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Success Stories & Rankings

Bronco Vuskovich

Bronco Vuskovich

Financial Analyst

Ian Gordon

Ian Gordon

Managing Partner, Northwestern Mutual

Mary Ghorbani

Mary Ghorbani

Professional Banker, JP Morgan Private Bank

Sid Misra, CFP

Sid Misra, CFP

Financial Advisor, Beacon Financial Group

Taynia Vakapuna, CFP

Taynia Vakapuna, CFP

Senior Planning Analyst, Austin Private Wealth

Aaron De La Cruz

Aaron De La Cruz

Investment Advisor Representative, Valic Financial Advisors

Adam Deutch

Adam Deutch

Financial Representative, Northwestern Mutual

Allyson Flournoy, CFP

Allyson Flournoy, CFP

LPL Financial Advisor, Flournoy Wealth Management

Amanda Abdi

Amanda Abdi

Strategic Partner Manager (YouTube), Google APAC

Andrea Rice

Andrea Rice

Financial Solutions Advisor, Merrill Lynch

Andrew Keys

Andrew Keys

Managing Partner, DARMA Capital

Anisa Henry

Anisa Henry

Financial Representative, Northwestern Mutual

Austin Bock, CFP, APMA

Austin Bock, CFP, APMA

Financial Advisor, Royal Private Wealth

Brennan Kurtela, CFP

Brennan Kurtela, CFP

Financial Advisor, Stanford Federal Investment Services

Brett Bennett

Brett Bennett

Financial Advisor, Wells Fargo Advisors

CJ Keckler

CJ Keckler

Financial Representative, Northwestern Mutual

Carla Haubenschild

Carla Haubenschild

Financial Advisor, Northwestern Mutual

Caroline Fogarty, CFP

Caroline Fogarty, CFP

Independent Branch Associate Financial Consultant, Charles Schwab

Chelsey Koster, GBA, RPA, CEBS

Chelsey Koster, GBA, RPA, CEBS

Employee Benefits Specialist, ABG

Chris Altieri

Chris Altieri

Corporate VP, Compliance Officer, MacKay Shields LLC

Chris Ceciliane

Chris Ceciliane

High-Net Worth Associate, Fidelity Investments

Chris Skutnick, CFP

Chris Skutnick, CFP

VP of Flagship Wealth Planning, Ameriprise Financial Services

Christine Lesinski

Christine Lesinski

Wealth Management Client Associate, Merrill Lynch

Christopher J. Murdock

Christopher J. Murdock

Financial Representative, Northwestern Mutual

Chuck Riesterer, CFP

Chuck Riesterer, CFP

Partner, Promus Financial Group

Cindy Pitonzo, CFP

Cindy Pitonzo, CFP

Associate Wealth Advisor, Advisors Capital Management

David Fuchs, CFP

David Fuchs, CFP

Associate Wealth Advisor, ACM Wealth

David Smallwood

David Smallwood

Managing Partner at True Wealth Partners, Northwestern Mutual

Dominick Ammirato, CFP

Dominick Ammirato, CFP

Financial Planner, Long Financial Group

Dundee Gouin

Dundee Gouin

Managing Director & Chief Leadership Officer, Northwestern Mutual

Dustin Gorenc, CFP

Dustin Gorenc, CFP

Managing Director & Chief Development Officer, Northwestern Mutual

Dylan Palluzzi

Dylan Palluzzi

Financial Advisor, Northwestern Mutual

Emilie Kladis

Emilie Kladis

Vice President-Wealth Management, Fifth Third Bank

Eric Arbogast

Eric Arbogast

Financial Advisor, Northwestern Mutual

Gabriel Montesino

Gabriel Montesino

Financial Advisor, Northwestern Mutual

George Sekas

George Sekas

Investment Consultant, BNY Mellon

Heather Stonebarger

Heather Stonebarger

Associate Financial Representative, Northwestern Mutual

Irene Barish

Irene Barish

Growth & Development, Northwestern Mutual

Izzy Tello

Izzy Tello

Financial Advisor, Northwestern Mutual

Jake Castillo, CFP

Jake Castillo, CFP

Associate Wealth Advisor, Halbert Hargrove

Jesse Bouchard

Jesse Bouchard

Managing Director, Northwestern Mutual

John Nuckolls, CFP

John Nuckolls, CFP

Senior Financial Advisor & Assistant Vice President, Wells Fargo

Josh Puccini, CFP

Josh Puccini, CFP

Associate Private Wealth Advisor, Canale Financial Group

Kevin Chadwick

Kevin Chadwick

Managing Director, Northwestern Mutual

Kevin Pilz

Kevin Pilz

Financial Representative, Northwestern Mutual

Kevin Shaw

Kevin Shaw

Annuity Sales, Lincoln Financial Group

La Tanya Harris

La Tanya Harris

Lead Retirement Counselor, City of Los Angeles

Laithan Sublette

Laithan Sublette

Financial Advisor, Northwestern Mutual

Luke Washington, CFP

Luke Washington, CFP

Financial Advisor, Northwestern Mutual

Mackenzy Meschke

Mackenzy Meschke

Financial Advisor, Northwestern Mutual

Manik Nindra, CFP

Manik Nindra, CFP

Associate Planner, Reynolds & Reynolds Financial Partners

Marlin Adams

Marlin Adams

Financial Advisor, Northwestern Mutual

Mary Ann Heine

Mary Ann Heine

Private Banker

Maurice Wright

Maurice Wright

Financial Advisor, Edward Jones

Melanie Hertzberg, CLF

Melanie Hertzberg, CLF

Financial Advisor, Northwestern Mutual

Michael Legge, CFP

Michael Legge, CFP

Senior Investment Associate, Northern Trust

Michaela Smith LaBrie, CFP

Michaela Smith LaBrie, CFP

Portfolio Manager, Bank of America Private Bank

Michelle Beckmann

Michelle Beckmann

Financial Planner, Northwestern Mutual

Nick Efthemis, CFP

Nick Efthemis, CFP

Certified Financial Planner, Emergent Wealth Advisors

Nick Esposito

Nick Esposito

Private Client Advisor, J.P. Morgan Wealth Management

Nik Schrobenhauser

Nik Schrobenhauser

Managing Partner, Ai8 Ventures

Niko Puritz, MBA, CFP

Niko Puritz, MBA, CFP

Planning Consultant, Fidelity Investments

Nisiar Smith

Nisiar Smith

Vice President Business Banking Relationship Manager, PNC Bank

Phillip Garrett, CFP

Phillip Garrett, CFP

Certified Financial Planner, Carmichael Hill & Associates

Randi Eisenshtat

Randi Eisenshtat

Financial Advisor, Northwestern Mutual

Rob Lamperti, CFP

Rob Lamperti, CFP

Partner, CKW Wealth Management

Ryan Rosegarten, CFP

Ryan Rosegarten, CFP

Senior Wealth Strategy Associate, UBS

Ryann Dougherty

Ryann Dougherty

Wealth Management Client Associate, Merrill Lynch

Sam Schmenk, CFP

Sam Schmenk, CFP

Paraplanner, GGM Financial, LLC

Scott Meyersburg

Scott Meyersburg

PACE Program Manager, UBS

Sonny James Neville, CFP

Sonny James Neville, CFP

Financial Solutions Advisor, Merrill Lynch

Suzi Garcia

Suzi Garcia

Financial Representative, Northwestern Mutual

Tim Church

Tim Church

Financial Advisor, Northwestern Mutual

Trey Wesenberg

Trey Wesenberg

Financial Advisor, Northwestern Mutual

Tripp Kelly

Tripp Kelly

Financial Advisor, Northwestern Mutual

Tully Ross

Tully Ross

Research Analyst, Atrato Consulting, F.L.Putnam

Victoria Avalos

Victoria Avalos

Premier Client Relationship Consultant, U.S. Bank

Vincent Andrea

Vincent Andrea

Financial Representative, Northwestern Mutual

Wyatt Schmidt

Wyatt Schmidt

Associate, Lending Specialist, J.P. Morgan Private Bank

Zach Fischer, CFP

Zach Fischer, CFP

Assistant Vice President- Financial Solutions Advisor, Bank of America Merrill Lynch

Zaire Quinn Askew

Zaire Quinn Askew

Financial Advisor, Northwestern Mutual

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