower

www.hightoweradvisors.com/team/klein/overview

https://www.hightoweradvisors.com/team/klein/overview

Melville

New York

Kovack Advisors

Kovack Advisors

kovackadvisors.com

https://kovackadvisors.com/index.html

Fort Lauderdale

Florida

Kusske Financial Inc

Brett Kusske

www.kusskefinancial.com

http://www.kusskefinancial.com/

Burnsville

Minnesota

Legacy Investment Services

Trent A. Strong

www.legacyinvestmentsonline.com

http://www.legacyinvestmentsonline.com

East Peoria

Illinois

Legacy Investment Services LLC

Mark Sharifi

www.4mylegacy.com

http://4legacyinvestments.com

Rancho Cucamonga

California

Liftbridge Financial Advisors

Edward J. Bradford

www.liftbridgefinancial.com

http://liftbridgefinancial.com/about-edward/

Fairport

New York

Lowcountry Financial Group

Christopher Werden

www.lowcountryfg.com

https://www.lowcountryfg.com/

Charleston

South Carolina

Lucia Capital Group

Christopher Panagiotu, CRPS

www.luciacap.com/advisor/chris-panagiotu

https://www.luciacap.com/advisor/chris-panagiotu/

Fircrest

Washington

Macrocarpa PWM of Raymond James

Matthew Stucke

www.raymondjames.com/macrocarpaprivatewealth

https://www.raymondjames.com/macrocarpaprivatewealth/

Alpharetta

Georgia

Magnus Financial Group LLC

Michael S. Schwartz, CFP¨, AEP¨ 

www.magnusfinancial.com

http://www.magnusfinancial.com/

New York

New York

McCarthy Wealth Management

Junette McCarthy

www.McCarthyWM.com

https://www.mccarthywm.com

Newport Beach

California

Medicus Wealth Planning Inc.

Medicus Wealth Planning, Inc.

www.MedicusWealthPlanning.com

https://medicuswealthplanning.com/

Draper

Utah

Mercer Advisors

Jessica Caruso

www.merceradvisors.com

https://www.merceradvisors.com/

San Francisco

California

Mercer Advisors

Josh DeForest

www.merceradvisors.com

https://www.merceradvisors.com

Bellevue

Washington

Mercer Advisors

Laura Combs

www.merceradvisors.com

https://www.merceradvisors.com/

Boulder

Colorado

Mercer Advisors

Mercer Advisors

merceradvisors.com

https://www.merceradvisors.com/

Denver

Colorado

Meridian Financial

Meridian Financial

meridianfinancial.nm.com

http://meridianfinancial.nm.com/

Raleigh

North Carolina

Merrill Lynch

Anthony Richard Bottini III

www.fa.ml.com

https://www.fa.ml.com/find-an-advisor/#

New York

New York

Millennium Advisory Services Inc.

Paul Hunt

www.mas-edu.com

https://www.mas-edu.com/

Glen Allen

Virginia

Miracle Mile Advisors

Miracle Mile Advisors

www.miraclemileadvisors.com

https://www.miraclemileadvisors.com/

Los Angeles

California

Molloy Financial Group

Bryan Blackwell

www.molloyfinancialgroup.com

https://www.raymondjames.com/molloyfinancialgroup

Fort Myers

Florida

Morgan Stanley Wealth Management

Eva Marina Ovejero 

MorganStanley.com

https://advisor.morganstanley.com/eva.ovejero

Miami

Florida

MRA Advisory Group

MRA Advisory Group

mraadvisory.com

https://mraadvisory.com/

Parsippany

New Jersey

Navigation Financial Group

Scott R. Dickerson AIF, BFA

www.navigationama.com

https://www.navigationama.com/

Amarillo

Texas

New Aspect Financial Services

Karin Alvarado

www.newaspectfs.com

https://newaspectfs.com

Napa

California

Nexus Advisors LLC

Holly Carroccio, CFP 

www.nexusadvisorsllc.com

https://nexusadvisorsllc.com/

Dallas

Texas

North Star Resource Group

Garrett Culwell, CLU¨

www.northstarfinancial.com

https://www.northstarfinancial.com/find_an_advisor/garrett-culwell/

Cincinnati

Ohio

Northwestern Mutual Wealth Management Company

Phil Adra CFP¨ CPA CLU¨

philadra.nm.com

http://philadra.nm.com/

Atlanta

Georgia

OnPoint Wealth Management & Investment Services 

Daniel L. Bartosz

www.onpointcu.com/retirement-services-planning

https://www.onpointcu.com/retirement-services-planning/

Portland

Oregon

Oppenheimer & Co.

Daniel S. Tacktill

fa.opco.com

http://fa.opco.com/stg/

Melville

New York

Oppenheimer & Co.

Daniel Waskiewicz

www.oppenheimer.com

https://www.oppenheimer.com/advisor/mi/frankenmuth/frankenmuth-branch/dan-waskiewicz.aspx

Frankenmuth

Michigan

Oppenheimer & Co.

Laurence M. Stanger

fa.opco.com

http://fa.opco.com/stg/Index.htm

Melville

New York

PFS Wealth Management Group

Vincent Virga

www.pfswealthgroup.com

http://www.pfswealthgroup.com

Naples

Florida

Pitzl Financial

Pitzl Financial

www.pitzlfinancial.com

https://pitzlfinancial.com/

Arden Hills

Minnesota

Polaris Greystone Financial Group LLC

Polaris Greystone Financial Group, LLC

www.polarisgreystone.com

https://www.polarisgreystone.com/

San Rafael

California

Practical Financial Planning Inc.

Practical Financial Planning, Inc.

www.p-f-p.com

http://p-f-p.com/

Rocky River

Ohio

Premium Finance Group

Manuel A. Vidal

www.premiumfinancegroup.com

http://www.premiumfinancegroup.com/

Coral Gables

Florida

Presidio Capital Management

Dustin TenBroeck

www.presidiocm.com

http://www.presidiocm.com/

San Diego

California

Private Advisor Group

Private Advisor Group

www.privateadvisorgroup.com

https://www.privateadvisorgroup.com/

Morristown

New Jersey

Private Ocean Wealth Management

Private Ocean Wealth Management

privateocean.com

https://privateocean.com/

San Rafael

California

Raymond James

Brian Leiser

raymondjames.com

https://www.raymondjames.com/brianleiser/

Riverhead

New York

Regal Holdings of America LLC

Regal Holdings of America, LLC

regal-holdings.com

https://regal-holdings.com/

Kentwood

Michigan

Resource Planning Group

Keith Waterman

www.rpgindy.com/Keith-Waterman

http://www.rpgindy.com/Keith-Waterman.e675173.htm

Fishers

Indiana

Resources Investment Advisors

Resources Investment Advisors

riaadvisor.com

https://www.riaadvisor.com/

Overland Park

Kansas

RHS Financial LLC

RHS Financial, LLC

www.rhsfinancial.com

https://rhsfinancial.com/

San Francisco

California

Rivertowne Advisors | Raymond James

Pete Loncar

www.raymondjames.com/rivertowneadvisors

https://www.raymondjames.com/rivertowneadvisors/

Beaver

Pennsylvania

Rivettas Wealth Strategies LLC

Ryan A. Smith

www.rivettas.com

https://www.rivettas.com/

Salt Lake City

Utah

RJ Wealth Management at HighTower

RJ Wealth Management at HighTower

www.hightoweradvisors.com/team/rjwealth/overview

https://www.hightoweradvisors.com/team/rjwealth/overview

New York

New York

Rowling & Associates

Rowling & Associates

www.rowling.com

https://www.rowling.com/

San Diego

California

SagePoint Financial

Benjamin Waibel

www.foresthillswealth.com

http://www.foresthillswealth.com/

Hillsboro

Oregon

Sarian Strategic Partners at HighTower

Sarian Strategic Partners at HighTower

www.hightoweradvisors.com/team/sarian/overview

https://www.hightoweradvisors.com/team/sarian/overview

Wayne

Pennsylvania

Schorpp Capital Management

Schorpp Capital Management

www.schorppcapital.com

http://www.schorppcapital.com/

East Brunswick

New Jersey

Sequoia Financial Group

Sequoia Financial Group

sequoia-financial.com

https://www.sequoia-financial.com/

Akron

Ohio

Sevelius Wealth Management | Raymond James

Sevelius Wealth Management | Raymond James

www.seveliuswealthmanagement.com

https://www.raymondjames.com/seveliuswealthmanagement/

Wesley Chapel

Florida

Shaffer Wealth Management at HighTower

Shaffer Wealth Management at HighTower

www.hightoweradvisors.com/team/shaffer/overview

https://www.hightoweradvisors.com/team/shaffer/overview

Alpharetta

Georgia

Shorebridge Wealth Management

Win Smathers 

www.shorebridgewm.com

https://www.shorebridgewm.com/

Pittsburgh

Pennsylvania

Signature Wealth Group

Signature Wealth Group

www.joinsignaturewealth.com

https://joinsignaturewealth.com/

Florence

South Carolina

Southwestern Investment Group

Lucas Swatzell

www.southwesterninvestmentgroup.com/team/lucas-swatzell

https://www.swinvestmentgroup.com/advisors/swatzell-wealth-team/

Franklin

Tennessee

Southwestern Investment Group | Raymond James

Bob Sircy

www.southwesterninvestmentgroup.com

https://www.swinvestmentgroup.com/advisors/sircy-hurd-wealth-team/

Franklin

Tennessee

Steadfast Financial

Ben Ferris

www.steadfastfg.com

https://www.steadfastfg.com/

Marietta

Georgia

Strategic Wealth Inc

Shawn A Manuel

www.swealthinc.com

https://www.swealthinc.com/

Osage Beach

Missouri

Stratos Wealth Partners

Craig Macomber

stratosca.com

https://stratosca.com/

Irvine

California

Stratos Wealth Partners

Stratos Wealth Partners

www.stratoswealthpartners.com

https://www.stratoswealthpartners.com/

Beachwood

Ohio

Surmanek Wealth Management

Dennis Surmanek

www.surmanekwealthmanagement.com

https://fa.wellsfargoadvisors.com/surmanek-wealth-management/

New York

New York

Ted Ngo & Associates

Ted Ngo

www.tedngo.com

http://www.tedngo.com/

Westminster

California

Telemus Capital LLC

Gary Ran

www.telemus.com

https://telemus.com

Southfield

Michigan

The Andriole Group at HighTower

The Andriole Group at HighTower

www.hightoweradvisors.com/team/andriole/overview

https://www.hightoweradvisors.com/team/andriole/overview

Madison

Connecticut

The Bahnsen Group

Kimberlee Davis

www.thebahnsengroup.com

https://www.hightoweradvisors.com/team/bahnsen/overview

Newport Beach

California

The Brand Schweizer Group | Raymond James

John Brand and Peter S. Schweizer

www.raymondjames.com/brandschweizergroup

https://www.raymondjames.com/brandschweizergroup

Elmira

New York

The Ezzell-Conklin Group at HighTower

The Ezzell-Conklin Group at HighTower

www.hightoweradvisors.com/team/ezzellconklin/overview

https://www.hightoweradvisors.com/team/ezzellconklin/overview

Folsom

California

The Fox Alliance

The Fox Alliance

www.thefoxalliance.com

https://www.thefoxalliance.com/

Austin

Texas

The Institute for Wealth Management

The Institute for Wealth Management

www.instituteforwealth.com

https://www.instituteforwealth.com/

Denver

Colorado

The Lerner Group at HighTower

The Lerner Group at HighTower

www.hightoweradvisors.com/team/lernergroup/overview

https://www.hightoweradvisors.com/team/lernergroup/overview

Deerfield

Illinois

The McGuirk & De Nevi Group at HighTower

The McGuirk & De Nevi Group at HighTower

www.hightoweradvisors.com/team/mcguirk/overview

https://www.hightoweradvisors.com/team/mcguirk/overview

Menlo Park

California

The Pittsburgh Wealth Management Group

The Pittsburgh Wealth Management Group

www.pittsburghwealthmanagementgroup.com

https://www.pittsburghwealthmanagementgroup.com/

Pittsburgh

Pennsylvania

The SKG Team at Barnum Financial Group

Chris Kampitsis, Benjamin Soccodato, Anthony Maiuolo, and David Jones 

www.skgbarnum.com

https://www.skgbarnum.com/

Elmsford

New York

The Wealth Plan Company

Matt Stephens

thewealthplancompany.com

https://thewealthplancompany.com/

Wilmington

North Carolina

THREESIXTY Wealth & Financial Management

Jonathan LaParl

www.threesixtywfm.com

http://www.threesixtywfm.com

Malta

New York

Trajan Wealth LLC

Trajan Wealth LLC

trajanwealth.com

https://trajanwealth.com

Scottsdale

Arizona

UBS

Benjamin A. Nussbaum

UBS.com/team/highlandswealth

https://financialservicesinc.ubs.com/team/highlandswealth/

San Diego

California

Ultimate Wealth Strategies LLC

Tony Sablan

www.tonysablan.com

http://www.tonysablan.com/

Bellevue

Washington

United Iowa Financial

Trent Von Ahsen

www.unitediowafinancial.com

https://unitediowafinancial.com

Cedar Rapids

Iowa

UPSTREAM Investment Partners | Sigma Financial Corporation

Nicholas Reiland

www.nicholasreiland.com/team/nick-reiland

https://www.nicholasreiland.com/team/nick-reiland

Lisle

Illinois

UPSTREAM Investment Partners | Sigma Financial Corporation

Russell (Russ) Warner

www.warnerfg.com

https://www.warnerfg.com/

Northfield

Illinois

Virtue Capital Management LLC

Virtue Capital Management LLC

www.virtuecapitalmanagement.com

https://www.virtuecapitalmanagement.com/

Brentwood

Tennessee

Vitucci Integrated Planning

Jason Vitucci, CFP¨, EA

www.vitucciintegratedplanning.com

http://www.vitucciintegratedplanning.com/

Walnut Creek

California

Voya Financial Advisors

Beech Creek Financial Group

beechcreekfinancial.com

https://www.linkedin.com/in/dougeverett/detail/contact-info/

Portland

Oregon

VWG Wealth Management at HighTower

VWG Wealth Management at HighTower

www.hightoweradvisors.com/team/vwg/overview

https://www.hightoweradvisors.com/team/vwg/overview

Vienna

Virginia

VZD Capital Management LLC

Ethel J. Davis

www.vzdcap.com

http://vzdcap.com/

Overland Park

Kansas

W.A. Smith Financial Group

W.A. Smith Financial Group

wasmithfinancial.com

https://wasmithfinancial.com/

Sandusky

Ohio

Waddell and Reed

Gilles R. Mulard

www.waddell.com

https://www.waddell.com/

Erie

Pennsylvania

Wall Street Alliance Group

Wall Street Alliance Group

wallstreetalliancegroup.com

https://wallstreetalliancegroup.com

New York

New York

Walser Wealth Management Company LLC

Rebecca Walser, JD, LLM,CFP

www.walserwealth.com

https://walserwealth.com/

Tampa

Florida

Watts Capital

David Flores Wilson, CFP, CFA

www.planningtowealth.com

https://www.planningtowealth.com/

New York

New York

Wells Fargo Advisors

Dominique A. Donovan

home.wellsfargoadvisors.com/dominique.donovan

https://home.wellsfargoadvisors.com/dominique.donovan

Manchester

Massachusetts

Wells Fargo Advisors

John D'Annunzio

fa.wellsfargoadvisors.com/piedmont

https://fa.wellsfargoadvisors.com/piedmont/

Dallas

Texas

Wells Fargo Advisors

Wade Meeks

home.wellsfargoadvisors.com/Cooper.Meeks

https://home.wellsfargoadvisors.com/Cooper.Meeks

Little Rock

Arkansas

Wilde Wealth Management Group

Wilde Wealth Management Group

www.wildewealth.com

https://www.wildewealth.com/

Scottsdale

Arizona

Zinnia Wealth Management

Charisse Rivers

www.zinniawealth.com

https://zinniawealth.com/

OCALA

Florida