Contacts
Likely to Engage Contact 
Contact Name And Email
Current Role
Contact Info
Companies
Company Name/URL/Ticker
Industry
Employee Count
Revenue
Locations
Location
Contact Name | Contact Details | Job Title | Company Name |
|---|---|---|---|
MC Matthew Cuplin | President & Chief Executive Officer & Certified Financial Planner (Cfp ) | Midwest Financial Group | |
ES Emil Slavik | Senior Healthcare Planner. Chief Executive Officer | Compass SFMP | |
WG Wayne Galan | Chief Executive Officer Life and Health Agent, Medicare Specialist. Retirement Planner. | GALAN Insurance & Medicare Solutions | |
AW Adrienne Williams | Event Planner & Chief Executive Officer | Adrienne Makeup Artist | |
CB Cheryl Bailey | Chief Executive Officer & Travel Planner | Yellow Umbrella Events | |
Sean Gross | Certified Financial Planner & Co-Founder & Chief Executive Officer | Telos Wealth Management | |
FH Frederick Harkins | Founder & Chief Executive Officer & Fee Fiduciary Financial Planner | Harkins Wealth Management | |
RV Rick Valenzi | Certified Financial Planner & Founder & Chief Executive Officer | The Financial Zen Group | |
KC Karen Carter | Founder & Chief Executive Officer & Wedding & Event Planner | Kcdpi | |
Thomas Mullooly | Chief Executive Officer & Fiduciary, Fee-Only Investment Advisory Firm, Financial Planner | Mullooly Asset Management | |
AN Austin Nold | Chief Executive Officer & Senior Wealth Planner | Nold Bryant Planning | |
SB Sara Bohn | Chief Executive Officer & Financial Planner | Acoustic Vortex | |
AT Ashley Torsiello | Chief Executive Officer & Owner & Lead Planner | Siello Weddings & Events | |
ID Idaho Drop | Chief Executive Officer & Event Planner | Idaho Potato Drop | |
DA Debbie Anmuth-Hunt | Chief Executive Officer. Corporate Meeting Planner | Eventive Productions | |
ES Erik Sartin | Chief Executive Officer & Financial Planner | The Planners | |
CO Chad Olivier | Chief Executive Officer & Certified Financial Planner | The Olivier Group | |
WL Woodrow Lockett | Chief Executive Officer & Investment Planner | First Class Financial | |
AB Anthony Bartlett | Financial Planner & Chief Executive Officer | Bartlett Wealth Management | |
Adele George | Chief Executive Officer & Media Planner & Buyer | AMGeorge |