
Connecticut
David Lincoln
Moneco Advisors
MSFS, CFP®,ChFC®,CLU®
FSI
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
Flexible
$110M
40
Kevin C. Leahy
Connecticut Wealth Management, LLC
CFP®,CPA
FPA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$1M
$110M
20+
Denis M. Horrigan
Connecticut Wealth Management, LLC
CFP®
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
$1M
$110M
16+
Delaware
Michael Joseph Sicuranza
Affinity Wealth Management, LLC.
AEP,CFP®
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
$750K
$91M
22
Maryland
Joseph Cope
Cope Connelly
CFP®
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
Flexible
$700M+
14
New Hampshire
Michael H. Fogarty
The Foundry Financial Group, Inc.
CFP®,ChFC®,CLU®
FPA,FSI
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
No Minimum
$120M
26
New Jersey
David K. Sebastian
The Physicians Wealth Management Group
AAMS®,CFP®,CRPC
FPA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based, Commission Based
$500K
$100M
38
Howard Hook
EKS Associates
CFP®,CPA
FPA
Minimum Portfolio:
Assets Managed:
Years Experience:
No Minimum
$82M
30
Steven Wayne Kaye
AEPG Wealth Strategies
CFP®, ChFC, CLU, CEBS, RHU, AAMS, CRC, AIF®,IFEBP
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
$500K
$890M
35
Brian M. Picariello
Traust Sollus Wealth Management, LLC
CFA®,CPA,PFS
FPA,AICPA,CFA Institute
Minimum Portfolio:
Years Experience:
Fee Based
$2M
18
New York
Steven Abernathy
The Abernathy Group II
CFA Institute
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$1M
30+
Lawrence B. Keller
Physician Financial Services
CFP®,ChFC®,CLU®, RHU®, LUTCF
FPA,MDRT,NAIFA,SFSP
Minimum Portfolio:
Years Experience:
Commission Based
No Minimum
27
Ronald W. Rogé
R.W. Rogé & Company, Inc.
CFP®
NAPFA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$1M
$245M
31
Albert J. Zdenek, Jr.
Traust Sollus Wealth Management, LLC
CPA,MBA,PFS
AICPA
Minimum Portfolio:
Years Experience:
Fee Based
$2M
35
Pennsylvania
Donald L. DeMuth
Mighty Oak Strong America Investment Company
CFA®,CHBC,CPA,MBA,PFS
NAPFA,AICPA,CFA Institute,NSCHBC
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$100K
$130M
15+
Rhode Island
Katherine Vessenes
MD Financial
CFP®,JD,RFC
IARFC
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
No Minimum
$35M+
25+
Alabama
Jason Dyken
Dyken Wealth Strategies
MBA,MD
AIF
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based,Commission Based
$250K
17
Florida
Timothy McIntosh
PVG Asset Management
CFP®,MBA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
$500K
$475M
19
Lynn Chen-Zhang
Zhang Financial
CFP®,CPA,MBA
NAPFA,AICPA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$1M
$2.6B+
26
Georgia
Julianne F. Andrews
Atlanta Financial Associates, Inc.
AIF®,CFP®,MBA
FPA,FSI
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
$1M
$200M
29
Lousiana
H. Jude Boudreaux
The Planning Center
CFP®
FPA,NAPFA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
Flexible
$650M
17
T. Craig Lewis, III
Lewis Financial Group, L.C.
CFP®,CPA
AICPA
Minimum Portfolio:
Years Experience:
Fee Based,Commission Based
$100K
31+
North Carolina
Giles K. Almond
Matrix Wealth Advisors, Inc.
CFP®,CIMA®,CPA,PFS
FPA,NAPFA,AICPA,IMCA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$1M
$272M+
30+
Erick Parker Barone
New York Life
Minimum Portfolio:
Years Experience:
Commission Based
No Minimum
10
South Carolina
Nicholas C. Pavia
Commonwealth Financial Group
FPA,MDRT
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
Flexible
$50M
12
Tennessee
William B. Howard Jr.
William Howard & Co. Financial Advisors, Inc.
CFP®,ChFC®
FPA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$500K
$214M+
38
Illinois
Michael Edward Leonetti
Leonetti & Associates, LLC
AIF®,CFP®,CFS
FPA,NAPFA,IMCA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$200K
$700M
35
Michael Jankowski
Wealth Planning Network
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
$500K
$150M
20+
Ronald J. Paprocki
MEDIQUS Asset Advisors, Inc.
CFP®,CHBC,JD
FPA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
Flexible-$500K
$850M
35
Mary McGrath
Cozad Asset Management, Inc.
CFP®,CPA
FPA,AICPA
Minimum Portfolio:
Years Experience:
Fee Based
Flexible
35
Michael P. Kabarec
Kabarec Financial Advisors, Ltd.
CFP®,CPA,EA,PFS
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$500K
$190M
35
Adam Jeffrey Glassberg
D3 Financial Counselors
CFP®,CIMA®
FPA,NAPFA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
No Minimum
$250M
9
Brent R. Brodeski
Savant Capital Management
CFA®,CFP®,CPA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$500K
$5.5B
30
Cristine Marik
OFM Wealth
CFA®,CFP®
FPA,CFA Institute
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$500K
$200M
20
Indiana
Elaine E. Bedel
Bedel Financial Consulting, Inc.
CFP®
FPA,NAPFA,FFP
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$1M
$1M+
30+
Iowa
Reed Rinderknecht
Foster Group
CFP®
FPA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$300K
$975M
21
Kansas
Michael J. Searcy
Searcy Financial Services, Inc.
CFP®,ChFC®
FPA,NAPFA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
Flexible
41
Michigan
Charles Zhang
Zhang Financial
CFP®,ChFC®,CLU®,MBA
NAPFA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$500K
$2.6B
26
Bradley Augustine
LPL Financial
AIF®
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$100K
$90M
9
Minnesota
Josh Lantz
MD Financial Advisors
CRPC
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
No Minimum
$35M+
10+
Katherine Vessenes
MD Financial Advisors
JD, CFP, RFC
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
No Minimum
$35M+
25+
Missouri
Diane Sher
Krilogy - The Sher Group
AIF®,CFP®,CPA,PFS
FPA,AICPA,FSI,NAIFA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
$1M
$100M+
31
Ohio
Barbara Camaglia
Legacy Financial Advisors LLC
CFP®,CPA
NAPFA,AICPA
Minimum Portfolio:
Years Experience:
Fee Only
No Minimum
20+
Matthew J. Kirby
Hamilton Capital Management, Inc.
CFP®
FPA,IMCA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
Flexible
$2B
11
Michael P. Faieta
Hamilton Capital Management, Inc.
CFP®
FPA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
Flexible
$2B
17
Peter S. Geldis
Hamilton Capital Management, Inc.
CFP®,MBA
FPA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
Flexible
$2B
13
James D. Yurman
James D. Yurman & Assoc., Inc
CFA®, ChFC, CFP®,CPA, JD, CLU®, LLM, MBA
FPA, FFP, MDRT, NAIFA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
$100K
$2B
55
Paul A. Gydosh, Jr.
Kensington Wealth Partners, Ltd.
CFP®, CRPC, MBA
FPA
Minimum Portfolio:
Years Experience:
Fee Based
$100M
29
Wisconsin
Mike Arnow
Sattell, Johnson, Appel, Financial Advisory, LLC
CFP®,CPA
FPA,AICPA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
No Minimum
$350M
35
Arizona
Patricia F. Raskob
Raskob Kambourian Financial Advisors Ltd.
ATA,CFP®,EA
Minimum Portfolio:
Years Experience:
Fee Only
No Minimum
32
John Stephens
TCI Wealth Advisors, Inc.
CFA®,CFP®,MBA,MD
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
Flexible
$2.4B
18
Oklahoma
R. Todd Owens
Baker Asset Management
CFA®
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$500K
$200M
25
Texas
Adam Todd
FMP Wealth Advisers | Financial Management Professionals INC
CFP®
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$500K
584M+
19
Jimmy Zimmerman
Beaird Harris
AEP,CFP®,CLU®
FPA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$500K
$923M+
19
California
Robert Kaplan
Kaplan Financial
CFP®
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
$100K
$125M+
25
Brian David Hoyt
Tax & Capital Management 360
AIF®,CPA,PFS
Minimum Portfolio:
Years Experience:
Fee Based
Flexible
19
Colorado
Matthew Kelley
Gold Medal Waters, Inc.
AAMS®,AIF®,CFP®
FPA,NAPFA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
No Minimum
$95M
19
Oregon
Mohammad Saeed Rahman
Rubicon Global Group
CFA®
CFA Institute
Minimum Portfolio:
Years Experience:
Fee Only
Flexible
33
Washington
Blaine A. Carr
Petersen Hastings Investment Management
AIF®,CFP®,CPA®
FPA,NAPFA,AICPA
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$100K
$651K+
19
Gregory T. Stapp
Stapp Wealth Management, PLLC
CFP®,CPA,PFS
NAPFA,AICPA,NATP
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$250K
$68M+
28
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