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ProfessionalFirm & roleOfficeFocusShortlist
Patrick C. Duff
Patrick C. DuffResearched profile		MonetaPartnerSt. LouisMissouriComprehensive financial planning
Patti B. Black
Patti B. BlackResearched profile		Savant Wealth ManagementFinancial Advisor / Member OwnerBirminghamAlabamaComprehensive financial planning
Peter Mallouk
Peter MalloukResearched profile		Creative PlanningPresident & CEOOverland ParkKansasWealth management
Randy Capizzi
Randy CapizziResearched profile		Fincadia Capital PartnersSr. Investment SpecialistFarmingvilleNew YorkAlternative investments
Richard H. Allison
Richard H. AllisonResearched profile		Savant Wealth ManagementFinancial AdvisorManassasVirginiaComprehensive financial planning
Richard Spatola
Richard SpatolaResearched profile		Fincadia Capital PartnersDirector of Business Development & Wealth ManagerMelvilleNew YorkWealth management
Rita Lee
Rita LeeResearched profile		Cerity PartnersPartnerMill ValleyCaliforniaWomen investors
Robin Aiken
Robin AikenResearched profile		HB Wealth (formerly Homrich Berg)Senior Wealth Advisor, ShareholderAtlantaGeorgiaCharitable planning
Ron Rothchild
Ron RothchildResearched profile		Fincadia Capital PartnersSr. Financial AdvisorMelvilleNew YorkWealth management
Ronan D. Cox
Ronan D. CoxResearched profile		Fincadia Capital PartnersManaging Director & Wealth AdvisorNew YorkNew YorkWealth management
Ryan Baney
Ryan BaneyResearched profile		Sequoia Financial GroupVice President, Wealth AdvisorTampaFloridaPortfolio management
Ryan Best
Ryan BestResearched profile		HB Wealth (formerly Homrich Berg)Senior Wealth Advisor, ShareholderTampaFloridaFamily office
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