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Abby Rosen, GFP (USA), CFP

RegentAtlantic
Countries of Expertise

France, Germany, Japan

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Anja Luesink, MBA CFP® RLP® CeFT GFP (USA)

Luesink Stenstrom Financial
Countries of Expertise

Netherlands, Spain, United Kingdom, Australia

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Ariadne Horstman, USA, CFP, RLP

Appreciate Finance
Countries of Expertise

France, Portugal, Germany, United States

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Ashley Murphy, GFP (USA), CFP®

Areté Wealth Strategists
Countries of Expertise

United States, Australia

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Brenna McLoughlin, CFP®, GFP (USA)

Wealthstream Advisors, Inc.
Countries of Expertise

United Kingdom

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Brett Spencer, GFP (USA), CFP®, CEPA

Impact Financial
Countries of Expertise

Latin America, South America, Europe

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Daniel Tobias, CFP®, PPC, GFP (USA)

Passport Wealth Management
Countries of Expertise

United States

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Emilie R. Goldman, CFA, CFP®, GFP (USA)

Tamarind Financial Planning
Countries of Expertise

United States

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Grace Kvantas, CFP®, GFP (USA)

Financial Symmetry Inc.
Countries of Expertise

United States

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Grant W. (Wes) Armstrong, CFP® , GFP (USA), Certificate in Philanthropic Solutions

In Transition
Countries of Expertise

United States

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Guillaume Decalf, GFP (USA)

Oui Financial
Countries of Expertise

United States, France

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James Boyle, CFP®, GFP (USA)

Plan First Wealth
Countries of Expertise

United States, United Kingdom

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Jane Beule, CFP®, TEP, GFP (USA)

Griffin Black, Inc.
Countries of Expertise

India, Ireland

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Jeffrey Daniher, CFP, CTFA, CLU, AEP, GFP (USA)

Ritter Daniher Financial Advisory LLC
Countries of Expertise

United States

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Joan L. Sharp, CFP®, CeFT®, RLP®, CAP®, MSFS, GFP (USA), Kolbe Certified™ Consultant

River Family Advisors,LLC
Countries of Expertise

United States

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John Chesbrough, CFP®, GFP (USA)

Trail Financial Planning LLC
Countries of Expertise

Malaysia, New Zealand, Czech Republic (limited) and the US.

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John McNertney, CFP®, GFP (USA)

Freestone Capital Management
Countries of Expertise

Portugal, United States

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Karen Leech, CPWA, GFP (USA)

Wetherby Asset Management
Countries of Expertise

United States, United Kingdom

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Kim Hall, CFP®, GFP (USA)

Clarity Wealth Development
Countries of Expertise

Australia, United States

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Lauris Lambergs, CIMA, MBA, GFP (USA)

Renaissance Wealth Advisors, LLC
Countries of Expertise

United States, United Kingdom, France, Germany, Switzerland, Spain, Italy, Poland, Sweden, Latvia, Estonia, Lithuania.

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Lisa Brown, CFP®, CIMA, GFP (USA)

Brightworth
Countries of Expertise

United States

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Mariah Sacoman, CFP®, GFP (USA)

HighRocks Wealth, LLC
Countries of Expertise

Italy, France

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Martha Kern, CFP, GFP (USA)

Plan First Wealth LLC
Countries of Expertise

United States, United Kingdom

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Miguel Sosa, GFP, CIMA

Premia Global Advisors
Countries of Expertise

United States, Barbados, Ecuador, Mexico

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Natalie Truty, CFP®, GFP (USA)

Wealthspire Advisors
Countries of Expertise

Placeholder

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Neil Krishnaswamy, CFP®, RICP, EA, GFP (USA)

Krishna Wealth Planning LLC
Countries of Expertise

United States, India

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Norman Mangina, CFP®, GFP (USA)

Illumination Wealth
Countries of Expertise

United States

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Raoul Rodríguez, CFP®, EA, GFP (USA)

Congress Wealth Management
Countries of Expertise

Mexico, United States

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Robinson Crawford, CFP®, GFP (USA)

Montebello Avenue Limited Co.
Countries of Expertise

United States

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Ryan Firth, GFP (USA), CPA/PFS™, CFP®, CCFC

Mercer Street Personal Financial Services
Countries of Expertise

United States

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Steven Heintz, CPA, GFP (USA)

Heintz & Clark, Ltd
Countries of Expertise

Australia, United Kingdom

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Sunil Harpalani, CFP®, CPA, GFP (USA)

Holistic View Financial, LLC
Countries of Expertise

United States, India, United Kingdom, Spain

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Thomas Goodwin, CFP, EA, GFP (USA)

F.L. Putnam Investment Management Company
Countries of Expertise

Canada, Australia, United Kingdom

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Todd Brundage, CFP®, ChFC, GFP (USA)

Pacific Capital Works
Countries of Expertise

United States, Generalist

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