PROFILE WITH PUBLIC SOURCES
Jana Shoulders
Senior Wealth Advisor & Principal
Tulsa, Oklahoma
Family wealth · AIF®, AEP®
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 ↗
Mariner
PROFILE WITH PUBLIC SOURCES
Javier Solis
Partner
Los Angeles, California
Investment management · CFP®
PROFILE WITH PUBLIC SOURCES
Jay Sheth
Sr. Vice President
New York, New York
Wealth management
PROFILE WITH PUBLIC SOURCES
Jeffrey Corliss
Wealth Advisor, Managing Director
Boca Raton, Florida
Cash flow planning · CLU®, ChFC®, CASL®, CFP®
PROFILE WITH PUBLIC SOURCES
John Bochniak
Senior Wealth Advisor, Shareholder
Alpharetta, Georgia
Retirement income · CFP®, CPA, PFS
PROFILE WITH PUBLIC SOURCES
Jonathan Bernstein
Managing Director
Red Bank, New Jersey
Business owners · CFP®, CPA, PFS™, AIF®
PROFILE WITH PUBLIC SOURCES
Joon Rhee
Co-Founder
New York, New York
Wealth management
PROFILE WITH PUBLIC SOURCES
Joseph Gileno
Managing Partner
White Plains, New York
Wealth management
PROFILE WITH PUBLIC SOURCES
Julie A. Back
Senior Vice President
Seattle, Washington
Financial education · CFP®
PROFILE WITH PUBLIC SOURCES
Karim Ahamed
Partner
Chicago, Illinois
Investment management · CFA
PROFILE WITH PUBLIC SOURCES
Kate Kelly
Senior Wealth Advisor
New York, New York
Financial planning · CFP®, EA
PROFILE WITH PUBLIC SOURCES
Katelyn Della Porta
Financial Advisor
Melville, New York
Wealth management
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.