Guest Bloggers

Helen Modly

Wealth Advisor

p: +1 (540) 931-9051

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William Morgan

Wealth Advisor

p: +1 (610) 376-8271

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Matt Spezialetti

Portfolio Advisor, Herbein Wealth Management

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Jay E. Pluimer

Director of Retirement Services, Flourish Wealth Management

p: +1 (952) 392-4474

Email Jay E.

Joe Delaney

Managing Director, Lifeguard Wealth

p: 415.578.3160

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Kathleen Longo

President, Flourish Wealth Management

p: 952-392-4474

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Brian Zdrowak

Partner, Insero Wealth Strategies

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Bill Kaiser

Wealth Advisor

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Dimensional Fund Advisors

Email Dimensional

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Kyle Moore

Associate Financial Planner

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Michael Evans

Founder

p: 312.382.8388

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Andrew Berkin

Director of Research

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Stuart Vick Smith

Wealth Management Partner

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Brian Hufford

Planning Advisor

p: 888.470.3064

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Steven Arkin

Wealth Advisor, Arkin Financial Advisors, Savannah GA

p: +1 (912) 356-9222

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Joe Pitzl

Partner

p: +1 (651) 287-3712

Monica Jennings

Guest Blogger

Kevin Grogan

Director of Investment Strategy

p: 314.743.2288

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See more of our team

By connecting with like-minded advisors around the country, we’re able to create a community that helps us all address our clients’ needs in every financial discipline.

Stephen High

Kraft Asset Management, LLC

BAM Client since 2001

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