PROFILE WITH PUBLIC SOURCES
Kenneth Bonal
Sr. Wealth Advisor
Melville, New York
Wealth management
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Fincadia Capital Partners
PROFILE WITH PUBLIC SOURCES
Kerry Michael Finn
Senior Vice President, Wealth Advisor
Irvine, California
Multigenerational wealth planning · CFP, CTFA, AIF
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Kiara Harris
Client Service Associate & Executive Assistant
Melville, New York
Client service
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Laura Barry
Managing Director
Milwaukee, Wisconsin
Life transitions · CFP®, CeFT®, CLTC®
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Lauren Desforge
Partner
Boston, Massachusetts
Divorce planning · AEP®, CDFA®, CFP®, CPA/PFS
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Laurie Adams
Wealth Advisor, Managing Director
Seattle, Washington
Women investors
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Lazetta Rainey Braxton
Founder & Managing Principal
New Haven, Connecticut
Financial planning
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Lili A. Vasileff
President
Greenwich, Connecticut
Life transitions
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Lynn Dunston
Partner
Denver, Colorado
Comprehensive wealth planning · CFP, EA, AEP, CAP
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Mandy Blankenship
Senior Director, Wealth Advisor
Mayfield Heights, Ohio
Comprehensive wealth planning · CFP
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Marc E. Austin
Senior Vice President
West Hartford, Connecticut
Retirement planning · CFP®, CPA
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Marguerita M. Cheng
Chief Executive Officer
Gaithersburg, Maryland
Life transitions
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