Directory of Holders of the CBDA Professional Designation
We invite CBDA holders in good standing to be included in this directory, and many agree to do so.
Data is current as of September 9, 2025
This list is sortable and searchable list. Simply click the header of each column you’d like to sort. Or, type in the search box to look up a name or company. For mobile use, swipe left-to-right.
| First | Last | Title | Company | City | State | Serves As Advisor to Investors |
|---|---|---|---|---|---|---|
| Steve | Lewit | President | SGL Financial | IL | ||
| Pat | Phelan | Financial Adviser | NYLIFE | Orleans | MA | yes |
| Shawn | Wheeler | Wealth Adviser | Legacy Wealth Management | Meridian | ID | yes |
| Joseph | McGloin | Associate Advisor | Black Diamond Financial Solutions | Rehoboth Beach | DE | yes |
| David | White | Retirement Plan Consultant | Painted Wall Consulting | Fort Collins | CO | yes |
| Luke | Wendorf | Investment Operations Associate | Merit Financial Advisors | Sparta | WI | yes |
| Joe | Guidish | Portfolio Manager | Merit Financial Advisors | Alpharetta | GA | yes |
| Troy | Davis | Financial Consultant | Charles Schwab | Beaverton | OR | yes |
| Craig | Porazinski | Financial Consultant | Charles Schwab | Parker | CO | yes |
| Rawles | Bell | Partner, Managing Director | Beacon Pointe Advisors | Dallas | TX | |
| Jeremy | Hammonds | Manager | Inner Circle Assets | Loganville | GA | |
| Wade | Cross | IAR | Intuitive Solutions | Lubbock | TX | |
| Curtis | Hubbell | VP, Financial Consultant | Charles Schwab | Roeland Park | KS | yes |
| Leo | Nopoulos | Customer Success Agent | Coinbase | Morganton | NC | yes |
| Darius | Uche | Assistant Branch Manager | Charles Schwab | Houston | TX | |
| Brian | Spann | Senior Specialist, Trader Service | Charles Schwab | Surprise | AZ | |
| Daniel | Greulich | CIO | GreenUp Wealth Management | Ann Arbor | MI | |
| Dylan | Toohey | Specialist Trader ECG | Charles Schwab | Centennial | CO | |
| Corey | Fast | Executive Director, Financial Planning | EFE | Anaheim | CA | yes |
| Bert | Boutte | Director, Financial Planning | EFE | Missouri City | TX | yes |
| Claire | Mork | Director, Financial Planning | EFE | Broomfield | CO | yes |
| Jaime | Benedetti | Managing Partner | Benedetti, Gucer & Associates | Atlanta | GA | |
| Cimalie | Zoy | Director of Financial Planning | EFE | Houston | TX | yes |
| Joshua | Scannell | Founder and Advisor | Legacy Growth Wealth Management LLC | Niceville | FL | yes |
| Fernando | Reyes | Wealth Advisor | EP Wealth Advisors | Torrance | CA | yes |
| Rodrigo | Esperon | Branch Manager | Charles Schwab | Fairfield | CT | |
| Sean | O’Bannon | Director, Financial Planning | EFE | Alamo | CA | |
| Aubrey | Klaseen Nunez | Sr. Regional Consultant | Bitwise | New York | NY | |
| Adam | Roslovic | Director, Financial Planning | EFE | Columbus | OH | yes |
| Lance | Blount | Director Financial Planning | EFE | San Juan Capistrano | CA | yes |
| Adam | Karron | Director, Financial Planning | EFE | Plantation | FL | yes |
| Joseph | Davis | President | LPL Financial | Washington | DC | yes |
| Andy | Hedrick | Executive Director, Financial Planning | EFE | San Antonio | TX | yes |
| Aaron | Schweitzer | Portfolio Manager | TSG Advice | Columbus | OH | yes |
| Stephen | Flores | Senior Vice President | First Financial Bank | Abilene | TX | |
| Sean | Mahoney | Senior Wealth Advisor / Digital Asset Specialist | Beacon Pointe Advisors | Scottsdale | AZ | Yes |
| Aubrey | Klaseen Nunez | Sr. Regional Consultant | Bitwise | New York | NY | |
| Thomas | Chevallier | Director, Digital Assets | Blackrock | New York | NY | |
| Kathleen | Fennelly | National Account Manager | Franklin Templeton | Miami | FL | |
| Patrick | Ciummo | Director – Regional Trading Strategist | Charles Schwab | Glendale | RI | |
| Erik | Allstatt | Sr Manager Compliance | Charles Schwab & Co. | Seminole | FL | |
| Ann | Garner | Client Associate | Arras Wealth Management | Lexington | KY | Yes |
| Bo | Pang | Regional Investment Strategist | Charles Schwab | Carrolton | TX | |
| Ryan | Young | Wealth Advisor | Scheffel Financial | St. Louis | MO | Yes |
| T Scott | Wolford | Director – Financial Planning | EFE | Wichita | KS | Yes |
| Grant | Stoll | Investment Consultant | Charles Schwab | Elkhorn | NE | Yes |
| Bruce | Paige | CPA | Unknown | Westland | MI | |
| Rafael | Blanco | Financial Consultant | Charles Schwab | Mesa | AZ | Yes |
| Mark | Huhn | Financial Consultant/CFP | Charles Schwab | La Jolla | CA | Yes |
| Frederick | Koppelmann | Senior Financial Advisor | LPL Financial | Greenville | SC | Yes |
| Ellie | McCarthy | Instructional Designer | Franklin Templeton | Hoboken | NJ | |
| Kossiwa | Aka | Compliance Officer | Quadrant Regulatory Group LLC | New York | NY | |
| Darren | Pearsall | Market Operations | Texas Stock Exchange | Dallas | TX | |
| Patricia | Curran | Corporate Investment Advisor | Liquidity Choices | Cranston | RI | Yes |
| Carlie | Donovan | Business Development Associate Manager | Bitwise | Boston | MA | |
| Evan | Malcolm | Trading Specialist | Schwab | Westlake | TX | |
| Samuel | Kunz | CIO | Core Financial Partners | El Segundo | CA | Yes |
| Steven | Sergio | Director of Compliance & Operations | RMR Wealth Builders Inc. | Montclair | NJ | |
| Christopher | Mediate | Financial Advisor | Mediate Financial Services | Canfield | OH | Yes |
| Brandon | Rodriquez | VP, Financial Consultant | Charles Schwab | Westlake | TX | Yes |
| Jared | Rubin | Director, Financial Planning | EFE | Burlington | MA | Yes |
| Pete | Bush | CEO | Horizon Financial Group | Baton Rouge | LA | Yes |
| Trevor | Yochum | Managing Partner | Incompass Financial Partners | Marietta | GA | Yes |
| Daniel | Juechter | CEO | Hunter Financial Advisors Inc | Tarrytown | NY | Yes |
| Alan | Facey | Executive Director | EFE | Fairfax | VA | Yes |
| Mark | Palmer | Financial Planner | EFE | Walnut Creek | CA | Yes |
| Spencer | Crow | Director, Financial Planning | EFE | San Antonio | TX | Yes |
| Brett | Tushingham | Senior Vice President, Wealth Advisor | Farther | Wilmington | NC | Yes |
| Steven | Rogé | CEO | R. W. Rogé & Company, Inc. | Beverly | MA | Yes |
| Kevin | Maguire | Director, Financial Planning | EFE | White Plains | NY | Yes |
| Christopher | Tomes | Financial Advisor | Ameriprise Financial Services | Crestview Hills | KY | Yes |
| Carlos | Rodriguez | Financial Planner | EFE | Coral Gables | FL | Yes |
| Eric | Lowell | Regional Director | Bitwise | San Francisco | CA | |
| Richard | LoPresti | Tax Efficient Retirement Planner | Milestone AMG | Milford | CT | Yes |
| Jeffrey | Giles | Engagement Manager | Charles Schwab | St. Louis | MO | |
| Sudhir | Pai | Managing Partner | MyTimeEquity LLC | Plano | TX | Yes |
| Thomas | Livingston | CEO and Founder | MonieStorm | Marietta | GA | |
| Ron | Sisk | Director, Financial Planning | EFE | San Diego | CA | Yes |
| Braedon | LaBar | Regional Consultant | Bitwise | New York | NY | |
| Dominic | Aceto | Advisory Specialist | RMR Wealth Builders Inc. | Montclair | NJ | Yes |
| John | Brand | Financial Advisor | Raymond James | Elmira | NY | Yes |
| Kevin | Garvey | Senior Wealth Advisor | Mariner | Palm Beach Gardens | FL | Yes |
| Bobby | Thompson, Jr. | Registered Representative | TransAmerica Financial Advisors, Inc | Stillwater | OK | Yes |
| Jay | Fratello | Manager | Wells Fargo Advisors Fin Network LLC | Ocala | FL | |
| Stephen | Smith | Financial Consultant | Charles Schwab | Newport Beach | CA | Yes |
| Alex | Simon | Director, Trader Service | Charles Schwab | Warren | NJ | |
| Jeffrey | Goyette Jr | Sr Wealth Advisor | Dakota Wealth Management | Palm Beach Gardens | FL | Yes |
| Justin | Taylor | Business Development Specialist | Hashdex | Chatham | NJ | |
| Erick | Conway | Senior Wealth Manager | Strong Valley Wealth and Pension | San Diego | CA | Yes |
| Padmapriya | Natarajan | Director-software engineering | Fidelity | Irving | TX | |
| Nicholas | Rossin | Investment Advisor | Quantum Financial Partners, LLC | Kansas City | MO | Yes |
| Edward | Secrest | Advisor | Southeast Financial Group, Inc | Raleigh | NC | Yes |
| Jaron | Carter | Business Development Specialist | Hashdex | New York | NY | |
| Tony | Erwin | Principle Consultant | Skyrocket Financial Solutions | Flowery Branch | GA | Yes |
| Curtis | Parry Jr. | CEO | Unique Wealth | Tampa | FL | Yes |
| Aaron | Schweitzer | Portfolio Manager | TSG Advice | Columbus | OH | |
| Douglas | Callen | SVP | B.B. Graham & Co., Inc. | Orange | CA | Yes |
| Christopher | Schumacher | Partner | TSG Advice Partners | Columbus | OH | Yes |
| Thomas | Trost | Business Development Specialist | Hashdex | New York | NY | |
| Niels | Jepsen | President & CEO | Systematic Wealth Management | Glenwood Springs | CO | Yes |
| Tim | Bartlett | Senior Portfolio Manager | Unique Wealth | Clearwater | FL | Yes |
| James | Parrie | GM/COO | TruWealth Advisors, LLC | Metairie | LA | |
| Sean | Gurson | Founder, Principal, and Portfolio Manager | Unlock Investments LLC | Alamo | CA | Yes |
| John | McCafferty | Director | Edelman Financial Engines | Alexandria | VA | Yes |
| Lindsay | Wolf | Financial Adviser | TSG Advice Partners | Warren | OH | Yes |
| Bart | Sikora | Director | BlackRock | San Francisco | CA | |
| Edward | Bamberg | Managing Partner | Integrity Retirement Advisors | Vero Beach | FL | Yes |
| Atensa | Prempeh | Regional Consultant | Bitwise Asset Management | San Francisco | CA | |
| Thomas | Kyle | Wealth Advisor | EP Wealth | Redondo beach | CA | Yes |
| Jake | Norton | Founder | Stewardship Financial | Gilbert | AZ | Yes |
| Timothy | Hagan | Vice President | Fidelity | West Chester | PA | |
| Rhys | Williams | Senior Wealth Advisors, Principal | Dakota Wealth Management | Orlando | FL | Yes |
| Thomas | Cakert | President | TC Financial | Ventor City | NJ | Yes |
| James | Eckley | Advisor | Hardworking Capital Advisors | Oxnard | CA | Yes |
| Genecar | Vivo | Director of Concierge Services | Echo45 Advisors | Walnut Creek | CA | Yes |
| Bob | Andreola | Director Financial Planning | Edelman Financial Engines | Norwood | MA | Yes |
| Peter | Herbst | Financial Consultant | Charles Schwab | Phoenix | AZ | Yes |
| Kena | Martin | Internal Audit Director | Kena | Austin | TX | |
| Christopher | Ibrahim | FA | Raymond James | Somerville | NJ | Yes |
| Robert | Ibrahim | Managing Partner | Ibrahim Wealth Advisory Group | Somerville | NJ | Yes |
| Joseph | McKillop | Senior Manager, Internal Audit | Charles Schwab | Grapevine | TX | |
| Adam | Evans | Branch Manager | Charles Schwab | Papillion | NE | |
| Alimamy | Kabia | Business Development Officer | Bitwise | Astoria | NY | |
| Sharon | Khan | Financial Advisor | DeDora Capital | Napa | CA | Yes |
| Gavin | Markham | Investment Analyst | Clearstead | Kent | OH | |
| James | Horn | Planner | Edelman Financial Engines | Farmington | NY | Yes |
| Nick | English | Senior Vice President | Beacon Pointe | Melissa | TX | Yes |
| Enri | Dama | Managing Partner | WealthEdge | New York | NY | Yes |
| Aicha | Mosha | Director | Charles Schwab | Pflugerville | TX | Yes |
| John | Hutchens | Managing Partner | Monon Wealth Management | Carmel | IN | Yes |
| Donald | Yule | Director Trader Service | Charles Schwab and Co. Inc. | Kyle | TX | |
| Joanna | Cecilia-Fleming | Exec Dir Fin Planning | Edelman Financial Engines | Somers | NY | Yes |
| Matthew | Foshee | Branch Manager | Charles Schwab | Missouri City | TX | |
| Christopher | Hacker | Vice President | RMR Wealth Builders | Browns Valley | CA | Yes |
| Adam | Lynch | Director – Equity | Charles Schwab & Co. | Chicago | IL | |
| Charles | Maratta | Retirement Plan Advisor | Empower | Toms River | NJ | Yes |
| Mark | Andraos | Partner | Regency Wealth Management | Ramsey | NJ | Yes |
| Jared | Orr | Portfolio Strategist | Federated Hermes | Pittsburgh | PA | |
| Greg | Cella | Branch Manager | Charles Schwab | Westlake | TX | |
| William | Fletcher | Adviser | Fletcher Wealth Management, Inc | Triadelphia | WV | Yes |
| Taylor | Thompson | Financial Advisor | Oasis Advisors | Mesa | AZ | Yes |
| Aneet | Deshpande | CIO | Clearstead | Cleveland | OH | Yes |
| Kevin | Carter | President | Carter Financial Group | Barrington | IL | Yes |
| Jacob | Levine | Wealth Manager | Merit Financial Advisors LLC | Jupiter | FL | Yes |
| Dane | Urban | Client Assistant | Carter Financial Group | Barrington | IL | Yes |
| Frederick | Lake | Founder | Narrative Alpha | Stamford | CT | Yes |
| Steven | Crane | Founder | Financial Legacy Builders | Fairborn | OH | Yes |
| Ashton | Lawrence | Director / Senior Wealth Advisor | Mariner Wealth Advisors | Greenville | SC | Yes |
| Blaine | Ferguson | Partner | Capital Wealth Advisors | Naples | FL | Yes |
| Mark | Fitzgerald | CEO / Advisor | Cranbrook Wealth Management, LLC | Bloomfield Hills | MI | Yes |
| Dale | Terwedo | Founder/Senior Advisor | TFS Advisors | Edmonds | WA | Yes |
| Cole | Matsuura | Senior Planning Coordinator | Echo45 Advisors | San Francisco | CA | Yes |
| Denver | McClure | Investment Advisor | Nashional Investments | Lewisville | TX | Yes |
| Adam | Login | Senior Financial Advisor | Gateway Financial Partners | Glastonbury | CT | Yes |
| Stephanie | Hagan | Investment Advisor | Carter Financial Group | Barrington | IL | Yes |
| Nate | Crowther | Financial Advisor | Renaissance Financial | Draper | UT | Yes |
| William | Hoffman | Director – Financial Planner | Edelman Financial Engines | Barrington Hills | IL | Yes |
| Joseph | Labella | Senior Investment Consultant | Cutter Associates | New York | NY | |
| Timothy | Ralph | Wealth Manager – Partner | Merit Financial Advisors | Jupiter | FL | Yes |
| Brandon | Schifferdecker | Director, Supervision & Risk Management | Charles Schwab | Westlake | TX | |
| Craig | Hebert | VP | Summit Financial Services, LLC | Eldersburg | MD | Yes |
| Jonathan | Amoia | Partner, Managing Director | Sandhill Investment Management | Buffalo | NY | Yes |
| John | Kozak | Chief Wealth Officer | Kozak Financial | Harveysburg | OH | Yes |
| Michael | Irgens | Wealth Managment Director | Charles Schwab | Aurora | CO | Yes |
| Benjamin | Green | Co-Founder | Ready2Retire | Nashville | TN | Yes |
| Jon | Henderson | Owner/Founder | Echo45 Advisors | Walnut Creek | CA | Yes |
| Larry | Koeppel | Founder | Digital Wealth, LLC | Marina Del Rey | CA | Yes |
| James | Sutton | Director of Portfolio Management & Technology | Echo45 Advisors | Walnut Creek | CA | Yes |
| Adam | Gallegos | CEO & President | Fig Wealth | San Francisco | CA | Yes |
| Stephen | Hazel | Owner | Magnificent Life Financial Planning | Tempe | AZ | Yes |
| Baburhan | Gucer | Wealth Manager | Benedetti, Gucer & Associates | Atlanta | GA | Yes |
| Christopher | Schwall | Regional Director | Invesco | Charlotte | NC | |
| Zackarias | Valavanis | Client Associate | Neuberger Berman | Wilmette | IL | |
| Joe | Mazzola | Director | Charles Schwab | Danville | CA | |
| Jeanine | Cazaubon | CFP | Ameriprise | Mandeville | LA | Yes |
| Christopher | Haigh | CEO | Iconoclastic Capital Management, LLC | Rochester | NY | Yes |
| Dexter | Perry | Investment Advisor Representative | One Providance Capital | Apex | NC | Yes |
| Valdon | Valdois | Senior Compliance Manager | Invesco | League City | TX | |
| Chris | Eurich | Business Development Specialist | Hashdex | Bronxville | NY | |
| Jonathan | Forbes | President | Petra Financial Advisors | Colorado Springs | CO | Yes |
| Cornelius | David | Financial Planner and Investment Advisor | David Wealth Management | Arlington | VA | Yes |
| Ryan | Logue | Director, Channel Strategy & Execution | Franklin Templeton | St. Petersburg | FL | |
| Paul | Parson | Branch Manager | Parson/Dedic Wealth Management | Owosso | MI | |
| Dan | Draper | CEO | S&P | Chicago | IL | |
| Jim | Krebec | President | CIC Investment Consultants, LLC | Glenwood | AR | |
| Jennifer | Karch | Certified Financial Planner | Carter Financial Group | Barrington | IL | Yes |
| Christopher | Decker | Sales Manager | Franklin Templeton | Tampa | FL | |
| Jessica | Demler | Principal, Relationship Development & Financial Planning | Oxler Private Wealth | Rye Brook | NY | Yes |
| Solon | Person | EVP Director Portfolio Construction Solutions | Federated Hermes | Pittsburgh | PA | |
| William | Nelson | Associate General Counsel | Investment Adviser Association | Washington | DC | |
| Bryan | Boyle | Financial Consultant | Bryan E. Boyle | Wilkes Barre | PA | Yes |
| Joseph | Vietri | Managing Director | Charles Schwab | Payson | AZ | |
| Kyle | Waterbury | Private Wealth Advisor | Unique Wealth | Tampa Bay | FL | Yes |
| Derek | Brauteseth | Certified Financial Planner | Gresham Wealth | Pietermaritzburg | KwaZulu-Natal | Yes |
| Craig | Mallinson | Sr. Principal Derivatives Specialist | Invesco | New York | NY | |
| Adam | Armstrong | Wealth Advisor | Withum Wealth Management | Natick | MA | Yes |
| Eric | Fracasso | Vice President, Senior Advisor Consultant | Invesco | Huntington | NY | Yes |
| John | Hickey | Client Service Associate | Ubequity Wealth Management, LLC | Round Rock | TX | |
| Dylan | Olsen | Financial Consultant Partner | Charles Schwab | Omaha | NE | Yes |
| Jason | Stuber | Chief Investment Officer | Saling Wealth Advisors | Louisville | KY | |
| Walter | Brown | President | Warrior Wealth Management | Bristol | TN | Yes |
| Luke | Messer | Investment Advisor Representative | Forefront Asset Management | Williamsburg | VA | Yes |
| Janice | Deringer | Sr Analyst | Franklin Templeton | Lake Oswego | OR | |
| John | Stelman | Financial Planner | Stelman & Associates | Shelby Township | MI | Yes |
| Sammy | Zitek | Financial Advisor | Renaissance Financial | Lincoln | NE | Yes |
| Jocelyn | Wright | Managing Partner | PF Wealth Management Group | Bala-Cynwyd | PA | Yes |
| Michael | Giordano | Financial Consultant | Charles Schwab | Freehold | NJ | Yes |
| Jacob | King | Advisor | Beaird Harris Wealth Management, Inc | Dallas | TX | Yes |
| Joe | Folis | Advisor/Investment Manager | Focus Wealth Advisors | Myrtle Beach | SC | Yes |
| Matthew | Burklund | Financial Advisor | Vault Insurance & Investments | Tukwila | WA | Yes |
| Greta | Sandy | Advisor | The Welch Group | Birmingham | AL | Yes |
| Suja | Pramod | Head of Fidelity Digital Assets India | Fidelity Investments | Bangalore | Karnataka | |
| Masahiro | Yamazaki | Principal | Oxler Private Wealth | Rye Brook | NY | Yes |
| Ann | Crehan | Executive Director, Financial Planning | Edelman Financial Engines | Washington | DC | Yes |
| Michael | DeTone | Financial Planning Advisor | Corebridge Financial | Auburn Hills | MI | Yes |
| Christopher | Griffin | Director of Operations | Northwestern Mutual | Greenville | SC | |
| Michael | Strobel | Internal Sales Manager | Franklin Templeton | St. Petersburg | FL | |
| Mark | Silverman | Managing Member/Founder | Silverman + Associates Wealth Management, LLC | Tucson | AZ | Yes |
| Neetha | Melayil | Squad lead | Fidelity | Bangalore | Karnataka | |
| Joy | Adams | Financial Advisor | Covenant Wealth Financial Services | Innisfil | Canada | Yes |
| Daniel | Rhyasen | Marketing Director | Franklin Templeton | San Jose | CA | |
| Christopher | Russell | SVP Head of Strategic Planning and Analysis | Calamos Investments | Naperville | IL | |
| Matthew | Valentine | Client Service Manager | Franklin Templeton | St. Pete | FL | |
| Joshua | Wood | CFP | Osaic | Amarillo | TX | Yes |
| Brian | McGraw | Senior Wealth Advisor | Hightower Advisors | Kirkwood | MO | Yes |
| Andrew | Stout | Chief Investment Officer | Allworth Financial | Cincinnati | OH | |
| Joseph | Vasquez | Financial Advisor | Kleberg Wealth Management | Corpus Christi | TX | Yes |
| Ronald | Ivanick | Senior Wealth Advisor | Family Financial Services | South Wenatchee | WA | Yes |
| Nicholas | Arno | Execution Services Analyst | Fidelity Digital Assets | South Boston | MA | |
| Peter | Marcello | IAR | PTS Brokerage, LLC | Bordentown | NJ | |
| Pooja | Wadhwa | VP | Fidelity Investments | Bengaluru | Karnataka | |
| James | Bass | President/CEO | James Michael Bass | Altamonte Springs | FL | |
| Ramesh | Kulasekaran | Director, Architecture | Fidelity Investments | Chennai | Tamil Nadu | |
| Vijay Sai | Janardhan | Director, Solution Architecture | Fidelity Investments | Chennai | Tamil Nadu | |
| Megan | Arendt | VP, Digital Assets – Digital Capabilities | Fidelity investments | Marshfield | MA | |
| John | Bradley | Wealth Advisor | Hightower St. Louis | Clayton | MO | Yes |
| Natalie | Haggard | Senior Wealth Advisor | Mariner Wealth Advisors | Tulsa | OK | Yes |
| Bohdan | Hall | Investment Adviser Representative | OneSeven | Delaware | OH | Yes |
| Zach | Payne | Financial Advisor | PlanVest Financial | Summit Point | WV | Yes |
| Andrew | Gularte | Sr. Investment Specialist | Allworth Financial | Addison | TX | |
| Mason | Spangler | Client Relationship Manager | UMB | Roeland Park | KS | |
| Ethan | Heiden | Financial Advisor | Fiduciary Financial Advisors | Rockford | MI | Yes |
| Craig | Panarella | Fiduciary Investment Advisor | Panarella Wealth Management | Hartford | CT | Yes |
| Michael | Barnes Sr | Founder/ CEO | True North Advisory LLC | Bowie | MD | Yes |
| Mary | Martin-Falanga | Executive Director | Edelman Financial Engines | Faifax | VA | |
| Timothy | Ketelhut | Financial Advisor | Fiduciary Financial Advisors | Hudsonville | MI | Yes |
| Matthew | McDermott | Market Leader | BlackRock | Sacramento | CA | |
| Sean | Kommerstad | President | Two Rivers Capital Consulting | Indian Hills | CO | |
| Barry | Nelson | Senior Vice President/ Private Wealth Advisor | Prosperity Advisors | Olathe | KS | Yes |
| Ryan | Gromatzky | Director | Allworth | Addison | TX | |
| Maria | Mihaylova | Compliance Advisory – VP | BlackRock | London | England | |
| Adam | Wishard | Co-Chief Investment Officer | First Pacific Financial | Vancouver | WA | |
| Todd | Smith | Senior Advisor | Lifeworks Advisors, LLC | Colorado Springs | CO | Yes |
| David | Kassir | Managing Director | Manna Wealth Management | Miami Beach | FL | Yes |
| Jon | Cooley | National Account Manager | Franklin Templeton | Boston | MA | |
| Curt | Brewer | Managing Director | Baird | Wauwatosa | WI | |
| Robert | Gagnon | Counsel | Franklin Templeton | Boston | MA | |
| Nathalie | Lonsdale | VP | Fidelity | Hingham | MA | |
| Gary | Cox | Financial Consultant | Fidelity Investments | Amsterdam | NY | Yes |
| Mary | Davis | Executive Director, Financial Planning | Edelman Financial Engines | Mclean | VA | Yes |
| Richard | Eddy | Financial Advisor | CONA Wealth | La Verne | CA | Yes |
| Les | Watson | Managing Director | YellowWood Wealth Solutions | Charlotte | NC | Yes |
| Delon | Mansour | Financial Advisor | Prosperity Private Wealth | San Diego | CA | Yes |
| Joshua | Gaddy | ETF Specialist | Franklin Templeton | St. Petersburg | FL | |
| John-Mark | Young | President, Chief Investment Officer | Whitaker-Myers Wealth Managers | Mansfield | OH | |
| Joey | Bunton | Financial Advisor | The Tranel Financial Group | Fox River Grove | IL | Yes |
| Jacob | Rue | Portfolio Manager & Advisor | Shore Point Advisors | Brielle | NJ | Yes |
| Scott | Smith | President | Pathworks Financial, Inc. | Novi | MI | Yes |
| Thomas | Jędrej | Chief Wealth Strategist | BFLLC | Boca Raton | FL | Yes |
| Trent | Connor | Associate Wealth Advisor | Wise Counsel Wealth Management | Georgetown | TX | Yes |
| John | Wierenga, II | President | Stewardship Trust Advisors | Grandville | MI | Yes |
| Marshall | Burroughs | Financial Advisor | RMR Wealth Builders | Maplewood | NJ | Yes |
| Nathan | Peterson | Director of Derivatives Analysis | Charles Schwab | Austin | TX | |
| Matthew | Dawson | COO | Rede Wealth | Charlottesville | VA |
We invite CBDA holders in good standing to be included in this directory, and many agree to do so.
Data is current as of September 9, 2025
This list is sortable. Simply click the header of each column you’d like to sort. Also, for mobile use, swipe left-to-right.