United States

SMI Advisors by Location

Lebenthal Wealth Advisors, LLC
212-574-4076
Categories: United StatesNew York
Gallaway, Carrie, CFP®, CeFT®

Goostree Financial Group
913-663-1144
Categories: United StatesKansasMissouri
Goostree, Michael, CeFT®

Goostree Financial Group
913-663-1144
Categories: United StatesKansasMissouri
Goostree, Toby, CFP®, CeFT®

Wingate Wealth Advisors, LLC
781-862-7100
Hanna, Susan, CMPE, CeFT®

The Keystone Financial Alliance, Atlanta
404-260-0710
Categories: United StatesGeorgia
Henderson, Brian, CFP®, CeFT®

The Keystone Financial Alliance, Atlanta
404-260-0710
Categories: United StatesGeorgia
Henderson, Morris, CFP®, CeFT®

LifePlan Financial Group, Inc., Dayton
937-438-8000
Categories: United StatesOhio
Hypes, Dan L., CFP®, CeFT®

Financial Planner, Manchester
860-647-7795
Categories: United StatesConnecticut
Johnson, Jan, CFP®, CeFT®

Third Eye Associates, Ltd. New York, NY 212-787-4292 Hudson Valley, NY 845-752-2216 Washington, DC 212-667-2266
Categories: United StatesNew YorkD.C
Jones, Beth, RLP®, AIF®, CeFT®

Kaas Settlement Consulting, Irvine
714-335-4977
Categories: United StatesCalifornia
Kaas, Traci, CSSC, CeFT®

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ph: 561-776-6209
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