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Alphabetical List of Advisers
Our network members can't wait to hear from you! Click on names listed in bold below to learn more about that member's areas of expertise. You are also invited to call or email (click on their email address below).

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

B
Yvonne Archambo • Conifer, CO • 303.838.0548 • yarchambo@fwg.com
Rebecca Bailin MBA, AIF, EA • Mill Valley, CA • 415.339.0339 • rebecca@bailinfinancial.com
Dave Bieber • St. Louis, MO • 314.993.8881 • dbieb@i1.net
Emily Bowen • Ann Arbor, MI • 734.662.6705 • ebowen@fwg.com
David Breuer CFP • Elkhart, IN • 574.295.1509 • dbreuer@compassadvisor.com
Hal Brill • Paonia, CO • 970.527.6550 • hB@naturalinvesting.com
Jan Bryan CFP, AIF • Prescott, AZ • 928.771.0052 • 888.240.5913 • jbryan@janbryanSRI.com
S. David Bue CFP, AIF • Westport, CT • 203.454.3577 • dave@affirmativefinancial.com
Scott Buttfield CFP, AIF • Red Bank, NJ • 732.747.9473 • sbuttfield@comcast.net
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C
Jackie Cabe • Greensboro, GA • 706.486.4218 • 877.355.3050 • cabeasset@negia.net
S. Kate Campbell • Berkeley, CA • 510.528.5820 • kate@northberkeleyinvestment.com
Charles Carroll MA, MBA, AIF? • Portland, OR • 503.621.2039 • ccarroll@new-outlook.com
Reuben Chapman • Empire, MI • 231.326.5000 • reubenchapman@centurytel.net
Donna Clifford • Medford, MA • 781.391.6455 • dclifford@fwg.com
Ron Cohen EA, LTC • Hood River, OR • 541.386.1492 • taxsri@aol.com
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D
David Dobkin CFP, AIF • Berkeley, CA • 510.549.8275 • dmdobkin@eastbaysri.com
Bob Dreizler ChFC, CLU, AIF • Sacramento, CA • 916.444.2233 • bdreizler@protectedinvestors.com
Pat Durkin • Hingham, MA • 781.740.8883 • pdurkin@globalvisionadvisors.com
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E
Jason Eaton • Fayetteville, NY • 315.637.5153 • 800.318.9780 • jason@hansensfinancial.com
John Ernst • Nevada City, CA • 530.478.7748 • jernst@fwg.com
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F
Steve Fahrer • New York, NY • 212.349.4172 • sfahrer@fwg.com
John Faust • Missoula, MT • 406.543.0708 • johnfaust@pwfinancial.net
Georgette Frazer CPA/PFS, CFP, AIF • Marshfield, WI • 715.387.6933 • 888.281.3339 • georgette@firstaffirmative.com
James Frazin CFP, AIF • San Francisco, CA • 415.337.4566 • 866.882.7817 • jf@shibboleth.com
Ron Fruend CFS • berkeley, CA • 510 644.9486 • 888 880.0886 • rfreund@fwg.com
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G
Nancy Gallagher LTC • Eugene, OR • 541.349.1969 • ngallagher@earthlink.net
Greg Garvan AIF, MS • Ithaca, NY • 607.257.8042 • 800.563.8301 • greg@moneywithamission.com
George Gay CFP, AIF • Colorado Springs, CO • 719.636.1045 • georgegay@firstaffirmative.com
Frederick Goodman CFP • Bellingham, WA • 360.756.0043 • fgoodman@bayportfinancial.us
Dwain Gump CFP • Colorado Springs, CO • 719.632.1134 • dwaingump@comcast.net
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H
Jim Hallett CFP, AIFA, ChFC, CLU, AEP, RFC • Port Angeles, WA • 360.457.6000 • 1.888.457.6006 • jim@hallettadvisors.us
Susan Hansen CFP, CLU, AEP, AIF • Fayetteville, NY • 315.637.5153 • susan@hansensfinancial.com
Justin Harris AAMS • Seattle, WA • 206.324.0891 • justinharris@srinvest.org
Patricia Hathaway CFP(R), AIF(R) • Eugene, OR • 541.912.1069 • patricia@HathawayFinancialServices.com
Bruce Herbert AIF • Seattle, WA • 206.522.1944 • team@newground.net
John Hess-Yoder JD, CFP • Wilsonville, OR • 503.682.0303 • 1.800.888.6053 • john@rsi-mma.com
Jim Horlacher MBA, AIF • Lenexa, KS • 913.432.4958 • 800.341.0528 • TreeHuggerJim@aol.com
Troy Horton • Birkenfeld, OR • 503.755.2008 • troyhorton@walnutstreet.com
Jeffery Howell • Traverse City, MI • 231.933.4396 • jhowell@fwg.com
Mecky Kessler Howell • Traverse City, MI • 231.933.4396 • mhowell@fwg.com
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J
Barbara Jackson • Austin, TX • 512.338.0177 • barbara@jaf-inc.com
Ken Jacobs CFP • Golden, CO • 303.278.3886 • 888.378.3886 • kjacobs@fwg.com
Linda Jacobs AIF, CSA • Berkeley, CA • 510.549.8777 • lfj50@eastbaysri.com
Shane Johnston AIF • Carlsbad, CA • 760.203.2625 • 888.698.4330 • shane@bluesummitinvest.com
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K
Charlotte Kania CFP, AIF • Chapel Hill, NC • 919.968.3668 • charlananda@yahoo.com
Kimberly Kiel AIF • Santa Fe, NM • 505.982.9661 • 877.321.3236 • kim@santafesocialinvest.com
Johann Klaassen PhD, AIF • Colorado Springs, CO • 719.636.1045 • johann@firstaffirmative.com
Michael Kramer AIF, M.Ed. • Keauhou, HI • 808.331.0910 • 888.779.1500 • Michael@NaturalInvesting.com
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L
Ann Lander CFP, AIF • Long Beach, CA • 562.597.6632 • 877.9LANDER • alander@prg-group.net
Jim Larson • St. Louis Park, MN • 952.541.1733 • 888.333.2166 • jimvlarson@cs.com
Brian Laverty • Troy, PA • 570.297.0629 • treehug@epix.net
Eric Leenson • Oakland, CA • 510.622.0202 • eleenson@fwg.com
Michael Lent • New York, NY • 212.349.4172 • mlent@fwg.com
Brenda Lenz CFP • Lawrence, KS • 785.749.3115 • LenzSRI@aol.com
Andy Loving CFP • Louisville, KY • 502.454.3839 • aloving@justmoneyadvisors.com
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M
Maureen Maguire CFP • San Rafael, CA • 415.256.9702 • mmaguire@protectedinvestors.com
Christopher Manning • Houston, TX • 713.621.6646 • 877.309.8248 • cmanning@manning-financial.com
Gary Matthews PhD, CPA, AIF • Madison, NJ • 973.966.1966 • 800.801.1219 • gary@SRIinvesting.com
Gary Matthews PhD, CPA, AIF • New York, NY • 973.966.1966 • 800.801.1219 • gary@SRIinvesting.com
Laurie McClain • Eugene, OR • 541.686.1908 • 800.386.1908 • Laurie@ResponsiveFinancial.com
Jobie McCormick CFP, CEP, CFS, MA • Talent, OR • 541.535..5775 • njobie@yahoo.com
Christine McHugh CFP • Colorado Springs, CO • 719.632.1134 • christinelmchugh@comcast.net
Amy McIlvaine • Bellingham, WA • 360.527.2685 • amcilvaine@bayportfinancial.us
Joyce Moore ChFC, LUTCF • Macungie, PA • 610.966.6127 • jmoore@prg-group.net
Madeline Moore CFP • Portland, OR • 800.893.8499 • madeline@madelinemoore.com
Rebecca Moore-Leach • Littleton, CO • 303.912.4431 • rmoore-leach@fwg.com
Harry Moran CFP, AIF • Clifton Park, NY • 518.877.8800 • hmoran@cornerstone-fa.com
Virginia Moran • Golden, CO • 303.215.1950 • vmoran2@comcast.net
Renee Morgan • Louisville, CO • 720.890.6106 • renee.morgan@natplan.com
Tom Moser CFP • Tucson, AZ • 520.797.9730 • 800.270.6151 • tmoser@prg-group.net
Allan Moskowitz CFP, AIF • San Lorenzo, CA • 510.278.8065 • 877.322.0772 • amoskowitz@fwg.com
Celia Mueller CFP • West Linn, OR • 503.656.1644 • 866.656.1649 • cmueller@fwg.com
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Kevin O'Keefe CFP, CIMA, AIF • Centennial, CO • 303.798.0632 • kevinok@firstaffirmative.com
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P
Lincoln Pain CFP, AIF • Berkeley, CA • 510.549.8780 • lpain@effectiveassets.net
Robert Pajak CFP • Newton, MA • 617.796.0186 • bpajak@firstaffirmative.com
Sharon Payne CFP, AIF • La Mesa, CA • 619.692.8182 • 800.700.1965
Christopher Peck AAMS • Sebastopol, CA • 707.758.0171 • ctopherp@holistic-solutions.net
F Perret AIF • Birmingham, AL • 205.795.2043 • 205.910.5863 (Cell) • paul@perretfinancial.com
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R
Gary Rediger CLU, ChFC • North Newton, KS • 316.283.3800 • 800.324.8066 • gary.rediger@mmapartners.org
Benjamin Roberts • Newtown, CT • 203.426.5088 • ben.roberts@charter.net
Russell Rybicki • Urbana, IL • (217) 239.2399 • (866) 392.8142 • rrybicki@fwg.com
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S
Charles Sandmel CFP, AIF • Brookline, MA • 617.277.1126 • charlessandmel@firstaffirmative.com
Jan Schalkwijk CFA • San Diego, CA • 619.269.0329 • jschalk@jpsglobalinvest.com
Scott Secrest • San Luis Obispo, CA • 805.235.3031 • 877.861.4161 • scott@naturalinvesting.com
Judith Seid CFP • San Diego, CA • 619.698.4330 • 888.698.4330 • judy@BLUESUMMITINVEST.com
John Shellenberger • San Rafael, CA • 415.491.4762 • jshell@ecafinan.com
Stephen Siegel CFP, AIF • Baltimore, MD • 410.764.6476 • 800.600.0686 • stephen.j.siegel@firstaffirmative.com
Eric Smith CFP?, AIF? • Seattle, WA • 206.782.1205 • 800.940.1747
Steven Smith JD, CFP • Frisco, CO • 970.668.5525 • 877.481.7110 • steve@rightpathinvestments.com
Wade Smith AAMS • Seattle, WA • 206.632.3337 • 800.878.2344 • wade.smith@goodfunds.com
Leah Song • Weaverville, NC • (828) 645.3106 • leahsong@charter.net
Pamela Stamper-Brandt CFP, AIF • Lewisville, NC • 336.946.2018 • 800.511.0508 • psbrandt@prg-group.net
Kathy Stearns AIF • Philiadelphia, PA • 215.844.1922 • kstearns@arcadvisers.net
Ahouva Steinhaus M.Ed. • San Diego, CA • 619.640.0011 • ahouvas@cox.net
Marc Sussman • New York, NY • (212) 685.4495 • msussman@fwg.com
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T
Kathleen Talboom • Indian Rocks Beach, FL • 727.517.4422 • talbooms@mindspring.com
Susan Taylor PhD • Louisville, KY • 502.454.3839 • staylor@justmoneyadvisors.com
Charles Tompkins AAMS • Seattle, WA • 206.782.5670 • info@tompkinsfinancial.com
Richard Torgerson • Randallstown, MD • 410.655.9588 • rtorgerson@fwg.com
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W
Dwayne Warrick CFP • Prescott, AZ • 928.445.1673 • warrick@cableone.net
Jeffrey Weber • Dalton, OH • 330.828.4000 • 800.370.5890 • jweber@sssnet.com
Greg Wendt CFP • Los Angeles, CA • 310.543.4559 • 800.640.2823 x122 • gwendt@enrightpremier.com
Barry Wind • Bethesda, MD • 301.646.0609 • bwind@fwg.com
Catherine Woodman • Berkeley, CA • 510.528.5823 • cwoodman@protectedinvestors.com
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