All Retirement Guides

Meet All Of Our Tax-Wise Retirement Guides

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Bob Pedrick

Chartered Advisory Group

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Les Watson
CFP®, CPWA®, CIMA®, RMA®, CEPA®, RICP®

YellowWood Wealth Solutions

Virtual

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Vincent Oldre
CFP®

CFG Retirement

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Owen Malcolm
CFP®

Apollon Wealth Management

In Person and Virtual

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Matt Koch

Edward Jones

Virtual

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Paul Massey
C(k)P®, AIF®, CPFA

The Noble Group

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Craig Dods
CFP® CPWA® CDFA™

Wells Fargo FINET

In Person

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Christian Sakamoto
CFP®

Anchorage AK

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Stephen Spicer
CFP®

Spicer Capital, LLC

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John Shrewsbury
RICP®

GenWealth Financial Advisors

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Andrew Huber
EA, RICP®, AIF®

Magnolia Wealth Advisors

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Andrew Lippert
CFA®, CFP®, EA

Simplified Wealth, LLC

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Ryan Smith
CFP®, CDFA®

Ryan Smith (Snowpine Wealth Strategies)

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Kris Johnson
CFP®

Stone Island Financial Planning

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Benjamin Brandt
CFP®

Capital City Wealth Management

Bismark ND

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Eli Adams
CFP®

The Junk Investment Group

In Person

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Andrew Walkington
AAMS

Focus Financial Services

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Chad Chubb
CFP®, CSLP®

WealthKeel LLC

Tampa Fl

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Tyler Gray
CFP®, CKA®, AIF®

SageOak Financial, LLC

In person and virtual

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Mitchell McNeil
CFP®

Northwestern Mutual

Virtual

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Megan Frye
WMCP, RICP

Edward Jones

In Person

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Kelly Stanley
CFP®

Cogent Strategic Wealth

In person & Virtual

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Dana Menard
CFP®, RLP®, CEPA®, CBDA℠, CDAA™

Twin Cities Wealth Strategies, Inc.

Virtual

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Melissa Carriles Biggham

Lasting Legacy Wealth Management

In Person and Virtual

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Derek Tharp
Ph.D., CFP®, CLU®

Conscious Capital

Virtual

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Laryssa Freeman
CFP®

Meritage Wealth Management

In Person and Virtual

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Ryan Smith
CFP®

Snowpine Wealth

Salt Lake City UT

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Jamie Shilanski
RFC

Anchorage AK

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Michael McAlpin
CFP®

Intellicapital Advisors LLC

In Person and Virtual

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Marcel V Quiroga
RMA

TQM Wealth Partners

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Matthew Jarvis
CFP®, ChFC

Jarvis Financial

In Person and Virtual

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Justin Waller
CFP®

Waller Financial Group

Virtual

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Floyd Shilanski
RFC

Anchorage AK

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Randy Dippell
RMA, CRPC, AIF, CEPA

Milestone Money

Virtual

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Benjamin Jones

National Wealth Management Group

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Tom Walker
ChFEBC, Ed Slott Master Elite IRA Advisor

Walker Capital

Virtual

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Bret Mulvaney
CFP®

Capital City Wealth Management

In Person and Virtual

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Matthew Pontes
MSF, AIF

Guardian Financial Group

Virtual

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Micah Shilanski
CFP®, RFC

Anchorage AK

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Brent Gargano
CFP®

Infinite Wealth Planning

In Person and Virtual

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Alexandra Lundgren
RSSA AIF

Tree City Advisors of Apollon

In Person and Virtual

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Michael Stevens

Capital Wealth

In Person and Virtual

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Don Martin
CFP®

Horizon Advisors

Virtual

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Steven Jarvis
CPA

WA

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Eric Brotman
CFP®, CPWA, AEP, CAP, MSFS, CASL, RICP, CLU, ChFC

BFG Financial Advisors

Virtual

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