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Our Vision

Provide a best-in-class turnkey RIA platform with superior advisor service that Fee-Only financial advisors leverage to provide superior client service.

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Map data ©2022 Google, INEGI
Map data ©2022 Google, INEGI
  • 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
  • Tom Belding, CFP®
    Belding Financial Planning


    Chatham, NJ 07928

    862-217-4318

    Client Lifestage: Near Retirement, Retirement
    Meetings Offered: In-Person and Virtual
    Focus Areas: General Planning, Retirement Planning, Special Needs Planning
  • Jacob Stewart, CFP®
    Neuse River Financial

    305A Stancil St.
    Smithfield, NC 27577

    919-344-0015

    Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
    Meetings Offered: Virtual Only
    Focus Areas: Faith-Based Planning, Military Servicemembers/Veterans, Federal Employees
  • David Huebner, CFP®
    Huebner Financial Planning

    3769 Norman Ct. S.
    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
  • Jordan Grzesczyk, CFP®
    Transverse Wealth Solutions


    Santa Monica, CA 90401

    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
  • Steve Juetten, CFP®
    Juetten Personal Financial Planning


    Bellingham, WA 98225

    425-373-9393

    Client Lifestage: Near Retirement, Retirement
    Meetings Offered: Virtual Only
    Focus Areas: Retirement Planning, Baby Boomers, Passive/Index Investing
  • Daniel Veres, MBA
    Empowerment Fiduciary

    6414 N. 17th St.
    Phoenix, AZ 85016

    720-248-8084

    Client Lifestage: Early Career, Mid Career, Near Retirement
    Meetings Offered: In-Person and Virtual
    Focus Areas: General Planning, Education Planning, Young Professionals
  • Kyle Wilke, CFP®
    Juetten Personal Financial Planning


    Bellingham, WA 98225

    425-373-9393

    Client Lifestage: Near Retirement, Retirement
    Meetings Offered: Virtual Only
    Focus Areas: Retirement Planning, Baby Boomers, Passive/Index Investing
  • Cydney Jones, CFP®
    Alpha Clear Financial Planning


    Clearwater, FL 33765

    727-647-6137

    Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
    Meetings Offered: In-Person and Virtual
    Focus Areas: General Planning, Retirement Planning, Passive/Index Investing
  • Daniel Veres, MBA
    Empowerment Fiduciary

    631 Cheyenne Dr.
    Lafayette, CO 80026

    720-248-8084

    Client Lifestage: Early Career, Mid Career, Near Retirement
    Meetings Offered: In-Person and Virtual
    Focus Areas: General Planning, Education Planning, Young Professionals
  • Tess Rowland, CFP®, CPA/PFS, CDFA®
    T Rowland Financial Services

    65 W. Jackson Blvd.
    Chicago, IL 60604

    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
  • David Fulton, ChFC®
    Lodestar Financial Planning

    1880 Office Club Pointe, Ste. 156
    Colorado Springs, CO 80920

    719-685-0600

    Meetings Offered: In-Person and Virtual
    Focus Areas: Special Needs Planning, Military Servicemembers/Veterans, Federal Employees
  • Chris Moore
    Moore Family Financial


    Atlanta, GA

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


    Wexford, PA

    412-346-4655

    Meetings Offered: Virtual Only
    Focus Areas: Retirement Planning, Divorce Planning, Widows/Widowers
  • 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
  • Samuel Swenson, CFP®, CFA, CPA
    SKS Advisory Services


    New York, NY 10128

    917-727-6096

    Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
    Meetings Offered: In-Person and Virtual
    Focus Areas: General Planning, Young Professionals, Passive/Index Investing
  • John Bush, CFP®, EA, MBA
    Elevate Financial Planning


    Rockford, MI

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

    4 Bristol Green
    Bourbonnais, IL 60914

    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
  • 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
  • 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
  • Beth Agnello
    Fair Winds Financial Advice


    Winston-Salem and Burnsville Areas, NC

    336-701-2612

    Meetings Offered: In-Person and Virtual
  • 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
  • Judy Ni, CFP®, EA
    Cornerstone Financial Planning

    51 JFK Pkwy., 1st Fl. W.
    Short Hills, NJ 07078

    973-723-3249

    Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
  • Mitchell Hockenbury, CFP®
    1440 Financial Partners

    1612 NE 124th St.
    Kansas City, MO 64165



    Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
    Meetings Offered: In-Person and Virtual
    Focus Areas: Retirement Planning, Military Servicemembers/Veterans, Federal Employees
  • 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
  • David Leitao, CFP®
    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
  • Ira Fialkow, CFP®, RICP®
    Fialkow Financial Planning


    West Palm Beach, FL

    561-877-1472

    Client Lifestage: Early Career, Mid Career, Near Retirement
    Meetings Offered: In-Person and Virtual
    Focus Areas: General Planning, Retirement Planning, Young Professionals
  • 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
  • Mike Nawrot, CFP®
    Garden Financial Planning

    #326, 2112 W. Galena Blvd., Ste. 8
    Aurora, IL 60506

    630-277-8385

    Client Lifestage: Early Career, Mid Career
    Meetings Offered: In-Person Only
    Focus Areas: General Planning, Working with Women, Passive/Index Investing
  • 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
  • Skip Fleming, CFP®
    Lodestar Financial Planning

    1880 Office Club Pointe, Ste. 156
    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
  • Leisa Aiken, CFP®
    Veo Financial Counsel

    1010 Lake Street #200
    Oak Park, IL 60301

    312-265‐2220

    Meetings Offered: In-Person and Virtual
    Focus Areas: General Planning, Retirement Planning, Passive/Index Investing
  • Kristin Rogers, CFP®
    Financial Advocate for You


    Albertville, MN

    612-440-0212

    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

    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

    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®, AFC®, MBA
    Synergy Financial Planning

    360 Bloomfield Ave., Ste. 301
    Windsor, CT 06095

    860-430-1808

    Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
    Meetings Offered: In-Person and Virtual
    Focus Areas: Retirement Planning, Financial Coaching, Widows/Widowers
  • Nola Kulig, CFP®, CFA
    Kulig Financial


    Longmeadow, MA

    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
  • Kent Grealish, CFP®, AIF®
    Grealish Investment Counseling

    1710 S. Amphlett Blvd., Ste. 117
    San Mateo, CA 94402

    650-952-5488

    Client Lifestage: Mid Career, Near Retirement, Retirement

  • CGN Advisors

    1107 Hylton Heights Rd.
    Manhattan, KS 66502

    785-340-3434

    Client Lifestage: Early Career, Mid Career, Near Retirement, Retirement
    Meetings Offered: In-Person and Virtual
  • 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


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.