AUSTRALIA
Emma Edwards; The Broke Generation; LinkedIn
Steve Martin: Mind Financial; [email protected]
CANADA
Natasha Knox; Alaphia Financial Wellness
Lori Curtiss; [email protected]
Shaun Maslyk; The Most Hated F Word; [email protected]
Sue MacQuarrie; [email protected]
FRANCE
Kenden Alfond; LinkedIn
UNITED STATES
Arizona
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; [email protected]
Carrie Friedberg; SF Money Coach
Holly Gillian-Kindel; LinkedIn
Cécile Lyons; [email protected]
Joe Martin: Summitry, LLC; [email protected]
Clode Moradi; Brilliant Financial Strategies; [email protected] (serving CA and TX)
Cherie Stueve; [email protected]
Jeff Wheeler; [email protected]
Colorado
Maureen Kelley; BOK Financial Private Wealth; [email protected]
Emma Protsik; [email protected]; LinkedIn
Connecticut
Nicole Hammick; LinkedIn; [email protected]
Florida
Orisel Jiménez; [email protected]
Nicholas Maratta; Your Mental Wealth Advisors™
Cara Macksoud; Money Habitudes; [email protected]; LinkedIn
Georgia
Steven M. Hughes; LinkedIn; [email protected]
Ashley Quamme; BAM Financial Consulting; [email protected]
Idaho
Katie Dow; Aspen Capital Management
Illinois
Chad Lewis; 1893 Wealth Management; LinkedIn; [email protected]
Steven Meyers; LinkedIn; [email protected]
Indiana
DonJay Rice; Drumbeat of Wealth; LinkedIn; [email protected]
Kentucky
Alec Broughton; Cerity Partners; [email protected]
Shaun Chelf; Reliant Wealth Planning; [email protected]
Louisiana
Molly Richard; Splendor Financial Wellness; [email protected]
Maryland
Katelyn E. Murray; [email protected]; LinkedIn (serving VA, DC and MD)
Massachusetts
Billy Spencer; Crestwood Advisors; [email protected]
Michigan
Shane Heddy; LinkedIn
Minnesota
Derek Hagen; Money Health Solutions
Missouri
Meghan McInnes; UMSL Center for Excellence in Financial Counseling; [email protected]
Nebraska
Binta Arzika; LinkedIn
Daniel Gonzalez; First Command; LinkedIn
Edward Horwitz; Creighton Heider College of Business
Karen Keithley; [email protected]
Thomas R. Pargett; Carson Wealth
Dennis Peatrowsky; Virtue Wealth Counsel, LLC; [email protected]
Harry Sommers: High Tower Advisors; [email protected]
Erin Wood: Carson Group
New Hampshire
Julie Fortin; North Star Financial Planning
New Jersey
Simi Mandelbaum; PROSPR Financial Wellness; [email protected]; LinkedIn (serving NJ & NY)
New York
Julia Trivisonno; [email protected]; LinkedIn
Melissa Vanderhoof; Fingerlakes Wealth Management; [email protected]; LinkedIn
Joseph Viggiani; LinkedIn
North Carolina
Amee Earl; [email protected]
Debbie Slaughter; LinkedIn
Ohio
Danielle Seurkamp; Well Spent Wealth Planning
Oklahoma
Jacob Mattox; [email protected]; LinkedIn
Pennsylvania
Kate Duffy; LinkedIn
David Haman; Mercer Advisors
Julia Kramer; Signature Financial Planning
Texas
Clode Moradi; Brilliant Financial Strategies; [email protected] (serving CA and TX)
Den Murley; Belonging Wealth Management in Longview, TX; [email protected]
Mikel Van Cleve; LinkedIn
Virginia
Chris Elle Dove; Chris Elle Dove Financial
Katelyn E. Murray; [email protected]; LinkedIn (serving VA, DC and MD)
Washington
Patrick Bevan; LinkedIn; Corient
Washington, DC
Mary Liz Burns; LinkedIn, [email protected]
Katelyn E. Murray; [email protected]; LinkedIn (serving VA, DC and MD)
50% Complete
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