PROFILE WITH PUBLIC SOURCES
Sam Nyendak
Sr. Investment Specialist
New York, New York
Alternative investments
THE PERIMETER / PEOPLE & FIRMS
Find a person. Build a plan.
Search professionals by name, location, firm, or planning focus. Read their sources and ask better questions before choosing.
Directory listings are not endorsements or confirmation of current registration. Workbook records may be historical; independently confirm affiliation, contact details, services, and availability. Read our directory methodology ↗
Fincadia Capital Partners
PROFILE WITH PUBLIC SOURCES
Sandy Wyman
Sr. Investment Specialist
Melville, New York
Alternative investments
PROFILE WITH PUBLIC SOURCES
Simone Creighton
Client Service Associate
Melville, New York
Client service
PROFILE WITH PUBLIC SOURCES
Spuds Powell
Managing Director
Los Angeles, California
Wealth management
PROFILE WITH PUBLIC SOURCES
Stephanie Bucko
Chief Investment Officer, Co-founder & Lead Advisor
Los Angeles, California
Equity compensation
PROFILE WITH PUBLIC SOURCES
Stephen H. Ambrose III
Financial Advisor
Rockford, Illinois
Comprehensive financial planning · CFP
PROFILE WITH PUBLIC SOURCES
Steven Mogul
Sr. Financial Advisor
Melville, New York
Wealth management
PROFILE WITH PUBLIC SOURCES
Susan Portnoi
Sr. Wealth Advisor
Morristown, New Jersey
Retirement planning · CPA, PFS
PROFILE WITH PUBLIC SOURCES
Suzanne Wheeler
Managing Director & Senior Wealth Advisor
Amarillo, Texas
Life transitions · CFP®, AIF®, CeFT®
PROFILE WITH PUBLIC SOURCES
Todd Cesca
Sr. Wealth Advisor
Kennebunk, Maine
Retirement planning · MPA, CRPC®
PROFILE WITH PUBLIC SOURCES
Tom Ruggie
Founder & CEO
Winter Park, Florida
Family office
PROFILE WITH PUBLIC SOURCES
Valerie L. Newell
Principal & Senior Wealth Advisor
Cincinnati, Ohio
Investment management · CPA (inactive license)
THE RIGHT CONVERSATION STARTS HERE
Find help for the financial decisions ahead.
Start with your priorities, explore relevant profiles, and tell us whether you’d like help arranging a conversation.
Find your match Ask our team to follow up ↗You choose how to be contacted. No obligation.