Forbes Top Financial Security Professionals Best-In-State List 2024
- Entering the second half of 2024, the life insurance industry has been enjoying prolonged higher interest rates and rising equity markets, both positive factors for those whose business revolves around selling investment products like annuities. Insurance agents are now called financial security professionals and besides life insurance policies, they offer wealthy families a full suite of investment, retirement and estate planning services. The fourth annual Top Financial Security Professionals Best-In-State list from Forbes and SHOOK Research features some 1,445 experts. Below you will find the best-in-state insurance professionals from across the country who made the 2024 list.
Data provided by SHOOK®Research, LLC. Data as of 12/31/23. Source: Forbes.com(July, 2024). Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings, which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. Ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices. Also considered: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management, sales figures and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and audited performance reports are rare. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
- NAMECOMPANYCITYSTATE/ REGIONTYPICAL NET WORTH OF RELATIONSHIPSTOTAL VALUE OF POLICIESChuck AndrewsPatterson Andrews Wealth Management | Northwestern MutualVestavia HillsAlabama$1.5-15M$3.7BMark BurkholderPeachtree PlanningBirminghamAlabama$12-30M$535MTad HillFreedom Financial GroupBirminghamAlabama$1-5M$308MNisu PatelMynt Wealth Management | Northwestern MutualBirminghamAlabama$500K-100M$779MWesley PattersonPatterson Andrews Wealth Management | Northwestern MutualGadsdenAlabama$1.5-15M$3.7BGrant GriffithNew York LifeAuburnAlabama$500K-35M$439MR. Bryant MooreAshford AdvisorsVestavia HillsAlabama$500K-6.5M$345MBrian LedbetterCorebridge FinancialBirminghamAlabama$1-4.2M$161MDave HerringImpact Wealth Management | Northwestern MutualHooverAlabama$2.5-15M$572MAndrew SnyderNew York LifeTuscaloosaAlabama$3-30M$123MJames GrahamStrategic Financial PartnersBirminghamAlabama$150K-15M$1.2BRene HoughlandCorebridge FinancialBirminghamAlabama$1-2M$175MDino PihakisStrategic Financial PartnersBirminghamAlabama$1-20M$1.2BNathan McKay Sr.New York LifeAnchorageAlaska$750K-10M$257MTatiana LottNew York LifeAnchorageAlaska$100K-200M$196MYoshi OgawaNew York LifeAnchorageAlaska$500K-5M$130MJoy Fearn-CondonNew York LifeWasillaAlaska$250K-4M$190MJim HebetsNFPPhoenixArizona$50M-6B$18BRajer ShahNorthwestern MutualPhoenixArizona$5-15M$1.3BVladi SasicWestPac Wealth PartnersScottsdaleArizona$20-50M$1BPat HaugePH Financial GroupPhoenixArizona$1-30M$1.2BBrandon CappsVelocity Wealth ManagementScottsdaleArizona$500K-30M$801MTimothy RaddenRadden Private Wealth Management | Northwestern MutualPhoenixArizona$2-225M$976MJeffrey KirshnerKirshner & Klarfeld Financial GroupScottsdaleArizona$500K-15M$900MMichael KlarfeldKirshner & Klarfeld Financial GroupScottsdaleArizona$10M$700MWendy FeldmanNew York LifeChandlerArizona$5-45M$416MJoe MorrisNorthwestern MutualGilbertArizona$1-10M$848MVicente IniguezAlbatross Financial GroupPhoenixArizona$250K-70M$533MBubba ReevesNew York LifePhoenixArizona$500K$298MGil ValadezAuxilia Asset ManagementPhoenixArizona$1-10M$382MDoug FamousFamous Financial and Insurance SolutionsScottsdaleArizona$750K-11M$236MHoot GibsonNew York LifeTucsonArizona$250K-5M$148MCreighton HardyHardy Wealth Management | Northwestern MutualScottsdaleArizona$500K-50M$315MCharles PascuNew York LifePhoenixArizona$250K-1M$48MJason PratherNFPLittle RockArkansas$10-100M$3BJustin BoevingSocium Advisors | Northwestern MutualFayettevilleArkansas$5-200M$4.8BJoshua MontanezMontanez Financial | Northwestern MutualFayettevilleArkansas$500K-5M$401MJulia HsiaoNew York LifeCupertinoCalifornia - Northern CA$8-20M$1.3BRick PaulsenNew York LifeStocktonCalifornia - Northern CA$5-200M$2.2BJeffrey PetersonNorthwestern MutualSan FranciscoCalifornia - Northern CA$5-10M$2BJulius MagbitangMagbitang Financial & Insurance SolutionsAlamoCalifornia - Northern CA$2.5-7M$956MLynzie WoltersNew York LifeColfaxCalifornia - Northern CA$500K-3M$3.1BAlex RosenblattNorthwestern MutualSan FranciscoCalifornia - Northern CA$150K-25M$1.4BTammy Plotkin-OrenNew York LifeBerkeleyCalifornia - Northern CA$1-40M$1.4BJoseph BragdonFinancial Architects PartnersPalo AltoCalifornia - Northern CA$75M$19.4BMike Flynn, Jr.New York LifeCapitolaCalifornia - Northern CA$5-100M$1BWilliam Richardson IIIPacific Prosperity Partners Wealth Management and Insurance | Northwestern MutualSan FranciscoCalifornia - Northern CA$5-25M$913MAnjali SinghPacific AdvisorsSan RafaelCalifornia - Northern CA$250K-12M$1.5BDaniel ZollNorthwestern MutualSan FranciscoCalifornia - Northern CA$5-100M$780MDan MadsenNorthwestern MutualSan JoseCalifornia - Northern CA$2-30M$1.4BMark EvansEvans Financial Wealth Management and Insurance Services | Northwestern MutualSacramentoCalifornia - Northern CA$250K-10M$570MJoyce YooWisely Financial StrategiesSan FranciscoCalifornia - Northern CA$5-200M$449MDavid WaltherPreservation Wealth Management and Insurance Solutions | Northwestern MutualNovatoCalifornia - Northern CA$2-40M$1.2BDirk WelzienNew York LifeSan RamonCalifornia - Northern CA$2-20M$1BKelly KaneskiKaneski Associates Financial & Insurance ServicesRosevilleCalifornia - Northern CA$1-12M$409MHerb FoedischParadise Cay Financial Wealth Management & Insurance Services | Northwestern MutualSan FranciscoCalifornia - Northern CA$1-600M$2BBarbara Burke HeatonPrudential FinancialSan FranciscoCalifornia - Northern CA$1-15M$395MTed YoungFinancial Strategies of CaliforniaSacramentoCalifornia - Northern CA$500K-1B$381MYuen Han LeeNew York LifeFremontCalifornia - Northern CA$250K-5M$427MDave ParkesParkes FinancialCampbellCalifornia - Northern CA$3-15M$900MChristopher McClureLincoln FinancialSan RamonCalifornia - Northern CA$2-100M$411MPedro BretasNew York LifeStocktonCalifornia - Northern CA$150K-1M$225MElaine EllisPacific AdvisorsCampbellCalifornia - Northern CA$1.5-30M$384MLaura Jensen SiddiqueNew York LifeSacramentoCalifornia - Northern CA$1-50M$256MSean AndersenNew York LifeYuba CityCalifornia - Northern CA$1-5M$343MLars WillerupNew York LifeModestoCalifornia - Northern CA$250K-50M$311MRocky ArodaNew York LifeSan JoseCalifornia - Northern CA$200-500K$312MRocio TapiaNorthwestern MutualRedwood CityCalifornia - Northern CA$750K-1.5M$717MRong ShenMassMutualSan RamonCalifornia - Northern CA$250K-8M$321MNing JiangMassMutualFremontCalifornia - Northern CA$100K-10M$273MBrian BainCorebridge FinancialRosevilleCalifornia - Northern CA$100K-3M$254MAndrew SchantzNew York LifeFresnoCalifornia - Northern CA$1.5M$229MUmang PatelPacific AdvisorsFolsomCalifornia - Northern CA$500K-10M$154MAnne DingPacific AdvisorsCampbellCalifornia - Northern CA$1-18M$90.7MRick KalbNerd Nation Financial Wealth Management & Insurance Solutions | Northwestern MutualNevada CityCalifornia - Northern CA$750K-100M$2.2BChien YehCaduceus Financial & Insurance ServicesRosevilleCalifornia - Northern CA$2-10M$104MJuliette CastelliCastelli Financial and Insurance ServicesLos GatosCalifornia - Northern CA$3-15M$60.3MJosh SteinfeldSteinfeld Financial and Insurance ServicesLodiCalifornia - Northern CA$1-15M$135MSamantha Sagers-DavenportMassMutualBrentwoodCalifornia - Northern CA$2-10M$1.2BDan BlumMassMutualRosevilleCalifornia - Northern CA$250K-1M$322MSteve DarkOne Wealth PartnersSanta MonicaCalifornia - Southern CA$10M-7B$5BMitch RosenbergMDR Insurance & Financial ServicesThousand OaksCalifornia - Southern CA$2-100M$1BNikesh ParikhDynamic Wealth and Insurance SolutionsIrvineCalifornia - Southern CA$500K-100M$3.9BScott AshlineAshline Financial Wealth Management and Insurance Solutions | Northwestern MutualLa JollaCalifornia - Southern CA$5-50M$1.6BCurtis EstesNorthwestern MutualLos AngelesCalifornia - Southern CA$5-100M$1.8BAleksandar JakovljevicWestPac Wealth PartnersSan DiegoCalifornia - Southern CA$10-100M$1.1BNicholas HjorthDH Financial & Insurance ServicesUplandCalifornia - Southern CA$1-50M$1.4BMike JacobDJM Financial Wealth Management & Insurance Services | Northwestern MutualIrvineCalifornia - Southern CA$1-25M$3.2BPaul BaboolalPier Point Wealth Management and Insurance Services | Northwestern MutualManhattan BeachCalifornia - Southern CA$5-50M$1.4BRobert Kulle Jr.Heritage Capital StrategiesWestlake VillageCalifornia - Southern CA$10-500M$2.2BTodd GindyNorthwestern MutualWoodland HillsCalifornia - Southern CA$3-10M$1.6BMike WaxbergFortify Capital | Northwestern MutualLos AngelesCalifornia - Southern CA$5-250M$1.5BJason GiorgioPacific AdvisorsPowayCalifornia - Southern CA$5-100M$845MDrew ManierSage Capital | Northwestern MutualLos AngelesCalifornia - Southern CA$3-200M$702MChau LaiPacific AdvisorsSan DiegoCalifornia - Southern CA$10-60M$967MRohe LevyRohe Levy Financial and Insurance ServicesSan DiegoCalifornia - Southern CA$25-50M$2.5BScott GajdaLuminate Wealth Management & Insurance Services | Northwestern MutualIrvineCalifornia - Southern CA$10-25M$2.5BJonathan AiresAires Financial Wealth & Insurance Solutions | Northwestern MutualLa JollaCalifornia - Southern CA$1-10M$1.1BEdward MoyzesStrategic View Advisors | Northwestern MutualManhattan BeachCalifornia - Southern CA$3-50M$1BDaniel ChangNew York LifeBreaCalifornia - Southern CA$5-40M$645MDavid KatzNorthwestern MutualLos AngelesCalifornia - Southern CA$2-500M$1.2BAjay ParikhNew York LifeArtesiaCalifornia - Southern CA$500K-10M$856MTimothy MulroyWealth Coast Wealth Management and Insurance Solutions | Northwestern MutualIrvineCalifornia - Southern CA$2-10M$2.2BRyan JinNew York LifeSan DimasCalifornia - Southern CA$500K-100M$557MGuy BakerBTA Advisory GroupIrvineCalifornia - Southern CA$10K-50M$3BDavid ClausenSentinel Bridge Wealth Management | Northwestern MutualLos AngelesCalifornia - Southern CA$2-35M$1.2BNazih YehyaYehya Financial and Insurance ServicesBreaCalifornia - Southern CA$1-250M$861MAdam HerzingNew York LifeLake ForestCalifornia - Southern CA$5-50M$619MSherrie VanKoeveringVanKoevering Wealth Management and Insurance Services | Northwestern MutualCoto de CazaCalifornia - Southern CA$2.5-35M$847MTyler TerryWealth Coast Wealth Management and Insurance Solutions | Northwestern MutualIrvineCalifornia - Southern CA$10-50M$2.2BBrian RadosNorthwestern MutualIrvineCalifornia - Southern CA$5-100M$821MChad ShawMST Financial Wealth Management and Insurance Services | Northwestern MutualIrvineCalifornia - Southern CA$5-100M$1.9BIra HermannMassMutualNewport BeachCalifornia - Southern CA$2-20M$1.3BAsh ShethNew York LifeRiversideCalifornia - Southern CA$100K-50M$442MRaymond KinjoKinjo Insurance & Financial ServicesBreaCalifornia - Southern CA$2-20M$425MInsun Ryan SongJooha Financial and Insurance ServicesBreaCalifornia - Southern CA$2-5M$387MAlec ChanTransamerica Financial AdvisorsSan GabrielCalifornia - Southern CA$300K-100M$1BChantel Bonneau StewartWiseFit Wealth Management & Insurance Solutions | Northwestern MutualSan DiegoCalifornia - Southern CA$2-10M$1.4BDavid MillerOcean View Financial & Insurance Services | Northwestern MutualLa JollaCalifornia - Southern CA$3-10M$1.1BDaxesh ManiarNew York LifeBreaCalifornia - Southern CA$5-60M$527MJoshua ButtreyWealth Coast Wealth Management & Insurance Solutions | Northwestern MutualIrvineCalifornia - Southern CA$2-7M$2.2BMichael PrestoniCore Wealth Management and Insurance Services | Northwestern MutualWoodland HillsCalifornia - Southern CA$3-10M$804MWest McGowanMcGowan and Associates | Northwestern MutualSan DiegoCalifornia - Southern CA$1-10M$752MJohn Todd IIINorthwestern MutualSan DiegoCalifornia - Southern CA$5-100M$785MJimmy CusimanoNorthwestern MutualIrvineCalifornia - Southern CA$2.5-10M$899MRobert KaplanKaplan FinancialEncinoCalifornia - Southern CA$250K-5M$3.6BIvy RappaportNew York LifeLos AngelesCalifornia - Southern CA$500K-20M$333MLiliana KimNew York LifeLos AngelesCalifornia - Southern CA$2-10M$414MBrad BertnerNorthwestern MutualLos AngelesCalifornia - Southern CA$500K-180M$630MJeff CzerwinskiAxiom Financial and Insurance SolutionsTustinCalifornia - Southern CA$250K-5M$294MMaribel MarquezNew York LifeSan DimasCalifornia - Southern CA$2-100M$499MErik GomezEG Wealth Management and Insurance Services | Northwestern MutualIrvineCalifornia - Southern CA$1-25M$472MJessica AliottiNorthwestern MutualIrvineCalifornia - Southern CA$500K-4M$840MScott SchechterEagle StrategiesSan DiegoCalifornia - Southern CA$250K-50M$382MTom MillerMST Financial Wealth Management and Insurance Services | Northwestern MutualIrvineCalifornia - Southern CA$3-15M$1.9BRyan SouthwickZephyr Financial Strategies & Insurance SolutionsPasadenaCalifornia - Southern CA$4-10M$349MVincent MesaNew York LifeCypressCalifornia - Southern CA$1.5-5M$556MMo MahoneyPacific AdvisorsSan DiegoCalifornia - Southern CA$5-250M$1.6BSteve SkolnickLa Jolla Integrated Financial Solutions & Insurance ServicesLa JollaCalifornia - Southern CA$500K-100M$313MRick KoffAmeriprise Financial ServicesWestlake VillageCalifornia - Southern CA$5-30M$401MBarbara BernsteinFortuna Wealth Management, Legacy Strategies and Insurance Solutions | Northwestern MutualLos AngelesCalifornia - Southern CA$3-12M$529MCraig KvinslandNorthwestern MutualWoodland HillsCalifornia - Southern CA$750K-3M$750MBrett KeenerPacific AdvisorsSan DiegoCalifornia - Southern CA$500K-15M$433MGene SeokCoram Deo Insurance and Financial ServicesBreaCalifornia - Southern CA$50K-5M$133MEdward LeeNorthwestern MutualCoronaCalifornia - Southern CA$50K-50M$497MIshkhan BoghossianBoghossian Financial & Insurance ServicesGlendaleCalifornia - Southern CA$2-50M$395MBrandon FederNorthwestern MutualWestlake VillageCalifornia - Southern CA$350K-80M$565MMartin PetoyanNew York LifeGlendaleCalifornia - Southern CA$5-15M$278MAndrew RubinNorthwestern MutualCarlsbadCalifornia - Southern CA$2-150M$768MMatthew GreinerNorthwestern MutualIrvineCalifornia - Southern CA$1-20M$441MKeith WillermanNew York LifeSan DiegoCalifornia - Southern CA$1-10M$189MSandeep GuptaPier Point Wealth Management and Insurance Services | Northwestern MutualManhattan BeachCalifornia - Southern CA$500K-8M$454MJ. Scott FosterPacific AdvisorsWestlake VillageCalifornia - Southern CA$3-7M$239MJeff RansenbergNew York LifeWestlake VillageCalifornia - Southern CA$1-15M$200MAshley EthridgeCapital EdgeGlendaleCalifornia - Southern CA$433K-67.4M$3.3BKevin LeonPacific AdvisorsIrvineCalifornia - Southern CA$600K-2.2M$80MArkady MilgramMassMutualWestlake VillageCalifornia - Southern CA$500K-30M$192MWill BaselLenox AdvisorsLos AngelesCalifornia - Southern CA$2-20M$604MRobert GrimmLuminate Wealth Management & Insurance Services | Northwestern MutualIrvineCalifornia - Southern CA$10-25M$2.5BKevin LochnerNorthwestern MutualIrvineCalifornia - Southern CA$150K-10M$457MGerald LeeGL AdvisorsBeverly HillsCalifornia - Southern CA$500K-1M$171MNikki Dorch-CannonTransamerica Financial AdvisorsTorranceCalifornia - Southern CA$1-10M$100MPeyman CohanPacific AdvisorsBeverly HillsCalifornia - Southern CA$3.5-250M$337MAlisa LePacific AdvisorsSan DiegoCalifornia - Southern CA$10M$237MLouis VenturaNew York LifeBreaCalifornia - Southern CA$250K-1.5M$200MLarry BennettBennett Financial & Insurance ServicesPlacentiaCalifornia - Southern CA$200K-50M$155MJoy DowNorthwestern MutualSan DiegoCalifornia - Southern CA$2-10M$404MMeagan PhelpsEmpress Investment GroupLos AngelesCalifornia - Southern CA$1-8M$116MMegan WardMW Financial & Insurance SolutionsSan DiegoCalifornia - Southern CA$1-5M$216MBrett BissellLuminate Wealth Management & Insurance Services | Northwestern MutualIrvineCalifornia - Southern CA$10-25M$2.5BRyan BrodyPacific AdvisorsClaremontCalifornia - Southern CA$1-80M$424MNate ChoeNorthwestern MutualWoodland HillsCalifornia - Southern CA$50-250K$207MEric PostPacific AdvisorsIrvineCalifornia - Southern CA$10-150M$329MRob BukacekPacific AdvisorsAlta LomaCalifornia - Southern CA$10K-150M$329MTyrone DinneenNorthwestern MutualLos AngelesCalifornia - Southern CA$500K-3M$513MIan AlvarezNorthwestern MutualLos AngelesCalifornia - Southern CA$150K-6M$67.2MAmal HagisufiPrudential FinancialLa JollaCalifornia - Southern CA$1-8M$132MChristian LozanoLozano Financial Strategies and Insurance SolutionsBreaCalifornia - Southern CA$150K-10M$105MIkuyo HiraguchiPrudential FinancialOrangeCalifornia - Southern CA$250K-10M$48.5MBob ChitrathornSimplified Wealth ManagementCoronaCalifornia - Southern CA$100K-15M$175MGurgen HovhannisyanNew York LifeSimi ValleyCalifornia - Southern CA$100K-5M$127MBart PearcePacific AdvisorsClaremontCalifornia - Southern CA$250K-10M$42.2MLori Vanden BergNew York LifeBreaCalifornia - Southern CA$2-10M$98.4MBradly StevensPacific AdvisorsCoronaCalifornia - Southern CA$500K-20M$57.9MScott SparksSparks Financial | Northwestern MutualDenverColorado$5-40M$3.9BMike JonesJones Financial | Northwestern MutualLakewoodColorado$3-100M$2BRoyce ZimmermanPassage Wealth Partners | Northwestern MutualDenverColorado$5-150M$1.5BNick LangefelsAnthology Capital Solutions | Northwestern MutualEnglewoodColorado$2M-1B$1.9BBen RaineyWealthPointDenverColorado$10-500M$6BKevin KaveneyNorthwestern MutualColorado SpringsColorado$500K-2M$2.7BBrandon StropeFlatirons Financial Planning | Northwestern MutualBoulderColorado$3-10M$1BBryan AustinLongwise Wealth Partners | Northwestern MutualLakewoodColorado$10-50M$1.2BArmen KhadiwalaAnthology Capital Solutions | Northwestern MutualEnglewoodColorado$2M-1B$1.9BScott McKechnie7 Sabers Wealth Management | Northwestern MutualColorado SpringsColorado$500K-2M$1.1BEric McGoughResolute Wealth Partners | Northwestern MutualGreenwood VillageColorado$200K-20M$1.9BGlen BabcockBabcock Financial | Northwestern MutualEnglewoodColorado$200K-100M$919MKaren Ann JesseyStrategic Wealth PartnersGreenwood VillageColorado$2-5M$677MCraig GarrisonGarrison Financial Group | Northwestern MutualLakewoodColorado$3-30M$887MDarryl HudspethNew York LifeLakewoodColorado$1-5M$427MAdam WayGlobal Wealth Strategies & AssociatesDenverColorado$2-15M$1.1BDan DayDay Webb & Associates | Northwestern MutualBoulderColorado$3-15M$1.2BBenjamin HarveySummation Wealth Group | Northwestern MutualColorado SpringsColorado$4-20M$2.4BTyler HoldenResolute Wealth Partners | Northwestern MutualGreenwood VillageColorado$200K-20M$1.9BStephen ShanleyLongwise Wealth Partners | Northwestern MutualEdwardsColorado$10-50M$1.2BEvan RauenNorthwestern MutualDenverColorado$250K-30M$594MKevin KerberNorthwestern MutualLakewoodColorado$200K-50M$613MDavid RichardsWealth StrategiesParkerColorado$2-5M$509MChase ChaldekasOmada Wealth Management | Northwestern MutualLakewoodColorado$1-15M$948MCarey SullivanFive Peaks Capital GroupDenverColorado$1-25M$728MSteven WeigandtPerspective Wealth Advisors | Northwestern MutualLovelandColorado$5-50M$448MJordan SmithZenith Wealth Concepts | Northwestern MutualLakewoodColorado$4-20M$533MMatthew ThibodeauNorthwestern MutualEnglewoodColorado$1-20M$391MJohn DugasPrudential FinancialDurangoColorado$500K-3M$548MRobert CohenNew York LifeParkerColorado$500K-2M$187MBrian LoiseauTransamerica Financial AdvisorsGreenwood VillageColorado$1.7-70M$825MJustin ChariseSaugatuck Financial | Northwestern MutualWestportConnecticut$5-100M$3.1BGreg BaekeyPark Avenue Capital | Northwestern MutualWestportConnecticut$3-15M$10.2BMatthew GreeneSound Financial Strategies | Northwestern MutualNorwalkConnecticut$5-50M$2.1BAl SchorNorthwestern MutualWestportConnecticut$5-200M$4BJesse LiskaNorthwestern MutualBranfordConnecticut$300K-45M$980MStefan GreenbergLenox AdvisorsStamfordConnecticut$3-15M$2.7BHugo AlvesNorthwestern MutualStamfordConnecticut$5-250M$2.5BKeith WolffWolff Financial GroupManchesterConnecticut$1-20M$3.2BTodd MarschallNorthwestern MutualStamfordConnecticut$5-25M$900MBob RothThe Roth Financial Group | Northwestern MutualWest HartfordConnecticut$1.5-100M$984MMichael BerryAddicusNewtownConnecticut$10-100M$893MDan NicholsNew York LifeTrumbullConnecticut$1-10M$486MAnthony Incerto, Jr.Northwestern MutualFairfieldConnecticut$2-60M$1.3BGregory BambachNorthwestern MutualFairfieldConnecticut$2-200M$3BRyan VargaNorthwestern MutualFairfieldConnecticut$1-5M$1BSeth KalksteinPhysician's Insurance Solutions | Northwestern MutualWest HartfordConnecticut$100K-5M$840MAlex RothThe Roth Financial Group | Northwestern MutualWest HartfordConnecticut$2-15M$1.6BSusan IannielloNew York LifeStratfordConnecticut$10K-38M$392MPeter SlesinskiLenox AdvisorsStamfordConnecticut$3-100M$364MAbbe F. LargeLenox AdvisorsGreenwichConnecticut$500K-250M$890MKathryn MimmsNorthwestern MutualFairfieldConnecticut$5-50M$493MSofia DumanskyNew York LifeWindsorConnecticut$3M$297MDaniel FinnFinn Financial SolutionsEast HamptonConnecticut$6.5M$200MJustin Wong WonPhysicians Nationwide | Northwestern MutualStamfordConnecticut$500K-50M$525MJason CastaldiCharter Oak FinancialSouthburyConnecticut$200K-2M$1.5BJames CorsoNorthwestern MutualFairfieldConnecticut$2-40M$660MRob CassellaPrudential FinancialWallingfordConnecticut$500K-5M$230MJustin LindahlLindahl Financial GroupMadisonConnecticut$500K-10M$186MAlexander FennellPrudential FinancialSheltonConnecticut$800K-3M$140MHarry J. MentonisServiam Financial | Northwestern MutualWilmingtonDelaware$5-25M$4.6BStephen TargetNewton One AdvisorsNewarkDelaware$2.5-150M$6.1BAmbrose CarrFinancial Growth PartnersWilmingtonDelaware$2-300M$370MLaura DayLaura Day & AssociatesNewarkDelaware$20M$226MKurt RupprechtK Street Financial | Northwestern MutualWashingtonDistrict of Columbia$2.5-50M$3.7BRandolph ShinglerGreen Arrow Financial | Northwestern MutualWashingtonDistrict of Columbia$3-15M$1.1BMatthew AaronLux Wealth Planning | Northwestern MutualWashingtonDistrict of Columbia$1-7M$854MJosh DorfmanNorthwestern MutualWashingtonDistrict of Columbia$200K-5M$572MDavid J. CarrollFinancial Architects PartnersPalm Beach GardensFlorida$75M$19.4BFernando PouPasserelle PartnersMiamiFlorida$30M-2B$7.7BMichael ZagerZ Wealth SolutionsFort LauderdaleFlorida$5M-1B$4.5BRichard SakaSaka Wealth Management Group | Northwestern MutualAventuraFlorida$3-500M$2.8BEric BouskilaARI Financial GroupAventuraFlorida$10M-5B$7.4BBrett ZuckermanBRZ FinancialHollywoodFlorida$5M-1B$1.9BJohn LentzStrategic Wealth GroupTallahasseeFlorida$10-100M$1.4BMichael OliviaWestPac Wealth PartnersTampaFlorida$5-50M$1.3BRussell CarpentieriOpus Private ClientJuno BeachFlorida$5-50M$2.3BTom Lenci Jr.Lenci Associates | Northwestern MutualNaplesFlorida$3-100M$3BArt BlickTurning Point Financial | Northwestern MutualWest Palm BeachFlorida$500K-5M$3BWilliam BeynonCapital Wealth AdvisorsNaplesFlorida$1-50M$3.2BRobert PetrocelliNew York LifeSunriseFlorida$3M-2B$1BLee WeinsteinLWS FinancialWest Palm BeachFlorida$5-75M$2.3BGary BaumgartenNew York LifeWinter ParkFlorida$250K-20M$1.1BGlen GolishG Wealth StrategiesBoca RatonFlorida$50-150M$3.9BPercy AvetraniAvetrani Financial l Northwestern MutualCoral GablesFlorida$10-100M$1BBen GanttSouthern Wealth | Northwestern MutualTallahasseeFlorida$5-50M$1.3BDarling Lie-NielsenNorthwestern MutualCoral GablesFlorida$5-15M$1.3BRicha SadanaNew York LifeMiamiFlorida$1-5M$963MJim ErbContinuum Wealth Partners | Northwestern MutualTampaFlorida$5-20M$1.6BDavid SiegelSiegel Financial Group | Northwestern MutualWest Palm BeachFlorida$5M-1B$1.2BAdam SendzischewJones LowryMiamiFlorida$30M-1.5B$3.1BCedric SageUSAFrance FinancialsMiamiFlorida$1-100M$1.1BPaul ArmstrongArmstrong & Sinoff Financial | Northwestern MutualOrlandoFlorida$4-50M$1.2BLanzhen (Jan) ZhuangTransamerica Financial AdvisorsLake MaryFlorida$200K-30M$7.1BScott ZuratNorthwestern MutualFort MyersFlorida$250K-30M$959MMelvin Pope IIIFinancial Partners of North FloridaTallahasseeFlorida$5-25M$920MBrooke McKernanNorthwestern MutualWest Palm BeachFlorida$10M$1.2BJoseph SmallSmall World Wealth Management | Northwestern MutualFort MyersFlorida$2-10M$2.5BRebecca BastBast Financial Group | Northwestern MutualTampaFlorida$2-50M$1.4BRobert NuñoNorthwestern MutualCoral GablesFlorida$350K-130M$963MMichael ErpeldingErpelding Wealth Management | Northwestern MutualSt. PetersburgFlorida$2-30M$2.3BEric LarsonEGL Financial | Northwestern MutualLakelandFlorida$4.2-100M$871MJustin SakaSaka Financial Group | Northwestern MutualAventuraFlorida$5-500M$640MChristopher WarrenLawless, Edwards & Warren Wealth ManagementBoca RatonFlorida$5-100M$1.2BDrew WaltersDiverse Wealth | Northwestern MutualOrlandoFlorida$2.5-85M$7.4BRobin WahbyNew York LifePonte Vedra BeachFlorida$100K-5M$1.6BJeff MillerMiller Financial Services | Northwestern MutualSt. PetersburgFlorida$3-10M$1.6BCurt EskewNew York LifeSarasotaFlorida$3-10M$398MMatt RiggsRiggs Financial Group | Northwestern MutualTampaFlorida$2-15M$1.5BJeffrey SalazarSkopos Wealth Partners | Northwestern MutualJacksonvilleFlorida$600K-10M$827MCraig KirsnerStuart Estate PlanningCoconut CreekFlorida$1-10M$800MKyle MenkeMenke Financial | Northwestern MutualSt. PetersburgFlorida$10-100M$930MBrian JohnstonLenox AdvisorsMiamiFlorida$3-30M$1.3BDavid GruenGruen Financial | Northwestern MutualMiamiFlorida$15-400M$433MDavid HoodArtistry Wealth Management | Northwestern MutualSt. PetersburgFlorida$75K-200M$1.3BMax AdamsMassMutualMiamiFlorida$150K-20M$824MJoseph GarrelGarrel Miani Financial GroupMiamiFlorida$500K-10M$429MJay ShahNew York LifeMaitlandFlorida$1-200M$1BDavid SilverInstrumental WealthTampaFlorida$1-250M$509MNikola NovakovicWestPac Wealth PartnersMiamiFlorida$10-20M$340MGilbert JoehlNorthwestern MutualOrlandoFlorida$1-10M$450MJorge CasariegoWealth X Advisors | Northwestern MutualCoral GablesFlorida$1.5-200M$652MNatalia MargolisNorthwestern MutualBoca RatonFlorida$500K-15M$645MHollee KierArtistry Wealth Management | Northwestern MutualSt. PetersburgFlorida$100K-150M$1.3BMichael CalamaroNorthwestern MutualFort LauderdaleFlorida$2-80M$700MThom WilkinsonWilkinson Financial | Northwestern MutualPonte Vedra BeachFlorida$1.5-10M$775MAndrew MartinAtlas Financial StrategiesPensacolaFlorida$500K-20M$361MSuzannah RichardsOcean WealthFort LauderdaleFlorida$1-20M$342MStephanie ShermanPrudential FinancialWest Palm BeachFlorida$3.5-15M$605MDaniel ReisnerReisner Financial | Northwestern MutualTampaFlorida$750K-9M$580MAdam TaylorTaylor FinancialTampaFlorida$4-40M$358MRobert MoroNew York LifeFort MyersFlorida$12-25M$1.4BJing HoTransamerica Financial AdvisorsOrlandoFlorida$1-20M$734MAl OrdonezThe Ordonez Financial GroupSarasotaFlorida$750K-4.5M$36.7MRobert SpakNew York LifeBoca RatonFlorida$250-500K$265MAlec ShunkShunk Financial Group | Northwestern MutualFort MyersFlorida$2-10M$1.1BMichael CalamarasNorthwestern MutualSarasotaFlorida$250K-20M$2.2BCorey CresenziNorthwestern MutualOrmond BeachFlorida$1-50M$468MBryson BardTrue North Advisors | Northwestern MutualTallahasseeFlorida$2-20M$1.5BScott AnselmoCorebridge FinancialBoca RatonFlorida$250K-2.5M$215MSamuel EppyMassMutualFort LauderdaleFlorida$3M$3.2BJose TorresTorres Financial Group | Northwestern MutualCoral GablesFlorida$500K-100M$406MJoe GarrisiBackwards Planning Financial | Northwestern MutualSarasotaFlorida$10K-4M$486MCraig EppyLevanti WealthFort LauderdaleFlorida$3M$3.2BRafael MarquezMarquez Financial and Insurance StrategiesOrlandoFlorida$1-10M$494MKyria Popovitch D'AvilaNPC FinancialHollywoodFlorida$5K-15M$284MChristopher Lewis75 Strong Financial GroupJacksonvilleFlorida$50K-5M$1.2BMathew StewardNew York LifeTampaFlorida$500K-200M$206MBenjamin VilchezPrudential FinancialMiamiFlorida$1-10M$390MNatan BteshNorthwestern MutualAventuraFlorida$2-5M$557MTerry BreitbordNew York LifeFort LauderdaleFlorida$1-25M$185MPadric ScottCrossroad Capital Partners | Northwestern MutualTallahasseeFlorida$500K-20M$679MSteve GriffinFull Spectrum Financial GroupSarasotaFlorida$1-10M$103MMike SaliernoNorthwestern MutualClearwaterFlorida$2.5M$450MMatthew LytellRiverwalk Wealth Advisors | Northwestern MutualTampaFlorida$4M$980MMatthew ThompsonThompson Financial | Northwestern MutualTampaFlorida$250K-25M$383MKsenia LutfullinaNorthwestern MutualNorth Miami BeachFlorida$1-100M$265MCamilo HortetNorthwestern MutualPalm Beach GardensFlorida$250-950K$353MAdam SinoffArmstrong & Sinoff Financial | Northwestern MutualOrlandoFlorida$1-30M$1.1BRon GruningerSignature Wealth AdvisorsOrlandoFlorida$2.5-100M$409MDonald MarksIngram & Marks Financial ResourcesTampaFlorida$1-40M$108MDaniel RuizNew York LifeTampaFlorida$1-40M$38.6MGabriel OxiosCorebridge FinancialBoca RatonFlorida$600K-4M$192MMatt RobertsCorebridge FinancialTampaFlorida$50K-1M$190MChris PricePrice Wealth Financial PlannersFort LauderdaleFlorida$1.5-25M$1.3BJill VanderKamCorebridge FinancialTampaFlorida$500K-10M$230MAaron JacksonCorebridge FinancialBoca RatonFlorida$250K-5M$192MTracey KealyCorebridge FinancialBoca RatonFlorida$250K-1M$155MRichard WrightMagnolia Wealth StrategiesPensacolaFlorida$350K-3M$61.9MRegina DavisCorebridge FinancialJacksonvilleFlorida$250K-10M$51.3MMatthew LipscombAshford AdvisorsAtlantaGeorgia$5-75M$1.8BDoug LiptakSignatureFDGreensboroGeorgia$5-250M$5BBrent EdenWinged Keel GroupAtlantaGeorgia$15M-1B$95BJosh CobbPeachtree PlanningAtlantaGeorgia$1-40M$1BAndrew RasmussenRasmussen Wealth Management | Northwestern MutualAthensGeorgia$2-15M$1.2BVictor BorowskyNorthwestern MutualPeachtree CornersGeorgia$350K-10M$1BBrandon GuntorNorthwestern MutualPeachtree CornersGeorgia$2-10M$1.2BJeff HudsonHudson Pendleton Financial GroupMidlandGeorgia$1-10M$594MChris KilgoreKilgore Financial | Northwestern MutualAtlantaGeorgia$1.5-12M$1BTimothy SmithEleven23 Capital Advisors | Northwestern MutualAtlantaGeorgia$3-5M$884MPhil AdraFour Corners Wealth Management | Northwestern MutualSuwaneeGeorgia$1-5M$1BTaylor CookstonNorthwestern MutualPeachtree CornersGeorgia$2-20M$500MRyan SmithSmith Capital Advisors | Northwestern MutualAtlantaGeorgia$1-35M$542MReagan WolfeAshford AdvisorsAtlantaGeorgia$500K-25M$688MRyan GarntoGarnto Financial GroupAlbanyGeorgia$225K-2.5M$435MWendy ThompsonNorthwestern MutualAtlantaGeorgia$250K-15M$1BJack GreenGreen Wealth Advisory | Northwestern MutualSavannahGeorgia$2-10M$621MCharlton RogersNew York LifeGlennvilleGeorgia$500K-75M$992MRodney ParivechioPrime Point Financial | Northwestern MutualAtlantaGeorgia$1-25M$734MSteven WiltNorthwestern MutualAtlantaGeorgia$1-15M$387MDerrick MurrayNorthwestern MutualAtlantaGeorgia$500K-3M$686MSabina KhojaNorthwestern MutualAtlantaGeorgia$500K-30M$4.9BBrian FordNorthwestern MutualAtlantaGeorgia$2-50M$368MDavid KrollPrudential FinancialAtlantaGeorgia$500K-5M$915MJeff DuncanCapstone FinancialAtlantaGeorgia$1-2M$368MTimothy EllenNew York LifeLaGrangeGeorgia$500K-4M$132MAllix DennisColter Dennis Wealth Advisory & PlanningMilledgevilleGeorgia$1-10M$147MSuzanne KomisarCorebridge FinancialDecaturGeorgia$500K-3M$159MRenisha Jackson-RuckerMassMutual PerimeterPeachtree CornersGeorgia$525K$10.8MMarcus BolandBoland Financial Wealth Management and Insurance Services | Northwestern MutualHonoluluHawaii$4-20M$1.2BShaun HamadaHamada Financial GroupHonoluluHawaii$20K-20M$762MTaylor WongWestPac Wealth PartnersHonoluluHawaii$2-40M$200MReid MatsushimaPhysicians Nationwide | Northwestern MutualHonoluluHawaii$2M$501MPreston PataoNew York LifeEwa BeachHawaii$50K-10M$231MKristi ChunNew York LifeHonoluuHawaii$1-5M$679MMark LeongNorthwestern MutualHonoluluHawaii$500K-25M$410MKenneth Tooke IITooke and Associates | Northwestern MutualMalad CityIdaho$25M-1.5B$13.7BKirk StaffordUS LifeMeridianIdaho$800K$5BJoshua HarmonHarmon Smith Financial Group | Northwestern MutualBoiseIdaho$1.5-30M$1.8BAshwin MohanMohan Financial | Northwestern MutualCoeur d'AleneIdaho$2.5-25M$405MChristine SchaderThe Financial Wealth & Wellness CenterCoeur d'AleneIdaho$100K-12M$239MJoey MeehanMeehan Capital Advisors | Northwestern MutualCoeur d'AleneIdaho$1-500M$502MKevin RigenhagenNorthwestern MutualNampaIdaho$2-20M$667MChristina BridgewaterHepworth & Associates | Northwestern MutualBoiseIdaho$1.5-7M$505MTravis GerhardNew York LifeMeridianIdaho$750K-1.2M$257MTyler LayneLayne Financial | Northwestern MutualTwin FallsIdaho$3-50M$684MMax WilsonPhysicians Nationwide | Northwestern MutualBoiseIdaho$2-10M$330MCristian SanchezNorthwestern MutualNampaIdaho$6-10M$340MSteve BraunBraun & Associates | Northwestern MutualChicagoIllinois$5-15M$1.5BJayshree PatelNew York LifeLincolnwoodIllinois$500K-250M$5.9BKevin SpahnSpahn Financial | Northwestern MutualLombardIllinois$3-50M$1.7BHoward SharfmanNFPChicagoIllinois$7.5M-50B$25.9BDharmesh GoelNew York LifeDowners GroveIllinois$1-20M$1BWarren McGuireNFPChicagoIllinois$2-500M$26BDaniel GouldGould Financial Group | Northwestern MutualDeerfieldIllinois$5-50M$5BMichael D'AquilaHeritage Planning Partners | Northwestern MutualChicagoIllinois$3-25M$5.2BSteven TaubNew York LifeDeerfieldIllinois$20M-2B$678MBen VoigtHeritage Planning Partners | Northwestern MutualChicagoIllinois$2-100M$5.2BAdam WaitzmanHeritage Planning Partners | Northwestern MutualChicagoIllinois$1-20M$5.2BEarl RubinoffThe Rubinoff GroupDeerfieldIllinois$250K-10M$1.2BGordon Hartranft IINew York LifeDowners GroveIllinois$10-50M$521MRich WooCatalyst Planning Partners | Northwestern MutualChicagoIllinois$2-50M$2.8BNicole Holland-HongNorthwestern MutualFairview HeightsIllinois$2.5-8M$947MJames SmithNorthwestern MutualMahometIllinois$500K-5M$715MTim HenderCompass Financial Partners | Northwestern MutualLake ForestIllinois$1-10M$1.3BJoshua WaiteWaite Financial Group | Northwestern MutualPeoriaIllinois$2-7.5M$1BMichael StahlNorthwestern MutualChicagoIllinois$1-10M$898MMark GuskeyNorthwestern MutualDowners GroveIllinois$600K-18M$701MThomas McBreenSymphony Financial | Northwestern MutualSkokieIllinois$5-50M$3.4BJustin KirbyKirby Wealth Management Group | Northwestern MutualChampaignIllinois$250K-20M$1.2BJohn KlichAssurance Advisory Group | Northwestern MutualSchaumburgIllinois$2-5M$1.2BTheodore SangalisNorthwestern MutualOak BrookIllinois$2-30M$669MJoseph SmithCatalyst Planning Partners | Northwestern MutualChicagoIllinois$4-20M$2.8BMarc RosenbergBeyond Financial Advisors | Northwestern MutualHighland ParkIllinois$500K-1M$3.5BJack WambachNorthwestern MutualRosemontIllinois$1.2-12M$1.3BMichael BartenhagenEnvision Financial | Northwestern MutualDowners GroveIllinois$5-50M$1.2BRobert BoltSymphony Financial | Northwestern MutualSkokieIllinois$5-50M$3.4BVikram PatelNew York LifeSchaumburgIllinois$50K-6M$473MJosh LernerSymphony Financial | Northwestern MutualSkokieIllinois$5-50M$3.4BG. Andres BaltazarNorthwestern MutualChicagoIllinois$5-15M$915MChet BandyImpact Financial Group | Northwestern MutualBloomingtonIllinois$1-50M$745MBrent ShunkShunk Financial Group | Northwestern MutualSpringfieldIllinois$5-15M$1.1BSteve ToddThe Todd GroupCrystal LakeIllinois$100K-15M$674MDavid MilonasRM Financial Group | Northwestern MutualChicagoIllinois$1-25M$2BThomas FayStone Point Financial GroupGlenviewIllinois$3-50M$736MJosh ByrdFlywheel Financial I Northwestern MutualElginIllinois$2-50M$1.1BJerry TimmermannThe Timmermann GroupBreeseIllinois$1.5-125M$575MMary DeutschMTD FinancialWestchesterIllinois$250K-25M$192MDaniel HarezlakNorthwestern MutualLombardIllinois$100K-8M$1.1BMatthew WardBeyond Financial Advisors | Northwestern MutualChicagoIllinois$1-10M$4BMike LindbergLindberg Financial Group | Northwestern MutualElmhurstIllinois$1-25M$891MTom CanaleCanale Financial Group | Northwestern Mutual Private Client GroupRosemontIllinois$2-10M$893MChristopher LoweryLowery Financial Group | Northwestern MutualFairview HeightsIllinois$1-10M$519MAmy FlotaTrue Insurance & BenefitsElginIllinois$200K-20M$419MTrevor FlotaNorthwestern MutualFairview HeightsIllinois$500K-10M$600MBlake CrousoreArk Wealth Partners | Northwestern MutualLombardIllinois$1-20M$437MJohn DillDill Wealth Management Group | Northwestern MutualPeoriaIllinois$250K-10M$716MRich HartkePrudential FinancialEffinghamIllinois$250K-20M$475MRose Roberts-JassoyNew York LifeSt. CharlesIllinois$500K-5M$219MScott EvansNorthwestern MutualDeerfieldIllinois$1-3M$1BAdam CoxNorthwestern MutualElginIllinois$750K-5M$528MToby EngNorthwestern MutualChicagoIllinois$1-10M$1.1BDon ArmstrongArmstrong Associates | Northwestern MutualChampaignIllinois$1.5M-1B$725MShirleyAnn RobertsonPrudential FinancialSchaumburgIllinois$500K-5M$410MJoe GurgoneNorthwestern MutualLombardIllinois$2-50M$1BBarry FinkelsteinNew York LifeDeerfieldIllinois$100K-60M$247MDarinka Lora-StepanNew York LifeChicagoIllinois$100-500K$602MAndrea WilliamsNorthwestern MutualChicagoIllinois$1-100M$537MKeith SpengelSymphony Financial | Northwestern MutualSkokieIllinois$5-50M$3.4BAnnette HammortreeHammortree Financial ServicesCrystal LakeIllinois$500K-20M$271MTony MyersCAVU Wealth Partners | Northwestern MutualDowners GroveIllinois$1-25M$1.3BKevin LondosNorthwestern MutualVernon HillsIllinois$500K-5M$668MBrandon BriggsNorthwestern MutualChicagoIllinois$20K-3M$689MSean PickettNorthwestern MutualChicagoIllinois$250K-1M$969MJim KratochvilFlywheel Financial I Northwestern MutualElginIllinois$2-20M$1.1BTom RossiRM Financial Group | Northwestern MutualOak BrookIllinois$2-10M$2BThomas ParksHeritage Planning Partners | Northwestern MutualChicagoIllinois$500K-25M$5.2BSteven BlockBlockWall StrategiesNorthbrookIllinois$450K-18M$314MVikram TrivediNew York LifeSouth BarringtonIllinois$500K-50M$581MBrian DwyerNorthwestern MutualOak BrookIllinois$500K-10M$826MJeffrey GraffNew York LifeOrland ParkIllinois$2-5M$314MRyan EdlefsenNorthwestern MutualSkokieIllinois$1-10M$856MAlex FreundFreund & Smith Advisors | Northwestern MutualNorthbrookIllinois$1-8M$993MDana PottsNorthwestern MutualHinsdaleIllinois$625K-31.5M$565MSteve ShymanWilsave FinancialDes PlainesIllinois$100K-2M$200MGeorge Mc GuireAlignment Wealth Management | Northwestern MutualVernon HillsIllinois$1-5M$914MSara SamuelsUnicorn Wealth Solutions | Northwestern MutualChicagoIllinois$500K-5M$569MEvelin FreytasMastermind Wealth StrategiesChicagoIllinois$15M$181MTom SunnyNew York LifeSchaumburgIllinois$1-10M$316MJoseph YeeNew York LifeDowners GroveIllinois$50K-9M$309MLaurie LejaLeja Wealth Management and Insurance Services | Northwestern MutualSkokieIllinois$300K-50M$428MMark PattonNew York LifeSpringfieldIllinois$1-50M$548MJames StinsonFour Oak Financial | Northwestern MutualDeerfieldIllinois$500K-500M$747MKeith LarkinPrudential FinancialMarionIllinois$400K-2M$349MPaul TokarzWestPoint CapitalChicagoIllinois$2-5M$1.3BJon AdamsNorthwestern MutualSkokieIllinois$100-500K$489MGregory StoumbelisStoumbelis, Catalano & AssociatesLisleIllinois$500K-20M$121MMichael PolanNext Phase Advisory Group | Northwestern MutualDowners GroveIllinois$2-10M$2.7BEric NeumannNorthwestern MutualSkokieIllinois$100K-200M$500MMatthew BeckerNew York LifeBreeseIllinois$500K-60M$272MWendy SpizzirriNorthwestern MutualElginIllinois$1-1.5M$517MRob DalaskeyNorthwestern MutualLombardIllinois$500K-4M$507MUlises RuelasNorthwestern MutualChicagoIllinois$250K$1BVincent SilvaWestPoint CapitalChicagoIllinois$4-7M$1.3BDon DraudtLenox AdvisorsChicagoIllinois$3-80M$372MKevin OlsonNext Phase Advisory Group | Northwestern MutualDowners GroveIllinois$2-10M$2.7BMichella SchootWestpoint Financial GroupArlington HeightsIllinois$2.5-25M$300MTodd TrexlerNorthwestern MutualOak BrookIllinois$400K-15M$125MShane GornikForefront Financial PlanningDowners GroveIllinois$500K-7M$78.4MMark WiseWise Financial | Northwestern MutualIndianapolisIndiana$5-800M$1.7BMike McGinleyMcGinley Reitz Financial | Northwestern MutualIndianapolisIndiana$3-50M$2.1BMatthew CarothersGreater Horizon Financial Group | Northwestern MutualColumbusIndiana$750K-3.5M$741MJames MunderMunder Financial | Northwestern MutualIndianapolisIndiana$1-5M$954MTodd McClureCredence Planning Group | Northwestern MutualCarmelIndiana$500K-5M$1BBruce LaughlinTrue Point Financial Advisors | Northwestern MutualIndianapolisIndiana$2-30M$3.2BBrian StanleyHeritage Planning Partners | Northwestern MutualMishawakaIndiana$1-10M$1.6BBrad StewartCore Capital Advisors | Northwestern MutualMishawakaIndiana$500K-50M$879MRandy LehmanSummit Financial Group | Northwestern MutualFort WayneIndiana$250K-50M$2.7BKevin BontragerSummit Financial Group | Northwestern MutualAngolaIndiana$250K-50M$2.7BKeenan BlanchfordVerity Wealth Partners | Northwestern MutualIndianapolisIndiana$300K-15M$1.4BScott McDonaldVerity Wealth Partners | Northwestern MutualIndianapolisIndiana$300K-15M$1.4BAdam ClaerboutPhysician's Wealth ResourceIndianapolisIndiana$500K-25M$925MAndy HammondTruss Wealth Advisors | Northwestern MutualIndianapolisIndiana$1-10M$1.5BBlake HornsbyTrue Point Financial Advisors | Northwestern MutualGreenwoodIndiana$2-25M$3.2BChad ReynoldsTruss Wealth Advisors | Northwestern MutualIndianapolisIndiana$1-10M$1.5BNeil FortwendelNorthwestern MutualEvansvilleIndiana$1-3M$647MNiki GlenNorthwestern MutualIndianapolisIndiana$1.5-15M$416MMatt HenryHeartwood Planning Group | Northwestern MutualFort WayneIndiana$1-50M$2.4BJonathan LehmanSummit Financial Group | Northwestern MutualFort WayneIndiana$250K-50M$2.7BJohn Coates, Jr.New York LifeNabbIndiana$100K-40M$252MPhilip SchaeferWestpoint Financial GroupIndianapolisIndiana$4-5M$2.7BJosh PlankWestpoint Financial GroupIndianapolisIndiana$2-150M$1.8BRob HayworthSummit Financial Group | Northwestern MutualFort WayneIndiana$250K-50M$2.7BGary WoolmanWoolman Financial GroupFort WayneIndiana$750K-35M$327MMike CollinsNorthwestern MutualTerre HauteIndiana$500K-8M$384MKyle WurtzelHeartwood Planning Group | Northwestern MutualPeruIndiana$1-50M$2.4BAlex ReinhardHeartwood Planning Group | Northwestern MutualFort WayneIndiana$1-50M$2.4BEmma HukeWestpoint Financial GroupZionsvilleIndiana$250K-6.5M$845MJeff RappHeartwood Planning Group | Northwestern MutualFort WayneIndiana$1-50M$2.4BDaniel Pifer IIHeartwood Planning Group | Northwestern MutualMarionIndiana$1-50M$2.4BAustin StanleyNorthwestern MutualCrown PointIndiana$1.5-8M$411MGrant GoegleinHeartwood Planning Group | Northwestern MutualFort WayneIndiana$100K-50M$2.6BBranden RennerRenner | Masariu Wealth Management of Raymond JamesCarmelIndiana$1-100M$100MJosh MasariuRenner | Masariu Wealth Management of Raymond JamesCarmelIndiana$1-100M$100MNick WilliamsWestpoint Financial GroupIndianapolisIndiana$2-12M$1.8BKevin ClasenThe Crossroads GroupIndianapolisIndiana$250K-10M$1BBryan WittenbrakerWestpoint Financial GroupEvansvilleIndiana$600K-20M$1.8BAmber MorrisCorebridge FinancialCarmelIndiana$200K-2M$103MEd McGillMcGill Junge Wealth Management | Northwestern MutualCliveIowa$2-250M$2.7BScott SernettSernett Wealth Management | Northwestern MutualCedar FallsIowa$2.5-25M$1.1BAndy PuhrmannClarity Wealth Advisors | Northwestern MutualWest Des MoinesIowa$900K-30M$661MSteve BedfordNorthwestern MutualFort DodgeIowa$1-30M$872MDouglas BensonBenson Wealth Management | Northwestern MutualAnkenyIowa$1-200M$2.4BMitch PeytonNorthwestern MutualManchesterIowa$350K-20M$803MMike McVickerFreedom Wealth Advisors | Northwestern MutualAmesIowa$500K-2M$799MLoren MerkleMerkle Retirement PlanningGrimesIowa$500K-2M$226MJason BlomgrenLincoln FinancialCliveIowa$200K-30M$513MMatt Van MaanenFinancial ArchitectsPellaIowa$1-50M$310MKevin LindblomYour Vision Financial GroupCedar RapidsIowa$500K-1.5M$939MDavid KreiterFive Cities Financial | Northwestern MutualDavenportIowa$400K-18M$704MBenjamin BruinsLincoln FinancialCliveIowa$200K-30M$1.2BJames HoughtonFive Cities Financial | Northwestern MutualDavenportIowa$400K-18M$704MAndrew WattersStrategic Wealth Partners | Northwestern MutualMission WoodsKansas$5-50M$2.5BRyan GeorgeAscend Wealth Management | Northwestern MutualOverland ParkKansas$750K-10M$942MTracy VanDykeNorthStar Wealth Navigation | Northwestern MutualLeawoodKansas$3-15M$655MGary MyersNew York LifeWichitaKansas$2-20M$252MJohn BlackJ Black Financial Group | Northwestern MutualLeawoodKansas$3-12M$509MRyan VavrickaVavricka Financial GroupNess CityKansas$250K-1.2M$180MMark KullCapitalis Planning Partners | Northwestern MutualLouisvilleKentucky$3.5M$1.5BRyan BraceLifetime Financial GrowthLouisvilleKentucky$1-100M$946MMatthew AllenPanoptic Planning Partners | Northwestern MutualLouisvilleKentucky$1-25M$1.1BWilliam YanceyYancey & Associates Wealth Management | Northwestern MutualLouisvilleKentucky$1-65M$937MJeffrey ToddTodd & Gaines Integrated Wealth Planning | Northwestern MutualLexingtonKentucky$1-40M$2.2BRob King IIINorthwestern MutualLouisvilleKentucky$250K-5M$723MKathy JonesNew York LifeLouisvilleKentucky$300K-3M$365MDaniel Santos, Jr.New York LifeLouisvilleKentucky$500K-4M$285MGreg BagdasaryanSuccession Wealth PlanningLexingtonKentucky$1.5-4M$276MMichael BushCoreFit Financial | Northwestern MutualLouisvilleKentucky$500K-5M$1BMac JarboeSuccession Wealth PlanningLexingtonKentucky$1-100M$273MMaclynn ZebrunCorebridge FinancialGreenvilleKentucky$1-3M$122MTim FitzGeraldTFG FinancialShreveportLouisiana$5-400M$1.1BDonna ElisonNew York LifeMetairieLouisiana$25-100M$471MBen WheelerWheeler Wealth Management | Northwestern MutualBaton RougeLouisiana$250K-100M$1.2BBo Thibaut IIThibaut Financial StrategiesCovingtonLouisiana$1-432M$1.9BChad CourtoisNew York LifeNew IberiaLouisiana$1-100M$517MJerry LoreyNew York LifeShreveportLouisiana$5-25M$666MGregory SheltonNew York LifeCovingtonLouisiana$6-10M$428MErnie BurnsAllianzHammondLouisiana$1.2M$850MRichard RomanoPhysicians Nationwide | Northwestern MutualMetairieLouisiana$5M$722MDaryl EllisNew York LifeBaton RougeLouisiana$450K-15M$358MMark KlineNew York LifeNew OrleansLouisiana$5M-5B$506MChris McGheeNorthwestern MutualBaton RougeLouisiana$250K-3M$652MKevin SerigneNew York LifeHoumaLouisiana$100K-25M$225MKathy DavenportNew York LifeMetairieLouisiana$1-50M$195MMichele GuerinNew York LifeRiver RidgeLouisiana$500K-2.5M$232MTina Dandry-MayesNew York LifeMarreroLouisiana$500K-5M$155MAaron ConradSummit Wealth Planning | Northwestern MutualLake CharlesLouisiana$750K-1M$350MAndrew NelsonNelson Financial Group | Northwestern MutualMetairieLouisiana$500K-200M$393MVincenzo GarganeseVis Wealth PartnersPortlandMaine$850K-6M$385MHoward Goldman IIIWealthpoint Capital Partners | Northwestern MutualOwings MillsMaryland$2-100M$2.3BJames AdkinsNew York LifeBethesdaMaryland$1-50M$1.1BPeter TillinghastTillinghast and Associates | Northwestern MutualBaltimoreMaryland$2-75M$1.3BJosh ParishArmogan Advisors | Northwestern MutualFrederickMaryland$1-25M$1.1BBrian HuttBluePoint FinancialBethesdaMaryland$250K-10M$891MMark ApolenisAvenue WealthSalisburyMaryland$150K-5M$1.4BDan SchiffmanCapital River Wealth Management | Northwestern MutualFrederickMaryland$500K-10M$765MLeonard RaskinRaskin GlobalPhoenixMaryland$2-100M$518MBroderick YoungReveal WealthColumbiaMaryland$500K-2M$1.4BAl JohnsonReveal WealthColumbiaMaryland$500K-2M$515MBrett SauseAtlantic Financial GroupEastonMaryland$1.5-40M$542MRyan WalterhoeferNorthwestern MutualEllicott CityMaryland$1-20M$3.2BMark CecilUnited Wealth Advisors GroupRockvilleMaryland$1.7-20M$461MDae YoonYoon Patel Wealth Partners | Northwestern MutualEllicott CityMaryland$2-10M$735MBruce PalmieriPalmieri & Shannahan | Northwestern MutualBaltimoreMaryland$2-12M$1.4BLester WolfNew York LifeBaltimoreMaryland$100K-6M$324MJeffrey CrosleyTraverse Wealth Management | Northwestern MutualBaltimoreMaryland$1-5M$716MStacey LoginowNorthwestern MutualHunt ValleyMaryland$200K-10M$8.1BMitch KatzCapital Associates Wealth ManagementBethesdaMaryland$5-30M$430MBG Groff IVAlpha Solutions GroupLutherville-TimoniumMaryland$1-25M$369MBrent SewardBetter Together Wealth Management | Northwestern MutualHunt ValleyMaryland$2-4M$489MHiren PatelYoon Patel Wealth Partners | Northwestern MutualEllicott CityMaryland$2-10M$578MMichael ChartosNorthwestern MutualAnnapolisMaryland$2-10M$582MGray ShannahanPalmieri & Shannahan | Northwestern MutualBaltimoreMaryland$1-7M$1.4BJason BellGBP Wealth Management | Northwestern MutualHunt ValleyMaryland$6-40M$1.6BVamshi YelakantiTransamerica Financial AdvisorsEllicott CityMaryland$1-5M$162MBrian DagueNorthwestern MutualAnnapolisMaryland$2-10M$398MCory GrossmanGrossman Wealth Management | Northwestern MutualBaltimoreMaryland$750K-5M$423MMelanie White TerryNew York LifeColumbiaMaryland$1-15M$154MAndrew GreenfieldNorthwestern MutualAnnapolisMaryland$500K-10M$207MVijay KhetarpalIntegrity Financial GroupPotomacMaryland$2-10M$200MNicholas LamannaNorthwestern MutualEllicott CityMaryland$500K-15M$386MAdam GriffinGriffin Financial | Northwestern MutualAnnapolisMaryland$1-20M$407MMatt KellerNorthwestern MutualAnnapolisMaryland$200K-15M$120MKirk BlackmanNew York LifeMitchellvilleMaryland$2.5-10M$57.6MRyan TurnerPrudential FinancialHunt ValleyMaryland$1-5M$280MMichael Mingolelli, Jr.Winged Keel GroupNeedhamMassachusetts$100M-10B$95BRalph RotmanPower 10 Advisory Partners | Northwestern MutualBostonMassachusetts$3M-1B$7.9BChristopher BattersbyAtlantic Planning GroupWalthamMassachusetts$2.5-20M$1.4BAdam RiegelIvy Capital Partners | Northwestern MutualWellesleyMassachusetts$10-500M$3.8BTom MitchellSconset Wealth Management | Northwestern MutualBostonMassachusetts$5-300M$3.5BScott DeSantisCivic Financial | Northwestern MutualBostonMassachusetts$5M-1B$7.5BRandy FineRobert Fine & AssociatesFraminghamMassachusetts$2-100M$2.5BBill LeismanLeisman Insurance AgencyWalthamMassachusetts$10M-1B$6.3BJennifer DessertLeisman Insurance AgencyWalthamMassachusetts$10M-1B$6.4BMarc DiFioreWealth Associates Group of New EnglandMedfieldMassachusetts$5-100M$1.3BGrant ParisiCivic Financial | Northwestern MutualBostonMassachusetts$5M-1B$7.5BKenneth KnoxTenzing Insurance StrategiesNeedhamMassachusetts$5M-1B$1.7BJay D'EntremontD'Entremont Wealth Management | Northwestern MutualWoburnMassachusetts$2-15M$1.4BMichael RaposaMonument Financial Group | Northwestern MutualBostonMassachusetts$2.5-50M$6.4BGregg MilesCross Coastal AdvisorsBostonMassachusetts$10M-1B$8.4BMark SmileyManaged Wealth StrategiesNorthboroughMassachusetts$1-50M$919MAviva SapersSapers & WallackNewtonMassachusetts$500K-50M$1.6BJim PettorelliSentry Hill Financial Advisors | Northwestern MutualBostonMassachusetts$3-15M$3.6BNick ShultzOmni Wealth Management | Northwestern MutualWoburnMassachusetts$2-20M$1.6BDoug DiCerboSentry Hill Financial Advisors | Northwestern MutualBostonMassachusetts$2-50M$3.6BSam LaorenzaOmni Wealth Management | Northwestern MutualWoburnMassachusetts$2-20M$1.6BCassie RotmanPower 10 Advisory Partners | Northwestern MutualBostonMassachusetts$3M-1B$7.9BMatt CutterNorthwestern MutualWellesleyMassachusetts$500K-15M$1.4BRon CooperEagle StrategiesDanversMassachusetts$1-100M$1BMichael RyanSankaty Wealth Management | Northwestern MutualCohassetMassachusetts$1-30M$1.8BJames DesRocherTrueView FinancialMiddletonMassachusetts$2-10M$604MSandra MazzolaNew York LifeWalthamMassachusetts$155K-4.3M$844MDavid McGuireNew York LifeMedwayMassachusetts$300K-4M$1.3BTopher BrennanTellaro Wealth Management | Northwestern MutualBostonMassachusetts$1-5M$876MAndrew ClearySFP WealthWellesleyMassachusetts$2.5-100M$2.2BJoshua CohenLegacy Financial Group | Northwestern MutualRocklandMassachusetts$2-15M$980MHillary PriceNew York LifeNeedhamMassachusetts$5-200M$409MNick SilvaProWealthWalthamMassachusetts$500K-5M$286MTravis ShultzNorthwestern MutualWoburnMassachusetts$100K-5M$792MKanan SachdevaNorthwestern MutualWestboroughMassachusetts$500K-10M$580MTony PomaricoPomarico FinancialWestboroughMassachusetts$100K-40M$122MGracio GarciaThe Bulfinch GroupNeedhamMassachusetts$3-100M$129MRob RoyRMG Wealth Management Group | Northwestern MutualWilbrahamMassachusetts$500K-12M$692MJeanmarie DelisoNew York LifeAgawamMassachusetts$500K-8M$157MAmy JamrogThe Jamrog GroupHolyokeMassachusetts$3-35M$342MRandall HallHeckmann Financial | Northwestern MutualWestboroughMassachusetts$2-10M$748MAri Jason KaplanKaplan Family FinancialBridgewaterMassachusetts$150K-1.5M$229MMichael QuinnQuinn Wealth StrategiesWalthamMassachusetts$2-10M$387MBrendan E. McCarthyNew York LifeWoburnMassachusetts$6.5-15M$386MChristopher M. HodgsonCoastal FinancialDartmouthMassachusetts$500K-25M$395MCaleb HartyNew York LifeAndoverMassachusetts$1-5M$309MAdam BaurMonument Financial Group | Northwestern MutualBostonMassachusetts$5-15M$1.8BMartin ConnollyNorthwestern MutualWoburnMassachusetts$2-20M$635MKristen VineVine FinancialPlainvilleMassachusetts$2-60M$243MJohn NavienNavien FinancialBostonMassachusetts$25-750M$162MRob DohertyNew York LifeBurlingtonMassachusetts$100K-50M$268MPaul HabibProWealthWalthamMassachusetts$1-5M$550MMartin LowenthalThe Bulfinch GroupNeedhamMassachusetts$1-75M$170MBlair BretonCreative Wealth Solutions and Insurance ServicesHanoverMassachusetts$1-50M$515MConnor HallCivic Financial | Northwestern MutualBostonMassachusetts$500K-15M$4BBrendon ElliotCornerStone Financial GroupPlymouthMassachusetts$1.2-4M$223MStephen JohnsonCross Coastal AdvisorsNeedhamMassachusetts$1-10M$1.2BJulianne HertelNew York LifeWorcesterMassachusetts$1-5M$238MLuis LopezLA Legacy FinancialWalthamMassachusetts$100K-5M$309MJordan CohnePrudential FinancialSouth EastonMassachusetts$750K-10M$366MGabrielle SiegelNorthwestern MutualBraintreeMassachusetts$100K-20M$582MMichael PolitoPolito Financial & InsuranceDedhamMassachusetts$150-800K$259MKerri MelleyCommonwealth Financial GroupWorcesterMassachusetts$1.5-45M$353MTim LibbyREAL Financial Strategies and SolutionsWalthamMassachusetts$1.5-60.5M$200MTyler DiMauroNorthwestern MutualBostonMassachusetts$500K-15M$501MAlan SilvermanClipper City FinancialNewburyportMassachusetts$2-75M$607MLucas NobleNoble Financial GroupWakefieldMassachusetts$300K-25M$267MJustin HaywardCross Coastal AdvisorsNeedhamMassachusetts$2-10M$3.4BMatt ClaysonCross Coastal AdvisorsNeedhamMassachusetts$2-5M$4.5BJenna CicconeNew York LifeWalthamMassachusetts$500K-30M$106MCarly FrielingNorthwestern MutualBraintreeMassachusetts$100K-20M$416MJared BolotinBolotin Financial GroupWakefieldMassachusetts$2-5M$1.1BRachel JamesTorque Financial Group | Northwestern MutualWoburnMassachusetts$500K-15M$224MRodney KornegayKornegay Kapital GroupBridgewaterMassachusetts$250K-10M$84MStephen CamarroBaystate FinancialWakefieldMassachusetts$1-5M$152MMichael EnrightBaystate FinancialWakefieldMassachusetts$1-12M$111MSara EnosBaystate FinancialMarshfieldMassachusetts$1-10M$91.1MMarc SchechterSchechter WealthBirminghamMichigan$5M-1B$11.8BAl PapaNFPRoyal OakMichigan$150-800M$8.4BMichael Michalak2M Financial GroupGrand RapidsMichigan$500K-20M$973MBrian DugganDuggan Wealth Management | Northwestern MutualTroyMichigan$1-50M$1.1BBrett BurzynskiThe Burzynski GroupTroyMichigan$750K-5M$410MStephen LoweAscent Wealth Partners | Northwestern MutualPortageMichigan$10-100M$2.1BCraig MyersCR Myers & AssociatesSouthfieldMichigan$1-100M$1BMark HardyHarper Planning Partners | Northwestern MutualSaginawMichigan$1-50M$1BJason BrooksBrooks FinancialFarmington HillsMichigan$1-5M$661MSteve Rowley IIINew York LifePlymouthMichigan$250K-5M$429MTek WiegertLiveWell Capital | Northwestern MutualTroyMichigan$2-15M$6.4BJay SharmaNew York LifeKalamazooMichigan$250K-20M$302MGregory ZubNorthwestern MutualTroyMichigan$1-5M$560MTimothy PotjerNew York LifeByron CenterMichigan$200K-3M$61.2MMike KregerCorebridge FinancialAuburn HillsMichigan$100K-2.5M$164MBrad BauneBaune Financial | Northwestern MutualMendota HeightsMinnesota$5-50M$2.1BDavid WischmeierMBW GroupMinneapolisMinnesota$5M-5B$1.8BSahand ElmtalabM&E Catalyst GroupMinneapolisMinnesota$2-500M$3.3BJoel SeleskieSeleskie Financial | Northwestern MutualMahtomediMinnesota$1-20M$2.2BMarshall GiffordGifford Financial, The MD & DDS SpecialistsMinneapolisMinnesota$100K-30M$2.4BBrian EderVoyage Wealth Architects | Northwestern MutualMinneapolisMinnesota$5-20M$1.4BKen FinkTamar FinkMinnetonkaMinnesota$10-500M$3.1BCraig VolkStone Arch Advisory Group | Northwestern MutualEdinaMinnesota$1-10M$3.2BAlex WiemeStone Arch Advisory Group | Northwestern MutualSt. CloudMinnesota$500K-5M$3.2BMike SedjoAlpha and Omega Wealth Strategies | Northwestern MutualEdinaMinnesota$750K-25M$1.1BBrady LindemannNorthwestern MutualMinnetonkaMinnesota$5-25M$1.2BDavid CowellCowell Financial | Northwestern MutualBaxterMinnesota$750K-4M$1BLarwin KauffmanRefine Wealth Strategies | Northwestern MutualMinnetonkaMinnesota$500K-10M$2.3BDavid DucheneNew York LifeEdinaMinnesota$100K-2M$535MGreg BauneB&B Wealth Management Partners | Northwestern MutualMendota HeightsMinnesota$2-15M$1.1BDave KleinRefine Wealth Strategies | Northwestern MutualMinnetonkaMinnesota$500K-10M$2.7BJim HeglandHegland Mainz FinancialRochesterMinnesota$1.5-2.5M$542MBaji PuramNorthwestern MutualMinneapolisMinnesota$2-100M$811MKeith MoellerMoeller Advisory Group | Northwestern MutualMinnetonkaMinnesota$6-35M$443MElizabeth MiskovichKRM Generational Wealth Advisors | Northwestern MutualEdinaMinnesota$2.5-15M$1.6BAshish TomarNew York LifeWoodburyMinnesota$1-15M$322MJosh OertliItasca Wealth | Northwestern MutualEdinaMinnesota$3.5-24M$1.2BDerek BrownPark Street Advisors | Northwestern MutualMinneapolisMinnesota$5-35M$472MJacob OvermanCaptivate Wealth | Northwestern MutualSt. CloudMinnesota$250K-6M$639MJeff ManderfeldContinuum Capital | Northwestern MutualLake ElmoMinnesota$1.5-40M$913MGreg WallaceNorthwestern MutualBloomingtonMinnesota$500K-50M$853MMike ClareClarified Wealth Management | Northwestern MutualEdinaMinnesota$500K-15M$632MRoss HallNorthwestern MutualSt. CloudMinnesota$500K-50M$850MJared SmithNorthwestern MutualSt. CloudMinnesota$1.5-5M$522MDave DettmannWaveform Wealth Partners | Northwestern MutualMendota HeightsMinnesota$1-12M$1.1BJosh StormsNorthwestern MutualMinnetonkaMinnesota$1-6M$384MIan DonaldsonLegacy Capital Group | Northwestern MutualEdinaMinnesota$2-4M$931MDan MoseleyNorthwestern MutualDuluthMinnesota$500K-1.5M$510MJosh WillourWaveform Wealth Partners | Northwestern MutualWoodburyMinnesota$1-12M$1.1BShannon SteensmaFountain Wealth Advisors | Northwestern MutualAlbert LeaMinnesota$750K-10M$505MAndrew SpaanemPhysician Wealth Partners | Northwestern MutualEdinaMinnesota$750K-7.5M$1.1BRyan BrockhausNorthwestern MutualMendota HeightsMinnesota$1-2.5M$533MLouis EnglerNorthwestern MutualMinneapolisMinnesota$300K-3M$434MRyan BrownARA Wealth Strategies | Northwestern MutualEdinaMinnesota$1-5M$387MLisa Guzek MontagneLGM Wealth ManagementBloomingtonMinnesota$2.5-100M$35MJoshua MiskovichKRM Generational Wealth Advisors | Northwestern MutualEdinaMinnesota$1-15M$1.6BKelly Decker4 Financial SolutionsPlymouthMinnesota$1-13M$115MBill ConradKRM Generational Wealth Advisors | Northwestern MutualMinneapolisMinnesota$100K-5M$1.8BJohan GjenvickNorthwestern MutualMinnetonkaMinnesota$1-50M$250MKerry MatthewsNew York LifeLakevilleMinnesota$20K-10M$347MScott HugdahlNorthwestern MutualEdinaMinnesota$500K-5M$384MDavid SimonsonNew York LifeHibbingMinnesota$300K-2M$62MHamid SebghatiNew York LifePlymouthMinnesota$2-30M$77MJill MinettePrudential FinancialRochesterMinnesota$50K-3.5M$29.2MShawn WermerskirchenCharterpoint Wealth StrategiesPlymouthMinnesota$500K-10M$521MTodd TauzinTauzin Wealth Management | Northwestern MutualRidgelandMississippi$1-5M$2.1BTaylor SledgeNew York LifeJacksonMississippi$5-100M$951MChristopher WaltersThe William Morris GroupJacksonMississippi$500K-700M$1.8BChristopher JohnstonCJM Capital Group | Northwestern MutualMadisonMississippi$8-12M$1.4BPhillip WhiteheadNew York LifeBrandonMississippi$1-4M$378MPat VivierNew York LifeRidgelandMississippi$500K-50M$209MChris WrightWright Insurance PlanningSt. LouisMissouri$1-300M$6.4BRoger CammonCammonSt. LouisMissouri$2-200M$2.6BJim ZaraThe Zara Group | Northwestern MutualChesterfieldMissouri$250K-15M$1.3BWayne RectorNew York LifeSt. LouisMissouri$7-15M$478MGarrett McMillanTRIAD WealthSt. LouisMissouri$250K-10M$599MBrayton KlausFour Anchors Wealth Management | Northwestern MutualChesterfieldMissouri$100K-7.5M$2.1BTom DankenbringNorthwestern MutualSt. LouisMissouri$500K-50M$787MKevin DooleyNorthwestern MutualChesterfieldMissouri$1-5M$481MChad EsslingerEsslinger Financial | Northwestern MutualKansas CityMissouri$50-100M$738MAlicia McMachanCongruent Advisors | Northwestern MutualSt. LouisMissouri$500K-25M$912MBrian LaValleAPEX Wealth Advisors | Northwestern MutualChesterfieldMissouri$1.5-6M$1BTyler BreedNew York LifeCreve CoeurMissouri$250K-3M$268MMarshall BursteinEagle StrategiesSt. LouisMissouri$1-10M$184MAbigail TuttleNorthwestern MutualClaytonMissouri$650K-10M$901MMeghann McKennaNew York LifeBozemanMontana$100K-100M$2.1BAnthony MillerNew York LifeBillingsMontana$800K-35M$699MMichelle (Shelly) GamsNew York LifeBillingsMontana$1-5M$113MZach SchmidtWaypoint Wealth Management | Northwestern MutualBozemanMontana$1-5M$640MAdam GrossRetirement SolutionsBillingsMontana$200K-1M$279MPaul LudackaLudacka Wealth Partners | Northwestern MutualOmahaNebraska$1-10M$2.4BMichael HutchinsonNew York LifeGrand IslandNebraska$585K-1.2M$904MRob RandelsNorthwestern MutualOmahaNebraska$2-3M$2.2BMatt SchernikauNew York LifeLincolnNebraska$300K-8M$388MChad A. HorshamNew York LifeElkhornNebraska$50-500K$337MDavid DarlingtonNorthwestern MutualLincolnNebraska$1-10M$578MNate EliasElias Kruse Financial | Northwestern MutualLincolnNebraska$2.5-50M$690MNic GramsGrams Financial | Northwestern MutualLincolnNebraska$500K-20M$510MDavid SnyderNorthwestern MutualOmahaNebraska$2-7M$635MVincent D'AddonaValent WealthLas VegasNevada$10-100M$2.1BRich AronwaldCertified Financial ServicesIncline VillageNevada$6-75M$1.3BJohn AlcantaraThe Alcantara Financial Group | Northwestern MutualLas VegasNevada$3-30M$827MAnthony MontenegroFreedom Dream TeamHendersonNevada$1-20M$484MBrennan DrewWestPac Wealth PartnersLas VegasNevada$1.5-100M$409MRebecca YuanPrudential FinancialRenoNevada$5-10M$804MDennis HuangLivWell Planning Wealth Management | Northwestern MutualLas VegasNevada$1-250M$920MDavid MannNorthwestern MutualLas VegasNevada$1-5M$564MTrish BaumanNew York LifeLas VegasNevada$100K-40M$244MJon MarkosCapstone PartnersLas VegasNevada$400K-50M$272MJoseph GuytonThe Guyton GroupPortsmouthNew Hampshire$2.5-50M$1.3BGregory TelgeTelge Financial | Northwestern MutualManchesterNew Hampshire$1-10M$913MAndrew GuytonForge FinancialPortsmouthNew Hampshire$500K-5M$1.3BBrian KeaneNew York LifeManchesterNew Hampshire$500K-15M$640MCasey GeorgeFirstClass Financial | Northwestern MutualManchesterNew Hampshire$1.5-30MNicolas PaklerCamienne Financial | Northwestern MutualManchesterNew Hampshire$1-30M$769MNick DrouinThe Drouin Wealth Management Group | Northwestern MutualNashuaNew Hampshire$1-5M$543MMark MurphyNortheast Private Client GroupRoselandNew Jersey$5M-8B$9.1BKenneth AlterPlanning AllianceWoodcliff LakeNew Jersey$20M-10B$5.5BJeffrey BenowitzCertified Financial ServicesParamusNew Jersey$2-50M$1.8BPaul VecchionePlanning AllianceSomervilleNew Jersey$2-100M$1.1BJaydev PatelNew York LifeLivingstonNew Jersey$5-500M$3.5BMichael DranoffNew Jersey Life & Casualty AssociatesLivingstonNew Jersey$3-500M$6BAsghar KazimUnited Wealth GroupKingstonNew Jersey$5-100M$1.3BLeo MatarazzoThreePoint Private Client GroupParamusNew Jersey$20-250M$1.7BNick SaleemWealth Advisory GroupFranklin ParkNew Jersey$5-100M$1.3BGeoffrey PassehlPassehl Financial | Northwestern MutualMickletonNew Jersey$5-20M$1.5BTodd WeissSummit FinancialParsippanyNew Jersey$2.5-25M$1.2BJared RothbardThreePoint Private Client GroupParamusNew Jersey$1-40M$1.7BLiang LeeWestPac Wealth PartnersWarrenNew Jersey$1-25M$787MJustin BennettBennett Financial GroupLittle SilverNew Jersey$2-10M$851MJohn BentonChartered Financial ServicesWarrenNew Jersey$1-50M$1.6BRebecca Novin-CannonNovin Cannon Financial GroupMontvilleNew Jersey$1-60M$597MMorty WeberNew York LifeLakewoodNew Jersey$4-7.5M$1BHoward SternheimSternheim Financial GroupLakewoodNew Jersey$5-200M$1.8BGary ShickoraCora Wealth Management | Northwestern MutualMount LaurelNew Jersey$2-10M$793MJames DeMatteoNortheast Financial NetworkCranfordNew Jersey$2-50M$754MMichael McSweeneyCertified Financial ServicesParamusNew Jersey$500K-15M$865MJoseph PetrilloPetrillo Protection GroupRed BankNew Jersey$500K-50M$389MMarissa Savino WilliamsNorthwestern MutualRed BankNew Jersey$30K-80M$1.2BThomas GallinaNorthwestern MutualPrincetonNew Jersey$3-10M$731MJosh JalinskiJalinski Advisory GroupToms RiverNew Jersey$50K-10M$567MMark KrowiakNorthwestern MutualPrincetonNew Jersey$500K-50M$705MJoseph FitzgeraldThe Fitzgerald GroupParsippanyNew Jersey$500K-10M$573MMark CortazzoWealth Enhancement GroupParsippanyNew Jersey$2-10M$600MKathy NolanFamily Focus Financial GroupWallNew Jersey$2.3K-3.8M$275MKarin FeldsteinPersevere Wealth StrategiesSaddle BrookNew Jersey$100K-5M$659MRhonda WeinbergWhole Life CapitalColts NeckNew Jersey$2-20M$327MJohn RieblingNew York LifeLong ValleyNew Jersey$1-10M$462MHans KimNew York LifeFort LeeNew Jersey$1-10M$414MAnita GrossmanLincoln FinancialCherry HillNew Jersey$6-500M$206MMark SavinoNorthwestern MutualRed BankNew Jersey$5-15M$1BDaniel GriepenburgHelios Capital Partners | Northwestern MutualParamusNew Jersey$2-15M$2BChristopher RieblingRiebling Wealth StrategiesLong ValleyNew Jersey$3-6M$462MMeena UpadhyayNew York LifeEdisonNew Jersey$100K-10M$362MBob HakimPrudential FinancialParamusNew Jersey$1-3M$1BLinjing YangPrudential FinancialParamusNew Jersey$1-10M$633MJason AkersNorthwestern MutualPrincetonNew Jersey$2-10M$728MTina SunTaurus FinancialJersey CityNew Jersey$2-30M$560MKaran MurugesuAmeriwealth Financial GroupEast WindsorNew Jersey$250K-15M$293MPragnesh ShahPrudential FinancialEdisonNew Jersey$500K-26M$438MJoseph FimmanoNew York LifeSaddle BrookNew Jersey$250K-10M$241MThomas MessinaCompass Wealth StrategiesSaddle BrookNew Jersey$1-10M$370MVolvie BerkovicNew York LifeLakewoodNew Jersey$1-50M$230MEd Gurka IIINorthwestern MutualParamusNew Jersey$1-100M$2.3BSagar ShahShah Financial | Northwestern MutualRed BankNew Jersey$1-20M$507MAdam GreensteinEdgewood AdvisorsMillburnNew Jersey$800K-5M$284MBrandon GoldsteinPrudential FinancialLivingstonNew Jersey$1-50M$473MPeter Imperiale, Jr.Northwestern MutualWall TownshipNew Jersey$250K-5M$357MCaren LevineMassMutualCherry HillNew Jersey$500K-10M$335MDouglas GarbackThe Garback AgencyNorth BrunswickNew Jersey$1.5-15M$594MJohn-Paul SaittaThrive Financial Services and Insurance SolutionsRidgewoodNew Jersey$500K-10M$247MDennis HahnPrudential FinancialAllentownNew Jersey$250K-3.5M$465MChristopher LexCorebridge FinancialMount LaurelNew Jersey$250K-5M$270MCarmen LexCorebridge FinancialMount LaurelNew Jersey$250K-5M$234MRachel VergariGoodStreet FinancialMillstoneNew Jersey$2-5M$94.2MRick GrofsickCorebridge FinancialMount LaurelNew Jersey$10K-5M$184MBrian MirauMirau Capital ManagementRuidosoNew Mexico$100K-30M$235MVinod MehtaNew York LifeAlbuquerqueNew Mexico$500K-30M$268MNic BakerNew York LifeAlbuquerqueNew Mexico$74M$200MNathan SebestaAccess Wealth StrategiesArtesiaNew Mexico$2-50M$170MJerry MaciasNew York LifeLas CrucesNew Mexico$500K-5M$211MMonique JaramilloNew York LifeAlbuquerqueNew Mexico$100K-15M$98.5MMatthew PhillipsWinged Keel GroupNew YorkNew York - NYC$100M-10B$95BGreg LargeLenox AdvisorsNew YorkNew York - NYC$10-100M$37.5BEric Naison-PhillipsWinged Keel GroupNew YorkNew York - NYC$100M-10B$95BChelsea MaedaWinged Keel GroupNew YorkNew York - NYC$100M-10B$95BEric WilsonNucleus AdvisorsNew YorkNew York - NYC$5-500M$2.1BCraig KatzTempus Financial GroupNew YorkNew York - NYC$2.5-50M$3.8BRobert SchlesingerTempus Financial GroupNew YorkNew York - NYC$2-5M$3.8BBenjamin FeldmanPark Avenue Capital | Northwestern MutualNew YorkNew York - NYC$5-50M$10.2BRon RubinRFG Wealth ManagementNew YorkNew York - NYC$75M-3.5B$2.4BDaniel PaikinTempus Financial GroupNew YorkNew York - NYC$1-7M$3.8BJonathan RosenbaumProsperian Wealth ManagementNew YorkNew York - NYC$100K-3M$3.3BPaul FerranteLenox AdvisorsNew YorkNew York - NYC$10-100M$6BRaul TavdyNorthwestern MutualNew YorkNew York - NYC$10M-2B$3BHiram ArnaudStrategies for WealthNew YorkNew York - NYC$1-40M$867MChristopher MarshallThe Marshall Financial Group | Northwestern MutualNew YorkNew York - NYC$15M$4.6BYosef MoskowitzZodiac Wealth ManagementNew YorkNew York - NYC$1M-2B$1.2BRobert SolerStrategies for WealthNew YorkNew York - NYC$1-100M$1BTimothy GrahamMostransky FinancialNew YorkNew York - NYC$250K-15M$1.2BBrian LargeLenox AdvisorsNew YorkNew York - NYC$2-100M$3.5BRick HuMidas Wealth | Northwestern MutualNew YorkNew York - NYC$1-350M$2.1BMartin NachemsonProsperian Wealth ManagementNew YorkNew York - NYC$3.5-50M$6.3BKevin SteinThe Midtown Financial Group | Northwestern MutualNew YorkNew York - NYC$3-100M$1.1BMichael SchwartzMagnus FinancialNew YorkNew York - NYC$5-50M$2.1BDavid OrsolinoStrategies for WealthNew YorkNew York - NYC$3-10M$1BJared FinkelsteinMassMutualNew YorkNew York - NYC$5M-2B$4.9BAndrew KerrNorthwestern MutualNew YorkNew York - NYC$3-10M$1.6BEugene ShkolnikovScholar Financial Group | Northwestern MutualNew YorkNew York - NYC$10-200M$2.7BVictoria Henning-SmejdaAzura Wealth AdvisersNew YorkNew York - NYC$250K-25M$1.9BVincent TrimarcoLenox AdvisorsNew YorkNew York - NYC$2-400M$1.6BZachary KriftcherLenox AdvisorsNew YorkNew York - NYC$1-100M$1.8BStephen SchwartzPioneer Financial | Northwestern MutualNew YorkNew York - NYC$5-50M$7.9BAdam GilsonNorthwestern MutualNew YorkNew York - NYC$2M$1.4BTodd ParkerLenox AdvisorsNew YorkNew York - NYC$500K-1B$1.1BLou CannataroCannataro Family Capital Partners | Northwestern MutualNew YorkNew York - NYC$750K-20M$5.6BMichael HannaAzura Wealth AdvisersNew YorkNew York - NYC$2-50M$2.2BMichael DavilaFortis Lux FinancialNew YorkNew York - NYC$1-500M$3.3BKevin LuchettaPioneer Financial | Northwestern MutualNew YorkNew York - NYC$5-50M$7.9BDarren GerstenblattLenox AdvisorsNew YorkNew York - NYC$2-150M$2.9BPete LiaoNorthwestern MutualNew YorkNew York - NYC$500K-100M$1.1BDavid RossettHelios Capital Partners | Northwestern MutualNew YorkNew York - NYC$1-20M$2.1BE. Peter TiborisPark Avenue Capital | Northwestern MutualNew YorkNew York - NYC$5-500M$10.2BJeff BuffumBuffum Wealth Management | Northwestern MutualNew YorkNew York - NYC$500K-50M$1.2BAlan BalayantsNorthwestern MutualNew YorkNew York - NYC$50M-1B$2.6BRobert SegallLenox AdvisorsNew YorkNew York - NYC$750K-10M$1.1BAlex BierceNorthwestern MutualNew YorkNew York - NYC$2-20M$2BMitchell SmithVanbridgeNew YorkNew York - NYC$10M-200B$150BMalcolm BosseLenox AdvisorsNew YorkNew York - NYC$3-5M$1.3BGabe SchulmanLenox AdvisorsNew YorkNew York - NYC$5-500M$1.3BQunnie LinLin Wealth Management | Northwestern MutualNew YorkNew York - NYC$10M-2B$785MBrian KaplanLenox AdvisorsNew YorkNew York - NYC$5-25M$2.2BZack JohnsonJohnson & Brannen Advisory Group | Northwestern MutualNew YorkNew York - NYC$2-50M$1.7BJohn ParisiNorthwestern MutualNew YorkNew York - NYC$5-150M$745MJonathan PerryLenox AdvisorsNew YorkNew York - NYC$3-60M$1.8BAndrew ZimmermanTiger Eye WealthNew YorkNew York - NYC$200K-2.5M$666MJoel Field IIIField Financial StrategiesNew YorkNew York - NYC$2-15M$416MDavid TylerHelios Capital Partners | Northwestern MutualNew YorkNew York - NYC$2-50M$2.1BBradford SmithPark Avenue Capital | Northwestern MutualNew YorkNew York - NYC$2-50M$677MMichael McLaughlinLenox AdvisorsNew YorkNew York - NYC$1-10M$643MSamuel YakubuNew York LifeNew YorkNew York - NYC$100K-100M$340MMatthew SendachLenox AdvisorsNew YorkNew York - NYC$1-20M$1.4BJames DiNardoPioneer Financial | Northwestern MutualNew YorkNew York - NYC$5-50M$7.9BBrian BoderInsight Financial | Northwestern MutualNew YorkNew York - NYC$2-10M$4.4BEdward MandrinNorthwestern MutualNew YorkNew York - NYC$5-50M$652MBrian BulgerLenox AdvisorsNew YorkNew York - NYC$5-15M$459MRogel SpencerNoir Capital | Northwestern MutualNew YorkNew York - NYC$250K-10M$695MVincent NestorovskiNew York LifeNew YorkNew York - NYC$250K-10M$343MSpencer CohenThe Midtown Financial Group | Northwestern MutualNew YorkNew York - NYC$500K-10M$251MFelicia KestenbergKesten Financial GroupNew YorkNew York - NYC$2-40M$164MJason PyunPremier Capital Management GroupNew YorkNew York - NYC$1.2-50M$680MVincent ToscanoToscano Financial GroupJerichoNew York - State$20-500M$2.1BDavid SimkowitzSimkowitzCoBrooklynNew York - State$20-100M$11.1BRafael EksteinEkstein Financial ServicesBrooklynNew York - State$10-500M$2.5BAnthony DominoAssociated Benefit ConsultantsRye BrookNew York - State$1-30M$3.2BLawrence KellerPhysician Financial ServicesMelvilleNew York - State$60K-70M$6.1BScott LaffieLaffie Financial GroupSyossetNew York - State$2-250M$14.8BKuldeep MadanMadan+AssociatesLong Island CityNew York - State$50-500M$2.7BPeter DerrenbackerAspen Park Financial | Northwestern MutualEast SyracuseNew York - State$1-20M$2BBerel BronsteinBronstein FinancialBrooklynNew York - State$5-500M$1.1BKyle MostranskyNew York LifeHuntingtonNew York - State$1-10M$1.5BCorey SchneiderSentinel SolutionsScarsdaleNew York - State$10-200M$5.3BJoel GoldbergerJG Insurance ServiceBrooklynNew York - State$5M$1.7BEric StudleyEric S. Studley & AssociatesHalesiteNew York - State$100K-3M$1BEric RothmanStrategies for WealthLawrenceNew York - State$2-65M$1BDanny CapursoNew York LifeMelvilleNew York - State$2-100M$949MMichele Lee FineCornerstone Wealth AdvisoryJerichoNew York - State$25-250M$1.5BKenyon LangCambium GroupRye BrookNew York - State$500K-50M$1.7BMichael TestaTailored Wealth SolutionsSaratoga SpringsNew York - State$3-30M$950MDonald LippencottNew York LifeEast SetauketNew York - State$1-500M$892MAbraham KepecsKepecs Financial GroupBrooklynNew York - State$2-50M$1.3BJohn JacobsNorthwestern MutualHudsonNew York - State$5-30M$1.3BMarc RosenthalNew York LifeWilliamsvilleNew York - State$8-10M$1.2BSimon FriedmanFriedman AssociatesBrooklynNew York - State$1-100M$902MThomas Fanning Sr.Heritage StrategiesWoodburyNew York - State$75M-2B$5.6BTracy ChenNew York LifeFlushingNew York - State$200K-80M$528MShmuel WolvovskyBrooklyn Financial GroupBrooklynNew York - State$500K-25M$1.6BRyan HungershaferSpring Street Financial | Northwestern MutualAlbanyNew York - State$4-25M$2.6BJoseph AndersonThe Anderson Financial Group | Northwestern MutualSaratoga SpringsNew York - State$100K-15M$1.8BJay HochheiserHochheiser Deutsch andMelvilleNew York - State$2.5-45M$670MShiv SahaniNew York LifePlainviewNew York - State$1M-1B$2.1BGregory P. GenoveseNew York LifeJerichoNew York - State$3-75M$1.9BHershey MittelmanNew York LifeBrooklynNew York - State$500K-2.5B$1.5BJohn ReynoldsNorthwestern MutualMelvilleNew York - State$500K-10M$2.2BThomas ZuggerMcDermid Financial GroupBuffaloNew York - State$5-50M$2.9BNicholas JuntaNorthwestern MutualWhite PlainsNew York - State$5-150M$1.5BShlomie HoffmanHoffman Financial TeamBrooklynNew York - State$50M-2B$1.5BSam MittelmanNew York LifeBrooklynNew York - State$125K-5M$1.6BSteve WilsonStrategies for WealthRye BrookNew York - State$1-40M$724MS. Shlomo BassalianNew York LifeGreat NeckNew York - State$7-75M$680MBrian MayeuThe Mayeu Financial Group | Northwestern MutualPittsfordNew York - State$200K-15M$867MMichael MennellaThe Atrium Financial Group | Northwestern MutualGarden CityNew York - State$2-25M$1.9BScott KaplanStrategies for WealthRye BrookNew York - State$200K-300M$695MRichard ZacharoffRichard E. Zacharoff & AssociatesHuntingtonNew York - State$10-100M$1BRobert JohnsonJohnson Financial Planning | Northwestern MutualMelvilleNew York - State$4M$9.9BTimothy BarnhartNorthwestern MutualEast SyracuseNew York - State$1-50M$1BLouis MargroNew York LifeGarden CityNew York - State$3-100M$724MPaul MassClearview Financial SolutionsBellmoreNew York - State$1-50M$2.8BAlison LongstreetNew York LifeJerichoNew York - State$100K-50M$743MIvan WatanabeOpus Private ClientRye BrookNew York - State$4-80M$3.3BPeter MortkaSpring Street Financial | Northwestern MutualAlbanyNew York - State$4-25M$2.6BRuss SchwartzbeckSFG Wealth Management | Northwestern MutualPittsfordNew York - State$1-30M$625MAlex KleinPioneer Financial | Northwestern MutualFarmingdaleNew York - State$500K-25M$1.1BBrian WilcoxWilcox Wealth Management Services | Northwestern MutualWatertownNew York - State$500K-2M$1BAnthony PescePrudential FinancialWhite PlainsNew York - State$1-10M$1.3BChaskel RubinNew York LifeBrooklynNew York - State$100K-75M$561MSean KeltonKelton Financial GroupLathamNew York - State$1-50M$181MWendy EdwardsNew York LifeUniondaleNew York - State$3-6M$365MBenzion MandellNew York LifeBrooklynNew York - State$150K-100M$734MDaniel JonesDBJ Wealth Management | Northwestern MutualNew HartfordNew York - State$50K-40M$771MNeil ZaveriZaveri FinancialWestburyNew York - State$5-100M$350MDan BrunoNew York LifeSaratoga SpringsNew York - State$250K-50M$627MJeffrey LevitanJ.H. LevitanOyster Bay CoveNew York - State$150K-100M$212MAmal SokkarNew York LifeSmithtownNew York - State$2-100M$412MDavid KoberNew York LifeManhassetNew York - State$1-50M$303MBill NewmanThe Atrium Financial Group | Northwestern MutualAlbanyNew York - State$2-25M$1.9BHenry CerrutiStrategic Planning Associates | Northwestern MutualMelvilleNew York - State$8-20M$1BSoterios TheoriNew York LifeMelvilleNew York - State$2-10M$288MMarc SmithI. M. FinancialArmonkNew York - State$1-5M$431MRob KilroyPoint Wealth Management | Northwestern MutualMelvilleNew York - State$2-50M$1.7BLifeng ZhengNew York LifeGreat NeckNew York - State$200K-5M$226MAndrew MasselloPrudential FinancialYonkersNew York - State$500K-100M$1.2BBen LevyNorthwestern MutualPittsfordNew York - State$100K-15M$743MFaith SiglerFaith Sigler and AssociatesJohnson CityNew York - State$250K-10M$350MAndrew DeCarloNew York LifeStaten IslandNew York - State$250K-5M$391MGurgen BakhshiyanNew York LifeBrooklynNew York - State$5-25M$430MBenjamin RossNorthwestern MutualWilliamsvilleNew York - State$250K-3M$577MRobert VotrubaNational Financial NetworkGarden CityNew York - State$5-20M$200MKyle E. HerringtonNew York LifeHorseheadsNew York - State$1-10M$212MAntonio GomezAMG Wealth Management | Northwestern MutualMelvilleNew York - State$500K-50M$838MBernard TyrnauerNew York LifeBrooklynNew York - State$150K-200M$432MMaria OcampoNew York LifeMelvilleNew York - State$50K-10M$436MScott BorowIntention Wealth Management | Northwestern MutualGarden CityNew York - State$100K-6M$629MXiaoxu WangNew York LifeJamaicaNew York - State$100K-1M$227MJoel BerkovitzBerkovitz FinancialMonseyNew York - State$100K-120M$609MNicholas LLerenaStrategic Planning Associates | Northwestern MutualMelvilleNew York - State$2-5M$1BDanny DablePrudential FinancialWhite PlainsNew York - State$500K-80M$112MStephen FeehanFeehan Financial Services | Northwestern MutualBinghamtonNew York - State$1-75M$625MKareem AbdelmagidNew York LifeMelvilleNew York - State$500K-60M$429MShulem EhrenfeldEhrenfeld AssociatesBrooklynNew York - State$5-200M$465MNick RuggirelloEarmark Legacy PartnersWilliamsvilleNew York - State$3-150M$267MMatthew NiegockiPrudential FinancialEast SetauketNew York - State$500K-10M$593MMohamed AttiaPrudential FinancialDewittNew York - State$1-100M$614MJoseph ScacciaNew York LifeLake SuccessNew York - State$500K-10M$262MGeoffrey HendersonNorthwestern MutualEast SyracuseNew York - State$200K-1M$607MAnthony BertramiForest Hills Financial GroupMelvilleNew York - State$2.5-110M$190MMyra MillerPrudential FinancialPittsfordNew York - State$500K-15M$41.7MEric AndersonEagle StrategiesMelvilleNew York - State$1-10M$324MHope AndersonNew York LifeBronxNew York - State$500K-8M$174MManda LewisH&H Financial GroupHorseheadsNew York - State$100K-2M$747MAman GoelNew York LifeNew WindsorNew York - State$1.5-18M$204MJeremiah MackeyThe Atrium Financial Group | Northwestern MutualAlbanyNew York - State$2-25M$1.9BSanae AsaiNew York LifeWhite PlainsNew York - State$50K-5M$118MPhillip MabeyNew York LifeLathamNew York - State$500K-8M$181MDana ChristoffersonNorthwestern MutualGrotonNew York - State$2-15M$294MAndrew SchaffelCrystal Clear Financial GroupDeWittNew York - State$2-10M$120MMichael BendrihemNew York LifeMelvilleNew York - State$2-50M$191MRordan HartH&H Financial GroupTrumansburgNew York - State$50K-11M$23.3MChristopher ManciniPrudential FinancialBabylonNew York - State$1.5-20M$428MShown KumarPrudential FinancialBabylonNew York - State$1.5-10M$353MJoshua GaciochPrudential FinancialVestalNew York - State$500K-5M$27.5MPhilip HowePrudential FinancialHuntingtonNew York - State$1-5M$22.4MTodd PurichLegacy Private Client ServicesRaleighNorth Carolina$2.5-50M$1BChris DanielsPasserelle PartnersCharlotteNorth Carolina$10M-2B$7.7BG. Tate GroomeColton GroomeAshevilleNorth Carolina$20-100M$4.1BAndrew WatkinsTriangle Wealth Advisors | Northwestern Mutual Wealth ManagementDurhamNorth Carolina$1-5M$1.5BRyan SaundersPlancentric Financial Group | Northwestern MutualCharlotteNorth Carolina$1-10M$2.2BTom MorrisNorthwestern MutualDurhamNorth Carolina$100K-50M$630MDelynn AlexanderAria Financial Services | Northwestern MutualRaleighNorth Carolina$1-5M$1.5BJohn KenanSoutheast Financial ServicesGreensboroNorth Carolina$250K-131M$1.5BJacqueline FishLifeWorth Financial | Northwestern MutualCharlotteNorth Carolina$1-20M$630MJohn Watson221 B Advisory ServicesGreensboroNorth Carolina$7-100M$690MKelly ParkerMeridian Financial | Northwestern MutualRaleighNorth Carolina$2-130M$1.4BJeffrey HowardConsolidated PlanningCharlotteNorth Carolina$500K-100M$433MDan OwenNorthwestern MutualWilmingtonNorth Carolina$1-100M$722MCharles StegallThe Stegall GroupCharlotteNorth Carolina$750K-25M$463MWalter PutnamRiverwalk Wealth Advisors | Northwestern MutualCharlotteNorth Carolina$2-100M$980MMarty BurchBWM Wealth Strategies | Northwestern MutualCharlotteNorth Carolina$2-50M$1.4BScott FligelFligel Financial Services | Northwestern MutualCharlotteNorth Carolina$2-10M$663MBilly CooperBlack Balsam Wealth Advisors | Northwestern MutualAshevilleNorth Carolina$1-5M$777MTom DumasConsolidated PlanningCharlotteNorth Carolina$500K-8M$420MLesley DaySolas Financial | Northwestern MutualRaleighNorth Carolina$2-5M$786MJustin BianceJ. Biance FinancialHendersonvilleNorth Carolina$1-3M$214MChris GarnerTortoise Financial Planning Group | Northwestern MutualWinston-SalemNorth Carolina$500K-10M$505MCharles IrvinLuca Partners | Northwestern MutualDurhamNorth Carolina$1-7M$1.8BFeng LiuNew York LifeRaleighNorth Carolina$50K-5M$222MErick BaroneLegacy Private Client ServicesCaryNorth Carolina$10-100M$955MFred BaroneNew York LifeRaleighNorth Carolina$600K-5M$299MAdam PerskyLegacy Private Client ServicesNew BernNorth Carolina$12-25M$955MJeffrey JackmanNorthwestern MutualGreensboroNorth Carolina$250K-5M$556MGabe IrbyNorthwestern MutualWinston-SalemNorth Carolina$1-50M$456MJohnathan WilliamsNorthwestern MutualRaleighNorth Carolina$300K-2.5M$587MBob RaufMeridian Financial | Northwestern MutualRaleighNorth Carolina$1-15M$1.4BAndrew SpaffordA Special Needs PlanCharlotteNorth Carolina$1-15M$1BMichael MathiasHorizon Wealth Partners | Northwestern MutualFargoNorth Dakota$2.5-4M$707MJared MaherMaher Financial GroupFargoNorth Dakota$400K-8M$337MSteven HartmanNew York LifeFargoNorth Dakota$250K-35M$239MJosh BachRed River FinancialFargoNorth Dakota$750K-5M$1.9BBobbi MunkebyNew York LifeLisbonNorth Dakota$50K-50M$170MAlex VasichekElevate FinancialFargoNorth Dakota$2-85M$1.9BTyler HorningTDC LifeMaumeeOhio$5M-3.5B$11.8BJohn DovichMAI Capital ManagementCincinnatiOhio$780K-23.8M$1.7BDavid ShuleyEsteem Wealth Partners | Northwestern MutualCincinnatiOhio$2-30M$2.2BTyson VinesNew York LifeAuroraOhio$1-10M$1BGary SirakSirak Financial ServicesCantonOhio$1-2M$667MSpencer Hershey, Jr.Hershey Financial Group | Northwestern MutualCantonOhio$500K-10M$1.1BBrent ShawEsteem Wealth Partners | Northwestern MutualCincinnatiOhio$3-50M$2.2BShawn PhelpsRiver Tree Wealth Management | Northwestern MutualColumbusOhio$2-75M$1.6BBrian AikensAikens Financial | Northwestern MutualAkronOhio$750K-6M$868MElaine EisnerEisner Gohn GroupBeachwoodOhio$1-15M$1BBrandon McIntyreRoach McIntyre and Associates | Northwestern MutualColumbusOhio$1-50M$1.1BDaniel NearyThe Neary Wealth Management Group | Northwestern MutualUpper ArlingtonOhio$1.5-6M$745MDan LeugersCorebridge FinancialIndependenceOhio$1.5-60M$352MJohn AdamsAdams, Gut & Associates | Northwestern MutualAkronOhio$1-3.5M$10.2BBrian BoucherLakefront Capital | Northwestern MutualClevelandOhio$500K-10M$1.5BBart ButlerCorebridge FinancialColumbusOhio$750K-20M$319MRandy HartNew York LifeColumbianaOhio$500K-10M$221MChad BakerBaker Financial GroupUpper SanduskyOhio$1-25M$268MJuli DamopoulosCardinal Financial AdvisersColumbusOhio$250K-50M$819MDoug EastmanEast Line Financial | Northwestern MutualUpper ArlingtonOhio$500K-50M$551MEddie Knezevich IIWestpoint Financial GroupNew AlbanyOhio$1-5M$763MChris MooreLume Capital | Northwestern MutualColumbusOhio$100K-5M$690MJon CrossThe Cross Wealth Management Group | Northwestern MutualColumbusOhio$500K-30M$695MAndy PlattPlatt Allen | Northwestern MutualBeavercreekOhio$2-10M$1.6BGary KauffmanDynasty Wealth Partners | Northwestern MutualToledoOhio$500K-2.5M$553MAdam BrindzaColeman, Trillow and Associates | Northwestern MutualClevelandOhio$500K-5M$525MBlake CastaldoLifetime Wealth PartnersCantonOhio$100K-20M$210MGeoff StevensEsteem Wealth Partners | Northwestern MutualCincinnatiOhio$500K-5M$2.2BJamie HoustonConcierge Financial Planning | Northwestern MutualClevelandOhio$500K-4M$406MMichael LeePrudential FinancialCincinnatiOhio$500K-2M$69.4MWeslee TrillowColeman, Trillow and Associates | Northwestern MutualClevelandOhio$250K-2M$706MMichael AllenPlatt Allen | Northwestern MutualBeavercreekOhio$250K-30M$1.4BRyan ScheboPrudential FinancialCentervilleOhio$500K-10M$95.6MJoe MersolNew York LifePolandOhio$250K-2M$209MPamela HughesCorebridge FinancialIndependenceOhio$50K-10M$101MMichael NolandIntegrated FinancialTulsaOklahoma$3.4-38M$1BMatt HendersonHenderson Financial GroupTulsaOklahoma$500K-500M$1.9BGreg WoodMassMutualTulsaOklahoma$20M-1B$2.3BIsaiah EdisonEdison Wealth StrategiesTulsaOklahoma$500K-35M$515MSherry BartonNew York LifeOklahoma CityOklahoma$500K-3M$361MRon Shirey, Jr.New York LifeFort GibsonOklahoma$1-25M$260MVickie FordNew York LifeTulsaOklahoma$500K-20M$163MKeith DragooThe Dragoo Financial Group | Northwestern MutualCorvallisOregon$1.5-40M$560MKevin SailorSailor Harding Wealth Management Group | Northwestern MutualLake OswegoOregon$1-100M$912MJeffrey WaitePacific AdvisorsPortlandOregon$1-25M$459MKristoffer PrebleNew York LifeTualatinOregon$2-20M$323MRoy RaseraPacific AdvisorsPortlandOregon$500K-5M$320MMark DerbyNew York LifeEugeneOregon$250K-2M$128MCurtis RasmussenNew York LifeEugeneOregon$750K-15M$349MJuli MarstallNew York LifeGold BeachOregon$2-12M$84.6MTracy LampmanCorebridge FinancialEugeneOregon$180-750K$103MCassie JohnsonCorebridge FinancialPortlandOregon$100K-2M$123MRobert BagonisTritium Private Wealth StrategiesWallingfordPennsylvania$20-200M$2.1BAdam Sherman1847Financial Private Client GroupConshohockenPennsylvania$12.5-200M$4.6BDavid MauryNorthwestern MutualPhiladelphiaPennsylvania$7-35M$2.1BAdam BoyerUSAFrance FinancialsKing of PrussiaPennsylvania$1-100M$1.1BAlexandre QuantinUSAFrance FinancialsKing of PrussiaPennsylvania$1-100M$1.1BChris McMahonMFA WealthPittsburghPennsylvania$2.3-5.5M$1.9BRachel LowerCornerstone AdvisorsAllentownPennsylvania$25-50M$3.6BBrian SmithVista Pointe Wealth SolutionsMonroevillePennsylvania$30-500M$1.4BJ.R. BurkePerspective Financial GroupBerwynPennsylvania$500K-100M$1.8BKevin YeargersWalnut Street Wealth Advisors & Physician Financial | Northwestern MutualSewickleyPennsylvania$5K-30M$2BJason LewisLewis Financial | Northwestern MutualKing of PrussiaPennsylvania$500K-15M$811MSeth DelfinerFuse Financial | Northwestern MutualRadnorPennsylvania$5-50M$1BThomas SwartoutSwartout Financial | Northwestern MutualPittsburghPennsylvania$1-35M$2.8BHoward LashnerPrimericaHuntingdon ValleyPennsylvania$500K-10M$4.1BJohn BongiovanniGenerational Wealth Management | Northwestern MutualEriePennsylvania$1-5M$1BShane JohnsonPerspective Financial GroupBerwynPennsylvania$500K-100M$1.8BJoseph HooverWalnut Street Wealth Advisors & Physician Financial | Northwestern MutualSewickleyPennsylvania$100K-8M$2.1BKen SinagraNorthwestern MutualSeven FieldsPennsylvania$300K-2M$805MEd Haller IVNorthwestern MutualPittsburghPennsylvania$1-20M$600MWilliam MilneC3 Wealth Management | Northwestern Mutual Wealth ManagementKing of PrussiaPennsylvania$5-400M$1BJonathan ViscountePrudential FinancialForth WashingtonPennsylvania$2-20M$419MMichael ValentineNew York LifeDoylestownPennsylvania$150K-10M$743MBrandon LevithanClear Path FinancialHorshamPennsylvania$2.5-500M$3.5BJames MeanixFortivus Wealth Group | Northwestern MutualKing of PrussiaPennsylvania$2.5-10M$776MRyan HicksThe Hicks TeamPittsburghPennsylvania$1-65M$1.1BAnthony MastroContinuum Capital Advisors | Northwestern MutualPittsburghPennsylvania$1-10M$630MSybilla LenzNew York LifeTunkhannockPennsylvania$750K-5M$230MBrett CannaCanna Milne Financial | Northwestern MutualKing of PrussiaPennsylvania$5-400M$1BKevin PalmiterPalmiter Financial Group | Northwestern MutualMoosicPennsylvania$250K-15M$448MMatthew McCormickThe McCormick Group | Northwestern MutualYorkPennsylvania$3-5M$419MJason OlenskiNorthwestern MutualJamisonPennsylvania$500K-10M$477MBruce CumbyCumby, Spencer & Associates Financial GroupNewtown SquarePennsylvania$250K-20M$200MMichael CorcettiNorthwestern MutualMonroevillePennsylvania$750K-25M$668MMaxwell CahnNorthwestern MutualPittsburghPennsylvania$100K-350M$1.3BRita JuNew York LifePhiladelphiaPennsylvania$500K-1B$246MHiten ShethPrudential FinancialHatfieldPennsylvania$50K-40M$558MZach WinelandFortivus Wealth Group | Northwestern MutualState CollegePennsylvania$500K-1.5M$320MFelix Tuccillo IIINorthwestern MutualJamisonPennsylvania$500K-15M$685MJohn AngiulliNew York LifePittsburghPennsylvania$1-10M$166MGarrett FlasinskiMassMutualBala CynwydPennsylvania$500K-5M$602MBilal AfolabiChosen Advisory Group | Northwestern MutualPittsburghPennsylvania$250K-3M$573MJames LasherNew York LifeWaynePennsylvania$100K-10M$397MNadine OliverPrudential FinancialScrantonPennsylvania$500K-10M$99.3MCraig FiedlerNorthwestern MutualMonroevillePennsylvania$5-25M$54.9MGeoffrey KasseJKS Financial | Northwestern MutualPittsburghPennsylvania$3-5M$1.9BDerek DeSantoMontage Planning Partners | Northewestern MutualMoosicPennsylvania$1-2M$367MAldo Pomposini, Jr.Northwestern MutualMonroevillePennsylvania$100K-10M$429MMichael RyanCorebridge FinancialPittsburghPennsylvania$750K-4.5M$160MStephen FrantzNew York LifePine GrovePennsylvania$150K-14M$61.2MCarla JagodzinskiJagodzinski Financial BoutiqueSugar NotchPennsylvania$100K-23M$109MRon MeadMassMutualKingstonPennsylvania$500K-30M$114MBianca DiFrancoSimple Financial SolutionsLafayette HillPennsylvania$100K-10M$423MJoseph AndersonAnderson Financial SolutionsJohnstownPennsylvania$1-5M$40.9MWarren Scott IIIMonastra Financial GroupNewtown SquarePennsylvania$50K-20M$51.4BJay HattenMcBee Ave Wealth Advisors | Northwestern MutualGreenvilleSouth Carolina$2-20M$1.9BJoshua FriedlanderArisGardeCharlestonSouth Carolina$1-100M$450MTom McCartyWilliamson McCarty and AssociatesWalterboroSouth Carolina$1-8M$338MAndrew DoranNew York LifeAikenSouth Carolina$500K-75M$283MLarry WeatherfordWeatherford Financial GroupSummervilleSouth Carolina$500K-2.5M$149MJoseph KruseNew York LifeDakota DunesSouth Dakota$5-10M$1.3BRoss ReitsmaNorthwestern MutualSioux FallsSouth Dakota$15-100M$1.1BKevin GarryNew York LifeSioux FallsSouth Dakota$3.5-10M$520MTyler KruseKruse Financial GroupDakota DunesSouth Dakota$200K-2M$1.3BDarwyn SprikSprik Financial GroupSioux FallsSouth Dakota$750K-1M$509MMichael MohrNorthwestern MutualMitchellSouth Dakota$500K-15M$375MCheryl LorenzNew York LifeAberdeenSouth Dakota$1-3M$154MJohn SternerSterner Financial | Northwestern MutualChattanoogaTennessee$1-75M$2.9BChad GreerOptimis Wealth | Northwestern MutualNashvilleTennessee$2-7M$2.3BChris RobinetteLighthouse PlanningBrentwoodTennessee$500K$733MAl WaldropSterner Financial | Northwestern MutualNashvilleTennessee$2-30M$3.2BBryan KrupinKrupin PartnersNashvilleTennessee$10-200M$6.9BJim LaPinskaAxiom Wealth Management | Northwestern MutualKnoxvilleTennessee$2-25M$3.2BNick HutchisonTeleios Wealth Management | Northwestern MutualFranklinTennessee$1-5M$1.9BTim GilbertTrue Wealth Partners | Northwestern MutualNashvilleTennessee$1-5M$1.8BJesse HolmanHCP CompaniesFranklinTennessee$25-250M$963MAndrea BurckhardNew York LifeCookevilleTennessee$500K-40M$256MWhitney HarrisonCapital Stewardship Partners | Northwestern MutualFranklinTennessee$800K-1.5M$403MCory GaylordNorthwestern MutualChattanoogaTennessee$500K-5M$339MAndrew CraftCorebridge FinancialKnoxvilleTennessee$500K-2M$151MKeith WagnerNorthwestern MutualFriscoTexas$5-100M$6.9BLizzie Dipp MetzgerNew York LifeEl PasoTexas$2-150M$1.3BPhilip de BruynCAPTRUSTDallasTexas$5M-3B$3.4BShaun McDuffeeTwin Oak AdvisorsAustinTexas$2.5-30M$20.2BMichael O'DonnelEstate PartnersHoustonTexas$20M-1B$1.5BBrady KnightWinged Keel GroupHoustonTexas$25M-1B$95BAshvin ChhedaOpes OneAddisonTexas$2-50M$1.7BMark ConnelyWealth Design GroupHoustonTexas$10-100M$1.4BGib SurlesThe Forrest GroupHoustonTexas$1-500M$1.3BNelson WoodWood Legacy GroupDallasTexas$2-50M$1.1BRod SagerHUB International TexasDallasTexas$5M-1B$10.2BXin WangNew York LifeHoustonTexas$5-50M$963MRich MausMaus And AssociatesDallasTexas$3-500M$1.2BLoren Hsiao22 One Advisors | Northwestern MutualAllenTexas$500K-10M$3.1BBrian SakGranite Harbor GroupHoustonTexas$10-100M$1.1BLuke BrittLevel Four FinancialDallasTexas$5-500M$1.2BRyan KahnNorthwestern MutualDallasTexas$5-100M$2.1BAmiralli DodhiyaNew York LifeSugar LandTexas$250K-25M$1BRamesh CheriviralaNew York LifeSugar LandTexas$50K-150M$754MKeith RollinsRSF Wealth Management | Northwestern MutualHoustonTexas$5-100M$1.7BKirk QuaschnickNew York LifeFriscoTexas$500K-100M$2BEddie CaldwellCornerstone Financial Group | Northwestern MutualAddisonTexas$5-500M$2.5BSteve MausNew York LifeDallasTexas$1-750M$606MCraig MolldremNorth Star Resource GroupDallasTexas$1-20M$2.5BNizar AliNew York LifeSugar LandTexas$40K-3M$1.5BAlison FlaumNew York LifeSan AntonioTexas$100K-10M$381MSteven SchwartzTDC LifeHoustonTexas$10-350M$950MChris CruzRoundTable Associates | Northwestern MutualDallasTexas$5-25M$2.1BChad SmithRSF Wealth Management | Northwestern MutualHoustonTexas$5-100M$1.7BReva AzeezROA PartnersHoustonTexas$15-300M$602MJames Tsakopulos IIIM&T Financial PartnersSan AntonioTexas$500K-4M$2.9BOse OkojieOkojie Strategic Financial SolutionsHoustonTexas$500K-50M$484MSteven MiuraThe Miura Group | Northwestern MutualAustinTexas$4M$1.8BMike SlabicCentury Oak Private Wealth | Northwestern MutualHoustonTexas$1-10M$1.5BShane FrugeVolante Integrated Planning | Northwestern MutualThe WoodlandsTexas$1.5-30M$1.9BPedram KaivaniKaivani Wealth StrategiesHoustonTexas$250K-20M$456MCharles ProthroSparks Financial | Northwestern MutualFort WorthTexas$5-40M$477MJack SheetsNorthwestern MutualDallasTexas$3.5-37M$1.1BSilas ParkerSilas Parker & AssociatesAustinTexas$1-10M$534MJesal PatelNew York LifeHoustonTexas$1-100M$383MKyle Wick22 One Advisors | Northwestern MutualDallasTexas$500K-10M$3.1BJustin ClevelandBelvin, Cleveland, and Associates | Northwestern MutualFriscoTexas$500K-25M$1.8BMichael BelvinBelvin, Cleveland, and Associates | Northwestern MutualDallasTexas$500K-25M$1.8BWilliam RobertsonMassMutualAbileneTexas$50K-250M$786MDan GregoryGregory Financial and AssociatesLubbockTexas$500K-48M$389MW. Blake MonroeNorthwestern MutualFort WorthTexas$250K-50M$875MDavid WebbAtlas Retirement StrategiesSan AntonioTexas$5-25M$463MCory DuranNorthwestern MutualAustinTexas$200K-100M$394MCasey WrightNorthwestern MutualCollege StationTexas$2-5M$635MRoseann EstradaNew York LifeTylerTexas$1-5M$405MCole CaruthersPointer Wealth | Northwestern MutualDallasTexas$2-15M$739MMatt RobbRoundTable Associates | Northwestern MutualDallasTexas$1-10M$2.1BSangita DattaNew York LifeFriscoTexas$70K-25M$363MS. Mark HaywoodNorthwestern MutualHoustonTexas$1-20M$629MMatthew OcchipintiMoxie Captial | Northwestern MutualSan AntonioTexas$3-10M$581MJason BangWWA Integrated Wealth Strategy Group | Northwestern MutualWaxahachieTexas$5-100M$5.9BKeith BakerNew York LifeCaldwellTexas$1-100M$167MMarc MandellNew York LifeHoustonTexas$1-6M$188MErica MaymiNew York LifeCorpus ChristiTexas$1-110M$196MJohn-Mark DoyleNorthwestern MutualFriscoTexas$350K-1B$346MAndrew EppesNexus AdvisorsDallasTexas$750K-10M$1.2BSarah RamirezArmand Financial and Insurance SolutionsSan AntonioTexas$2-50M$229MChristene Dino-HobbsIsland Wealth StrategiesDallasTexas$250K-60M$1.4BDavid HagoodNorthwestern MutualFort WorthTexas$100K-5M$380MDavid EddyNew York LifeFriscoTexas$750K-10M$149MDaniel DrabinskiBluecrest Financial AlliancesDallasTexas$1-70M$649MErik LichtyCornerstone Financial Group | Northwestern MutualAddisonTexas$5-500M$2.5BJulie BirdMassMutualSouthlakeTexas$750K-22M$385MRalph StockemerNorthwestern MutualDallasTexas$1-27M$157MAnne JonesArtemis PartnersDallasTexas$10-50M$155MTaylor VillarrealNew York LifeAustinTexas$500-750K$148MAnn Hauser LaufmanMassMutualHoustonTexas$200K-4M$748MKenneth KempCorebridge FinancialHoustonTexas$500K-1M$91.1MDavid HilbigCorebridge FinancialHoustonTexas$750K-5M$203MZach BurtonNorthwestern MutualFarmingtonUtah$2-20M$1.8BSean WestoverWestover Wealth Strategies | Northwestern MutualSalt Lake CityUtah$2.5-80M$1.3BTodd JohnsonTRUWealth Financial | Northwestern MutualSt. GeorgeUtah$2-60M$967MJeffrey LewisGelder Generational Wealth | Northwestern MutualSalt Lake CityUtah$1-100M$888MKen RicheyNew York LifeOgdenUtah$250K-2M$446MLevi SwensonSwenson Financial | Northwestern MutualSt. GeorgeUtah$400K-15M$652MKyle BurtonElevation Wealth Planning | Northwestern MutualSouth OgdenUtah$500K-10M$989MTravis VongsawadNorthwestern MutualSt. GeorgeUtah$1-5M$673MBarrett EthingtonNew York LifeSouth JordanUtah$2-10M$1.1BJohn FronckowiakNew York LifeLehiUtah$1-70M$499MBrad CobbNew York LifeSalemUtah$500K-2.5M$418MSawyere MonsonElevation Wealth Planning | Northwestern MutualFarmingtonUtah$500K-10M$989MColeman EnceCornerstone Advisors | Northwestern MutualSalt Lake CityUtah$250K-5M$24.3BPaul CrookstonNew York LifeKaysvilleUtah$500K-5M$314MCasey SmootHighCountry Wealth Management | Northwestern MutualSouth OgdenUtah$5-50M$1BJames Littlefield, Jr.New York LifeColchesterVermont$500K-15M$86.9MJeri TurleyWinged Keel GroupRichmondVirginia$25M-1B$95BJosh KrutoyWestPark Financial | Northwestern MutualMcLeanVirginia$3-50M$2.6BGary TaylorTaylor Associates | Northwestern MutualCharlottesvilleVirginia$2-50M$886MJim FitzgeraldFitzgerald Financial Group | Northwestern MutualRichmondVirginia$2-10M$1.1BAubrey RosserCorner Wealth Management | Northwestern MutualMcLeanVirginia$1-25M$1.3BBill MooreW.C. Moore Financial ServicesCliftonVirginia$500K-2.5M$541MWilliam Moore IIIStratview Wealth Management | Northwestern MutualRichmondVirginia$3-500M$1BPaul FranklinFranklin Capital StrategiesViennaVirginia$10-200M$1.7BBradley BurtonNew York LifeViennaVirginia$10-20M$3.5BGordon Parker, Jr.Heritage Business StrategiesVirginia BeachVirginia$1-250M$510MJohn IezziOpticity Wealth Partners | Northwestern MutualRichmondVirginia$2.5-20M$590MRepp Lambert IIAltura Wealth Advisors | Northwestern MutualVirginia BeachVirginia$1-35M$1.1BJason TiedeFive Pillars Wealth | Northwestern MutualMcLeanVirginia$500K-330M$645MMartin Couric IIIIvy Wealth Partners | Northwestern MutualCharlottesvilleVirginia$500K-5M$1.5BValerie KaiserEldenStreet FinancialHerndonVirginia$1.5-12M$1BStuart BirkelNew York LifeNorfolkVirginia$500K-10M$343MJesse Hellyer, Jr.New York LifeWaverlyVirginia$10-250K$323MDeShawn ChapmanNorthwestern MutualRichmondVirginia$250K-2M$552MAngie ShayNew York LifeGlen AllenVirginia$1-7M$328MMatt LloydNorthwestern MutualLynchburgVirginia$500K-25M$533MBryce CoffeeNorthwestern MutualMcLeanVirginia$250K-3M$637MTed ShanahanBlueprint Financial Group | Northwestern MutualRestonVirginia$1-25M$2.6BRyan LesserRyan Lesser Financial Group l Northwestern MutualCharlottesvilleVirginia$750K-3M$528MRose GentileNew York LifeAlexandriaVirginia$2-10M$207MMark DownsNorthwestern MutualFairfaxVirginia$1-5M$499MMarisol Madrid UmanaNew York LifeManassasVirginia$500K-500M$196MDeAndre CokeTruicity Wealth Management | Northwestern MutualVirginia BeachVirginia$500K-2.5M$381MEdward O'BrienNew York LifeNorfolkVirginia$250K-5M$240MJohn CraneCrane FinancialAlexandriaVirginia$1-10M$375MJohn ConnerThe Conner GroupVintonVirginia$1-10M$169MLen HaleNew York LifeVintonVirginia$500K-100M$169MScott MarschallDynamic Capital Planning | Northwestern MutualRestonVirginia$1-40M$532MJeff HammerForte Impact Advisors | Northwestern MutualRichmondVirginia$300K-100M$703MWarren PoirierNew York LifePrince GeorgeVirginia$800K-1M$137MMark BoddyNorthwestern MutualRichmondVirginia$1-10M$590MShane PerkinsRSP Wealth StrategiesAshlandVirginia$1-10M$185MJeff BrownNew York LifeStauntonVirginia$500K-6M$101MNazzareno Spurio IIISpurio-Huger FinancialViennaVirginia$750K-5M$60.4MScott VieraCorebridge FinancialNorth ChesterfieldVirginia$150K-3M$61MDivam MehtaMehta Financial GroupRichmondVirginia$100K-50M$254MRichard SuhNew York LifeFairfaxVirginia$10K-1M$56.9MAngela VahueAVA Wealth AdvisorsRestonVirginia$150K-2.5M$321MW. Justin LacyFinancial Services of VirginiaGlen AllenVirginia$1-25M$487MGeorge RappCorebridge FinancialNorth ChesterfieldVirginia$50K-5M$130MLorrie BaldeviaAssuredPartnersSeattleWashington$5-50M$6.2BBret WheelerPackard Wheeler Succession | Northwestern MutualSpokane ValleyWashington$3-50M$1.7BMark LuptonL2 Wealth Management | Northwestern MutualSpokane ValleyWashington$2-50M$2.1BLaura CounsellTransamerica Financial AdvisorsBellevueWashington$3-100M$2.3BBraden DraggooDraggoo Financial GroupWenatcheeWashington$2-25M$712MJustin HolleyPH Financial GroupKirklandWashington$2-8M$1.2BNicholas RogersNew York LifeYakimaWashington$5-15M$874MScott SlusserSlusser FinancialTacomaWashington$500K-10M$433MC.W. Middleton IVEdgewater Wealth Management | Northwestern MutualTacomaWashington$1.5-12M$1.7BJulie PrincePrince Financial Services | Northwestern MutualRentonWashington$2-25M$2.4BAndrew HooperNew York LifeMontesanoWashington$250K-5M$271MKristen GulbranNew York LifeBellevueWashington$500K-1.5M$210MColleen StevensNew York LifeSpokaneWashington$500K-10M$288MAnita RohilaNew York LifeBellevueWashington$1-5M$283MKevin JohnsonEdgewater Wealth Management | Northwestern MutualSeattleWashington$5-50M$1.7BHarpreet ParmarNew York LifeKentWashington$500K-70M$413MDoug LambertNew York LifeBellevueWashington$2-20M$122MDarren TrautmannEmerald Wealth Management | Northwestern MutualSeattleWashington$750K-20M$1.3BChristie MuellerNew York LifeEdmondsWashington$40K-4M$96.5MBen BunfillTHIRTY30 Wealth Advisors | Northwestern MutualSpokane ValleyWashington$500K-5M$861MBrenda BrinkNew York LifeSelahWashington$250K-4M$194MGrant MonsonAlterra AdvisorsBellevueWashington$1.5-110M$690MMatthew EnnsNorthwestern MutualSpokane ValleyWashington$1-25M$496MTyler HjelsethEdgewater Wealth Management | Northwestern MutualTacomaWashington$1.5-20M$1.7BJohn KoppElevation Wealth Management Advisors | Northwestern MutualSpokane ValleyWashington$250K-60M$950MRoger McDowellNew York LifeKennewickWashington$50K-10M$202MRyan BurkloQuantified Financial PartnersBothellWashington$450K-20M$482MAlex CollinsQuantified Financial PartnersKirklandWashington$250K-10M$482MThomas R. WilminkWilmink Smith Cline Wealth Advisors | Northwestern MutualBarboursvilleWest Virginia$3-100M$2BChris CurryNorthwestern MutualHuntingtonWest Virginia$2-10M$6.1BEvan SmithWilmink Smith Cline Wealth Advisors | Northwestern MutualBarboursvilleWest Virginia$3-100M$2BFredrick BruniNorthwestern MutualMorgantownWest Virginia$500K-5M$2.3BEli HendersonHenderson Financial | Northwestern MutualMorgantownWest Virginia$50K-5M$586MTim ProcitaNorthwestern MutualMartinsburgWest Virginia$500K-10M$425MChris WadeNorthwestern MutualMorgantownWest Virginia$250K-10M$362MJerry DavidPrescient Financial Solutions | Northwestern MutualMilwaukeeWisconsin$500K-15M$2.6BSy MalekiBeauchamp Maleki Group | Northwestern MutualMilwaukeeWisconsin$7.5-100M$4.1BChristopher FugmanStructura Financial Partners | Northwestern MutualWaukeshaWisconsin$1-10M$2BMatthew HeckmannHeckmann Financial | Northwestern MutualMiddletonWisconsin$5-200M$977MMelinda WilkeWilke Wealth & Investment Planning | Northwestern MutualFranklinWisconsin$2-12M$905MBryan BeauchampBeauchamp Maleki Group | Northwestern MutualMilwaukeeWisconsin$7.5-100M$4.1BHans MyklebustMyklebust, Horne and Fies Financial Group | Northwestern MutualMequonWisconsin$2-50M$2.1BSam RubenzerRubenzer Wealth Management | Northwestern MutualAltoonaWisconsin$1.5-7M$1.1BDavid Finnemorekf. Wealth Management | Northwestern MutualSalemWisconsin$200-300K$716MStacy BurgauGenerations Wealth StrategiesBlack River FallsWisconsin$1-10M$375MSteve BeiserBeauchamp Maleki Group | Northwestern MutualMilwaukeeWisconsin$7.5-100M$4.1BBarry FiesMyklebust, Horne and Fies Financial Group | Northwestern MutualMequonWisconsin$2-20M$2.1BRaghunathan RajagopalanNorthwestern MutualWaukeshaWisconsin$1-10M$867MBrad MuellerMonarch Insurance PartnersMadisonWisconsin$200K-1B$585MJohn WoerfelNorthwestern MutualDe PereWisconsin$1-5M$550MChuck WierschemNorthwestern MutualMilwaukeeWisconsin$250K-4M$787MMaria RoloffMyklebust, Horne and Fies Financial Group | Northwestern MutualMequonWisconsin$1.5-10M$2.1BBrian SchellingerNorthwestern MutualGermantownWisconsin$1-50M$662MBrian BlasczykNorthwestern MutualMilwaukeeWisconsin$500K-5M$550MCurt DeLeskeAPEX Wealth Management | Northwestern MutualMarshfieldWisconsin$5-10M$483MDavid MesaMesa Wealth Management | Northwestern MutualDe PereWisconsin$400K-2.5M$362MTheodore EversonEverson Financial Group | Northwestern MutualOnalaskaWisconsin$250K-5M$580MMatthew Kruegerkf. Wealth Management | Northwestern MutualJanesvilleWisconsin$1-3M$716MJoseph PitterleNorthwestern MutualMilwaukeeWisconsin$250K-2.5M$500MJon YlinenNorth Star Resource GroupMadisonWisconsin$1-50M$1.3BScott WedigeInfinite Wealth Management | Northwestern MutualJanesvilleWisconsin$750K-35M$474MJeremy MoritzWayfinder Wealth Strategies | Northwestern MutualOnalaskaWisconsin$500K$403MJessica SchockSchock and Associates | Northwestern MutualMiddletonWisconsin$1-3M$500MDenise BeaulierNorthwestern MutualMilwaukeeWisconsin$750K-10M$514MChad KoolsKools Wealth Management | Northwestern MutualAltoonaWisconsin$500K-5M$381MMatthew JablonskiPrescient Financial Solutions | Northwestern MutualMilwaukeeWisconsin$500K-15M$2.6BJerod SpaethSpaeth Barrett Group | Northwestern MutualMilwaukeeWisconsin$1-10M$166MQuinton PurvesNorthwestern MutualJanesvilleWisconsin$10-400K$135MMichael RussoMassMutualWauwatosaWisconsin$100K-2M$119MJeff MarshNew York LifeTorringtonWyoming$20-175M$276MDavid ChickNew York LifeNewcastleWyoming$250K-1.5M$325MDan ChristensenFootprints FinancialCasperWyoming$500K-100M$364MBrendan McDermottBison Wealth Management | Northwestern MutualJacksonWyoming$500K-10M$1.5B