| Aaron Berg |
ASE Financial Advisory Group LLC |
|
|
|
| Adam Klein |
|
Advisor |
Wealth Management |
adam.klein@belpointewealth.com
|
| Adam Saldana |
|
Advisor |
Wealth Management |
adam.saldana@belpointewealth.com
|
| Andrew Liebaert |
|
Advisor |
Wealth Management |
andrew.liebaert@belpointewealth.com
|
| Andrew Sherwin |
Guardian Capital Management LLC |
|
|
andrew.sherwin@my-gcm.com
|
| Ashley Simpson |
Whitwell & Co. Inc |
|
|
ashley.simpson@belpointeasset.com
|
| Barbara Jo Mangrum |
|
Advisor |
Wealth Management |
barbara.mangrum@belpointewealth.com
|
| Belena Vincetti |
|
CCO |
Wealth/Asset Management |
belena.vincetti@belpointeasset.com
|
| Bill Anderson |
Belpointe Wealth |
Advisor |
Wealth Management |
william.anderson@belpointewealth.com
|
| Bill McCormick |
Chatham Street Advisors |
|
|
bmccormick@chathamstadv.com
|
| Bob Eng |
|
|
|
bob.eng@belpointewealth.com
|
| Bradley Montgomery |
Great Lakes Bay Financial |
Advisor |
Wealth Management |
bmontgomery@glbfinancial.com
|
| Brent Burgesser |
|
|
|
brent@burgesserwm.com
|
| Brett Ciarlo |
|
|
|
|
| Cameron Vens |
|
|
|
cameron.vens@belpointewealth.com
|
| Carla Ballard |
Belpointe Asset |
|
|
carla.ballard@belpointeasset.com
|
| Carol Pipitone |
|
Advisor |
Wealth Management |
carol.pipitone@belpointewealth.com
|
| Cassie Kang |
CK Wealth Management Group |
Advisor |
Wealth Management |
cassiekang@ckwmg.com
|
| Chris Mayo |
ASE Financial Advisory Group LLC |
|
|
|
| Christina Gatteri |
Innovative Planning Partners |
Advisor |
Wealth Management |
christina.gatteri@myinnovativeplan.com
|
| Chuck Balis |
Belpointe Wealth |
Advisor |
Wealth Management |
chuck.balis@belpointewealth.com
|
| Chuck Gorenberg |
Chaslyn Financial Group Inc. |
Advisor |
Wealth Management |
chuck@chaslynfinancialgroup.com
|
| Clifton Ross |
Guardian Capital Management LLC |
Advisor |
Wealth Management |
clifton.ross@my-gcm.com
|
| Colleen Giffin |
Beall Financial Planning Inc. |
Advisor |
Wealth Management |
colleen.giffin@belpointewealth.com
|
| Dan Morris |
|
Advisor |
Wealth Management |
dan.morris@belpointewealth.com
|
| Dan Smith |
Twenty-Twenty Wealth & Advisory Partners LLC |
|
|
dsmith@20-20wealth.com
|
| Dana Crosby |
SC Capital Advisors |
|
|
dana@scadvisors.net
|
| Daniel Angelone |
Innovative Planning Partners |
Advisor |
Wealth Management |
daniel.r.angelone@myinnovativeplan.com
|
| Darin Beckering |
Elevation Wealth Management |
|
|
darin@myelevationwealth.com
|
| David Hendershott |
|
Advisor |
Wealth Management |
david.hendershott@belpointewealth.com
|
| David Kranz |
Reshape Wealth |
Advisor |
Wealth Management |
david.kranz@reshapewealth.com
|
| David Nelson |
|
Co-Chief Investment Officer |
Wealth/Asset Management |
david.nelson@belpointeasset.com
|
| Denise French |
French Financial Group |
Advisor |
Wealth Management |
denise@french.financial
|
| Derek Beiningen |
Elevation Wealth Management |
|
|
derek@myelevationwealth.com
|
| Diana Hunter |
|
Advisor |
Wealth Management |
diana.hunter@belpointewealth.com
|
| Dick Tunick |
Inc & Katsura Asset Management |
|
|
richard.tunick@belpointeasset.com
|
| Don Kisselbach |
|
Advisor |
Wealth Management |
don.kisselbach@belpointewealth.com
|
| Ed Queenan |
Greenville Financial Group LLC |
|
|
ed@greenvillefinancialllc.com
|
| Elissa Schwartz |
Apercu Advisors |
|
|
elissa@apercuadvisors.com
|
| Eric Leibowitz |
Ambre Financial |
Advisor |
Wealth Management |
ericleibowitz@ambrefinancial.com
|
| Felipe Colon |
Sanderling Partners |
|
|
fcolon@sanderlingpartners.com
|
| Garrett Devine |
Platinum Family Wealth of Beverly Hills LLC |
|
Wealth Management |
gdevine@platinumfamilywealth.com
|
| Garrett Smith |
Three Pillars Wealth Management |
|
|
gsmith@threepillarswm.com
|
| Gary Ward |
|
Advisor |
Wealth Management |
gary.ward@belpointewealth.com
|
| George Kastanis |
McLean Advisory Group |
|
|
george@mtagllc.com
|
| George Scott |
GBJ Scott Financial Inc. |
Advisor |
Wealth Management |
george@gbjscott.com
|
| Gers Abdyli |
Reshape Wealth |
|
|
gers.abdyli@reshapewealth.com
|
| Giovanni Todesco |
|
Advisor |
Wealth Management |
giovanni.todesco@belpointewealth.com
|
| Grant Moutlon |
Moulton Wealth Management |
|
|
grant@moultonwealthmanagement.com
|
| Greg Bitter |
Hawke Financial Group |
|
|
|
| Greg Gauthier |
Apercu Advisors |
|
|
greg.gauthier@belpointewealth.com
|
| Greg Skidmore |
|
CEO |
Wealth/Asset Management |
greg.skidmore@belpointeasset.com
|
| Gregory Hadley |
|
|
|
|
| Henry Howard |
|
Advisor |
Wealth Management |
henry.howard@belpointewealth.com
|
| Hugh Halsey |
|
Advisor |
Wealth Management |
hugh.halsey@belpointewealth.com
|
| James Beall |
Beall Financial Planning Inc. |
|
|
jim@beallfp.com
|
| James Di Gesu |
|
|
Wealth Management |
james.digesu@belpointewealth.com
|
| Jarrett Meadors |
|
Advisor |
Wealth Management |
jarrett.meadors@belpointewealth.com
|
| Jasbeena |
Syena Capital |
|
|
jasbeena@syenacapital.com
|
| Jay Murray |
|
Advisor |
Wealth Management |
jay.murray@belpointewealth.com
|
| Jeffrey Heppard |
Chaslyn Financial Group Inc. |
Wealth Management |
Financial Group Team |
jeff@chaslynfinancialgroup.com
|
| Jennifer Brown |
Key Concerns |
Advisor |
Wealth Management |
jen.brown@belpointewealth.com
|
| Jeremy Whitmore |
|
|
|
jeremy.whitmore@belpointewealth.com
|
| Jim Lombardo |
Chaslyn Financial Group Inc. |
|
|
jim@chaslynfinancialgroup.com
|
| John Colon |
Sanderling Partners |
|
|
jcolon@sanderlingpartners.com
|
| John Dwyer |
|
|
Wealth Management |
john.dwyer@belpointewealth.com
|
| John Masciandaro |
Birchfield Partners LLC |
|
|
jmasciandaro@birchfieldllc.com
|
| John Thornton |
Thornton Investment Management |
|
|
|
| John(Jack) Lauroesch |
Sumner Financial Advisors LLC |
Advisor |
Wealth Management |
jack@sumnerfin.com
|
| Joseph Schreck |
Schreck Wealth Management LLC |
Advisor |
Wealth Management |
joe@schreckwm.com
|
| Joseph Ward |
|
Advisor |
Wealth Management |
joe.ward@belpointewealth.com
|
| Josephy Hren |
Redwood Financial Strategies |
|
|
jhren@rfsplan.com
|
| Katherine Clausen |
Three Pillars Wealth Management |
|
|
kclausen@threepillarswm.com
|
| Ken Quiat |
|
Advisor |
Wealth Management |
ken.quiat@belpointewealth.com
|
| Kristen Hilty |
Better Divorce Solutions |
Advisor |
Wealth Management |
kristen.hilty@belpointewealth.com
|
| Krystine Berens |
Guardian Capital Management LLC |
|
|
krystine.berens@my-gcm.com
|
| Kurt Zipp |
Navigation Wealth Management LLC |
|
|
Kurt@NavigationWealthManagement.net
|
| Kyle Callison |
Todd Mann Financial Services, Inc |
|
|
kyle@toddmannfinancialservices.com
|
| Larry Hart |
|
Advisor |
Wealth Management |
larry.hart@belpointewealth.com
|
| Lisa Elkins |
Schreck Wealth Management LLC |
|
Wealth Management |
lisa.elkins@belpointewealth.com
|
| Lisa Nee |
Money Coach LLC |
|
|
lisa@moneycoachfg.com
|
| Loic Le Mener |
Opus Wealth Management |
|
|
loic@opuswealth.net
|
| Lorie Karlin |
|
|
|
lorie.karlin@belpointewealth.com
|
| Lorrie Clark |
Whitwell & Co. Inc |
|
|
lorrie@whitwelladvisors.com
|
| Luke Will |
Navigation Wealth Management LLC |
|
|
luke@navigationwealthmanagement.net
|
| Maggie Koosa |
The Alchemists |
|
|
mkoosa@youralchemist.com
|
| Marian White |
Birchfield Partners LLC |
|
|
mwhite@birchfieldllc.com
|
| Mark Borough |
Borough Wealth Management LLC |
Advisor |
Wealth Management |
mark@boroughwealthmanagement.com
|
| Mark VanVoorhees |
|
Advisor |
Wealth Management |
mark.vanvoorhees@belpointewealth.com
|
| Matthew Waldron |
|
Advisor |
Wealth Management |
matthew.waldron@belpointewealth.com
|
| Michael Mantz |
Mantz Wealth Management Group |
Advisor |
Wealth Management |
michael@mantzwealth.com
|
| Michael Miele |
Miele Advisory Services Inc. |
Advisor |
Wealth Management |
michael.miele@belpointewealth.com
|
| Michael Simon |
Apercu Advisors |
|
|
msimon@apercuadvisors.com
|
| Mike Hindman |
Mike Hindman Wealth Advisors LLC |
Advisor |
Wealth Management |
mike.hindman@belpointewealth.com
|
| Mike Reisel |
Redwood Financial Strategies |
Advisor |
Wealth Management |
mreisel@rfsplan.com
|
| Mitch Fried |
|
Advisor |
Wealth Management |
mitchell.fried@belpointewealth.com
|
| Mitch Weiman |
Sumner Financial Advisors LLC |
Advisor |
Wealth Management |
mitch@sumnerfin.com
|
| Naima Bolden |
Guardian Capital Management LLC |
|
|
nbolden@guardianresources.net
|
| Nate Lewis |
Lewis Wealth Management |
Advisor |
Wealth Management |
nate@paullewis.com
|
| Nicholas Greenhouse |
|
Advisor |
Wealth Management |
nick.greenhouse@belpointewealth.com
|
| Patrick Thornton |
Thornton Investment Management |
|
|
pat@thorntoninvesting.com
|
| Patrick Traverse |
|
Advisor |
Wealth Management |
patrick.traverse@belpointewealth.com
|
| Patrick Vanderbilt |
|
|
|
pvanderbilt@metamasteryfinancial.com
|
| Paul Lewis |
Lewis Wealth Management |
Advisor |
Wealth Management |
paul@paullewis.com
|
| Paul Pakstis |
Chaslyn Financial Group Inc. |
Advisor |
Financial Group Team |
paul@chaslynfinancialgroup.com
|
| Paul Salamon |
|
Retirement Plan Consultant |
Wealth Management |
paul.salamon@belpointewealth.com
|
| Pedro Alcantara |
Belpointe Wealth |
Advisor |
Wealth Management |
pedro.alcantara@belpointewealth.com
|
| Pedro Ramirez |
|
Advisor |
Wealth Management |
pedro.ramirez@belpointewealth.com
|
| Peter Barcia |
Belpointe Wealth |
Advisor |
Wealth Management |
peter.barcia@belpointewealth.com
|
| Phil Adams |
Belpointe Wealth |
Advisor |
Wealth Management |
phil.adams@belpointeweatlh.com
|
| Renae Lindberg |
Guardian Capital Management LLC |
|
|
rlindberg@guardianresources.net
|
| Richard Moos |
|
|
|
|
| Richard Reagan Allen |
Belpointe Wealth |
Advisor |
Wealth Management |
reagan.allen@belpointewealth.com
|
| Richard Rogers |
|
Advisor |
Wealth Management |
richard.rogers@belpointewealth.com
|
| Richard Roscelli |
|
Advisor |
Wealth Management |
richard.roscelli@belpointeasset.com
|
| Rick Stein |
SC Capital Advisors |
|
|
rick@steincapital.net
|
| Robert Raimondo |
|
Advisor |
Wealth Management |
robert.raimondo@belpointe.com
|
| Rod Palmer |
Northstar Financial |
Advisor |
Wealth Management |
rod.palmer@belpointewealth.com
|
| Ron Tetley |
|
|
|
rtetley@retirementonly.com
|
| Rosemary Wright |
Whitwell & Co. Inc |
|
|
rosemary@whitwelladvisors.com
|
| Rostam (Ross) Atefi |
Yatra Wealth Design |
Advisor |
Wealth Management |
ratefi@belpointewealth.com
|
| Russell Christopher |
ASE Financial Advisory Group LLC |
|
|
|
| Rusty Cagle |
ASE Financial Advisory Group LLC |
|
|
|
| Ryan Milliman |
Modern Capital |
Advisor |
Wealth Management |
ryan.millman@belpointewealth.com
|
| Ryan Rowe |
Rowe Financial |
|
|
ryan@rowefinancial.biz
|
| Samara Terrill |
Synergy Wealth Management |
|
|
samara@synergywmgmt.com
|
| Sarah Carr |
Sarah Carr Financial |
|
|
sarah@sarahcarrfinancial.com
|
| Sarah Knight |
|
|
|
sknight@retirementonly.com
|
| Scott McLean |
McLean Tax Advisory Group |
|
|
scott@mtagllc.com
|
| Scott Mosher |
Three Pillars Wealth Management |
|
|
smosher@threepillarswm.com
|
| Scott Mounger |
OSTB Wealth Strategies |
|
|
scott@ostbwealth.com
|
| Scott Mullen |
Whitwell & Co. Inc |
|
|
scott@whitwelladvisors.com
|
| Scott Wilson |
SC Capital Advisors |
|
|
scott@scadvisors.net
|
| Sean Holly |
Innovative Planning Partners |
Advisor |
Wealth Management |
sean.p.holly@myinnovativeplan.com
|
| Sheldon Dyck |
Chileno Bay Family Office |
|
|
sheldon@chilenobayfo.com
|
| Sherri Long |
Chaslyn Financial Group Inc. |
|
|
sherri@chaslynfinancialgroup.com
|
| Stacy Barjenbruch |
DH Hill |
|
|
stacy.barjenbruch@dhwmservices.com
|
| Stacy Mongar |
Mongar Financial Solutions |
|
|
stacy@mongarfinancial.com
|
| Stefan Whitwell |
Whitwell & Co. Inc |
|
|
stefan@whitwelladvisors.com
|
| Stephanie Bellows |
DH Hill |
|
|
jsf@dhwmservices.com
|
| Steve Caruso |
Laurel Wealth Solutions |
Advisor |
Wealth Management |
stephen@laurelwealthsolutions.com
|
| Steve Schippel |
Steven L. Schippel Consulting |
Advisor |
Wealth Management |
steve@schippelconsulting.com
|
| SueEllen Estes |
Great Lakes Bay Financial |
|
Wealth Management |
sestes@glbfinancial.com
|
| Tim Davidson |
|
|
Wealth Management |
tim.davidson@belpointewealth.com
|
| Todd Blazei |
Redwood Financial Strategies |
|
|
tblazei@rfsplan.com
|
| Todd Mann |
Todd Mann Financial Services, Inc |
|
|
todd@toddmannfinancialservices.com
|
| Tom Casey |
|
Advisor |
Wealth Management |
thomas.casey@belpointewealth.com
|
| Tom Formhals |
The Patriot Financial Group LLC |
Advisor |
Wealth Management |
tom.formhals@belpointewealth.com
|
| Tom McGinnis |
TM Financial Planning |
|
|
tom@tmfinancialplanning.com
|
| Vincent Perna |
|
Advisor |
Wealth Management |
vincent.perna@belpointewealth.com
|
| Wallace Harrison |
|
|
|
|
| Will Sutherland |
Three Pillars Wealth Management |
|
|
wsutherland@threepillarswm.com
|
| William White |
Birchfield Partners LLC |
|
|
wwhite@birchfieldllc.com
|
