Top Independent Financial Advisors
The requested details for the listed RIA firms and the independent advisors have been entered in the attached spreadsheet and a brief overview of the findings is presented below.
- Lawrence Raffone is the president and chief executive officer of Edelman Financial Engines. He can be reached at firstname.lastname@example.org.
- Molly Rothove is the wealth manager at Creative Planning. She can be emailed at email@example.com.
- John Hyland is the managing director at the Private Advisor Group. John's email address is firstname.lastname@example.org.
- Eric Kittner is the chairman and managing partner at Moneta Group Investment Advisors. His email address is email@example.com
- There were no LinkedIn profiles for Jeff Dekko, Nancy Andrefsky, Fred A. Fern, Eileen A. Holmes, Benjamin J. Williams Jr., Howard Sontag, Elliot Dornbusch, Alex Mann, Matthew J. Storm, Bruce Bushman, William Mason III
- Holli J. Alexander works at Raymond James since November 2019. Her new email address is firstname.lastname@example.org.
- According to his LinkedIn profile, Mark H. Summers no longer works at MAI Capital Management since 2019. He can be reached at email@example.com.
- Sontag Advisory and Bronfman Rothschild merged to create a new brand name Wealthspire Advisors.
- Thomas Moran founded Moran Wealth Management in November 2018 and offers services through the Wells Fargo Advisors Financial Network. He can be reached at firstname.lastname@example.org.
- Spuds Powell is the managing director at Kayne Anderson Rudnick Inv Mgmt and can be emailed at email@example.com.
- Charles C. Zhang is the founder and CEO of Zhang Financial. His email address is firstname.lastname@example.org.
- There were no LinkedIn profiles for Sam Schoner and Pamela Rosenau.
To obtain the requested information for the registered investment advisory firms and independent advisors, we searched company webpages, databases such as LinkedIn and Bloomberg, industry publications and associations such as The Broker Protocol and the Investment Institute and news articles such as Business Wire, PR Newswire, and others. Although these sources provided us with numerous emails, we were unable to find emails for all the requested individuals. Therefore, we used various email finder and verifier tools such as Mailtester.com, RocketReach, Hunter.io, Contacts+, and Voila Norbert to find emails for the listed persons. We added screenshots in the attached document.