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John Barringer	Denver, CO 80202	Portfolio Management Retirement Planning Estate Planning Financial Planning Education Funding Equity Comp. Planning StockOpter Analysis	At least $1,000,000	I specialize in financial …
Steven Plewes	Gaithersburg, MD 20879	Portfolio Management Retirement Planning Estate Planning Financial Planning Education Funding	At least $1,000,000	We are a comprehensive financial …
Alan Ungar CFP	Calabasas, CA 91302	Portfolio Management Retirement Planning Estate Planning Taxes Financial Planning Education Funding	At least $1,000,000	We are a comprehensive financial …
Daniel Langworthy	Minneapolis, MN 55435	Retirement Planning Financial Planning Equity Comp. Planning StockOpter Analysis	At least $1,000,000	Dan Langworthy is one of only 26 …
Sam Swisher	Arlington Heights, IL 60005	Portfolio Management Retirement Planning Estate Planning Taxes Financial Planning Employment Negotiations Divorce	None	I was a tax lawyer/executive …
Charles Steege, CFP(r)	Doylestown, PA 18901	Portfolio Management Retirement Planning Estate Planning Taxes Financial Planning Employment Negotiations Education Funding Equity Comp. Planning StockOpter Analysis	At least $1,000,000	Founded 15 years ago, we are a …
Tom Davison	Columbus, OH 43235	Portfolio Management Retirement Planning Estate Planning Taxes Financial Planning Education Funding	At least $500,000	We help clients and people they …
Sue Stevens	Deerfield, IL 60015	Portfolio Management Retirement Planning Estate Planning Financial Planning Education Funding Equity Comp. Planning StockOpter Analysis	At least $1,000,000	Stevens Wealth Management LLC …
Sheri Iannetta Cupo, CFP®	Morristown, NJ 07960	Retirement Planning Estate Planning Taxes Financial Planning Employment Negotiations Education Funding Equity Comp. Planning StockOpter Analysis	None	*We are an independent, Fee-only …

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