Click on the region name below to see listings
Connecticut
David J. Lincoln
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee/Commisioned Based
None
$99M
41
New Hampshire
Thomas Goodwin
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
Flexible
$200M
18
New Jersey
Ken Schapiro
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$250,000
$846M
28
Steven W. Kaye
AEPG Wealth Strategies
AAMS®, CFP®, AIF®, ChFC®, CEBS, CLU®, RHU
FPA, SFSP
908-757-5600
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
$750,000
$800M
33
New York
Ronald W. Rogé
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$1M
$240M
30
Pennsylvania
Diane M. Pearson
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$1M
$N/A
27
Donald L. DeMuth
Mighty Oak Strong America Investment Company
CFA, CHBC, PFS, CPA, MBA
NAPFA, AICPA, CFA Institute, NSCHBC
717-790-9001
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$100K
$100M
10
James J. Holtzman
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$1M
$N/A
20
Louis P. Stanasolovich
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$1M
$N/A
35
Rhode Island
Katherine Vessenes
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
None
N/A
20+
Michael A. Langlois
Strategic Financial Group
CFP®, MBA
FPA, FSI
401-463-3150
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
Flexible
N/A
33
Alabama
Stewart H. Welch III
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$2M
$795M
35
Jason Dyken
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee and Commission Based
$250K
N/A
15
Florida
Elliot Sokalsky
Doctors Asset Group
MDRT, NAIFA
239-561-2900
Minimum Portfolio:
Assets Managed:
Years Experience:
Commission Based
None
12
Georgia
Robert Hockett
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$1M
$175M
22
Barry H. Kaplan
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$1M
$105M
16
Louisiana
T. Craig Lewis III
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee and Commission Based
$100K
N/A
30+
South Carolina
Nicholas C. Pavia
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
Flexible
$25M
12
Brian Brown
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
Flexible
$15MM
6
Tennessee
William B. Howard Jr.
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$500,000
$178M
37
Virginia
Michael Joyce
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
Flexible
$610M
33
Illinois
Michael E. Leonetti
Leonetti & Associates, LLC
CFP®, AIF, CFS
FPA, NAPFA, IMCA
847-520-0999
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$200,000
$660M
34
Adam Glassberg
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
None
$150M
8
Indiana
Brady McArdle
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$500,000
$361M
20
Greg McArdle
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$500,000
$361M
30
Rick Harrison
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
Flexible
$1.8B
28
Seth Whicker
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
Flexible
$1.8B
24
Michigan
Lynn L. Chen-Zhang
Zhang Financial
CFP®, CPA, MBA
NAPFA
888-777-0126
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$250K
$2+B
25
Charles C. Zhang
Zhang Financial
CFP®, MSFS, ChFC®, CLU®, MBA
NAPFA
888-777-0126
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$250K
$2+B
25
Minnesota
Katherine Vessenes
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
None
N/A
20+
Ohio
William A. Leuby
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
Flexible
$1.5B
33
R. Matthew Hamilton
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
Flexible
$1.5B
40
Arizona
Patricia F. Raskob
Raskob Kambourian Financial
CPF®, ATA, EA
FPA, NAPFA, NATP, NAEA
520-690-1999
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
None
$179M
30
New Mexico
Travis Flandermeyer
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
None
$50M+
8
California
Timothy J. McNeely
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
Flexible
$85M
15
Colorado
Joel Javer
Sharkey, Howes & Javer
CFP®, CLU®
FPA, NAPFA
303-639-5100
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
None
$744M
32
Herb White
Life Certain Wealth Strategies
CFP®, AIF®, ChFC®, RFC, CLU®, MBA
FPA, MDRT, NAIFA,
303-793-3999
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Based
$250K
$150M+
20
Washington
Gregory T. Stapp
Minimum Portfolio:
Assets Managed:
Years Experience:
Fee Only
$100K
$56M
27