ADVISOR APPRECIATION AWARDS

 

 

 

 

 

 

THE CREATORS

These champions of content are best known for their thought leadership and insightful materials developed for the benefit of the profession.

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ROVIN CAPITAL


Mesa, Arizona

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JUSTIN CASTELLI

Founder, RLS Wealth

Fishers, Indiana

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ALEX CHALEKIAN

Founder & CEO, Lake Avenue Financial

Pasadena, California

THE INSPIRERS

These incredible advisors inspire everyone they meet across the financial profession to be their best selves both in and out of the office.

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CHARLOTTE GELETKA

Managing Partner, Silver Penny Financial Planning

Atlanta, Georgia

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KATE MARVEL

Financial Planner, Encircle Financial Strategies

Indianapolis, Indiana

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ROGER CARLON

Investment Representative, iRetire Financial

Concil Bluffs, Iowa

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MARGUERITA CHENG

CEO, Blue Ocean Global Wealth

Gaitherburg, MD

TRAILBLAZERS

These advocate advisors spotlight Riskalyze’s mission to empower the world to invest fearlessly in the press and across social media outlets.

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JENNIFER STEFFENS

VP Financial Planning, Meridian Trust
Knoxville, Tennessee

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JAMES COX

Managing Partner, Harris Financial Group
Richmond, Virginia

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NINA O'NEAL

Partner, Archer Investment
Raleigh, North Carolina

THE EXPLORERS

These innovative advisors help Riskalyze pioneer new offerings by regularly testing new product features and providing helpful feedback.

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EDUARD HAMAMJIAN

Managing Director, Geasphere Advisors
Cranston, Rhode Island

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SHARLEE CRETORS

President & CEO, SC Financial Services
Scottsdale, Arizona

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JOSH WOMACK

Investment Manager, Womack Financial
Dallas, Texas

THE CONNECTORS

These referral regulars love to share the Riskalyze mission with their fellow advisors. They’ve connected the most new users with the team!

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KRISTOPHER GROSSMAN

Director, Kinsbridge
Bloomfield, New Jersey

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STEVE GUGLIELMETTI

President & CEO, Guglielmetti Asset Management
Michigan & Florida

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ERIC HUCK

Partner, BAR Financial
Mechanisburg, PA

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RENE NOURSE

Founder & CEO, Urban Wealth Management
El Segundo, CA

QUICK STUDIES

Our Onboarding Coaches love helping new users take advantage of everything Riskalyze has to offer. These advisors were selected as the quickest on the academic draw by our Coaches!

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THE TEAM AT SYM FINANCIAL

Indiana & Michigan

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SEAN VEREEN

Financial Advisor, Capital Wealth Advisors 
Chattanooga, Tennessee

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DAREN CHAMBLEE

Investment Advisor Representative, First Family Wealth
Nashville, Tennessee

DAY MAKERS

We love chatting with our customers, and always look forward to anytime these articulate advisors give us a ring. Hearing from them makes our team’s day!

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LARRY KLOTZ

Investment Advisor Representative, Savage
Toledo, Ohio

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CINDY DICCIANNI

Founder & Owner, Diccianni Financial Group
East Norriton, Pennsylvania

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RYAN STATON

Managing Partner, StatonWalsh
Baltimore, Maryland

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STEPHEN RHODES

Founder & Managing Principal, Signify Wealth
St. Louis, MO