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Welcome New Members!

Monday, December 08, 2014 11:48 AM | Brian Frederick

Joseph Reyes

Schwab Private Client Investment Advisory

TJ Tillman, AWMA

Empire Wealth Management, LLC

Adam C. Harding, CFP®

Alpha Fiduciary


Teena Milldebrandt



John D. Pettee, AEP®, CTFA

Charles Schwab

Luke M. Johnson

Legend Capital Group, Inc.


Joseph H. Riedel, CFP®



Adam M. Brooks

ABLE Financial Group


Levi Earhart



Timothy M. Amen, CFP®



John H. Conklin

Fairway Independent Mortgage

Christopher L. Ashton, CFP®

LearnVest, Inc.

Cory Niver

LearnVest, Inc.


Christopher Pimpo

LearnVest, Inc.


James Russell, CFP®

LearnVest, Inc.


G. Dennis McArdle

Pinnacle Capital Mortgage


Gary P. Smola, CFP®


Jessica Peck Donnerstein, CFP®


Joe Vazquez

Wealth Management Solutions

Julie A. Kern, CFP®

Bridge Financial Strategies


Mark D. Kizer, CFP®

Charles Schwab


Rhonda L. Rommel

Raymond James


David Gramza, CPA Candidate(?? Not cfp?


William H. Wilkinson, III, CFP®, ChFC, CLU,CASL

360 Wealth Management, Inc.

Charlie Rossi



Ed Gale



Patricia Heitter

Johnson Bank


Barbara Healy

CUNA Mutual Group


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