Broker Check

North Carolina

Brad McClellan

WealthPlan Partners - Wealth Advisor

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Brent McCune

Sr. Wealth Advisor - WealthPlan Partners

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Charles E. Prather IV, CFP®, CFA®

Wealth Advisor|Founding Partner - WealthPlan Partners

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Dan Feltz CFP®,CFS

Principal, Wealth Advisor - Feltz WealthPlan

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David Goldstein

Registered Principal

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Garth Terlizzi, CRPC, CRPS

Wealth Advisor - WealthPlan Partners

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Jamie O'Brien

Wealth Advisor - Feltz WealthPlan

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Jason Pott

Financial Advisor - WealthPlan Partners

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Jeremy Armagost, CFP®, RICP®, WMCP®

Certified Financial Planner - WealthPlan Partners

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Jim Jourdonnais

WealthPLAN Partners, Pleasant Hill, CA

Kim Stoll

Financial Advisor - Independent Investment Services

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Michael Presti

Senior Wealth Advisor - WealthPlan Partners

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Mike Moravec

CPA & Advisor - Moravec Financial

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Paul Pittman

Certified Financial Planner - The Preferred Client Group

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Randy Coble

Senior Wealth Advisor - WealthPlan Partners

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Rich Holle

Founding Partner - WealthPlan Partners

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Robert W. Taylor, CFP®

WealthPlan Partners - Managing Partner

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Robert C. Keating

Senior Wealth Advisor - WealthPlan Partners

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Ryan Feltz

Wealth Advisor - Feltz WealthPlan

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Steve Druckman

Financial Advisor -WealthPlan Partners

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Tad Singer

Sr. Wealth Advisor - Feltz WealthPlan

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Thomas M. Hamilton, AAMS

Private Wealth Manager - Hamilton Wealth Management

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