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Megan Nicole Kelly

Megan Kelly

Momentum Financial Planning

CFP

11 years of experience

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Irwin Warren Silverberg

Irwin Silverberg

Cowen Prime Advisors LLC

CFA

64 years of experience

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Robert Samsel

Robert Samsel

Fortress Capital

5 years of experience

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Aaron Meir Shuchatowitz

Aaron Shuchatowitz

Shucha Wealth Management LLC

6 years of experience

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Andrew John Lewis

Andrew Lewis

The Lewis Financial Group

AAMS, CIMA, CMFC

34 years of experience

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Teresa Lee Friess

Teresa Friess

Nilsine Partners, LLC

CRPC

37 years of experience

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Jayson Thornton

Jayson Thornton

Thornton Financial Planning Firm LLC

6 years of experience

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Charles B. Dunn

Charles Dunn

Intergy Private Wealth, LLC

CFP, RICP

17 years of experience

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Mark Roland Perrault

Mark Perrault

Intergy Private Wealth, LLC

CFP, CPA, RICP, CLTC

16 years of experience

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Geoffrey T. Schaefer

Geoffrey Schaefer

Intergy Private Wealth, LLC

CFP

10 years of experience

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Andrew J. Defeo

Andrew Defeo

Optimize Advisors LLC

20 years of experience

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Jeffery Soe Tha

Jeffery Tha

Beagle Invest

CFA

26 years of experience

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