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
Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
Meetings Offered: In-Person and Virtual
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David Walz, CFP®
Arcadia Financial Strategies
830 N. Boulevard, Ste. A
Oak Park, IL 60301
708-848-4444
Client Lifestage: Near Retirement, Retirement
Focus Areas: Retirement Planning, Tax Planning, Widows/Widowers
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Jonathan Bernstein, CFP®, CFA
Bernstein Planning & Investment Management
Bala Cynwyd, PA 19004
267-530-0902
Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
Meetings Offered: In-Person and Virtual
Focus Areas: Retirement Planning, Tax Planning, Business Owners
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CGN in Rogers, AR
CGN Advisors
5001 W. Founders Way, Ste. L10
Rogers, AR 72758
479-335-1034
Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
Meetings Offered: In-Person and Virtual
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Daniel King, CFP®
DEK Financial Solutions
Phoenix, AZ
602-461-8868
Client Lifestage: Near Retirement, Retirement
Meetings Offered: Virtual Only
Focus Areas: Retirement Planning
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John Flanagan, CFP®
Pyxis Financial Planning
111 Simsbury Rd., Ste. 206
Avon, CT 06001
860-559-0919
Meetings Offered: In-Person and Virtual
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Cheryl Krueger, CFP®
Growing Fortunes Financial Partners
Schaumburg, IL 60195
847-230-9636
Client Lifestage: This advisor is not currently accepting new clients.
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Cydney Jones, CFP®
Alpha Clear Financial Planning
Alpharetta, GA 30009
727-647-6137
Client Lifestage: Near Retirement, Retirement
Meetings Offered: In-Person and Virtual
Focus Areas: General Planning, Retirement Planning, Passive/Index Investing
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Kristin Rogers, CFP®
Financial Advocate for You
101 S. Reid St., Ste. 307
Sioux Falls, SD 57103
612-440-0212
Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
Focus Areas: Retirement Planning, Education Planning, Working with Women
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Tom Belding, CFP®, ChSNC®
Belding Financial Planning
7 Milton Ave.
Chatham, NJ 07928
862-217-4318
Client Lifestage: Mid Career, Near Retirement, Retirement
Focus Areas: Retirement Planning, Tax Planning, Widows/Widowers
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David Huebner, CFP®
Huebner Financial Planning
Fargo, ND 58104
701-388-2488
Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
Meetings Offered: In-Person and Virtual
Focus Areas: General Planning, Young Families, Business Owners
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Jordan Grzesczyk, CFP®
Transverse Wealth Solutions
Santa Monica, CA 90404
860-681-7914
Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
Meetings Offered: In-Person and Virtual
Focus Areas: General Planning, Financial Coaching, Budgeting
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Kyle Wilke, CFP®
Equi Financial Planning
Seahurst, WA
206-395-5627
Client Lifestage: Early Career, Near Retirement
Meetings Offered: Virtual Only
Focus Areas: Working with Women, Young Professionals, ESG/SRI Investing
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Cydney Jones, CFP®
Alpha Clear Financial Planning
Clearwater, FL 33765
727-647-6137
Client Lifestage: Near Retirement, Retirement
Meetings Offered: In-Person and Virtual
Focus Areas: General Planning, Retirement Planning, Passive/Index Investing
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David Fulton, CFP®, ChFC®
Lodestar Financial Planning
7035 Campus Dr., #907
Colorado Springs, CO 80920
719-685-0600
Meetings Offered: In-Person and Virtual
Focus Areas: Special Needs Planning, Military Servicemembers/Veterans, Federal Employees
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Chris Moore, CFP®
Moore Family Financial
Atlanta, GA 30306
678-938-7981
Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
Meetings Offered: In-Person and Virtual
Focus Areas: General Planning, Young Families, Baby Boomers
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Diane Pearson, CFP®, CDFA®
Pearson Financial Planning
Wexford, PA
412-346-4655
Meetings Offered: Virtual Only
Focus Areas: Retirement Planning, Divorce Planning, Widows/Widowers
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Johnathan Aelmore, CFP®
Amity Financial Achievements
Fulshear, TX 77441
281-239-5812
Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
Meetings Offered: In-Person and Virtual
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John Bush, CFP®, EA, MBA
Elevate Financial Planning
Grand Rapids, MI 49525
616-227-0051
Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
Meetings Offered: In-Person and Virtual
Focus Areas: General Planning, Tax Planning, Passive/Index Investing
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Roger Peterson, CFP®
Peterson Financial Planning
1303 S. Frontage Rd., #105
Hastings, MN 55033
651-404-7302
Client Lifestage: Early Career, Mid Career, Near Retirement
Meetings Offered: In-Person and Virtual
Focus Areas: General Planning, Retirement Planning, Education Planning
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Brent Lince, CFP®
Lince Financial Planning
Hillsboro, OR 97124
971-217-7537
Client Lifestage: Mid Career, Near Retirement, Retirement
Meetings Offered: In-Person and Virtual
Focus Areas: General Planning, Retirement Planning, Passive/Index Investing
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Beth Agnello, CFP®
Fair Winds Financial Advice
Winston-Salem and Burnsville Areas, NC
336-701-2612
Meetings Offered: In-Person and Virtual
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Cheryl Ober, CFP®
Cheryl Ober Financial Planning
5038 Luverne Ave.
Minneapolis, MN 55419
612-202-0789
Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
Meetings Offered: In-Person and Virtual
Focus Areas: General Planning, Retirement Planning, Education Planning
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Steve Ferger, CFP®
Envisage Financial Planning
Palm Springs, CA 92264
760-424-2001
Client Lifestage: Mid Career, Near Retirement, Retirement
Meetings Offered: In-Person and Virtual
Focus Areas: General Planning, Retirement Planning, Passive/Index Investing
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David Leitao, CFP®, EA
Argonaut Financial Planning & Investment Management
405 Oak Park Dr.
San Francisco, CA 94131
415-407-6252
Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
Meetings Offered: In-Person and Virtual
Focus Areas: General Planning, Retirement Planning, Core-Satellite Investing
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Pat Green, CFP®
Green Financial Planning
512 Colonial Dr.
Brooksville, FL 34601
352-345-4783
Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
Meetings Offered: In-Person and Virtual
Focus Areas: General Planning, Passive/Index Investing
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Sheila Stowers, CFP®
Stowers Financial Planning
13110 Hwy. 290 W., Ste. 300
Austin, TX 78737
512-608‐9266
Client Lifestage: Mid Career, Near Retirement, Retirement
Meetings Offered: In-Person Only
Focus Areas: Retirement Planning, Widows/Widowers, Baby Boomers
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Skip Fleming, CFP®
Lodestar Financial Planning
7035 Campus Dr., #907
Colorado Springs, CO 80920
719-685-0600
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
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Kristin Rogers, CFP®
Financial Advocate for You
Albertville, MN 55301
612-440-0212
Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
Focus Areas: Retirement Planning, Education Planning, Working with Women
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Tom Fredrickson, CFP®
Fredrickson Financial
552 16th St.
Brooklyn, NY 11215
347-889‐5114
Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
Meetings Offered: In-Person and Virtual
Focus Areas: Retirement Planning, Widows/Widowers, Young Families
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Jeff Euting, CFP®, MBA
Pyxis Financial Planning
111 Simsbury Rd., Ste. 206
Avon, CT 06001
860-507-7397
Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
Meetings Offered: In-Person and Virtual
Focus Areas: General Planning, Retirement Planning, Passive/Index Investing
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Doug Bellfy, CFP®, MBA
Synergy Financial Planning
Windsor, CT 06095
860-430-1808
Client Lifestage: This advisor is not currently accepting new clients.
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Nola Kulig, CFP®, CFA
Kulig Financial
Longmeadow, MA 01106
413-565-2839
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
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Tess Rowland, CFP®, CPA/PFS, CDFA®
T Rowland Financial Services
2564 Mays Ln.
Lac du Flambeau, WI 54538
815-954-7304
Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
Meetings Offered: In-Person and Virtual
Focus Areas: General Planning, Retirement Planning, Passive/Index Investing
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Tess Rowland, CFP®, CPA/PFS, CDFA®
T Rowland Financial Services
143 N. Schuyler Ave., Fl. 2
Kankakee, IL 60901
815-954-7304
Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
Meetings Offered: In-Person and Virtual
Focus Areas: General Planning, Retirement Planning, Passive/Index Investing
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.
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CGN in Manhattan, KS
CGN Advisors512 Poyntz Ave., Ste. 120
Manhattan, KS 66502785-340-3434
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and Virtual -
David Walz, CFP®
Arcadia Financial Strategies830 N. Boulevard, Ste. A
Oak Park, IL 60301708-848-4444
Client Lifestage: Near Retirement, RetirementFocus Areas: Retirement Planning, Tax Planning, Widows/Widowers -
Jonathan Bernstein, CFP®, CFA
Bernstein Planning & Investment Management
Bala Cynwyd, PA 19004267-530-0902
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and VirtualFocus Areas: Retirement Planning, Tax Planning, Business Owners -
CGN in Rogers, AR
CGN Advisors5001 W. Founders Way, Ste. L10
Rogers, AR 72758479-335-1034
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and Virtual -
Daniel King, CFP®
DEK Financial Solutions
Phoenix, AZ602-461-8868
Client Lifestage: Near Retirement, RetirementMeetings Offered: Virtual OnlyFocus Areas: Retirement Planning -
John Flanagan, CFP®
Pyxis Financial Planning111 Simsbury Rd., Ste. 206
Avon, CT 06001860-559-0919
Meetings Offered: In-Person and Virtual -
Cheryl Krueger, CFP®
Growing Fortunes Financial Partners
Schaumburg, IL 60195847-230-9636
Client Lifestage: This advisor is not currently accepting new clients. -
Cydney Jones, CFP®
Alpha Clear Financial Planning
Alpharetta, GA 30009727-647-6137
Client Lifestage: Near Retirement, RetirementMeetings Offered: In-Person and VirtualFocus Areas: General Planning, Retirement Planning, Passive/Index Investing -
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®, ChSNC®
Belding Financial Planning7 Milton Ave.
Chatham, NJ 07928862-217-4318
Client Lifestage: Mid Career, Near Retirement, RetirementFocus Areas: Retirement Planning, Tax Planning, Widows/Widowers -
David Huebner, CFP®
Huebner Financial Planning
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 90404860-681-7914
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and VirtualFocus Areas: General Planning, Financial Coaching, Budgeting -
Kyle Wilke, CFP®
Equi Financial Planning
Seahurst, WA206-395-5627
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: Near Retirement, RetirementMeetings Offered: In-Person and VirtualFocus Areas: General Planning, Retirement Planning, Passive/Index Investing -
David Fulton, CFP®, ChFC®
Lodestar Financial Planning7035 Campus Dr., #907
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, GA 30306678-938-7981
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 -
John Bush, CFP®, EA, MBA
Elevate Financial Planning
Grand Rapids, MI 49525616-227-0051
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and VirtualFocus Areas: General Planning, Tax 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, CFP®
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 -
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®, EA
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 -
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 -
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 Planning7035 Campus Dr., #907
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 -
Kristin Rogers, CFP®
Financial Advocate for You
Albertville, MN 55301612-440-0212
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 Planning
Windsor, CT 06095860-430-1808
Client Lifestage: This advisor is not currently accepting new clients. -
Nola Kulig, CFP®, CFA
Kulig Financial
Longmeadow, MA 01106413-565-2839
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and VirtualFocus Areas: Retirement Planning, Working with Women, Passive/Index Investing -
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 -
Tess Rowland, CFP®, CPA/PFS, CDFA®
T Rowland Financial Services143 N. Schuyler Ave., Fl. 2
Kankakee, IL 60901815-954-7304
Client Lifestage: Early Career, Mid Career, Near Retirement, RetirementMeetings Offered: In-Person and VirtualFocus Areas: General Planning, Retirement Planning, Passive/Index Investing
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.