Recently Joined

Manish Dave

Senior Vice President

The Personal Advisors Group

Recently Joined

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Advisor Name and Location Former firm Channel

Continuum Financial Group

A private wealth advisory practice of Ameriprise Financial Services, LLC

Joshua Bargfrede

Rochester, MN

MML Independent

Third Coast Advisors

A financial advisory practice of Ameriprise Financial Services, LLC

Amanda A Hale

Port Arthur, TX

PNC Financial Institutions

Ralph Haebich

Melville, NY

Wells Fargo Branch

Matt J Sondrini, AAMS™, CRPC™

Putnam, CT

Voya Independent

Happy Investment Services, West Texas Wealth

A financial advisory practice of Ameriprise Financial Services, LLC

John N Bertsch, CFP®

Plainview, TX

LPL Financial Institutions

Harry Pappas Jr, MSFP, CFP®, CDFA®

Ponte Verda Beach, FL

Wells Fargo Independent

Travis Keeney

Marshall, TX

Edward Jones Independent

Russell C Smith, CRPC™

Branchburg, NJ

Edward Jones Branch

Oak Tree Financial Services

A financial advisory practice of Ameriprise Financial Services, LLC

Brad Olson, CFP®

Brookfield, WI

Woodbury Financial Independent

Karnes Financial Strategies Group

A financial advisory practice of Ameriprise Financial Services, LLC

  • Keith D Karnes
  • Ryan Arrington

Fort Worth, TX

Wells Fargo Branch

Matthew J De Vries, CFP®, AAMS™

Fargo, ND

Edward Jones Independent

David W McKean Jr

Mobile, AL

Wells Fargo Independent

Charles Holcombe

Houston, TX

Merrill Lynch Branch

Azul Financial Planning

A financial advisory practice of Ameriprise Financial Services, LLC

Ben D Grad, CLTC®, RICP®

San Diego, CA

First Command Independent

Steve Edwards, CFP®, AAMS™, CEPA®

Battle Ground, WA

Edward Jones Independent

Colony Financial Advisors

A financial advisory practice of Ameriprise Financial Services, LLC

Shawn C Mercer, CFP®

Milledgeville, GA

Truist Financial Institutions

Darden, Infante & Associates

A financial advisory practice of Ameriprise Financial Services, LLC

Thomas J Darden Jr

Boca Raton, FL

Wells Fargo Branch

Matthew Williams

Westlake Village, CA

Edward Jones Branch

Kevin L Peterson, CFP®, AAMS™

Baxter, MN

Edward Jones Independent

Hamilton Financial Services

A financial advisory practice of Ameriprise Financial Services, LLC

Ronald Hamilton

Walnut, IA

Securities America Independent

Greg Gorder, CRPC™

San Diego, CA

E*TRADE Branch

William D Johnson, CFP®

Grand Rapids, MI

Edward Jones Branch

Rob Cotter

Jefferson City, MO

Raymond James Independent

United Wealth Management

A financial advisory practice of Ameriprise Financial Services, LLC

  • Scott Kubiak, CRPC™
  • Rick Morse

Wayland, MI

LPL Financial Institutions

Todd A Perkins

Jacksonville, FL

UBS Branch

Gregory Lewandowski

Simi Valley, CA

Edward Jones Independent

Jake Berner

Gilbert, AZ

Edward Jones Branch

Aaron J Fritz, CFP®, APMA™

Marshall, MN

Fidelity Independent

The Harris Tuthill Group

A financial advisory practice of Ameriprise Financial Services, LLC

  • Richard Harris, ChFC®, CLU®
  • James Albert Tuthill, CRPC

Virginia Beach, VA

Lincoln Branch

Paul Barker, MBA

Irvine, CA

Wells Fargo Branch

Jeffrey Kemp

Melville, NY

Janney Montgomery Scott Branch

Roger Esquibel

Pueblo, CO

Edward Jones Independent

Carrie Coats

Naples, FL

Edward Jones Branch

Nancy Callan

Bath, ME

Bolton Global Independent

Brett Breen

Tampa, FL

VALIC Branch

Travis Price

De Pere, WI

Edward Jones Independent

Cory Nye, AAMS™

Jacksonville, FL

Edward Jones Branch

Dan Fisher

Newark, OH

Janney Montgomery Scott Independent

Lewis Martin

Alpharetta, GA

UBS Branch

Alan R Frisher, ChFC®, CLU®, CDFA®

Melbourne, FL

LPL Independent

Paul Woolfrey

Edina, MN

Securities America Branch

Carlos Saitcevsky

Miami, FL

Intercam Independent

Michael Eberly

Gig Harbor, WA

Merrill Lynch Independent

Kevin Hill

Orlando, FL

Edward Jones Branch

Scott Cornett, CFP®

Vancouver, WA

Wells Fargo Independent

Tony Sisson

Beavercreek, OH

Edward Jones Independent

Michael J Parenti

Boca Raton, FL

LPL Independent

James E Hyland Sr, MBA

Monroeville, PA

Stone Wealth Independent

Gabriel Armancas

Bellevue, WA

Equitable Advisors Branch

Joyce Bloch, CFP®

Seattle, WA

Cetera Branch

Wayne A Gruenloh, LUTCF®

Robertsdale, AL

NYLIFE Independent

Vernon Moret

Lafayette, LA

Securities America Independent
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.