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 |
|---|---|---|---|
Mark Newbould | Wealth Management Advisor & Chief Executive Officer | Newbould Wealth Management | |
JB John Bossche | Wealth Management Advisor | Vande Bossche Financial Planning and Wealth Management | |
Lee Gordon | Senior Managing Director and Chief Executive Officer Mesirow Wealth Advisors | Mesirow Financial | |
Matthew Aiken | Chief Executive Officer & Wealth Management Advisor | Tonka Health Care | |
JR James Rachels | Chief Executive Officer, Capital Wealth Management & Llc Registered Representative & Investment Advisor & Representative | Cetera Advisor Networks | |
JK John Kozely | Chief Financial Officer & Director, Investments & Wealth Management Associate & Advisor | Northwestern Mutual | |
TW Terence Weiss | President & Managing Director & Senior Wealth Advisor | Wallington Asset Management | |
Scot Bolton | President and Managing Partner and Wealth Management Advisor | Good Redden Klosler | |
Catherine Kilmer | Chief Operating Officer, Direct Advisors, a division of HUB Retirement and Wealth Management | Hub | |
IL Ian Laterreur | Managing Partner, Wealth Advisor | Ergawealth Advisors | |
Qunnie Lin | Founder & Chief Executive Officer, Lin Wealth Management & Wealth Management Advisor & Principal | Northwestern Mutual | |
RW Ron Witter | Witter Wealth Management of Tower 68 Financial Advisors President & Founder | Tower 68 Financial Advisors | |
Jason Biance | Founding Partner, Chief Information Officer and Wealth Management Advisor | J Biance Financial | |
KW Kathryn Wallace | President & Managing Wealth Advisor & Partner | Basepoint Wealth | |
Seth Pietrini | Chief Operating Officer & Manager, Legacy Wealth Advisors Office, Rjfs | Raymond James Financial Services | |
JB Jill Blair | Chief Operating Officer & Branch Manager & Aucoin Wealth Management Financial, Rjfs Advisor | Aucoin Wealth Management | |
RD Robert Doran | President, Infinity Wealth Management & Financial Advisor & Registered Principal | Infinity Wealth Management | |
CS Carine Smith | Wealth Management Advisor | TIAA | |
Lauren Gunthner | Chief Operating Officer & Managing Partner & Wealth Management Advisor | Morgan Stanley | |
SG Steven Guggenheimer | Executive Vice President & Wealth Management Financial Advisor | Janney |