PROFILE WITH PUBLIC SOURCES
Mark Schrader
Sr. Investment Advisor
Melville, New York
Wealth management
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Fincadia Capital Partners
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Matthew D. Armstrong
Financial Advisor / Member Owner
Rockford, Illinois
Retirement planning · CFP, AIF, CRPS
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Mendim Gecaj
Principal
New York, New York
Business owners · CFP®, CPWA®
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Michael Binnicker
Senior Wealth Advisor, Shareholder
Atlanta, Georgia
Family office · CFP®, Whole Family Advisor®
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Michael D'Andrea
Sr. Financial Advisor
Melville, New York
Wealth management
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Michael Kruse
Senior Director, Wealth Advisor
Torrance, California
Multigenerational wealth planning · CPA, CFP
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Nate Allen
Senior Wealth Advisor, Shareholder
Towson, Maryland
Family office
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Nathan Munits
Founder | Senior Financial Advisor
New York, New York
Responsible investing
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Nathanael Mannone
Investment Advisor Representative
Melville, New York
Investment services · PhD
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Nicole Joko
Partner
Irvine, California
Retirement planning · CFP®
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Omani Carson
Founder and Chairman
Omaha, Nebraska
Wealth management
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Patricia Kummer
Senior Wealth Advisor & Principal
Highlands Ranch, Colorado
Financial planning · CFP®
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