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Financial Advisor Center

Get the latest thought leadership from today's most innovative and forward-thinking Financial Advisors. This is a space for Financial Advisors, by Financial Advisors.

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Bill Hortz

Founder of the Institute
for Innovation Development

Matthew Blume

Wealth Manager and Director,
Appleseed Capital

Colin Symons

Chief Investment Officer and
Portfolio Manager

Cross Shore Capital

Registered Investment
Advisor

Ron Surz

President of PPCA Inc and
Target Date Solutions

Floyd Tyler

President,
Preserver Partners, LLC

H. Adam Holt

Founder and CEO,
Asset-Map, LLC

Jordan Fishfeld

CO-Founder,
CFX Markets

Larry White

Founder,
Retail Electronic Visions

Leland Hevner

President,
NAOI

M. Bryan Freeman

Founder and President,
Habersham Funding, LLC

Mac Bartine

CEO,
Smart RIA

Bob Dannhauser

Global Head,
CFA Institute

Miranda Carr

President,
Finworx

Peter Hans

Co-Founder & CEO,
Harvest Exchange Corp.

Robert Mann

CEO
Advisor's Capital Corp.

David Kleinhandler

Founder and President,
Vest Financial Group

Don Pollard

Chief Executive Officer
Intersource Consulting Group LLC

Ernie Kappotis

Chief Financial Officer
Intersource Consulting Group LLC

Dan Sondhelm

CEO,
Sondhelm Partners