Kirk Chisholm (Wealth Management)
Company Name
Innovative Advisory Group
Business Focus: 401K Plan Advisor, Financial Advisor, Investment Planning, Portfolio Management, Strategic Consulting, Wealth Management, Wealth Preservation,
City, State: Lexington MA, Massachusetts
Practice Name Innovative Advisory Group Legal Focus Asset Protection, Wealth Management, Strategic Consulting, 401K Plan Advisor, Investment Planning, Portfolio Management, Financial Advisor, Wealth Preservation Lexington, MA Attorney’s Bio Kirk Chisholm is a Wealth Manager and Principal at Innovative Advisory Group, an independent Registered Investment Advisor located in Lexington, MA. He has been providing wealth management…
Greg Wambolt (Advisor)
Company Name
Wambolt & Associates
Business Focus: Asset Protection, Estate Planning, Financial Advisor, Financial Consulting and Investment, Income Tax Planning for Business,
City, State: Littleton CO, Colorado
Greg Wambolt is the founder of Wambolt & Associates. He has been working as a Senior Wealth Advisor for 30 years with a vision and passion for creating a firm centered around a team approach. He believes that everyone deserves access to advisors who listen to the needs of their clients, take their financial goals seriously, and deliver actionable solutions.
Ryan Oestreich (Financial Advisor)
Company Name
MassMutual Eastern Pennsylvania
Business Focus: Financial Advisor, Small Business Planning, Special Needs,
City, State: Center Valley PA, Pennsylvania
Ryan Oestreich joined MassMutual Eastern Pennsylvania in 2008. His hard work and expertise was quickly recognized by his clients, co-workers and national industry groups. As a member of the Management Team at MassMutual Eastern Pennsylvania, he helps to mentor fellow advisors, develop strategic relationships, and add to his growing team.
Derek A. Miser (Advisor)
Company Name
Miser Wealth Partners, LLC.
Business Focus: Asset Protection, Financial Advisor, Financial Consulting and Investment,
City, State: Knoxville TN, Tennessee
Having spent nearly twenty years in the financial industry, I spend much of my time educating legal and tax professionals on how to properly structure investment instruments to optimize non-reportable income for their clients.
Ryan O’Donnell (Advisor)
Company Name
The O'Donnell Group
Business Focus: Financial Advisor,
City, State: Chico CA, California
Ryan O’Donnell is a Wealth Manager and Co Founder of The O’Donnell Group, a Registered Investment Advisor. He is the author of 3 books, The Obvious Solution, Thinking Slow When Life’s Changing Fast and Avoid the Noise.
Robert Gravette (Advisor)
Company Name
Criterion Wealth Management
Business Focus: Financial Advisor,
City, State: Santa Clarita CA, California
Robert Gravette is President, CEO at Criterion Wealth Management (CWM) based in Santa Clarita California. CWM focuses on providing wealth management solutions for business owners, established individuals and families and non-profit organizations.
Edward Dower (Advisor)
Company Name
American Eagle Wealth Advisors
Business Focus: Financial Advisor,
City, State: Gold River CA, California
Edward Dower brings to his clients more than 40 years of experience helping people with life’s biggest issues. Since 1985 he has worked as an independent financial advisor. He provides objective, unbiased advice in his client’s best interest.
Michael A. Lewin (Investment Advisor Representative)
Company Name
Lewin & Associates, Inc.
Business Focus: Estate Planning, Financial Advisor, Financial Consulting and Investment, Legacy Building,
City, State: Clearwater FL, Florida
Lewin & Associates, Inc. was established in 1996 by President and founder Michael A. Lewin. Michael has worked in the financial services industry for over 25 years. Lewin & Associates, Inc. specializes in financial planning and mortgages.