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ProfessionalFirm & roleOfficeFocusShortlist
Aaron Waxman
Aaron WaxmanResearched profile		Cerity PartnersPartnerSan FranciscoCaliforniaMultigenerational wealth
Abby Wachter
Abby WachterResearched profile		Brighton JonesFamily Wealth AdvisorSeattleWashingtonFamily wealth planning
Alena Boucek
Alena BoucekResearched profile		Brighton JonesAssociate AdvisorScottsdaleArizonaFinancial planning
Alex Cannella
Alex CannellaResearched profile		Brighton JonesAssociate AdvisorScottsdaleArizonaComprehensive financial planning
Alex Flagg
Alex FlaggResearched profile		Brighton JonesAssociate AdvisorSan FranciscoCaliforniaFinancial planning
Alexia Candelaria
Alexia CandelariaResearched profile		Brighton JonesLead AdvisorLos AngelesCaliforniaComprehensive financial planning
Allison A. Alexander
Allison A. AlexanderResearched profile		Savant Wealth ManagementFinancial Advisor / Member OwnerRockfordIllinoisRetirement planning
Ana Mercado
Ana MercadoResearched profile		EP Wealth AdvisorsVice President, AdvisorTorranceCaliforniaCash-flow planning
Andres Rivera-Uribe
Andres Rivera-UribeResearched profile		Brighton JonesAssociate AdvisorSeattleWashingtonFinancial planning
Andrew Connors
Andrew ConnorsResearched profile		Hightower AdvisorsWealth Advisor, Managing DirectorClevelandOhioBusiness owner planning
Andrew Mack
Andrew MackResearched profile		Fincadia Capital PartnersVice PresidentNew YorkNew YorkWealth management
Andrew McDowell
Andrew McDowellResearched profile		MarinerManaging Director & Senior Wealth AdvisorMiramar BeachFloridaWealth planning

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