Associate Advisor/ Wealth Planner

CBI Bank & Trust·Galesburg, Illinois

"Waverly Advisors, LLC"·Pittsburgh, Pennsylvania

Ci·Austin, Texas

Ci·Dallas, Texas

Ci·Tulsa, Oklahoma

Ci·Shaker Heights, Ohio

RCB Bank·Kansas, US

PT&C Group LLC·Goleta, California

"Waverly Advisors, LLC"·Dayton, Ohio

Focusfinancialpartners·New York City, New York

First Western·Cherry Creek, Colorado·Onsite

Truist·Duluth, Georgia

Mission Wealth·Bellevue, Washington

"Waverly Advisors, LLC"·Pensacola, Florida

Lplfinancial·Bay City, Texas +2

Lplfinancial·Bay City, Texas +2

Kinetic Wealth Investment Advisors LLC·Westlake, Ohio

Homrich Berg·Atlanta, Georgia

Ci·Wayne, Pennsylvania·Onsite

Focusfinancialpartners·New York City, New York·Remote

Focuspartnerswealth·New York City, New York·Remote

Ci·Boston, Massachusetts

"Waverly Advisors, LLC"·Atlanta, Georgia

Ci·Boston, Massachusetts

Ci·Houston, Texas

Finary·Paris, Île-de-France·Onsite

Sequoia Financial Group·Tampa, Florida

Ci·Menlo Park, California

Titan·New York City, New York·Onsite

Career Schwab·Campbell, California