| Below are financial professionals who have met our requirements. Though listed by state, most are qualified to work with clients nationwide. |
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| Arizona |
Scottsdale |
Barbara Healy, CFP |
| California |
Beverly Hills |
Bryan Craig Wisda, CFP |
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Laguna Hills |
Scott J. Dauenhauer, CFP |
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Los Alamitos |
Delia Fernandez, MBA, CFP |
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Red Bluff |
Matthew R. Etzler, CFP |
| Florida |
Miami |
Eric Weiss, CFP |
| Illinois |
Chicago |
Christopher Long, CFP |
| Indiana |
Leo |
Michael Beer, CFP |
| Kentucky |
Lexington |
Ralph D. Scearce, CFP |
| New Jersey |
Pennington |
Brett Danko, CFP |
| Texas |
Lubbock |
John Salter, CFP |
| Utah |
Salt Lake City |
Paul N. Winter, CFP |
| Wisconsin |
Madison |
Michelle Slawny, CFP |
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Remember: Before you contact any advisor, read through our researching advisors content in the Participants section to guide you in finding the financial counsel that works best for you. |
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