CLIENTS | FIND AN ADVISOR

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• CGN in Manhattan, KS
  CGN Advisors

  512 Poyntz Ave., Ste. 120
  Manhattan, KS 66502

  785-340-3434
  Website Email
  
  
  Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
  Meetings Offered: In-Person and Virtual

• David Walz, CFP®
  Arcadia Financial Strategies

  830 N. Boulevard, Ste. A
  Oak Park, IL 60301

  708-848-4444
  Website Email
  
  
  Client Lifestage: Near Retirement, Retirement
  Focus Areas: Retirement Planning, Tax Planning, Widows/Widowers

• Jonathan Bernstein, CFP®, CFA
  Bernstein Planning & Investment Management

  
  Bala Cynwyd, PA 19004

  267-530-0902
  Website Email
  
  
  Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
  Meetings Offered: In-Person and Virtual
  Focus Areas: Retirement Planning, Tax Planning, Business Owners

• CGN in Rogers, AR
  CGN Advisors

  5001 W. Founders Way, Ste. L10
  Rogers, AR 72758

  479-335-1034
  Website Email
  
  
  Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
  Meetings Offered: In-Person and Virtual

• Daniel King, CFP®
  DEK Financial Solutions

  
  Phoenix, AZ

  602-461-8868
  Website Email
  
  
  Client Lifestage: Near Retirement, Retirement
  Meetings Offered: Virtual Only
  Focus Areas: Retirement Planning

• John Flanagan, CFP®
  Pyxis Financial Planning

  111 Simsbury Rd., Ste. 206
  Avon, CT 06001

  860-559-0919
  Website Email
  
  
  Meetings Offered: In-Person and Virtual

• Cheryl Krueger, CFP®
  Growing Fortunes Financial Partners

  
  Schaumburg, IL 60195

  847-230-9636
  Website Email
  
  
  Client Lifestage: This advisor is not currently accepting new clients.

• Cydney Jones, CFP®
  Alpha Clear Financial Planning

  
  Alpharetta, GA 30009

  727-647-6137
  Website Email
  
  
  Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
  Meetings Offered: In-Person and Virtual
  Focus Areas: General Planning, Retirement Planning, Passive/Index Investing

• Kristin Rogers, CFP®
  Financial Advocate for You

  101 S. Reid St., Ste. 307
  Sioux Falls, SD 57103

  612-440-0212
  Website Email
  
  
  Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
  Focus Areas: Retirement Planning, Education Planning, Working with Women

• Tom Belding, CFP®
  Belding Financial Planning

  7 Milton Ave.
  Chatham, NJ 07928

  862-217-4318
  Website Email
  
  
  Client Lifestage: Mid Career, Near Retirement, Retirement
  Focus Areas: Retirement Planning, Tax Planning, Widows/Widowers

• David Huebner, CFP®
  Huebner Financial Planning

  
  Fargo, ND 58104

  701-388-2488
  Website Email
  
  
  Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
  Meetings Offered: In-Person and Virtual
  Focus Areas: General Planning, Young Families, Business Owners

• Jordan Grzesczyk, CFP®
  Transverse Wealth Solutions

  
  Santa Monica, CA 90404

  860-681-7914
  Website Email
  
  
  Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
  Meetings Offered: In-Person and Virtual
  Focus Areas: General Planning, Financial Coaching, Budgeting

• Kyle Wilke, CFP®
  Equi Financial Planning

  
  Seahurst, WA

  206-395-5627
  Website Email
  
  
  Client Lifestage: Early Career, Near Retirement
  Meetings Offered: Virtual Only
  Focus Areas: Working with Women, Young Professionals, ESG/SRI Investing

• Cydney Jones, CFP®
  Alpha Clear Financial Planning

  
  Clearwater, FL 33765

  727-647-6137
  Website Email
  
  
  Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
  Meetings Offered: In-Person and Virtual
  Focus Areas: General Planning, Retirement Planning, Passive/Index Investing

• David Fulton, CFP®, ChFC®
  Lodestar Financial Planning

  7035 Campus Dr., #907
  Colorado Springs, CO 80920

  719-685-0600
  Website Email
  
  
  Meetings Offered: In-Person and Virtual
  Focus Areas: Special Needs Planning, Military Servicemembers/Veterans, Federal Employees

• Chris Moore, CFP®
  Moore Family Financial

  
  Atlanta, GA 30306

  678-938-7981
  Website Email
  
  
  Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
  Meetings Offered: In-Person and Virtual
  Focus Areas: General Planning, Young Families, Baby Boomers

• Diane Pearson, CFP®, CDFA®
  Pearson Financial Planning

  
  Wexford, PA

  412-346-4655
  Website Email
  
  
  Meetings Offered: Virtual Only
  Focus Areas: Retirement Planning, Divorce Planning, Widows/Widowers

• Johnathan Aelmore, CFP®
  Amity Financial Achievements

  
  Fulshear, TX 77441

  281-239-5812
  Website Email
  
  
  Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
  Meetings Offered: In-Person and Virtual

• John Bush, CFP®, EA, MBA
  Elevate Financial Planning

  
  Grand Rapids, MI 49525

  616-227-0051
  Website Email
  
  
  Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
  Meetings Offered: In-Person and Virtual
  Focus Areas: General Planning, Tax Planning, Passive/Index Investing

• Roger Peterson, CFP®
  Peterson Financial Planning

  1303 S. Frontage Rd., #105
  Hastings, MN 55033

  651-404-7302
  Website Email
  
  
  Client Lifestage: Early Career, Mid Career, Near Retirement
  Meetings Offered: In-Person and Virtual
  Focus Areas: General Planning, Retirement Planning, Education Planning

• Brent Lince, CFP®
  Lince Financial Planning

  
  Hillsboro, OR 97124

  971-217-7537
  Website Email
  
  
  Client Lifestage: Mid Career, Near Retirement, Retirement
  Meetings Offered: In-Person and Virtual
  Focus Areas: General Planning, Retirement Planning, Passive/Index Investing

• Beth Agnello, CFP®
  Fair Winds Financial Advice

  
  Winston-Salem and Burnsville Areas, NC

  336-701-2612
  Website Email
  
  
  Meetings Offered: In-Person and Virtual

• Cheryl Ober, CFP®
  Cheryl Ober Financial Planning

  5038 Luverne Ave.
  Minneapolis, MN 55419

  612-202-0789
  Website Email
  
  
  Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
  Meetings Offered: In-Person and Virtual
  Focus Areas: General Planning, Retirement Planning, Education Planning

• Steve Ferger, CFP®
  Envisage Financial Planning

  
  Palm Springs, CA 92264

  760-424-2001
  Website Email
  
  
  Client Lifestage: Mid Career, Near Retirement, Retirement
  Meetings Offered: In-Person and Virtual
  Focus Areas: General Planning, Retirement Planning, Passive/Index Investing

• David Leitao, CFP®, EA
  Argonaut Financial Planning & Investment Management

  405 Oak Park Dr.
  San Francisco, CA 94131

  415-407-6252
  Website Email
  
  
  Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
  Meetings Offered: In-Person and Virtual
  Focus Areas: General Planning, Retirement Planning, Core-Satellite Investing

• Pat Green, CFP®
  Green Financial Planning

  512 Colonial Dr.
  Brooksville, FL 34601

  352-345-4783
  Website Email
  
  
  Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
  Meetings Offered: In-Person and Virtual
  Focus Areas: General Planning, Passive/Index Investing

• Sheila Stowers, CFP®
  Stowers Financial Planning

  13110 Hwy. 290 W., Ste. 300
  Austin, TX 78737

  512-608‐9266
  Website Email
  
  
  Client Lifestage: Mid Career, Near Retirement, Retirement
  Meetings Offered: In-Person Only
  Focus Areas: Retirement Planning, Widows/Widowers, Baby Boomers

• Skip Fleming, CFP®
  Lodestar Financial Planning

  7035 Campus Dr., #907
  Colorado Springs, CO 80920

  719-685-0600
  Website Email
  
  
  Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
  Meetings Offered: In-Person and Virtual
  Focus Areas: Special Needs Planning, Military Servicemembers/Veterans, Federal Employees

• Kristin Rogers, CFP®
  Financial Advocate for You

  
  Albertville, MN 55301

  612-440-0212
  Website Email
  
  
  Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
  Focus Areas: Retirement Planning, Education Planning, Working with Women

• Tom Fredrickson, CFP®
  Fredrickson Financial

  552 16th St.
  Brooklyn, NY 11215

  347-889‐5114
  Website Email
  
  
  Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
  Meetings Offered: In-Person and Virtual
  Focus Areas: Retirement Planning, Widows/Widowers, Young Families

• Jeff Euting, CFP®, MBA
  Pyxis Financial Planning

  111 Simsbury Rd., Ste. 206
  Avon, CT 06001

  860-507-7397
  Website Email
  
  
  Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
  Meetings Offered: In-Person and Virtual
  Focus Areas: General Planning, Retirement Planning, Passive/Index Investing

• Doug Bellfy, CFP®, MBA
  Synergy Financial Planning

  
  Windsor, CT 06095

  860-430-1808
  Website Email
  
  
  Client Lifestage: This advisor is not currently accepting new clients.

• Nola Kulig, CFP®, CFA
  Kulig Financial

  
  Longmeadow, MA 01106

  413-565-2839
  Website Email
  
  
  Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
  Meetings Offered: In-Person and Virtual
  Focus Areas: Retirement Planning, Working with Women, Passive/Index Investing

• Tess Rowland, CFP®, CPA/PFS, CDFA®
  T Rowland Financial Services

  2564 Mays Ln.
  Lac du Flambeau, WI 54538

  815-954-7304
  Website Email
  
  
  Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
  Meetings Offered: In-Person and Virtual
  Focus Areas: General Planning, Retirement Planning, Passive/Index Investing

• Tess Rowland, CFP®, CPA/PFS, CDFA®
  T Rowland Financial Services

  143 N. Schuyler Ave., Fl. 2
  Kankakee, IL 60901

  815-954-7304
  Website Email
  
  
  Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
  Meetings Offered: In-Person and Virtual
  Focus Areas: General Planning, Retirement Planning, Passive/Index Investing

List all Advisors

Click LIST ALL ADVISORS above to view a complete list of advisors, as well as Client Lifestage, Meetings Offered and Focus Areas for each advisor.