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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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Penny Phillips

President & Co-Founder
Journey Strategic Wealth

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Derek Notman

Founder & CEO
Intrepid Wealth Partners

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Ted Jenkin

Co-Founder & CEO
oXYGen Financial

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Jeffrey Levine

Chief Planning Officer
Buckingham Strategic Wealth

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Dasarte Yarnway

Managing Director
Berknell Financial Group

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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Arron Brisard

Wealth Manager
Legacy Capital Advisors

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Michael Metzger

Founder, Certified Financial Planner
Lifepoint Financial Design

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Jennifer Bacarella

Founder
Bokeh Financial

TRAILBLAZERS

These advocate advisors spotlight Riskalyze’s mission to empower the world to invest fearlessly.

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Dominique McQueen

Head of Wealth Management
Finwell, Inc.

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Sara Glakas

Founder
Black Barn Financial

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Phil Pomella

Senior Vice President, Program Manager
American Savings Investment Services

THE CONNECTORS

These noteworthy networkers love to share the Riskalyze mission with advisors. They’ve shared the Fearless Investing mission far and wide!

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Mike Hamm

Manager, Practice Management & Development
Ameritas

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Max Rodriguez

Executive Wealth Manager
Genesis Wealth Management

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Glen Jackson

Financial Advisor
The Investment Center

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Sheila Cuffari-Agasi

EVP, CRO
United Planners Financial Services

QUICK STUDIES

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

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Lee Baker

Owner & President
Apex Financial Services

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Adam Burke

Founder
Burke Wealth Management

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Youree McBride

Executive Wealth Manager
Genesis Wealth Management

DAY MAKERS

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

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LeRoy Bizzell

Senior Wealth Advisor
Keel Point Capital

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Domenick D’Andrea

Financial Advisor
Cetera Investors

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Stephanie Sammons

Founder/Owner
Sammons Wealth Management

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Terry Morgan

President
Ok401k

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Neil Howard

President
Envisage Wealth Advisors

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Shay Woodward

President/Private Wealth Advisor
Performance Wealth LLC