Find an FBS®
AUSTRALIA
Emma Edwards; The Broke Generation; LinkedIn
Steve Martin: Mind Financial; hello@mindfinancial.com.au
CANADA
Natasha Knox; Alaphia Financial Wellness
Lori Curtiss; curtiss.lori@gmail.com
Shaun Maslyk; The Most Hated F Word; shaun@themosthatedfword.com
Sue MacQuarrie; macquarrie.sue@gmail.com
FRANCE
Kenden Alfond; LinkedIn
UNITED STATES
Arizona
Jamie Piper; illumoney; LinkedIn
Neal Van Zutphen; Intrinsic Wealth Counsel
California
David Askew; Mercer Advisors
Deb Finnegan Biever; Finnegan Financial Coaching
Charles A. Cattano III; Your Mental Wealth Advisors™
Rosario Chacon; Wealth Source Financial
Saundra Davis; Sage Financial Solutions
JJ Fields: FMB Retirement Services; JFields@FMBWealth.com
Carrie Friedberg; SF Money Coach
Holly Gillian-Kindel; LinkedIn
Cécile Lyons; drlyons@cecilelyonsphd.com
Joe Martin: Summitry, LLC; joe@summitry.com
Clode Moradi; Brilliant Financial Strategies; clode@brilliantfp.com (serving CA and TX)
Cherie Stueve; cheriestueve@gmail.com
Jeff Wheeler; jwheeler@thewealthcollaborative.com
Colorado
Emma Protsik; EProtsik@ent.com; LinkedIn
Connecticut
Nicole Hammick; LinkedIn; nicole.hammick@raymondjames.com
Florida
Shon Eckert; seckert@dmba.com
Orisel Jiménez; Orisel@brilliantfinancialminds.com
Nicholas Maratta; Your Mental Wealth Advisors™
Cara Macksoud; Money Habitudes; cara@moneyhabtiudes.com; LinkedIn
Bradley Peil; LinkedIn; Charles Schwab
Georgia
Steven M. Hughes; LinkedIn; info@stevenmhughes.com
Ashley Quamme; BAM Financial Consulting; ashley@bamfcc.com
Idaho
Katie Dow; Aspen Capital Management
Illinois
Chad Lewis; 1893 Wealth Management; LinkedIn; chad.s.lewis@nm.com
Steven Meyers; LinkedIn; meyers@drstevenmeyers.com
Harry Sommers: Root Financial Partners; harry.sommers@rootfinancialpartners.com
Indiana
DonJay Rice; Drumbeat of Wealth; LinkedIn; donjay@drumbeatofwealth.com
Kentucky
Alec Broughton; Cerity Partners; ABroughton@ceritypartners.com
Shaun Chelf; Reliant Wealth Planning; shaun@reliantwealthplanning.com
Louisiana
Molly Richard; Splendor Financial Wellness; molly@splendorfinancialwellness.com
Maryland
Katelyn E. Murray; katelyn.elizabeth.murray@gmail.com; LinkedIn (serving VA, DC and MD)
Massachusetts
Billy Spencer; Crestwood Advisors; wspencer@crestwoodadvisors.com
Michigan
Shane Heddy; LinkedIn
Minnesota
Derek Hagen; Money Health Solutions
Missouri
Ashlee Ogrzewalla; LinkedIn; Ksualum08@gmail.com
Nebraska
Binta Arzika; LinkedIn
Edward Horwitz; Creighton Heider College of Business
Karen Keithley; karenkeithley@gmail.com
Thomas R. Pargett; Boulay Group
Dennis Peatrowsky; Virtue Wealth Counsel, LLC; djpeatrowsky@virtuewealthcounsel.com
Dan Witt: LinkedIn
Erin Wood: Carson Group
New Hampshire
Julie Fortin; North Star Financial Planning
New Jersey
Simi Mandelbaum; PROSPR Financial Wellness; simi@prospr.fit; LinkedIn (serving NJ & NY)
New York
John Fitzsimons IV; jfitzsimons@trillium-wealth.com; Trillium Wealth
Lynn E. Karam; LEK Management Inc.
Julia Trivisonno; JTrivisonnoFBS@gmail.com; LinkedIn
Melissa Vanderhoof; Fingerlakes Wealth Management; melissa@fingerlakeswm.com; LinkedIn
Joseph Viggiani; LinkedIn
North Carolina
Amee Earl; just4me.ameelee@gmail.com
Mike Molitoris; LinkedIn
Debbie Slaughter; LinkedIn
Ohio
Danielle Seurkamp; Well Spent Wealth Planning
Oklahoma
Jacob Mattox; jmattox@bokf.com; LinkedIn
Pennsylvania
Kate Duffy; LinkedIn
David Haman; Mercer Advisors
Julia Kramer; Signature Financial Planning
Texas
Clode Moradi; Brilliant Financial Strategies; clode@brilliantfp.com (serving CA and TX)
Den Murley; Belonging Wealth Management in Longview, TX; den@belongingwealth.com
Mikel Van Cleve; LinkedIn
Tennessee
Bob Bolen; RV Bolen Consulting; bob@lifewealthcoach.com
Vermont
Jennifer Calder; Money Mindset Consulting; LinkedIn; jennifer@moneymindsetconsulting.com
Virginia
Chris Elle Dove; Chris Elle Dove Financial
Katelyn E. Murray; katelyn.elizabeth.murray@gmail.com; LinkedIn (serving VA, DC and MD)
Washington
Patrick Bevan; LinkedIn; Corient
Washington, DC
Mary Liz Burns; LinkedIn, burns.maryliz@gmail.com
Katelyn E. Murray; katelyn.elizabeth.murray@gmail.com; LinkedIn (serving VA, DC and MD)
