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CGN in Manhattan, KS
CGN Advisors1107 Hylton Heights Rd.
Manhattan, KS 66502785-340-3434
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and Virtual -
Kristin Rogers, CFP®
Financial Advocate for You101 S. Reid St., Ste. 307
Sioux Falls, SD 57103612-440-0212
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementFocus Areas: Retirement Planning, Education Planning, Working with Women -
Tom Belding, CFP®
Belding Financial Planning
Chatham, NJ 07928862-217-4318
Client Lifestage: Near Retirement, RetirementMeetings Offered: In-Person and VirtualFocus Areas: General Planning, Retirement Planning, Special Needs Planning -
Jacob Stewart, CFP®
Neuse River Financial305A Stancil St.
Smithfield, NC 27577919-344-0015
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementMeetings Offered: Virtual OnlyFocus Areas: Faith-Based Planning, Military Servicemembers/Veterans, Federal Employees -
David Huebner, CFP®
Huebner Financial Planning3769 Norman Ct. S.
Fargo, ND 58104701-388-2488
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and VirtualFocus Areas: General Planning, Young Families, Business Owners -
Jordan Grzesczyk, CFP®
Transverse Wealth Solutions
Santa Monica, CA 90401860-681-7914
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and VirtualFocus Areas: General Planning, Financial Coaching, Budgeting -
Daniel Veres, MBA
Empowerment Fiduciary6414 N. 17th St.
Phoenix, AZ 85016720-248-8084
Client Lifestage: Early Career, Mid Career, Near RetirementMeetings Offered: In-Person and VirtualFocus Areas: General Planning, Education Planning, Young Professionals -
Kyle Wilke, CFP®
Equi Financial Planning
Seahurst, WA 98062206-395-5627
Client Lifestage: Early Career, Near RetirementMeetings Offered: Virtual OnlyFocus Areas: Working with Women, Young Professionals, ESG/SRI Investing -
Cydney Jones, CFP®
Alpha Clear Financial Planning
Clearwater, FL 33765727-647-6137
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and VirtualFocus Areas: General Planning, Retirement Planning, Passive/Index Investing -
Daniel Veres, MBA
Empowerment Fiduciary631 Cheyenne Dr.
Lafayette, CO 80026720-248-8084
Client Lifestage: Early Career, Mid Career, Near RetirementMeetings Offered: In-Person and VirtualFocus Areas: General Planning, Education Planning, Young Professionals -
Tess Rowland, CFP®, CPA/PFS, CDFA®
T Rowland Financial Services65 W. Jackson Blvd.
Chicago, IL 60604815-954-7304
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and VirtualFocus Areas: General Planning, Retirement Planning, Passive/Index Investing -
David Fulton, CFP®, ChFC®
Lodestar Financial Planning1880 Office Club Pointe, Ste. 156
Colorado Springs, CO 80920719-685-0600
Meetings Offered: In-Person and VirtualFocus Areas: Special Needs Planning, Military Servicemembers/Veterans, Federal Employees -
Chris Moore, CFP®
Moore Family Financial
Atlanta, GA678-938-7981
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and VirtualFocus Areas: General Planning, Young Families, Baby Boomers -
Diane Pearson, CFP®, CDFA®
Pearson Financial Planning
Wexford, PA412-346-4655
Meetings Offered: Virtual OnlyFocus Areas: Retirement Planning, Divorce Planning, Widows/Widowers -
Johnathan Aelmore, CFP®
Amity Financial Achievements
Fulshear, TX 77441281-239-5812
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and Virtual -
Samuel Swenson, CFP®, CFA, CPA
SKS Advisory Services
New York, NY 10128917-727-6096
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and VirtualFocus Areas: General Planning, Young Professionals, Passive/Index Investing -
John Bush, CFP®, EA, MBA
Elevate Financial Planning
Rockford, MI616-227-0051
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and VirtualFocus Areas: General Planning, Tax Planning, Passive/Index Investing -
Tess Rowland, CFP®, CPA/PFS, CDFA®
T Rowland Financial Services4 Bristol Green
Bourbonnais, IL 60914815-954-7304
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and VirtualFocus Areas: General Planning, Retirement Planning, Passive/Index Investing -
Roger Peterson, CFP®
Peterson Financial Planning1303 S. Frontage Rd., #105
Hastings, MN 55033651-404-7302
Client Lifestage: Early Career, Mid Career, Near RetirementMeetings Offered: In-Person and VirtualFocus Areas: General Planning, Retirement Planning, Education Planning -
Brent Lince, CFP®
Lince Financial Planning
Hillsboro, OR 97124971-217-7537
Client Lifestage: Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and VirtualFocus Areas: General Planning, Retirement Planning, Passive/Index Investing -
Beth Agnello
Fair Winds Financial Advice
Winston-Salem and Burnsville Areas, NC336-701-2612
Meetings Offered: In-Person and Virtual -
Cheryl Ober, CFP®
Cheryl Ober Financial Planning5038 Luverne Ave.
Minneapolis, MN 55419612-202-0789
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and VirtualFocus Areas: General Planning, Retirement Planning, Education Planning -
Judy Ni, CFP®, EA
Cornerstone Financial Planning51 JFK Pkwy., 1st Fl. W.
Short Hills, NJ 07078973-723-3249
Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement -
Mitchell Hockenbury, CFP®️
1440 Financial Partners1201 NW Briarcliff Pkwy., Ste. 233
Kansas City, MO 64116
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and VirtualFocus Areas: Retirement Planning, Military Servicemembers/Veterans, Federal Employees -
Mitchell Hockenbury, CFP®️
1440 Financial Partners12661 Scott St.
Omaha, NE 68142
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and VirtualFocus Areas: Retirement Planning, Military Servicemembers/Veterans, Federal Employees -
Steve Ferger, CFP®
Envisage Financial Planning
Palm Springs, CA 92264760-424-2001
Client Lifestage: Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and VirtualFocus Areas: General Planning, Retirement Planning, Passive/Index Investing -
David Leitao, CFP®
Argonaut Financial Planning & Investment Management405 Oak Park Dr.
San Francisco, CA 94131415-407-6252
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and VirtualFocus Areas: General Planning, Retirement Planning, Core-Satellite Investing -
Ira Fialkow, CFP®, RICP®
Fialkow Financial Planning
West Palm Beach, FL561-877-1472
Client Lifestage: Early Career, Mid Career, Near RetirementMeetings Offered: In-Person and VirtualFocus Areas: General Planning, Retirement Planning, Young Professionals -
Pat Green, CFP®
Green Financial Planning512 Colonial Dr.
Brooksville, FL 34601352-345-4783
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and VirtualFocus Areas: General Planning, Passive/Index Investing -
Mike Nawrot, CFP®
Garden Financial Planning#326, 2112 W. Galena Blvd., Ste. 8
Aurora, IL 60506630-277-8385
Client Lifestage: Early Career, Mid CareerMeetings Offered: In-Person OnlyFocus Areas: General Planning, Working with Women, Passive/Index Investing -
Sheila Stowers, CFP®
Stowers Financial Planning13110 Hwy. 290 W., Ste. 300
Austin, TX 78737512-608‐9266
Client Lifestage: Mid Career, Near Retirement, RetirementMeetings Offered: In-Person OnlyFocus Areas: Retirement Planning, Widows/Widowers, Baby Boomers -
Skip Fleming, CFP®
Lodestar Financial Planning1880 Office Club Pointe, Ste. 156
Colorado Springs, CO 80920719-685-0600
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and VirtualFocus Areas: Special Needs Planning, Military Servicemembers/Veterans, Federal Employees -
Leisa Aiken, CFP®
Veo Financial Counsel1010 Lake St., #200
Oak Park, IL 60301312-265‐2220
Meetings Offered: In-Person and VirtualFocus Areas: General Planning, Retirement Planning, Passive/Index Investing -
Kristin Rogers, CFP®
Financial Advocate for You
Albertville, MN612-440-0212
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementFocus Areas: Retirement Planning, Education Planning, Working with Women -
Tom Fredrickson, CFP®
Fredrickson Financial552 16th St.
Brooklyn, NY 11215347-889‐5114
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and VirtualFocus Areas: Retirement Planning, Widows/Widowers, Young Families -
Jeff Euting, CFP®, MBA
Pyxis Financial Planning111 Simsbury Rd., Ste. 206
Avon, CT 06001860-507-7397
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and VirtualFocus Areas: General Planning, Retirement Planning, Passive/Index Investing -
Doug Bellfy, CFP®, MBA
Synergy Financial Planning360 Bloomfield Ave., Ste. 301
Windsor, CT 06095860-430-1808
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and VirtualFocus Areas: Retirement Planning, Widows/Widowers, Passive/Index Investing -
Nola Kulig, CFP®, CFA
Kulig Financial
Longmeadow, MA413-565-2839
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and VirtualFocus Areas: Retirement Planning, Working with Women, Passive/Index Investing -
Kent Grealish, CFP®, AIF®
Grealish Investment Counseling1710 S. Amphlett Blvd., Ste. 117
San Mateo, CA 94402650-952-5488
Client Lifestage: Mid Career, Near Retirement, Retirement -
Tess Rowland, CFP®, CPA/PFS, CDFA®
T Rowland Financial Services2564 Mays Ln.
Lac du Flambeau, WI 54538815-954-7304
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and VirtualFocus Areas: General Planning, Retirement Planning, Passive/Index Investing
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