| 1 | | Senior Wealth Advisor | boston |  US | | | +19785015031 | The Colony Group | +19785015031 | Boston, Massachusetts, United States | Financial Services | Boston, Massachusetts, United States | +1 6032246994 |
| 2 | | First Vice President, Wealth Advisor | atlanta | US | | | +14042342175 | Morgan Stanley | +14042342175 | New York, New York, United States | Financial Services | New York, New York, United States | +1 8884540555 |
| 3 | | Wealth Advisor | franklin | US | | | +14148070581 | Ellenbecker Investment Group | +14148070581|+14148569893|+14143249213|+14143479462|+14143479376|+19203479376 | Pewaukee, Wisconsin, United States | Financial Services | Pewaukee, Wisconsin, United States | +1 2626913200 |
| 4 | | Managing Partner, Private Wealth Advisor | morristown | US | | | +12013207252 | Morris Retirement Advisors | +12013207252|+19739988087|+19733493011|+12014244741|+19738557440|+19739845511|+12018761587|+17328557440 | Parsippany, New Jersey, United States | Financial Services | Parsippany, New Jersey, United States | N/A |
| 5 | | Senior Wealth Advisor | N/A |  CA | | | +13062308816 | Scotiabank | +13062308816 | Toronto, Ontario, Canada | Investment Management | Toronto, Ontario, Canada | +1 7783303188 |
| 6 | | Personal Wealth Advisor | atlanta | US | | | +16787774970 | Buckhead Investment Partners | +16787774970|+16782901581 | Atlanta, Georgia, United States | Investment Management | Atlanta, Georgia, United States | N/A |
| 7 | | Branch Manager, Senior Portfolio Management Director, Family Wealth Advisor and Financial Advisor | houston | US | | | N/A | Morgan Stanley | +19142538401 | New York, New York, United States | Investment Management | New York, New York, United States | +1 8884540555 |
| 8 | | Founding Partner and Wealth Advisor | blacklick | US | | | N/A | Stratos Wealth Partners | +12165930190|+16145194500 | Beachwood, Ohio, United States | Financial Services | Beachwood, Ohio, United States | +1 2393215654 |
| 9 | | Assoc Wealth Advisor at Morgan Stanley | san francisco | US | | | N/A | Morgan Stanley | +19142538401 | New York, New York, United States | Financial Services | New York, New York, United States | +1 8884540555 |
| 10 | | Private Wealth Advisor | orange county | US | | | N/A | Union Bank | +18167634400 | San Francisco, California, United States | Financial Services | San Francisco, California, United States | +1 4088793300 |
| 11 | | Senior Vice President, Portfolio Management Director, Wealth Advisor | birmingham | US | | | N/A | Morgan Stanley | +19142538401 | New York, New York, United States | Financial Services | New York, New York, United States | +1 8884540555 |
| 12 | | Wealth Advisor | tampa | US | | | N/A | Bb&T | +17344971703|+18138553079 | Winston Salem, North Carolina, United States | Financial Services | Winston Salem, North Carolina, United States | +1 3013849601 |
| 13 | | Wealth Advisor | omaha | US | | | N/A | Mariner Wealth Advisors | +15635560123 | Overland Park, Kansas, United States | Financial Services | Overland Park, Kansas, United States | +1 5138744440 |
| 14 | | Wealth Advisor | donna | US | | | N/A | Mariner Wealth Advisors | +19565326718|+15122181739|+19565323267 | Overland Park, Kansas, United States | Financial Services | Overland Park, Kansas, United States | +1 5138744440 |
| 15 | | Private Wealth Advisor | oxford | US | | | N/A | Ameriprise Financial Services, Inc. | +15087134180|+15083631050 | De Pere, Wisconsin, United States | Financial Services | De Pere, Wisconsin, United States | +1 4128546103 |
| 16 | | Senior Vice President, Private Wealth Advisor, Alternative Investments Director - Front Street Group | philadelphia | US | | | N/A | Morgan Stanley | N/A | New York, New York, United States | Financial Services | New York, New York, United States | +1 8884540555 |
| 17 | | Private Wealth Advisor - Wealth Management | N/A |  KE | | | N/A | Nabo Capital | N/A | Nairobi, Nairobi Area, Kenya | Investment Management | Nairobi, Nairobi Area, Kenya | +254 709902700 |
| 18 | | Wealth Advisor | highland | US | | | N/A | Lefavi Wealth Management | N/A | Salt Lake City, Utah, United States | Financial Services | Salt Lake City, Utah, United States | +1 8014869000 |
| 19 | | Senior Vice President, Family Wealth Advisor, Portfolio Management Director, Financial Advisor | seattle | US | | | N/A | Morgan Stanley | N/A | New York, New York, United States | Financial Services | New York, New York, United States | +1 8884540555 |
| 20 | | President - Wealth Advisor | new york | US | | | N/A | First Allied Securities | N/A | San Diego, California, United States | Financial Services | San Diego, California, United States | +1 9497238475 |