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Abby Rosen, GFP Fellow, CFP®

RegentAtlantic
Countries of Expertise

France, Germany, Japan

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Alexandra Keelty, CFP®, GFP Fellow

Corient
Countries of Expertise

United States, Canada

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Amol Desai, CFP® CFA GFP Fellow

Perceptive Wealth Advisors
Countries of Expertise

United States, India

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Anja Luesink, MBA CFP® RLP® CeFT GFP Fellow

Luesink Stenstrom Financial
Countries of Expertise

Netherlands, Spain, United Kingdom, Australia

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Ariadne Horstman, GFP Fellow, CFP®, RLP®

Tamarind Financial Planning
Countries of Expertise

France, United Kingdom, Germany, United States

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Ashley Murphy, CFP® GFP Fellow

Areté Wealth Strategists
Countries of Expertise

United States, Australia

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Brenna McLoughlin, CFP®, GFP Fellow

Wealthstream Advisors, Inc.
Countries of Expertise

United Kingdom

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Brett Spencer, GFP Fellow, CFP®, CEPA

Impact Financial
Countries of Expertise

Latin America, South America, Europe

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Daniel Tobias, CFP®, PPC, GFP Fellow

Passport Wealth Management
Countries of Expertise

United States

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Donna Krohn, GFP Fellow CFP® Behavioral Finance Advisor®

Retirement Wealth Advisors
Countries of Expertise

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Douglas Goldstein, CFP®, GFP Fellow, TEP

Profile Investment Services, Ltd.
Countries of Expertise

United States, Israel

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Emilie R. Goldman, CFA, CFP®, GFP Fellow

Tamarind Financial Planning
Countries of Expertise

United States

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Grace Kvantas, CFP®, GFP Fellow

Financial Symmetry Inc.
Countries of Expertise

United States

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Grant W. (Wes) Armstrong, CFP® , GFP Fellow, Certificate in Philanthropic Solutions

In Transition
Countries of Expertise

United States

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Guillaume Decalf, GFP Fellow

Oui Financial
Countries of Expertise

United States, France

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James Boyle, CFP®, GFP Fellow

Plan First Wealth
Countries of Expertise

United States, United Kingdom

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Jane Beule, CFP®, TEP, GFP Fellow

Griffin Black, Inc.
Countries of Expertise

India, Ireland

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Jeffrey Daniher, CFP®, CTFA, CLU, AEP, GFP Fellow

Ritter Daniher Financial Advisory LLC
Countries of Expertise

United States

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Joan L. Sharp, CFP®, CeFT®, RLP®, CAP®, MSFS, GFP Fellow, Kolbe Certified™ Consultant

River Family Advisors,LLC
Countries of Expertise

United States

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John Chesbrough, CFP®, GFP Fellow

Trail Financial Planning LLC
Countries of Expertise

United States

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John McNertney, CFP®, GFP Fellow

Green Ocean Global, LLC
Countries of Expertise

Portugal, United States

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Jonathan Henkels, CFP® GFP Fellow

Savant Wealth Management
Countries of Expertise

United States, Germany, France, Luxembourg

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Karen Leech, CPWA, GFP Fellow

Wetherby Asset Management
Countries of Expertise

United States, United Kingdom

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Laura Haupt, CFP® GFP Fellow

Facet Wealth
Countries of Expertise

United States

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Lauris Lambergs, CIMA, MBA, GFP Fellow

Renaissance Wealth Advisors, LLC
Countries of Expertise

United States, United Kingdom, France, Germany, Switzerland, Spain, Italy, Poland, Sweden, Latvia, Estonia, Lithuania.

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Lisa Brown, CFP®, CIMA, GFP Fellow

Brightworth
Countries of Expertise

United States

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Mariah Sacoman, CFP®, GFP Fellow

HighRocks Wealth, LLC
Countries of Expertise

Italy, France

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Martha Kern, CFP, GFP Fellow

Plan First Wealth LLC
Countries of Expertise

United States, United Kingdom

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Miguel Sosa, GFP Fellow, CIMA

Premia Global Advisors
Countries of Expertise

United States, Barbados, Ecuador, Mexico

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Monica Dwyer, GFP Fellow CFP® CDFA®

Harvest Financial Advisors
Countries of Expertise

United States

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Natalie Truty, CFP®, GFP Fellow

Wealthspire Advisors
Countries of Expertise

United States

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Neil Krishnaswamy, CFP®, RICP, EA, GFP Fellow

Krishna Wealth Planning LLC
Countries of Expertise

United States, India

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Norman Mangina, CFP®, GFP Fellow

Illumination Wealth
Countries of Expertise

United States

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Raoul Rodríguez, CFP®, EA, GFP Fellow

Mariner Wealth Advisors
Countries of Expertise

Mexico, United States

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Russ Weiss, CFP® GFP Fellow

Marshall FInancial Group
Countries of Expertise

United States

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Ryan Firth, GFP Fellow, CPA/PFS™, CFP®, CCFC

Mercer Street Personal Financial Services
Countries of Expertise

United States

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Stewart Koesten, M.S.F.S., CFP®, CIMA®, CLU, ChFC

Aspyre Wealth Partners
Countries of Expertise

United States

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Thomas Goodwin, CFP®, EA, GFP Fellow

F.L. Putnam Investment Management Company
Countries of Expertise

Canada, Australia, United Kingdom

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Todd Brundage, CFP®, ChFC, GFP Fellow

Pacific Capital Works
Countries of Expertise

United States, Generalist

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