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Nationally Available Advisors
Name Location Services Minimums Description
Charles Steege, CFP®, CEP 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 22 years ago, we are a …
Valerie Gospodarek, CFA Lafayette, CA 94549 Equity Comp. Planning
 None We specialize in assisting …
Dave Alison, CFP®, EA Palo Alto, CA 94301 Portfolio Management
Retirement Planning
Estate Planning
Taxes
Financial Planning
Education Funding
Equity Comp. Planning
StockOpter Analysis
 At least $500,000 Dave Alison is an accomplished …
Sarah Delahanty, CFP®, MBA Midland, MI 48640 Portfolio Management
Retirement Planning
Estate Planning
Financial Planning
Employment Negotiations
Divorce
Education Funding
Equity Comp. Planning
StockOpter Analysis
 At least $500,000 Since 1968, SYM Financial …
Tyler Atkinson, CFP® Bellevue, WA 98005 Portfolio Management
Retirement Planning
Estate Planning
Taxes
Financial Planning
Education Funding
Equity Comp. Planning
StockOpter Analysis
 At least $500,000 Tyler is a private wealth …
Alan Ungar CFP Westlake Village, CA 91362 Portfolio Management
Retirement Planning
Estate Planning
Taxes
Financial Planning
Education Funding
 At least $1,000,000 Abacus Wealth Partners is a …
John Barringer Denver, CO 80202 Portfolio Management
Retirement Planning
Estate Planning
Financial Planning
Education Funding
Equity Comp. Planning
StockOpter Analysis
 At least $500,000 I specialize in financial …
Geoffrey Zimmerman Walnut Creek, CA 94597 Portfolio Management
Retirement Planning
Estate Planning
Financial Planning
Education Funding
Equity Comp. Planning
StockOpter Analysis
 At least $500,000 Geoff is a Certified Financial …
Dana Anspach Scottsdale, AZ 85251 Retirement Planning
 None Who's driving your retirement …
Lincoln Fleming Salt Lake City, UT 84111 Portfolio Management
Retirement Planning
Estate Planning
Taxes
Financial Planning
Education Funding
Equity Comp. Planning
 None As a fiduciary, Lincoln helps …

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