Ryan Townsley, CFP®, RICP®, CPWA®, TPCP®, EA
Town Capital
Bel Air
Maryland
2026 Highly Rated Advisor
Website
Nathan Helms, CFP®, CIMA®, CEPA®, CPWA®
Integrity Wealth
St. Petersburg
Florida
2026 Highly Rated Advisor
Website
Cindy Wilson, CFP®
HB Wealth
Alpharetta
Georgia
2026 Highly Rated Advisor
Website
Zach Pearson, CFP®
HB Wealth
Augusta
Georgia
2026 Highly Rated Advisor
Website
Greg Herbert, CFP®, BFA™
HB Wealth
Atlanta
Georgia
2026 Highly Rated Advisor
Website
Brandon M. Cox, CFP®, CFF®
Coastline Complete Wealth
Bluffton
South Carolina
2026 Highly Rated Advisor
Website
Robert Mazuelos
Mazuelos & Company Wealth Management
Fort Lauderdale
Florida
2026 Highly Rated Advisor
Website
Jeff Poole
Wealth Analytics
San Diego
California
2026 Highly Rated Advisor
Website
Andrew Wagner, CFP®
Quotient Wealth Partners
Highlands Ranch
Colorado
2026 Highly Rated Advisor
Website
Ben Batiste
Crestmark Wealth Group
Englewood
Colorado
2026 Highly Rated Advisor
Website
Sam Paganelli, CFA®, CFP®
Rather & Kittrell, Inc.
Farragut
Tennessee
2026 Highly Rated Advisor
Website
Thomas Casey Loper, CFP®
Cornerstone Wealth Management
Tulsa
Oklahoma
2026 Highly Rated Advisor
Website
Bryan Gum, CFP®, RLP®
Lighthouse Planning
Lenexa
Kansas
2026 Highly Rated Advisor
Website
Matt Bennett, CFP®
Quotient Wealth Partners
San Antonio
Texas
2026 Highly Rated Advisor
Website
Jared Davis, CFP®, MBA
Quotient Wealth Partners
Houston
Texas
2026 Highly Rated Advisor
Website
Jonathan Blumenthal, CFP®
Quotient Wealth Partners
Dallas
Texas
2026 Highly Rated Advisor
Website
Lucas Baker, CFP®
Quotient Wealth Partners
Dallas
Texas
2026 Highly Rated Advisor
Website
Jeff Judge, CFP®, AEP®, ChFC®, CLU®
Chesapeake Financial Planners
Dallas
Maryland
2026 Highly Rated Advisor
Website
Winston Waring, ChFC®, CLU®
The Ameriflex® Group
Scottsdale
Arizona
2026 Highly Rated Advisor
Website
Richard Siminou, MBA
Siminou Wealth Management
Scottsdale
New York
2026 Highly Rated Advisor
Website
Cliff Brockmann, CFP®, EA
High Touch Financial Planning
Parsippany-Troy Hills
New Jersey
2026 Highly Rated Advisor
Website
Parker Molitor, CKA®
Molitor Wealth Management
Murfreesboro
Tennessee
2026 Highly Rated Advisor
Website
Joseph D. Stabile, CFP®, CEPA
Coast Financial
Jersey City
New Jersey
2026 Highly Rated Advisor
Website
Sally Boyle, CFP®, CDFA®
SJ Boyle Wealth Planning
Hanover
New Hampshire
2026 Highly Rated Advisor
Website
Brett N. Fry, CFA, CFP®
Forteris Wealth Management
Dallas
Texas
2026 Highly Rated Advisor
Website
Jorrell Bland, CFP®
Mitlin Financial, Inc.
Hauppauge
New York
2026 Highly Rated Advisor
Website
Sweta Bhargav, CFA, CFP®, CEPA
Adviso Wealth
Princeton
New Jersey
2026 Highly Rated Advisor
Website
Vincent Rossi, MS, CFP®, CIMA®, AEP®, CAP®
Intelligent Capitalworks
Scottsdale
Arizona
2026 Highly Rated Advisor
Website
Charles Rossi, MS, MTax, CFA, CPWA®, CFP®, AEP®, CAP®
Intelligent Capitalworks
Scottsdale
Arizona
2026 Highly Rated Advisor
Website
Sean McCarthy, CFP®, ChFC®, RICP®
OnePoint BFG Wealth Partners
Eagle
Idaho
2026 Highly Rated Advisor
Website
Evan Hammond
Sage Street Wealth
Reno
Nevada
2026 Highly Rated Advisor
Website
Alec Spring
Oath Planning
Tulsa
Oklahoma
2026 Highly Rated Advisor
Website
JJ Kerksieck
Oath Planning
Little Rock
Arkansas
2026 Highly Rated Advisor
Website
Brian Kelley
Oath Planning
New York
New York
2026 Highly Rated Advisor
Website
Marcus F. Johnson, CFP®
Johnson Financial Advisors
Tempe
Arizona
2026 Highly Rated Advisor
Website
Robert T. Dignan, CFP®, AIF®
Highland Investment Advisors
Brookfield
Wisconsin
2026 Highly Rated Advisor
Website
Christopher Hensley, RICP®, CES™
Houston First Financial Group
Bellaire
Texas
2026 Highly Rated Advisor
Website
Ryan Nelson
Alchemy Wealth Management
Reno
Nevada
2026 Highly Rated Advisor
Website
Chris Mohring, CFP®
Quotient Wealth Partners
Dallas
Texas
2026 Highly Rated Advisor
Website
Christopher Jackson, CFP®
CPJ Financial
Johns Island
South Carolina
2026 Highly Rated Advisor
Website
Chris Urban, CFP®, RICP®, TPCP®
Discovery Wealth Planning
Vienna
Virginia
2026 Highly Rated Advisor
Website
John Boyd, CFP®
MDRN Wealth
Los Angeles
California
2026 Highly Rated Advisor
Website
Markham Hawkins, CRPC®
Quotient Wealth Partners
Highlands Ranch
Colorado
2026 Highly Rated Advisor
Website
Matt Davis, CFP®
Quotient Wealth Partners
Houston
Texas
2026 Highly Rated Advisor
Website
James E. Warburton III, CFP®
Quotient Wealth Partners
Houston
Texas
2026 Highly Rated Advisor
Website
Jeremy Chambers, CFP®
The Hourly Advisor
Charlotte
North Carolina
2026 Highly Rated Advisor
Website
Sean Williams, CFP®, RICP®, CEPA®
Cadence Wealth Partners
Concord
North Carolina
2026 Highly Rated Advisor
Website
Nick O’Kelly, CFP®, RICP®
Cadence Wealth Partners
Weddington
North Carolina
2026 Highly Rated Advisor
Website
Steven Myers, CFP®
Keener Financial Planning
Keller
Texas
2026 Highly Rated Advisor
Website
Rachel Songer, CFP®
Keener Financial Planning
Keller
Texas
2026 Highly Rated Advisor
Website
Samuel Pond, CFP®
Keener Financial Planning
Keller
Texas
2026 Highly Rated Advisor
Website
Jean Keener, CFP®, CRPC®
Keener Financial Planning
Keller
Texas
2026 Highly Rated Advisor
Website
John Gugle, CFP®, TPCP®, CDFA®, CRPC®
Gugle Wealth Advisory
Charlotte
North Carolina
2026 Highly Rated Advisor
Website
Jim Charles, CFA, CFP®
Sanctuary Financial Planning
Charlotte
North Carolina
2026 Highly Rated Advisor
Website
Sarah K. Charles, CSRIC®, AIF®
Sanctuary Financial Planning
Charlotte
North Carolina
2026 Highly Rated Advisor
Website
Hazel Secco, CFP®, CDFA®
Align Financial Solutions LLC
Hoboken
New Jersey
2026 Highly Rated Advisor
Website
Larry Sprung, CFP®, CEPA®
Mitlin Financial, Inc.
Hauppauge
New York
2026 Highly Rated Advisor
Website
Trevor Scotto, CPA, CFP®
Fiduciary Financial Group
San Rafael
California
2026 Highly Rated Advisor
Website
Chase Kerby, CFP®, AIF®
Rather & Kittrell
Farragut
Tennessee
2026 Highly Rated Advisor
Website
Jay Slagle, CFP®, AIF®
Rather & Kittrell
Farragut
Tennessee
2026 Highly Rated Advisor
Website
Amanda Howerton, CFP®
Rather & Kittrell
Farragut
Tennessee
2026 Highly Rated Advisor
Website
Tim Eichhorn
Rather & Kittrell
Farragut
Tennessee
2026 Highly Rated Advisor
Website
Jeff Hall, CFP®, CIMA®, CKA®
Rather & Kittrell
Farragut
Tennessee
2026 Highly Rated Advisor
Website
Lytle Rather, CFP®, AIF®
Rather & Kittrell
Farragut
Tennessee
2026 Highly Rated Advisor
Website
Bryan Foronjy, CFP®
Foronjy Financial
Santa Barbara
California
2026 Highly Rated Advisor
Website
Kyle Hammerschmidt
MOKAN Wealth Management
Overland Park
Kansas
2026 Highly Rated Advisor
Website
Alexis Hongamen, CFP®, CRPC®
Total Financial Planning
Orlando
Florida
2026 Highly Rated Advisor
Website
Russ Thornton
TVAMP – Retirement Planning for Women
Atlanta
Georgia
2026 Highly Rated Advisor
Website
Anthony Aulffo, CFP®
Cardinal Wealth Group
Evesham
New Jersey
2026 Highly Rated Advisor
Website
Chris Shoup, CFP®
Southshore Financial Planning
Tampa
Florida
2026 Highly Rated Advisor
Website
Kelly Klingaman, CFP®, RLP®
Kelly Klingaman Financial Planning
Austin
Texas
2026 Highly Rated Advisor
Website
Emily Rassam, CFP®, CRPS, AIFA, NSSA, CDAA
Archer Investment Management
Charlotte
North Carolina
2026 Highly Rated Advisor
Website
Richard J. Archer, CDAA, CFA, CFP®, MBA
Archer Investment Management
Austin
Texas
2026 Highly Rated Advisor
Website
Jeff Schlotterbeck, CFP®
Water Street Wealth Management
Tampa
Florida
2026 Highly Rated Advisor
Website