Directory of Holders of the CBDA Professional Designation
We invite CBDA holders in good standing to be included in this directory, and many agree to do so. Note: Only those registered with a work email will be displayed.
Data is current as of March 20, 2026
This list is sortable and searchable. Simply click the header of each column you’d like to sort. Or, type in the search box to look up a name or company. For mobile use, swipe left-to-right.
| First Name | Last Name | Title | Company | City | State | Advisor to clients | |
|---|---|---|---|---|---|---|---|
| Edyta | French | Client Relationship Specialist | Franklin Templeton | Poznan | Poland | edyta.french@franklintempleton.com | |
| Vanessa | Tavera | Vice President-Financial Consultant | Charles Schwab.com | Madison | AL | vanessa.tavera@schwab.com | |
| LaToya | Brown | Internal Wholesaler | Franklin Templeton | St Petersburg | FL | latoya.brown@franklintempleton.com | |
| Patrick | Tyrone | Operational Risk Senior Manager | Charles Schwab | Westlake | TX | patrick.tyrone@schwab.com | |
| Joe | Earnhardt | Director, Head of Retail, International, and Marketing Compliance | Charles Schwab | Southlake | TX | joe.earnhardt@schwab.com | |
| Daron | Estrada | Financial Consultant | Charles Schwab | Mukilteo | WA | daron.estrada@schwab.com | |
| Jeremy | Eppley | Founder & CEO | Silverstone Financial | Owings Mills | MD | jeremy@silverstone.financial | yes |
| Taylor | Embury | Wealth Advisor | Mercer Advisors | Daly City | CA | tembury@merceradvisors.com | yes |
| Michael | Barnes Sr | Founder/ CEO | True North Advisory LLC | Bowie | MD | mbarnessr@truenorthadvisoryllc.com | yes |
| Brian | Cobb | Investment Advisor | Digital Wealth Partners | Tampa | FL | brian.cobb@digitalwealthadvisors.net | yes |
| Tonya | Roemer | SVP/Head of Operations | Fiduciary Trust International | Salt Lake City | UT | troemer@frk.com | yes |
| William | Keech | Financial Advisor | Prevail Innovative Wealth Strategies | Overland Park | KS | wkeech@prevailiws.com | yes |
| Brian | Aranda | Trader Service Associate | Charles Schwab | Omaha | NE | brian.aranda@schwab.com | yes |
| Laurie | Stegenga | President/CEO | Foresight Capital Management Advisors, Inc. | Saline | MI | Lstegenga@fcmadvisors.net | yes |
| Daniel | Blanchflower | VP – Financial Consultant | Charles Schwab | Fort Worth | TX | jack.blanchflower@schwab.com | |
| Arianna | Meehan | Investment Consultant | Charles Schwab | Fairfield | CT | arianna.meehan@schwab.com | |
| Emory | Redd | Senior Portfolio Strategist | Federated Hermes | Pittsburgh | PA | emory.redd@federatedhermes.com | yes |
| Nicholas | Hogrefe | Director of Portfolio Management | Gottfried & Somberg Wealth Management | Glastonbury | CT | nhogrefe@gottfriedsomberg.com | |
| Dustin | Meza | VP, Compliance | AE Wealth Management | Topeka | KA | dustin.meza@ae-wm.com | yes |
| Jayson | Webster | Vice President | BlackRock | Lafayette Hill | PA | jayson.webster@blackrock.com | |
| Jim | McLean | VP-Branch Manager | Charles Schwab | Thompson’s Station | TN | jim.mclean@schwab.com | |
| Taylor | Embury | Wealth Advisor | Mercer Advisors | Daly City | CA | taylor.embury@marinerwealthadvisors.com | yes |
| Bartlett | Asher | Vice President, Senior Audit Manager – Digital | U.S. Bank | Saint Peters | MO | bartlett.asher@usbank.com | |
| Michaela | Schultze | Policy and Training Manager | AE Wealth Management | Sioux Falls | SD | michaela.schultze@ae-wm.com | |
| Matthew | LUONGO | Director | BlackRock Advisors | Wilmington | DE | matthew.Luongo@blackrock.com | |
| James | Broom | Portfolio Manager | NorthStar Wealth Management, Inc. | Bloomington | MN | james.broom@nwm.financial | |
| Graham | Falbo | Sr. Vice President – Private Client Group | HUDSONPOINT capital | Jersey City | NJ | graham@hudsonpoint.com | |
| Nicholas | Bobb | Project Manager | Blackrock | Boness | Falkirk | Nicky.bobb@blackrock.com | |
| Abbey | OReilly | Enterprise Architect | Equiniti LLC | Lebanon | NJ | abbey.oreilly@equiniti.com | |
| Samuel | Walker | Financial Planner | Flatirons Financial Planning | Dacono | CO | samuel.b.walker@nm.com | yes |
| Huy | Chau | Client Service | Charles Schwab | Phoenix | AZ | victor.chau@schwab.com | |
| Victor | Schmid | Director Digital Assets | FinPlanet GmbH | Kirchheim unter Teck | Germany | schmid.victor@hotmail.de | |
| David | Sherwood | Financial services representative | Charles Schwab | Orlando | FL | david.sherwood1@schwab.com | yes |
| Serena | Lisai | Optimisation and Transformation Analyst | ClearBank | London | London | Serena.lisai@clear.bank | |
| Stephanie | Diiorio Prohaska | Director | Invesco | Cheshire | CT | stephanie.diiorio@invesco.com | |
| Steven | Underriter | President | Freedom Financial Planning Solutions LLC | Grand Rapids | MI | steveu@freedomfpsolutions.com | |
| matthew | Valentine | Client Service Manager | Franklin Templeton | St. Pete | FL | matt.valentine@franklintempleton.com | |
| Mark | Silverman | Managing Member/Founder | Silverman + Associates Wealth Management, LLC | Tucson | AZ | mark@silverman-associates.com | yes |
| John | Stelman | Financial Planner | Stelman & Associates | Shelby Township | MI | john@stelmanandassociates.com | yes |
| Jennifer | O’Hara | Investment Advisor | Digital Wealth Partners | Albrightsville | PA | jennifer.ohara@digitalwealthpartners.net | yes |
| Eddie | Alfaro | Investment specilaist | Sofi | North Salt Lake | UT | ealfaro@sofi.org | yes |
| Matt | Petrozelli | President and CEO | Valley National Financial Advisors | Hellertown | PA | mpetrozelli@valleynationalgroup.com | yes |
| Nathan | Shaver | Investment Consultant | Charles Schwab | Phoenix | AZ | benjamin.shaver@schwab.com | |
| Doug | Brown | President and Founder | WealthX Advisors | Scottsdale | AZ | Doug@wealthXadvisors.com | yes |
| David | Navarro | Wealth Director | Bryn Mawr Trust Advisors | Freehold | NJ | dnavarro@bmt.com | yes |
| David | Ondo Jr | Registered Rep | OneAmerica Securities | San Pedro | CA | joeondo@hondo500.com | |
| Melissa | Pierson | VP & Chief Compliance Officer | AE Wealth Management | Topeka | KA | missy.pierson@ae-wm.com | |
| Tarek | Tarek | Owner | Metrocity Property Group | Ottawa | Ontario | te@metrocitypg.com | |
| Christopher | Bogie | Financial Advisor | Scissortail Wealth Management | Tulsa | OK | chris.bogie@scissortailwealth.com | yes |
| Bryan | Rhoades | Engagement Manager, Trading Solutions | Charles Schwab | St. Peters | MO | Bryan.Rhoades@Schwab.com | |
| Todd | Storaska | Compliance and Risk Manager | Madison Avenue Securities | Houston | TX | tstoraska@mas-bd.com | |
| Marshall | Burroughs | Financial Advisor | RMR Wealth Builders | Maplewood | NJ | mburroughs@rmrwealth.com | yes |
| Shricith | Nair | VP | Nomura | London | UK | shrichith.nair@nomura.com | |
| Cotton | Hensley | Sr. Specialist, Trading Solutions | Charles Schwab | Chicago | IL | cotton.hensley@schwab.com | |
| Chris | Waterbury | Manager | Charles Schwab | Livingston | MT | chris.waterbury@schwab.com | |
| Selma | Abdallah | Financial Services Representative | Charles Schwab | Austin | TX | selma.abdallah@schwab.com | |
| Joshua | Torres | Senior Risk Specialist | Federal Reserve Bank of Dallas | Dallas | TX | joshua.torres@dal.frb.org | |
| Sam | Stecker | VP – Senior ETF Specialist | Amplify ETFs | Lisle | IL | samstecker@amplifyetfs.com | |
| Sara | Araoz | Financial Services | Charles Schwab | Austin | TX | sara.araoz@schwab.com | yes |
| Montgomery | Montano | Investment Advisor | Digital Wealth Partners | Chandler | AZ | montgomery.montano@digitalwealthpartners.net | yes |
| Justin | Hewins | Senior Partner | CORA Capital Advisors | Marlton | NJ | jhewins@coracap.com | yes |
| Ivana | Kovacic | Director, Adviser Compliance | Charles Schwab & Co | Lone Tree | CO | ivana.kovacic@schwab.com | |
| Stephen | Trella | ATTORNEY AT LAW | THE LAW OFFICES OF STEPHEN R. TRELLA, JR. APC | Palm Desert | CA | SRTESQ@TRELLALAW.COM | |
| Brian | Holtrop | Sr Specialist, Trading Solutions | Charles Schwab | Platteville | WI | brian.holtrop@schwab.com | |
| Jennifer | Flott | Compliance Manager | AEWM | Topeka | KS | jennifer.flott@ae-wm.com | |
| Nathan | Williams | ETF Team Director | Franklin Templeton | Wenham | MA | nate.williams@franklintempleton.com | |
| Theodore | Samulowitz | Portfolio Manager | Invesco | Geneva | IL | theodore.samulowitz@invesco.com | |
| Justin | Worth | Sr. Specialist | Charles Schwab | Saint Louis | MO | justin.worth@schwab.com | |
| Thomas | Riddle | Founder & Chairman | Valley National Investments, Inc | Bethlehem | PA | triddle@valleynationalgroup.com | yes |
| selden | martin | Sr. Wealth Manager | visionary wealth advisors | St. Louis | MO | selden.martin@vwa-llc.com | yes |
| Ross | Weinberg | Wealth Advisor | Attain Wealth Partners | Hopewell | OH | ross@attain-wp.com | yes |
| Launao | Bey | Sr. Specialist | Charles Schwab | Aurora | CO | nao.bey@schwab.com | |
| Mike | Valenteen | Senior Loan Officer | Synergy One Lending | Littleton | CO | mvalenteen@s1l.com | |
| Ralph | Metz | Managing Director | Spartan Capital Securities LLC | West New York | NJ | rmetz@spartancapital.com | yes |
| Kenny | Hannan | Internal Audit Manager | Charles Schwab | Mead | CO | Kenny.Hannan@Schwab.com | |
| Antonio | Cancilla | VP Financial Consultant | Charles Schwab | Phoenix | AZ | tony.cancilla@schwab.com | yes |
| Thomas | Aagaard | VP | Amplify ETFs | Wheaton | IL | taagaard@amplifyetfs.com | |
| Vijay Sai | Janardhan | Director, Solution Architecture | Fidelity Investments | Tamil Nadu | India | vijay.saij@fmr.com | |
| Natalie | Haggard | Senior Wealth Advisor | Mariner Wealth Advisors | Tulsa | OK | natalie.haggard@marinerwealthadvisors.com | yes |
| Forrest | Hill | Financial Advisor | DeDora Capital | Napa Valley | CA | forrest.hill@dedoracapital.com | yes |
| Kolbe | McNulty | Senior Specialist | Charles Schwab | Omaha | NE | kolbe.mcnulty@schwab.com | |
| Cassandra | Maddox | Resolutions & Receiverships Specialist | Federal Deposit Insurance Corporation | Arlington | VA | cmaddox@fdic.gov | |
| David | Umeda | Managing Director | Charles Schwab & Co., Inc. | Lone Tree | CO | david.umeda@schwab.com | |
| James | Hix | Sr. Manager | Schwab | Lincoln | NE | jamie.hix@schwab.com | |
| Morgan | Lawrence | Director of Compliance | AE Wealth Management | Topeka | KA | morgan.lawrence@ae-wm.com | |
| Jeffrey | Barczak | Financial Advisor | SmartPro Financial | Tucson | AZ | jeff@smartprousa.com | yes |
| Jared | Gruccio | Advisor | Advice to thrive | Hammonton | NJ | jg@advicetothrive.com | yes |
| Kaleb | Hays | Sr. Manager Trading Solutions | Charles Schwab | Council Bluffs | IA | kaleb.hays@schwab.com | |
| Brandon | Lombardo | Senior Manager Internal Audit | Brandon | Haslet | TX | brandon.lombardo@schwab.com | |
| Michael | Haughery | Sr. Financial Consultant | Charles Schwab | Vestavia Hills | AL | michael.haughery@schwab.com | |
| Alex | Medina Aranda | Licensed Financial Representative Specialist | Charles Schwab | League City | TX | alex.medina@schwab.com | yes |
| Stephen | Gardner | Vice President – Senior ETF Specialist | Amplify ETFs | Palm Beach Gardens | FL | sgardner@amplifyetfs.com | |
| Colton | Tanner | Sr. Manager | Charles Schwab | Denver | CO | colton.tanner@schwab.com | |
| Joseph | Slattery | Advisor | Digital Wealth Partners | Denver | CO | joe.slattery@digitalwealthpartners.net | yes |
| Viktoriya | Rachkova | Lead Risk Specialist | Federal Reserve Bank of Dallas | Dallas | TX | viktoriya.rachkova@dal.frb.org | |
| Daniel | Murphy | ETF Specailist | Dan Murphy | Newtown Square | PA | dmurphy@amplifyetfs.com | |
| William | Bailey | ETF Specialist | Amplify ETFs | Wheaton | IL | bondbailey@amplifyetfs.com | |
| Harley | Lukenbill | VP – ETF Specialist | Amplify ETFs | Roseville | CA | hlukenbill@Amplifyetfs.com | |
| Fred | Weisbrod | Advisor | Digital Wealth Partners | Katy | TX | fred@digitalwealthpartners.net | yes |
| Mary Ann | Sullivan | Principal Owner | 395 Financial Planning | Mammoth Lakes | CA | maryann@395financialplanning.com | |
| Alan | Sullivan | VP – Assistant Branch Manager | Charles Schwab | Woodbury | MN | alan.sullivan@schwab.com | |
| Robert | Rosso | ETF Specialist | Amplify ETFs | Manhasset | NY | rrosso@amplifyetfs.com | |
| Paul | Braccia | Investment Advisor | Digital Wealth Partners | Old Bridge | NJ | paul.braccia@digitalwealthpartners.net | yes |
| Ashley | Papa | Director of Wealth Management | Digital Wealth Partners | Denver | CO | ashley.papa@digitalwealthpartners.com | yes |
| Martin | Carnes | Investment Advisor | Digital Wealth Partners | Tampa | FL | Andrew.Carnes@digitalwealthpartners.net | yes |
| David | Kassir | Managing Director | MANNA WEALTH MANAGEMENT | Miami | FL | dkassir@mobsky.com | |
| Vianca | Santana | Manager, Finance | Charles Schwab | Winter Springs | FL | vianca.santana@schwab.com | yes |
| Henry Courtney | McLaughlin | President | McLaughlin Financial, LLC | Sarasota | FL | courtney@cambridgesecure.com | yes |
| Stefan | Griess | Financial Advisor | Digital Wealth Partners | Hudsonville | MI | Stefan.Griess@digitalwealthpartners.net | yes |
| Langston | Danner | Stock Broker | Charles Schwab | Rhome | TX | Langston.danner@schwab.com | |
| Vanja | Popovic | Sr. Specialist | Charles Schwab | Chicago | IL | vanja.popovic@schwab.com | |
| Alex | Sheridan | Founder | Top Crypto Advisor | Saint Charles | IL | asheridan@impaxs.com | |
| Letitia | Troutman | Investment Advisor | Digital Wealth Partners | Tool | TX | tish@tishtroutman.com | yes |
| Ryan | Atchley | Financial Advisor | Digital Wealth Partners | Pleasant Grove | UT | ryan.atchley@digitalwealthpartners.net | yes |
| Christopher | Cook | Chief Investment Strategist | Gilbert & Cook, Inc. | West Des Moines | IA | ccook@gilbertcook.com | |
| steve | thornton | Branch Manager | Charles Schwab | Chandler | AZ | steve.thornton@schwab.com | |
| Nadim | Aly | Sr manager | Nadim | Grapevine | TX | nadim.aly@schwab.com | |
| Robert | Ebling | Advisor | exitfour Wealth Partners | Moorestown | NJ | robert_ebling@exitfour.com | yes |
| Samim | Syed | Wealth Advisor | Digital Wealth Partners | Evergreen | CO | sam.syed@digitalwealthpartners.net | yes |
| Thomas | Essig | Trader Service Manager | Charles Schwab & Co | Castle Rock | CO | tom.essig@schwab.com | |
| Paul | Banks | Manager – Trader PCS | Charles Schwab | Omaha | NE | paul.banks@schwab.com | |
| Jacob | Haas | Licensed stock broker | Charles Schwab | Omaha | NE | jacob.haas1@schwab.com | |
| Amanda | Garber | Sr. Manager Trader Private Client Services | Charles Schwab | Omaha | NE | amanda.garberbuser@schwab.com | |
| Nicholas | Baston | Licensed Financial Services Representative | Charles Schwab & Co., Inc | Orlando | FL | nicholas.baston@schwab.com | |
| Grant | Baumhover | Sr. Specialist | Charles Schwab | Omaha | NE | grant.baumhover@schwab.com | |
| Ethan | Grone | Trader ECG | Charles Schwab | St. Peters | MO | ethan.grone@schwab.com | |
| Jacob | Baker | Manager, CS&S Trader Service | Charles Schwab | Austin | TX | jacob.baker@schwab.com | |
| Zack | Wax | Internal Sales Specialist | Amplify ETFs | Downers Grove | IL | zwax@amplifyetfs.com | |
| Eugene | Rodriguez | CFP | Coastal Wealth | Tampa | FL | eugenerodriguez@mycoastalwealth.com | yes |
| Harrison | Hinz | Financial Advisor | First Pacific Financial | Vancouver | WA | harrison@fp-financial.com | yes |
| John | Bullock | Regional Trading Consultant | Charles Schwab | Fenton | MO | john.p.bullock@schwab.com | |
| Paul | Bennett | Chief Executive Officer | DecisionMap Wealth Management | Great Falls | VA | paul.bennett@decisionmap.com | Yes |
| David | Woodward | Senior Financial Consulant | Charles Schwab | Lone Tree | CO | brett.woodward@schwab.com | |
| John | Grigus | Director | Charles Schwab | Chicago | IL | john.grigus@schwab.com | |
| Thomas | Hlohinec | CEO | Rise Financial Partners | St Petersburg | FL | Thomas@risewisely.com | yes |
| David | Price | Broker | Aether Insurance Services | Boulder City | NV | david@aetherinsure.com | |
| Matthew | Simonetti | Investment Consultant | Charles Schwab | Lone Tree | CO | matthew.simonetti@schwab.com | yes |
| Patricia | Holmes | Associate ETF Specialist | Franklin Templeton | Sacramento | CA | tricia.holmes@franklintempleton.com | |
| Enrique | Felix | ETF Specialist | Franklin Templeton | Carmichael | CA | rick.felix@franklintempleton.com | |
| John | McDaniel | Director, Regional Investment Strategist | Charles Schwab | Westlake | TX | John.McDaniel@schwab.com | |
| Cole | Martin | Internal ETF Sales Specialist | Amplify ETFs | Wheaton | IL | cmartin@amplifyetfs.com | |
| Tony | Biancarosa | AES Program Manager | Robinhood | Lithia | FL | tony.biancarosa@robinhood.com | |
| Kevin | Dalke | Senior manager | Schwab | Lewis | IA | kevin.dalke@schwab.com | |
| Zachary | Zaiss | Manager, CS&S Trader Service | Charles Schwab | Festus | MO | zachary.zaiss@schwab.com | |
| Daniel | Boyett | VP – Branch Manager | Charles Schwab | Oro Valley | AZ | dan.boyett@schwab.com | yes |
| David | Reichert | Senior Compliance Analyst | AdvisorLaw | Broomfield | CO | dave@advisorlawyer.com | |
| Jesse | Lopez | Financial Services Representative | Charles Schwab | Winter Springs | FL | jesse.lopez1@schwab.com | yes |
| Josh | Martin | Trading Manager | Charles Schwab | Kirbyville | MO | josh.martin@schwab.com | |
| Alvee | Bhuiyan | Sr. IT Audit Manager | Charles Schwab | Roanoke | TX | alvee.bhuiyan@schwab.com | |
| Michelle | Atlas-Quinn | VP RIA Ops | AdvisorLaw | Broomfield | CO | matlas@advisorlawyer.com | |
| Nunzio | Solimene | Sr. Manager | Charles Schwab | Bensenville | IL | nunzio.solimene@schwab.com | yes |
| Brandon | Phelps | Sr Manager | Charles Schwab | Indianapolis | ID | brandon.phelps@schwab.com | yes |
| Jonathan | Bloom | Senior Specialist | Schwab | Highwood | IL | jonathan.bloom@schwab.com | |
| Robert | Watson | Sr Client Relationship Specialist | Charles Schwab | Fort Worth | TX | robert.watson@schwab.com | |
| Adam | Coleman | Wealth Management Advisor | Maia Wealth | Cary | NC | adam@maiawealth.com | yes |
| Jake | Griel | Manager, CS&S Trader Private Client Services | Charles Schwab | Omaha | NE | jake.griel@schwab.com | |
| Tyler | Barkes | Sr. Specialist | Charles Schwab | Chicago | IL | tyler.barkes@schwab.com | yes |
| Zachary | Mullnix | Financial Consultant | Charles Schwab | Portland | OR | zack.mullnix@schwab.com | |
| Steven | Chatman | Manager, Trader Service | Charles Schwab | Euless | TX | steven.chatman@schwab.com | |
| Rick | Schultenover | Financial Advisor | Salus Financial Advisors | Colorado Springs | CO | rick.schultenover@salusfa.com | yes |
| Marc | Ferro | manager | Schwab | Maple Grove | MN | marc.ferro@schwab.com | yes |
| Tyler | Ochs | Investment Advisor | Digital Wealth Partners | Parrish | FL | tyler.ochs@digitalwealthpartners.net | yes |
| Nicolas | Campbell | Financial Services Representative | Charles Schwab | Austin | TX | nico.campbell@schwab.com | |
| Andrew | Wiley | Analyst | BlackRock | Chicago | IL | andrew.wiley@blackrock.com | |
| Patrick | McDaniel | Manager CS&S TPCS | Charles Schwab | St. Charles | MO | patrick.mcdaniel@schwab.com | yes |
| Preston | Bonds | VP – Financial Consultant | Charles Schwab & Co | Plano | TX | Preston.Bonds@Schwab.com | yes |
| Laura | Thornton | Retail Supervision Officer | Schwab | Bennington | NE | laura.thornton@schwab.com | |
| Matthew | Bungo | Vice President – Branch Manager | Charles Schwab & Co. Inc. | Mountain Brook | AL | matthew.bungo@schwab.com | yes |
| Thomas | Morrison | Private Client Services Representative | Charles Schwab | St. Louis | MO | thomas.morrison@schwab.com | |
| Travis | Hyde | Senior Trading Specialist | Charles Schwab | Roanoke | TX | travis.hyde@schwab.com | |
| Alexander | Moore | Specialist | Charles Schwab | Cleveland | OH | alex.moore1@schwab.com | |
| Mary | Crampton | Senior Product Manager | Charles Schwab | Mount Dora | FL | mary.crampton@schwab.com | |
| Bob | Sargent | Director | Baird | Fairfax | VA | rsargent@rwbaird.com | yes |
| Kyle | Najarian | Senior Relationship Manager | Fidelity | San Clemente | CA | kyle.najarian@fmr.com | |
| Cathy | Jones | Director, Financial Planning | EFE | Northville | IL | cathy.jones@EdelmanFinancialEngines.com | yes |
| Kyle | Stefan | Consultant | Charles Schwab | Birmingham | Michigan | kyle.stefan@schwab.com | |
| Luke | Nordmeyer | Manager of Trader Electronic Communication | Charles Schwab | Omaha | NE | luke.nordmeyer@schwab.com | |
| Nicholas | Ockenga | Financial Planner | Sentinel Group | Wakefield | MA | nicholas.ockenga@sentinelgroup.com | yes |
| Timothy | Ketelhut | Financial Advisor | Fiduciary Financial Advisors | Hudsonville | MI | tim@ffadvisor.com | yes |
| Kaleb | Fleming | Financial Consultant | Charles Schwab | Houston | TX | kaleb.fleming@schwab.com | |
| Kathy | Klein | Wealth Advisor | Strategic Wealth Partners | West Bend | WI | kklein@stratwealth.com | yes |
| Tomas | Geoghegan | Principal | Beacon Hill Private Wealth | Summit | NJ | tgeoghegan@beaconhillprivatewealth.com | yes |
| Timothy | Githens | Financial Advisor | Digital Wealth Partners | Mesa | AZ | tim.githens@digitalwealthpartners.net | yes |
| Marguerite | Keegan | Regional Director | Dunham | Chicago | IL | margo.keegan@dunham.com | yes |
| Jacqueline | Wade | Branch Manager | Charles Schwab & Co | Durham | NC | jackie.wade@schwab.com | yes |
| Sean | Hantes | Wealth Advisor | The Pitti Group Wealth Management | Victor | NY | s.hantes@thepittigroup.com | yes |
| Mitch | potter | Manager; Trader Service | Charles Schwab | Justin | TX | Mitch.potter@schwab.com | |
| Eric | Applewhite | Financial Advisor Associate | Morgan Stanley | Baca Raton | FL | lee.applewhite@morganstanley.com | yes |
| Colin | Beck | Investment Advisor | Richardson Wealth | Stratford | Canada | colin.beck@richardsonwealth.com | |
| Salvatore | Capizzi | CS&MO | Dunham | San Diego | CA | sal.capizzi@dunham.com | |
| Andre Luis | De Araujo | CEO | André Luis | Sao Paulo | Brazil | andrefranco@boostresearch.com.br | |
| Patrick | OMarro | Partner | Sapient Capital | Carmel | IN | pomarro@sapientcapital.com | yes |
| Antonia | Buban | Managing Principal | BUBAN FINANCIAL SERVIC | Southlake | TX | amb@bubanfinancial.com | yes |
| Oscar | Baum | Sr. Wealth Consultant Partner | Charles Schwab | Irving | TX | oscar.baum@schwab.com | yes |
| Terry | Krueger | Financial Consultant | Charles Schwab | Broken | OK | terry.krueger@schwab.com | yes |
| John | Tovar | Managing Director | Charles Schwab | Westlake | TX | john.tovar@schwab.com | yes |
| Grant | Mosshart | Student | School of Business, Liberty University | Yukon | OK | gamosshart@liberty.edu | |
| George | Demetriades | Financial Advisor | Kingsview Partners | Canyon | TX | kdemetriades@kingsview.com | yes |
| Kent | Erickson | Sr Manager, Trader Service | Charles Schwab | Chicago | IL | kent.erickson@schwab.com | yes |
| Robert | Somervill | Sr Manager Supervision and Controls | Charles Schwab Co. | Krum | TX | eric.somervill@schwab.com | |
| Taehoon | Kim | Senior Trading Specialist | Charles Schwab | Bedford | TX | james.kim1@schwab.com | yes |
| Maxim | Caron | Associate Advisors | Zen Wealth Advisors, LLC | Belchertown | MA | max@zenwealthllc.com | yes |
| Zachary | Bates | Manager Trader Service | Charles Schwab | Watuaga | TX | zachary.bates@schwab.com | |
| Alexander | Johnson | Investment Consultant | Charles Schwab | Peoria | AZ | alex.johnson2@schwab.com | yes |
| Jeremy | Ander | Principal | Urban Financial Advisory Corporation | Chicago | IL | JANDER@UFINADV.COM | yes |
| Bradford | Burgess | Project Manager | Charles Schwab | Westlake | OH | brad.burgess@schwab.com | |
| Spencer | Knickerbocker | CIO | Stonebrook Private | Northville | MI | spencer@stonebrookprivate.com | |
| Braden | Keyworth | Team Lead, Employee Services | Charles Schwab | Dallas | TX | braden.keyworth@schwab.com | |
| Sean | Milligan | Financial Service Rep | Charles Schwab | Arnold | MO | sean.milligan@schwab.com | yes |
| Joshua | French | Team Lead Advisor Wealth Services | Charles Schwab | Escondido | CA | Josh.French@schwab.com | yes |
| Christopher | Choma | Brokerage Service Representative | Charles Schwab | Copley | OH | chris.choma@schwab.com | |
| Peter | Covino | pete@legacywealthmg.com | |||||
| Jonathon | Lee | Director, Derivatives Trading | Charles Schwab | Chicago | IL | jonathon.leetrader@schwab.com | yes |
| John | Turi | Private Wealth Advisor | Ameriprise Financial | Red Bank | NJ | john.turi@ampf.com | yes |
| Sean | Grippin | Senior Manager, Trader Private Client Services | Charles Schwab | Fort Worth | TX | sean.grippin@schwab.com | |
| John | Sayers | Director, Financial Planning | EFE | Clovis | CA | jsayers@edelmanfinancialengines.com | yes |
| Thomas | Allen | Financial Advisor | Cetera Wealth Services LLC | Temple | TX | tsallen@consultant.com | yes |
| J. Brian | Sullivan | National Accounts Manager | WisdomTree | MA | bsullivan@wisdomtree.com | yes | |
| douglas | braun | manager | Charles Schwab | Springtown | TX | douglas.braun@schwab.com | |
| Donovan | Troup | Manager | Charles Schwab | Colorado Springs | CO | donovan.troup@schwab.com | yes |
| Max | Inoff | Regional Consultant | Bitwise Asset Management | New York | NY | max.inoff@bitwiseinvestments.com | |
| Derek | Januario | VP – Sr ETF Specialist | Amplify ETFs | Glastonbury | CT | djanuario@amplifyETFs.com | |
| Hayk | Arakelyan | Head of Fund Management | Renshin Urban Investments | Erevan | Armenia | hayk.arakelyan15@alumni.imperial.ac.uk | |
| Sarah | Simmons | VP Branch Manager | Charles Schwab | The Colony | TX | sarah.simmons@schwab.com | yes |
| Jeffery | Pedersen | Trade Desk Representative | Charles Schwab | Overland | MO | Logan.Pedersen@Schwab.com | |
| Brandon | Vorse | Manager, CS&S Trader Service | Charles Schwab | Fort Worth | TX | brandon.vorse@schwab.com | yes |
| Andrew | Pratt | Investment Manager | Wiser Wealth Management | Marietta | GA | andrew@wiserinvestor.com | Yes |
| Aidan | Amiscaray | Specialist, Trader Services | Charles Schwab | Parker | CO | aidan.amiscaray@schwab.com | yes |
| Ede | Arroyo | Sr. Specialist | Charles Schwab | Saginaw | TX | ede.arroyo@schwab.com | yes |
| Dustin | Watts | Portfolio Manager | Team Wealth & Tax Advisors | Temecula | CA | dustin@wealthandtax.com | |
| Erich | Marinelli | Research Analyst | Boost Research | Sao Paulo | Brazil | erichmarinelli@boostresearch.com.br | |
| Jeremy | Albrecht | Executive Director | EFE | Westerville | OH | jalbrecht@edelmanfinancialengines.com | |
| Cristian | Barrera | Trader Service | Charles Schwab | Chicago | IL | cristian.barrera@schwab.com | |
| Erik | Lehr | Chief Investment Officer | Empirical Wealth | elehr@empirical.net | |||
| Tobayi | Howton | CPA | T. Howton & Co. Inc. | Mineola | NY | th@thowton.com | |
| Timothy | O’Donnell | Director of Trading | Charles Schwab | North Vermon | IN | timothy.odonnell@schwab.com | |
| Nilesh | Sah | Associate Professor of Finance | University of Tennessee at Chattanooga | Ooltewah | TN | nilesh-sah@utc.edu | |
| Davis | Pearce | Trader Services | Charles Schwab | Scottsdale | AZ | davis.pearce@schwab.com | |
| Rekha | Mehta | President | RSMCPA CORP | Crowley | TX | rsm@rsmcpacorp.com | yes |
| Ryan | Hinsen | Manager Trader Service | Charles Schwab | Reno | NV | ryan.hinsen@schwab.com | |
| Greg | Hope | Director – Compliance | Charles Schwab | Southlake | TX | greg.hope@schwab.com | yes |
| thomas | selman | President and CEO | thomas selman | Silver Spring | MD | tomselman@scopusfinancial.com | yes |
| John | Leaverton | Associate Director, Senior Software Engineer | MUFG Capital Analytices | Farmers Branch | TX | jleaverton@mufg-is.com | |
| Joel | Hergenreter | Senior Compliance Analyst | AdvisorLaw | Broomfield | CO | joel@advisorlawyer.com | |
| sundaravadivel | karuppannan | Director | Fidelity Investments | Tamil Nadu | India | sundaravadivel.karuppannan@fmr.com | yes |
| Gavin | Shindeldecker | Advice Consultant | Charles Schwab | Lucas | OH | gavin.shindeldecker@schwab.com | yes |
| joshua | streibich | trader | Charles Schwab | The Colony | TX | josh.streibich@schwab.com | |
| Parker | Marshall | Financial Consultant | Charles Schwab | Little Rock | AR | parker.marshall@schwab.com | |
| Nick | Shoemaker | Specialist | Charles Schwab | Omaha | NE | nick.shoemaker@schwab.com | |
| Garett | Buss | Manager | Charles Schwab | Elkhorn | NE | garett.buss@schwab.com | |
| Gabe | Phillips | Sr Specialist, Trading Solutions | Charles Schwab | St. Louis | MO | gabe.phillips@schwab.com | |
| Jeffrey | Holt | Trader Service Senior Manager | Charles Schwab | Fishers | IN | jeff.holt@schwab.com | |
| christopher | shankland | Trader Acquisition | Schwab | McAlester | OK | christopher.shankland@schwab.com | |
| Neil | Haller | Sr Manager, Trader Acquisition | Charles Schwab | Castle Pines | CO | neil.haller@schwab.com | |
| Yury | Gagarin | self | self | Bedford | NH | dev@gagarin.dev | |
| Joshua | Buckamneer | Vice President – Financial Consultant | Charles Schwab | Mounds | OK | josh.buckamneer@schwab.com | yes |
| Alexander | Wolcott | Sr Specialist, Trader Electronic Communicatiosn | Charles Schwab | Pacific | MO | alex.wolcott@schwab.com | |
| Elisa | Stansbury | Sr. Specialist Trading Service | Charles Schwab | Omaha | NE | elisa.stansbury@schwab.com | |
| Joseph | Hogan | jhogan@wealthfd.com | |||||
| Travis | Beaver | Manager, Trader PCS | Charles Schwab & Co. | Haslet | TX | Travis.beaver@schwab.com | |
| Robert | Duncan | Vice President | Duncan Funding Partners | San Diego | CA | robert@duncanfunding.com | yes |
| David | Pazourek | Financial Consultant | Charles Schwab and Co. Inc. | Beaverton | OR | david.pazourek@schwab.com | |
| Josh | Miller | Financial Advisor | Savings Coach | Troy | MI | miller@savingscoach.com | yes |
| Andrew | Tuttle | Director of Client Trading Strategy & Planning | Charles Schwab | Parker | CO | andrew.tuttle@schwab.com | |
| Tyler | Knight | Chief of Staff | Capital Wealth Advisors | Naples | FL | tyler.knight@capitalwealthadvisors.com | |
| Stephan | Santefort | Senior Manager Trader Service | Schwab | Saint John | IN | stephan.santefort@schwab.com | |
| nathan | theus | Stock Broker | Charles Schwab | St. Louis | MO | nathan.theus@schwab.com | |
| Lisa | Salvi | MD | Charles Schwab | Novato | CA | lisa.salvi@schwab.com | |
| Simona | Guiu | Operational Risk Manager | Charles Schwab | Atlanta | GA | simona.guiu@schwab.com | |
| Siguang | Peng | CEO | BTCT digtial | Guangdong Sheng | China | Alan@btct.us | |
| John | Rizzo | Derivative Trading Specialist | Charles Schwab | Fort Worth | TX | will.rizzo@schwab.com | |
| Jacquelyn | Routhier | Crypto Operations Manager | 3T Warrior Academy | Mesa | AZ | coachjackie@3twarrioracademy.com | |
| Rachel | Cralle | Asst Dir – Financial Planning & Consulting | Northwestern Mutual | Germantown | WI | rachelcralle@northwesternmutual.com | yes |
| John | Goyette | Wealth Advisor | Dakota Wealth Management | Camp Hill | PA | jackgoyette@dakotawm.com | yes |
| Mathew | Mellier | Managing Partner | Hardworking Capital Advisors | Palm Desert | CA | mmellier@hardworkingcapital.com | yes |
| Adam | Nostrand | Senior Retail Trading Specialist | Charles Schwab | Chicago | IL | adam.nostrand@schwab.com | |
| Kathy | Nguyen | Sr Engagement Manager | Charles Schwab | Minneapolis | MN | kathy.nguyen@schwab.com | yes |
| Denszell | Brown | Financial Consultant | Charles Schwab | Fate | TX | denszell.brown@schwab.com | yes |
| Shalisa | Beck | Financial Consultant | Charles Schwab | Canby | OR | shalisa.beck@schwab.com | yes |
| Christi | Brewer | Manager | Schwab | Houston | TX | christi.brewer@schwab.com | |
| Timothy | Grosswiler | New Client Sr Specialist | Schwab | St. Louis | MO | tim.grosswiler@schwab.com | yes |
| Liam | Statler | Broker | Charles Schwab | Coppell | TX | liam.statler@schwab.com | yes |
| Blake | Henson | Financial Representative | Charles Schwab | Northlake | TX | blake.henson@schwab.com | yes |
| Taylor | Grady | Sr. Manager – Trading Solutions | Charles Schwab | Waterloo | IL | taylor.grady@schwab.com | |
| Michael | Hewel | Director, Trading | Mercer Advisors | Parker | CO | Mhewel@merceradvisors.com | |
| Benjamin | Sheely | Sr Engagement Manager | Charles Schwab | Arlington | TX | benjamin.sheely@schwab.com | |
| Hannah | McBroom | Trade Desk Representative | Charles Schwab | St. Louis | MO | hannah.mcbroom@schwab.com | |
| Michael | Zeman | Financial Advisor | RBC Wealth Management | Wellington | FL | Michael.zeman@rbc.com | yes |
| William | Frederick | Trader Service Manager | Charles Schwab | St. Chalres | MO | william.frederick@schwab.com | |
| Adrian | Acciardo | Sr Engagement Manager – Trading Solutions | Charles Schwab | Chicago | IL | adrian.acciardo@schwab.com | yes |
| David | Balestriere | Director, Financial Planning | EFE | Boca Raton | FL | dbalestriere@edelmanfinancialengines.com | yes |
| Samuel | Konigsberg | Director | BlackRock | Brookhaven | GA | samuel.konigsberg@blackrock.com | |
| Andre | LaPlante | Owner | Capital Design Private Wealth | Portsmouth | NH | andre@capitaldesignpw.com | |
| robert | star | Financial Advisor | SVG Financial | Bluffton | SC | rob@svgfinancial.com | yes |
| Micah | Riskin | Director Product Management Business | Charles Schwab | Chicago | IL | micah.riskin@schwab.com | |
| Eric | Holler | Director, Business Unit Risk | Charles Schwab | Fenton | MO | eric.holler@schwab.com | |
| Michael | Dunn | Trade Resolution manager | Charles Schwab | Seattle | WA | michael.s.dunn@schwab.com | |
| Thomas | Williams | Senior Trader | Charles Schwab | St. Louis | MO | thomas.williams1@schwab.com | |
| Adam | Parks | Financial Advisor | Trinity Wealth Management | Odessa | FL | Adam@trinitywmg.com | |
| Ryan | Key | Wealth Advisor | Pine Grove Financial | Woodbury | MN | rkey@pinegrovefg.com | yes |
| Matthew | Waltmon | Branch Manager | Charles Schwab | Fort Worth | TX | matthew.waltmon@schwab.com | |
| Stephen | Burton | Advisor & Portfolio Manager | Autumn Lane Advisors | Katy | TX | stephen.burton@autumnlane.com | yes |
| kevin | tam | digital asset research specialist | Raymond James | British Columbia | Canada | kevin.tam@raymondjames.ca | |
| Michael | Delia | Concierge | Coinbase | Maricopa | AZ | michael.delia@coinbase.com | |
| Brett | Crowther | Senior Manager | Charles Schwab | American Fork | UT | brett.crowther@schwab.com | |
| Nick | Manson | Head of Consultant Relations | Charles Schwab | Akron | OH | nick.manson@schwab.com | |
| Douglas | Lutkus | Principal | XitRight | Lincoln | Canada | doug@xitright.com | yes |
| jeffrey | chieppatta | Branch Manager | Charles Schwab | Keller | TX | jeff.chiappetta@schwab.com | |
| Ewa | Kowal | Manager, AML Enhanced Due Diligence | Charles Schwab | Southlake | TX | Ewa.Kowal@schwab.com | |
| Julie | Lambert | Branch Manager | Charles Schwab | Frisco | TX | julie.lambert@schwab.com | |
| Aliasgar | Mithaseth | Client Specialist | Unique Wealth Strategies | Willowbrook | IL | amithaseth@uwsgroup.com | yes |
| Jack | London | Executive Director | Edelman Financial Engines | Dover | MA | jack@londonfamily.com | yes |
| Brendan | Kenny | Director | Edelman Financial Engines | Farmington | CT | bkenny@edelmanfinancialengines.com | yes |
| William | Hopkins | Financial Consultant | Charles Schwab | St. Louis | MO | brad.hopkins@schwab.com | |
| Sean | Burke | AVP | iCapital | West Islip | NY | Sean.burke@icapital.com | |
| Fernando | Forcada Castell | Professor | UDLAP | fforcada@ffcinvestpro.com | |||
| Ian | Withem | Financial Consultant | Charles Schwab | Austin | TX | ian.withem@schwab.com | |
| Michael | Eastham | President | Fellowship Financial Group | Maitland | FL | michael@fellowshipia.com | yes |
| Christopher | Kenny | Financial Advisor | RBC Wealth Management | Lincoln | NE | christopher.l.kenny@rbc.com | yes |
| Jared | Motzenbecker | Managing Partner | Siesta Wealth | Sarasota | FL | jared.motzenbecker@lpl.com | yes |
| Melodie | Smith | Sr. Manager | Charles Schwab | Fort Worth | TX | melodie.smith@schwab.com | yes |
| Pat | Phelan | Financial Advisor | NYLIFE | Orleans | MA | pphelan@eaglestrategies.com | yes |
| Troy | Davis | Financial Consultant | Charles Schwab | Beaverton | OR | troy.davis@schwab.com | |
| Joe | Guidish | Portfolio Manager | Merit Financial Advisors | Alpharetta | GA | jguidish@meritfa.com | yes |
| Steve | Lewit | President | SGL Financial | IL | slewit@sglfinancial.com | yes | |
| Shawn | Wheeler | Wealth Adviser | Legacy Wealth Management | Meridian | ID | swheeler@legacywealthmg.com | yes |
| Joseph | McGloin | Associate Advisor | Black Diamond Financial Solutions | Rehoboth Beach | DE | Joe@bdfsmail.com | yes |
| David | White | Retirement Plan Consultant | Painted Wall Consulting | Fort Collins | CO | david@paintedwallconsulting.com | yes |
| Luke | Wendorf | Investment Operations Associate | Merit Financial Advisors | Sparta | WI | lwendorf@meritfa.com | yes |
| Curtis | Hubbell | VP, Financial Consultant | Charles Schwab | Roeland Park | KS | curtis.hubbell@schwab.com | |
| Leo | Nopoulos | Customer Success Agent | Coinbase | Morganton | NC | leo.nopoulos@coinbase.com | |
| Darius | Uche | Assistant Branch Manager | Charles Schwab | Houston | TX | darius.uche@schwab.com | |
| Brian | Spann | Senior Specialist, Trader Service | Charles Schwab | Surprise | AZ | brian.spann@schwab.com | |
| Rawles | Bell | Partner, Managing Director | Beacon Pointe Advisors | Dallas | TX | rbell@beaconpointe.com | yes |
| Jeremy | Hammonds | Manager | Inner Circle Assets | Loganville | GA | drje@digiworxz.com | |
| Wade | Cross | IAR | Intuitive Solutions | Lubbock | TX | wade.cross@intusolu.com | |
| Daniel | Greulich | CIO | GreenUp Wealth Management | Ann Arbor | MI | Daniel.Greulich@GreenUpWealth.com | |
| Dylan | Toohey | Specialist Trader ECG | Charles Schwab | Centennial | CO | dylan.toohey@schwab.com | |
| Craig | Porazinski | Financial Consultant | Charles Schwab | Parker | CO | craig.porazinski@schwab.com | |
| Jaime | Benedetti | Managing Partner | Benedetti, Gucer & Associates | Atlanta | GA | jbenedetti@bgawealth.com | yes |
| Cimalie | Zoy | Director of Financial Planning | Edelman Financial Engines | Houston | TX | czoy@edelmanfinancialengines.com | yes |
| Joshua | Scannell | Founder and Advisor | Legacy Growth Wealth Management | Niceville | FL | josh@legacygrowthwm.com | yes |
| Bert | Boutte | Director, Financial Planning | Edelman Financial Engines | Missouri City | TX | bboutte@edelmanfinancialengines.com | yes |
| Claire | Mork | Director, Financial Planning | Edelman Financial Engines | Broomfield | CO | cmork@edelmanfinancialengines.com | yes |
| Corey | Fast | Executive Director, Financial Planning | Edelman Financial Engines | Anaheim | CA | cfast@edelmanfinancialengines.com | yes |
| Fernando | Reyes | Wealth Advisor | EP Wealth Advisors | Torrance | CA | freyes@epwealth.com | yes |
| Rodrigo | Esperon | Branch Manager | Charles Schwab | Fairfield | CT | Rodrigo.esperon@schwab.com | |
| Sean | O’Bannon | Director, Financial Planning | Edelman Financial Engines | Alamo | CA | sobannon@edelmanfinancialengines.com | yes |
| Stephen | Flores | Senior Vice President | First Financial Bank | Abilene | TX | sflores@ffin.com | |
| Adam | Roslovic | Director, Financial Planning | Edelman Financial Engines | Columbus | OH | aroslovic@EdelmanFinancialEngines.com | yes |
| Lance | Blount | Director Financial Planning | Edelman Financial Engines | San Juan Capistrano | CA | lblount@edelmanfinancialengines.com | yes |
| Adam | Karron | Director, Financial Planning | Edelman Financial Engines | Plantation | FL | akarron@edelmanfinancialengines.com | yes |
| Joseph | Davis | President | LPL Financial | Washington | DC | JLDavis@livingcapital.com | yes |
| Andy | Hedrick | Executive Director, Financial Planning | Unknown | San Antonio | TX | ahedrick@edelmanfinancialengines.com | |
| Sean | Mahoney | Senior Wealth Advisor / Digital Asset Specialist | Beacon Pointe Advisors | Scottsdale | AZ | smahoney@beaconpointe.com | yes |
| Aubrey | Klaseen Nunez | Sr. Regional Consultant | Bitwise | New York | NY | aubrey@bitwiseinvestments.com | |
| Thomas | Chevallier | Director, Digital Assets | Blackrock | New York | NY | thomas.chevallier@blackrock.com | |
| Kathleen | Fennelly | National Account Manager | Franklin Templeton | Miami | FL | kathleen.fennelly@franklintempleton.com | |
| Patrick | Ciummo | Director – Regional Trading Strategist | Charles Schwab | Glendale | RI | patrick.ciummo@schwab.com | |
| Erik | Allstatt | Sr Manager Compliance | Charles Schwab | Seminole | FL | erik.allstatt@schwab.com | |
| Ann | Garner | Client Associate | Arras Wealth Management | Lexington | KY | awgarner@arraswm.com | yes |
| Bo | Pang | Regional Investment Strategist | Charles Schwab | Carrolton | TX | leah.pang@schwab.com | |
| Ryan | Young | Wealth Advisor | Scheffel Financial | St. Louis | MO | ryan.young@lpl.com | yes |
| T Scott | Wolford | Director – Financial Planning | Edelman Financial Engines | Wichita | KS | swolford@edelmanfinancialengines.com | yes |
| Grant | Stoll | Investment Consultant | Charles Schwab | Elkhorn | NE | grant.stoll@schwab.com | |
| Rafael | Blanco | Financial Consultant | Charles Schwab | Mesa | AZ | rafael.blanco@schwab.com | yes |
| Mark | Huhn | Financial Consultant/CFP | Charles Schwab | La Jolla | CA | mark.huhn@schwab.com | |
| Frederick | Koppelmann | Senior Financial Advisor | LPL Financial | Greenville | SC | mark.koppelmann@lpl.com | yes |
| Ellie | McCarthy | Instructional Designer | Franklin Templeton | Hoboken | NJ | ellie.mccarthy@franklintempleton.com | |
| Kossiwa | Aka | Compliance Officer | Quadrant Regulatory Group | New York | NY | kossiwa@quadrantregulatory.com | |
| Darren | Pearsall | Market Operations | Texas Stock Exchange | Dallas | TX | darren.pearsall@txse.com | |
| Patricia | Curran | Corporate Investment Advisor | Liquidity Choices | Cranston | RI | pcurran@liquiditychoices.com | |
| Carlie | Donovan | Business Development Associate Manager | Bitwise | Boston | MA | carlie@bitwiseinvestments.com | |
| Evan | Malcolm | Trading Specialist | Schwab | Westlake | TX | evan.malcolm@schwab.com | |
| Samuel | Kunz | CIO | Core Financial Partners | El Segundo | CA | sam@corefpi.com | |
| Steven | Sergio | Director of Compliance & Operations | RMR Wealth Builders | Montclair | NJ | ssergio@rmrwealth.com | |
| Christopher | Mediate | Financial Advisor | Mediate Financial Services | Canfield | OH | cem@mediatefinancial.com | yes |
| Brandon | Rodriquez | VP, Financial Consultant | Charles Schwab | Westlake | TX | brandon.rodriquez@schwab.com | |
| Jared | Rubin | Director, Financial Planning | Edelman Financial Engines | Burlington | MA | jrubin@edelmanfinancialengines.com | yes |
| Pete | Bush | CEO | Horizon Financial Group | Baton Rouge | LA | pbush@horizonfg.com | yes |
| Trevor | Yochum | Managing Partner | Incompass Financial Partners | Marietta | GA | trevor@incompassfp.com | yes |
| Daniel | Juechter | CEO | Hunter Financial Advisors | Tarrytown | NY | djuechter@hunterfa.com | yes |
| Alan | Facey | Executive Director | Edelman Financial Engines | Fairfax | VA | afacey@edelmanfinancialengines.com | yes |
| Mark | Palmer | Financial Planner | Edelman Financial Engines | Walnut Creek | CA | mpalmer@edelmanfinancialengines.com | yes |
| Spencer | Crow | Director, Financial Planning | Edelman Financial Engines | San Antonio | TX | Scrow@edelmanfinancialengines.com | yes |
| Brett | Tushingham | Senior Vice President, Wealth Advisor | Farther | Wilmington | NC | brett.tushingham@farther.com | yes |
| Steven | Rogé | CEO | R. W. Rogé & Company | Beverly | MA | steven@rwroge.com | yes |
| Kevin | Maguire | Director, Financial Planning | Edelman Financial Engines | White Plains | NY | kmaguire@edelmanfinancialengines.com | yes |
| Christopher | Tomes | Financial Advisor | Ameriprise Financial Services | Crestview Hills | KY | christopher.m.tomes@ampf.com | yes |
| Carlos | Rodriguez | Financial Planner | Edelman Financial Engines | Coral Gables | FL | crodriguez@edelmanfinancialengines.com | yes |
| Eric | Lowell | Regional Director | Bitwise | San Francisco | CA | Eric@bitwiseinvestments.com | |
| Richard | LoPresti | Tax Efficient Retirement Planner | Milestone AMG | Milford | CT | rich@milestoneamg.com | |
| Jeffrey | Giles | Engagement Manager | Charles Schwab | St. Louis | MO | jeffrey.giles@schwab.com | |
| Sudhir | Pai | Managing Partner | MyTimeEquity | Plano | TX | sudhir@sumamonde.com | yes |
| Thomas | Livingston | CEO and Founder | MonieStorm | Marietta | GA | tom@moniestorm.com | |
| Ron | Sisk | Director, Financial Planning | Edelman Financial Engines | San Diego | CA | rsisk@edelmanfinancialengines.com | yes |
| Braedon | LaBar | Regional Consultant | Bitwise | New York | NY | braedon@bitwiseinvestments.com | |
| Dominic | Aceto | Advisory Specialist | RMR Wealth Builders | Montclair | NJ | daceto@rmrwealth.com | yes |
| John | Brand | Financial Advisor | Raymond James | Elmira | NY | john.brand@raymondjames.com | yes |
| Kevin | Garvey | Senior Wealth Advisor | Mariner | Palm Beach Gardens | FL | kevin.garvey@marinerwealthadvisors.com | yes |
| Bobby | Thompson, Jr. | Registered Representative | TransAmerica Financial Advisors | Stillwater | OK | bobby.thompson@tfaconnect.com | yes |
| Jay | Fratello | Manager | Wells Fargo Advisors Fin Network | Ocala | FL | jay.fratello@wfafinet.com | |
| Stephen | Smith | Financial Consultant | Charles Schwab | Newport Beach | CA | stephen.smith@schwab.com | |
| Alex | Simon | Director, Trader Service | Charles Schwab | Warren | NJ | alex.simon@schwab.com | |
| Jeffrey | Goyette Jr | Sr Wealth Advisor | Dakota Wealth Management | Palm Beach Gardens | FL | jgoyettejr@dakotawm.com | yes |
| Justin | Taylor | Business Development Specialist | Hashdex | Chatham | NJ | justin.taylor@hashdex.com | |
| Erick | Conway | Senior Wealth Manager | Strong Valley Wealth and Pension | San Diego | CA | erick@strongvalley.com | yes |
| Padmapriya | Natarajan | Director-software engineering | Fidelity | Irving | TX | padmapriya.natarajan@fmr.com | |
| Nicholas | Rossin | Investment Advisor | Quantum Financial Partners | Kansas City | MO | nrossin@qfpwealth.com | yes |
| Edward | Secrest | Advisor | Southeast Financial Group | Raleigh | NC | esecrest@sefgroup.com | yes |
| Jaron | Carter | Business Development Specialist | Hashdex | New York | NY | jaron.carter@hashdex.com | |
| Tony | Erwin | Principle Consultant | Skyrocket Financial Solutions | Flowery Branch | GA | tony@skyrocketfinancial.com | |
| Curtis | Parry Jr. | CEO | Unique Wealth | Tampa | FL | curtis.parry@uniquewealth.com | |
| Aaron | Schweitzer | Portfolio Manager | TSG Advice | Columbus | OH | a.schweitzer@tsgadvice.com | yes |
| Douglas | Callen | SVP | B.B. Graham & Co. | Orange | CA | bcallen@bbgraham.com | |
| Thomas | Trost | Business Development Specialist | Hashdex | New York | NY | thomas.trost@hashdex.com | |
| Niels | Jepsen | President & CEO | Systematic Wealth Management | Glenwood Springs | CO | n.august@systematicwealth.us | yes |
| Tim | Bartlett | Senior Portfolio Manager | Unique Wealth | Clearwater | FL | tim.bartlett@uniquewealth.com | yes |
| James | Parrie | GM/COO | TruWealth Advisors | Metairie | LA | james.parrie@twadvisor.com | |
| Sean | Gurson | Founder, Principal, and Portfolio Manager | Unlock Investments | Alamo | CA | sean@unlockinvestments.com | |
| John | McCafferty | Director | Edelman Financial Engines | Alexandria | VA | jmccafferty@edelmanfinancialengines.com | |
| Lindsay | Wolf | Financial Advisor | TSG Advice Partners | Warren | OH | l.wolf@tsgadvice.com | yes |
| Bart | Sikora | Director | BlackRock | San Francisco | CA | bart.sikora@blackrock.com | |
| Edward | Bamberg | Managing Partner | Integrity Retirement Advisors | Vero Beach | FL | ed.bamberg@integrityadvs.com | yes |
| Atensa | Prempeh | Regional Consultant | Bitwise Asset Management | San Francisco | CA | atensa@bitwiseinvestments.com | |
| Thomas | Kyle | Wealth Advisor | EP Wealth | Redondo beach | CA | tkyle@epwealth.com | yes |
| Jake | Norton | Founder | Stewardship Financial | Gilbert | AZ | jake@stewardship.pro | |
| Timothy | Hagan | Vice President | Fidelity | West Chester | PA | timothy.hagan@fmr.com | |
| Rhys | Williams | Senior Wealth Advisors, Principal | Dakota Wealth Management | Orlando | FL | rwilliams@dakotawm.com | yes |
| Thomas | Cakert | President | TC Financial | Ventor City | NJ | tcakert@tcfinmgt.com | yes |
| James | Eckley | Advisor | Hardworking Capital Advisors | Oxnard | CA | jeckley@hardworkingcapital.com | yes |
| Genecar | Vivo | Director of Concierge Services | Echo45 Advisors | Walnut Creek | CA | gvivo@echo45advisors.com | |
| Bob | Andreola | Director Financial Planning | Edelman Financial Engines | Norwood | MA | bandreola@edelmanfinancialengines.com | yes |
| Peter | Herbst | Financial Consultant | Charles Schwab | Phoenix | AZ | peter.herbst@schwab.com | |
| Kena | Martin | Internal Audit Director | Kena | Austin | TX | kena.martin@schwab.com | |
| Christopher | Ibrahim | Financial Advisor | Raymond James | Somerville | NJ | chris@ibrahimwealth.com | yes |
| Robert | Ibrahim | Managing Partner | Ibrahim Wealth Advisory Group | Somerville | NJ | robert@ibrahimwealth.com | yes |
| Joseph | McKillop | Senior Manager, Internal Audit | Charles Schwab | Grapevine | TX | joe.mckillop@schwab.com | |
| Adam | Evans | Branch Manager | Charles Schwab | Papillion | NE | adam.m.evans@schwab.com | |
| Keith | Taylor | Financial Advisor | Centerpoint Wealth Strategies | Charlotte | NC | ktaylor@cpwealthstrategies.com | yes |
| Alimamy | Kabia | Business Development Officer | Bitwise | Astoria | NY | alimamy@bitwiseinvestments.com | |
| Sharon | Khan | Financial Advisor | DeDora Capital | Napa | CA | sharon@dedoracapital.com | yes |
| Gavin | Markham | Investment Analyst | Clearstead | Kent | OH | gmarkham@clearstead.com | |
| James | Horn | Planner | Edelman Financial Engines | Farmington | NY | jhorn@edelmanfinancialengines.com | yes |
| Nick | English | Senior Vice President | Beacon Pointe | Melissa | TX | nenglish@beaconpointe.com | |
| Enri | Dama | Managing Partner | WealthEdge | New York | NY | e.dama@wealthedge.com | yes |
| Aicha | Mosha | Director | Charles Schwab | Pflugerville | TX | aicha.mosha@schwab.com | |
| John | Hutchens | Managing Partner | Monon Wealth Management | Carmel | IN | darrick@mononwealth.com | yes |
| Donald | Yule | Director Trader Service | Charles Schwab | Kyle | TX | dyule@austin.rr.com | |
| Joanna | Cecilia-Fleming | Exec Dir Fin Planning | Edelman Financial Engines | Somers | NY | joanna.cecilia@edelmanfinancialengines.com | yes |
| Matthew | Foshee | Branch Manager | Charles Schwab | Missouri City | TX | matt.foshee@schwab.com | |
| Christopher | Hacker | Vice President | RMR Wealth Builders | Browns Valley | CA | chacker@rmrwealth.com | yes |
| Adam | Lynch | Director – Equity | Charles Schwab | Chicago | IL | adam.lynch@schwab.com | |
| Charles | Maratta | Retirement Plan Advisor | Empower | Toms River | NJ | charles.maratta@empower.com | yes |
| Mark | Andraos | Partner | Regency Wealth Management | Ramsey | NJ | mandraos@regencywealth.com | yes |
| Jared | Orr | Portfolio Strategist | Federated Hermes | Pittsburgh | PA | jared.orr@federatedhermes.com | |
| Greg | Cella | Branch Manager | Charles Schwab | Westlake | TX | greg.cella@schwab.com | |
| William | Fletcher | Financial Advisor | Fletcher Wealth Management | Triadelphia | WV | andrew@fletcherwm.com | yes |
| Taylor | Thompson | Financial Advisor | Oasis Advisors | Mesa | AZ | taylor@oasisadvisors.com | yes |
| Paranj | Patel | WM Analyst | Morgan Stanley | Edison | NJ | paranj.patel@morganstanley.com | |
| Kevin | Carter | President | Carter Financial Group | Barrington | IL | kevin@carterfinancialgroup.com | |
| Jacob | Levine | Wealth Manager | Merit Financial Advisors | Jupiter | FL | jlevine@meritfa.com | yes |
| Dane | Urban | Client Assistant | Carter Financial Group | Barrington | IL | dane@carterfinancialgroup.com | |
| Frederick | Lake | Founder | Narrative Alpha | Stamford | CT | rick@ricklake.com | |
| Steven | Crane | Founder | Financial Legacy Builders | Fairborn | OH | admin@financiallegacybuilders.com | |
| Ashton | Lawrence | Director / Senior Wealth Advisor | Mariner Wealth Advisors | Greenville | SC | ashton.lawrence@marinerwealthadvisors.com | yes |
| Blaine | Ferguson | Partner | Capital Wealth Advisors | Naples | FL | blaine@capitalwealthadvisors.com | |
| Mark | Fitzgerald | CEO & Advisor | Cranbrook Wealth Management | Bloomfield Hills | MI | mf@cranbrookwealth.com | yes |
| Dale | Terwedo | Founder/Senior Advisor | TFS Advisors | Edmonds | WA | dale@tfsadvisors.com | |
| Cole | Matsuura | Senior Planning Coordinator | Echo45 Advisors | San Francisco | CA | cmatsuura@echo45advisors.com | |
| Denver | McClure | Investment Advisor | Nashional Investments | Lewisville | TX | dmcclure@nashionalinvestments.com | yes |
| Adam | Login | Senior Financial Advisor | Gateway Financial Partners | Glastonbury | CT | adam.login@mygfpartner.com | yes |
| Stephanie | Hagan | Investment Advisor | Carter Financial Group | Barrington | IL | stephanie@carterfinancialgroup.com | yes |
| Nate | Crowther | Financial Advisor | Renaissance Financial | Draper | UT | nate.crowther@rfc.com | yes |
| William | Hoffman | Director – Financial Planner | Edelman Financial Engines | Barrington Hills | IL | bhoffman@edelmanfinancialengines.com | yes |
| Joseph | Labella | Senior Investment Consultant | Cutter Associates | New York | NY | jlandnl@optonline.net | |
| Timothy | Ralph | Wealth Manager – Partner | Merit Financial Advisors | Jupiter | FL | tralph@meritfa.com | |
| Brandon | Schifferdecker | Director, Supervision & Risk Management | Charles Schwab | Westlake | TX | brandon.schifferdecker@schwab.com | |
| Craig | Hebert | VP | Summit Financial Services | Eldersburg | MD | craig@sfsmd.com | |
| Jonathan | Amoia | Partner, Managing Director | Sandhill Investment Management | Buffalo | NY | jamoia@sandhill-im.com | |
| John | Kozak | Chief Wealth Officer | Kozak Financial | Harveysburg | OH | john@kozakfinancial.net | yes |
| Michael | Irgens | Wealth Managment Director | Charles Schwab | Aurora | CO | michael.irgens@schwab.com | |
| Benjamin | Green | Co-Founder | Ready2Retire | Nashville | TN | benjamin@ready2retire.net | yes |
| Jon | Henderson | Owner/Founder | Echo45 Advisors | Walnut Creek | CA | jhenderson@echo45advisors.com | yes |
| Larry | Koeppel | Founder | Digital Wealth | Marina Del Rey | CA | larry@digitalwealth.la | yes |
| Jeffrey | Stouffer | Principal | Mercantile Advisors | Alexandria | VA | jeff.s@mercantileadvisorsllc.com | yes |
| Darin | Kight | Financial Advisor | Southpaw Financial | Tahlequah | OK | Darin.kight@southpawfinancial.com | yes |
| James | Sutton | Director of Portfolio Management & Technology | Echo45 Advisors | Walnut Creek | CA | jsutton@echo45advisors.com | |
| Adam | Gallegos | CEO & President | Fig Wealth | San Francisco | CA | adamg@figwealth.us | yes |
| Stephen | Hazel | Owner | Magnificent Life Financial Planning | Tempe | AZ | steve@magnificentlifefp.com | |
| Baburhan | Gucer | Wealth Manager | Benedetti, Gucer & Associates | Atlanta | GA | bgucer@bgawealth.com | yes |
| Christopher | Schwall | Regional Director | Invesco | Charlotte | NC | chris.schwall@invesco.com | |
| Zackarias | Valavanis | Client Associate | Neuberger Berman | Wilmette | IL | zackarias.valavanis@nb.com | yes |
| Joe | Mazzola | Director | Charles Schwab | Danville | CA | joe.mazzola@schwab.com | |
| Jeanine | Cazaubon | CFP | Ameriprise | Mandeville | LA | jeanine.m.cazaubon@ampf.com | yes |
| Christopher | Haigh | CEO | Iconoclastic Capital Management | Rochester | NY | chris@iconocapital.com | |
| Dexter | Perry | Investment Advisor Representative | One Providance Capital | Apex | NC | dperry@oneprov.com | |
| Valdon | Valdois | Senior Compliance Manager | Invesco | League City | TX | val.valdois@invesco.com | |
| Chris | Eurich | Business Development Specialist | Hashdex | Bronxville | NY | chris.eurich@hashdex.com | |
| Jonathan | Forbes | President | Petra Financial Advisors | Colorado Springs | CO | jon@petrafinancial.com | |
| Cornelius | David | Financial Planner and Investment Advisor | David Wealth Management | Arlington | VA | cjdavid@davidwealth.com | yes |
| Ryan | Logue | Director, Channel Strategy & Execution | Franklin Templeton | St. Petersburg | FL | ryan.logue@franklintempleton.com | |
| Paul | Parson | Branch Manager | Parson/Dedic Wealth Management | Owosso | MI | paul.parson@wfafinet.com | |
| Dan | Draper | CEO | S&P | Chicago | IL | dan.draper@spglobal.com | |
| Jim | Krebec | President | CIC Investment Consultants | Glenwood | AR | jkrebec@cicinv.com | |
| Jennifer | Karch | Certified Financial Planner | Carter Financial Group | Barrington | IL | jennifer@carterfinancialgroup.com | yes |
| Christopher | Decker | Sales Manager | Franklin Templeton | Tampa | FL | chris.decker@franklintempleton.com | |
| Jessica | Demler | Principal, Relationship Development & Financial Planning | Oxler Private Wealth | Rye Brook | NY | jessica@oxlerpw.com | |
| Solon | Person | EVP Director Portfolio Construction Solutions | Federated Hermes | Pittsburgh | PA | solon.person@federatedhermes.com | |
| William | Nelson | Associate General Counsel | Investment Adviser Association | Washington | DC | william.nelson@investmentadviser.org | |
| Bryan | Boyle | Financial Consultant | Bryan E. Boyle | Wilkes Barre | PA | bboyle@howellusa.com | yes |
| Joseph | Vietri | Managing Director | Charles Schwab | Payson | AZ | joseph.vietri@schwab.com | |
| Kyle | Waterbury | Private Wealth Advisor | Unique Wealth | Tampa Bay | FL | kyle.waterbury@uniquewealth.com | yes |
| Derek | Brauteseth | Certified Financial Planner | Gresham Wealth | Pietermaritzburg | KwaZulu-Natal | derekb@greshamfsg.co.za | yes |
| Craig | Mallinson | Sr. Principal Derivatives Specialist | Invesco | New York | NY | craig.mallinson@invesco.com | |
| Adam | Armstrong | Wealth Advisor | Withum Wealth Management | Natick | MA | aarmstrong@withumwealth.com | yes |
| Eric | Fracasso | Vice President, Senior Advisor Consultant | Invesco | Huntington | NY | eric.fracasso@invesco.com | |
| John | Hickey | Client Service Associate | Ubequity Wealth Management | Round Rock | TX | john@ubequitywealth.com | yes |
| Dylan | Olsen | Financial Consultant Partner | Charles Schwab | Omaha | NE | dylan.olsen@schwab.com | |
| Jason | Stuber | Chief Investment Officer | Saling Wealth Advisors | Louisville | KY | jason@salingadvisors.com | |
| Walter | Brown | President | Warrior Wealth Management | Bristol | TN | wsbrown@moneyconcepts.com | yes |
We invite CBDA holders in good standing to be included in this directory, and many agree to do so. Note: Only those registered with a work email will be displayed.
Data is current as of March 20, 2026
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