Firm Morgan StanleyCity Oakland Calif  Age 51Number of years as an advisor 28AUM 600 million team
Firm Guidingpoint Financial Group Ameriprise Financial ServicesCity  Cordova Tenn  Age 41Number of years as an advisor 10 AUM 130 million team
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Firm Caughell Rodgers Investments LPL FinancialCity Bartlesville OklaAge 57Number of years as an advisor 27AUM 74 million
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Firm Walny Legal Group LLCCity MilwaukeeAge 38
Firm Wakefield Asset ManagementCity Englewood ColoAge 41
Firm Pacifica Wealth Advisors Inc City Mission Viejo CalifAge 42
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