Advisor Directory

Certified Business Exit Consultant® Designation Holders

FirstNameLastNameCompanyCityStateEmailPhone1
FirstNameLastNameCompanyCityStateEmailPhone1
RobertScarlataWhitehorse Partners LLCNashvilleTNBScarlata@whitehorse-partners.com(615) 383-5222
ScottHamiltonInKNowVisionOak BrookILscott@ikvllc.com(630) 939-0140
NathanBennettSummit Financial GroupSan RamonCAnathan@summitadvisors.com(925) 866-7800
LeonardMillerLeonard J. Miller & Associates, CharteredBaltimoreMDlenmiller@lenmiller.com(410) 539-4600
JohnLeonettiPinnacle Equity SolutionsCantonMAjohn@pinnacleequitysolutions.com(781) 821-2608
JimBookerChampion Business AdvisorsCharlotteNCjbooker@carolina.rr.com(704) 301-2026
JesseGiordanoMorgan StanleyGreat NeckNYjesse.giordano@ms.com(516) 773-7212
ChristopherMusicEconologics Financial AdvisorsLargoFLchristopher@econologics.com(727) 588-1540
DavidOdomB2B CFOBothellWA (425) 765-5734
FrankO'SheaBerry DunnPortlandMEfoshea@berrydunn.com(207) 541-2342
JohnEikenbergLeonard J. Miller & Associates, CharteredBaltimoreMDjohneikenberg@lenmiller.com(410) 539-4600
MarkHolmesCharted Course AdvisorsElmhurstILmark.holmes@chartedcourseadvisors.com(630) 564-1786
KyleHafstadInKnowVision, LLCOakbrookILkyle@ikvllc.com(630) 596-5090
MindyJonesMindy N. Jones CPA, CVA, CBEC    
GregMaddoxInKnowVisionOak BrookILgreg@ikvllc.com(312) 612-9330
JohnMcCaughanLincoln FinancialCherry HillNJjack.mccaughan@lfg.com(856) 488-2820
PaulMeyerSagemark ConsultingMenashaWIpaul.meyer@lfg.com(920) 739-6131
BobBiggerstaffStrategic Advisors, Inc.GreensboroNCbbiggerstaff@strategicadvisorsnc.com(336) 255-7072
Marvin OEllis, Sr.Wasatch WealthBountifulUTmarv.ellis.sr@raymondjames.com(801) 295-7373
GeorgeBachmannThe Bachmann Advisory GroupGreensboroNCgbachmann@bachmannadv.com(336) 202-1175
FrankSpezzanoIrus CorporationPhiladelphiaPAfspezzano@irus.com(215) 423-7400
SteveVeseyBusiness Legacy Strategies, Inc.DanversMAsteve@steveveseycpa.com(978) 774-3000
DanWilliamsWellfleet Wealth Advisors LLCNeedhamMAdan@wellfleetwealth.com(781) 799-4121
JaneJohnsonBusiness Transition AcademySouth HamiltonMAjane@businesstransitionacademy.com(978) 468-3498
FrancisOstrom IIIDavie Kaplan Wealth Care Advisors, LLCRochesterNYfostrom@daviekaplan.com(585) 341-4102
JayGilsonSummit Financial Group LLCSan RamonCAJay@summitadvisors.com(510) 893-6908
JacquesSantucciOpus Consulting GroupPortlandMEjacques@opuscg.com(207) 712-7899
KenBurkeHigh Falls AdvisorsRochesterNYkburke@highfallsadvisors.com(585) 935-5300
AnnaHalaburdaTriumph Business Services LLCDenverCOahalaburda@mytriumph.biz(303) 325-5052
EmileKouryHancock BankGilfportMSemile.koury@hancockbank.com(228) 563-5761
LeeDahmerCharted Course AdvisorsChicagoILlee.dahmer@chartedcourseadvisors.com(312) 474-6085
MichaelMechlerWhitney BankNew OrleansLAmichael.mechler@whitneybank.com(504) 586-7194
KathrynTaylorLPL FinancialSan DiegoCAkem300@gmail.com(619) 990-3998
DougFalkinburgHancock bankMobileALdoug.falkinburg@hancockbank.com(251) 665-1617
DanielBarillBarill & CompanySarniaONdan@barillandcompany.com(519) 336-0999
StevenSchertz Tinton FallsNJsschertz@cfoideas.net(732) 272-3124
StuartWelshEGT AdvisorsEllicott CityMDswelsh@egtadvisors.com(866) 538-7594
LeoKellyVerdence Capital AdvisorsHunt ValleyMDLKELLY@VERDENCE.COM(410) 472-5380
MarcScudilloEAWMCBIselinNJmscudillo@eawmcb.com(908) 429-0025
MatthewMooreHighTower / Kelly Wealth ManagementHunt ValleyMDMMOORE@VERDENCE.COM(410) 472-5391
SethWebberBerryDunnPortlandMEswebber@berrydunn.com(207) 541-2297
DerekFerrieraSagemark ConsultingCampbellCAderek.ferriera@lfg.com(408) 930-9300
DonLedouxSummit Financial Group LLCSan RamonCAdon@summitadvisors.com(925) 866-7800
AaronPeabodySummit Financial GroupSan RamonCAaaron@summitadvisors.com(925) 866-7800
CodySmithSummit Financial GroupSan RamonCAcody@summitadvisors.com(925) 866-7800
VincentMastrovitoLuminous Wealth Management LLCHolandOHvmastrovito@luminouswealthmanagement.com(248) 636-1114
RoyJohnsonTouchstone AdvisorsSouth LymeCTrjohnson@touchstoneadvisors.com(860) 253-9087
KathleenMauroRichardson Mauro & JohnsonSpring HillFLkathrich@tampabay.rr.com(352) 263-4753
StephenFerraroFerraro, Amodio & Zarecki, CPAsSaratoga SpringsNYsferraro@fazcpas.com(518) 288-2136
RichardAustinLincoln Financial AdvisorsRye BrookNYrichard.austin@lfg.com(914) 714-3411
ZuzanaBrochuPeople's United BankBurlingtonVTzuzana.brochu@peoples.com(802) 660-1369
MichaelJohnsonThe Resource Group of RochesterRochesterNYmichael.johnson1@lfg.com(585) 350-7206
RyanHaagSagemark ConsultingEdinaMNRyan.Haag@LFG.com(952) 352-9245
NickMeyersWealthPilot FinancialCherry hillNJnick.meyers@lfg.com(856) 488-2806
MatthewRoberson Los gatoscamatthew.roberson@lfg.com(408) 879-4221
MarkSherinWCP Private Wealth AdvisorsWestlake VillageCAmark.sherin@lfg.com(805) 304-6046
ChristopherMcClure San RamonCAChris.McClure@lfg.com(925) 659-0213
MelBannonLincolnWestlake VillageCAMel.bannon@lfg.com(818) 540-6950
ScottDolvenLincoln FinancialWaukeshaWIScott.Dolven@LFG.com(414) 254-8548
JohnMarshallThe Resource GroupGlendaleCAJohn.Marshall@LFG.com(818) 445-4028
CraigMcIlroyThe Financial GroupDenverCOcraig.mcilroy@LFG.com(303) 793-9370
MarkBronfmanSagemark ConsultingViennaVAmark.bronfman@LFG.com(301) 526-3483
CraigBartlettWealth by DesignParamusNJCraig.Bartlett@LFG.com(201) 556-4507
JeffreyDeWald DuxburyMAjeff.dewald@lfg.com(617) 827-2009
MarkShernoLincoln Financial AdvisorsViennaVAmark.sherno@lfg.com(410) 489-9241
RalphLinarelliFamilyWealth Management Group LLCKoppelPARalph.Linarelli@lfg.com(724) 846-8338
GaryShepherdLFA/Muhlendorf Shepherd FinancialVirginia beachVAgary.shepherd@lfg.com(757) 340-1937
RobertWolfeIntegritas Transition Consultants, LLCPompano BeachFLRobert.wolfe@integritastc.com(754) 800-2810
GaryKatzSagemark ConsultingParamusNJgary.katz@lfg.com(201) 556-4540
Marvin TEllis, Jr.Wasatch WealthBountifulUTmarv.ellis.jr@raymondjames.com(801) 295-7373
LouisMooreLincolnCincinnatiOHlou.moore@lfg.com(513) 745-7002
HenryMautnerLincoln FinancialCincinatiOHhank.mautner@lfg.com(513) 518-5710
CharlesWilsonCharles Wilson LLCFriendswoodTXcharlie@wilsonaccounting.net(713) 545-9969
MichaelFromsonCompass Business SolutionsSouth GlastonburyCTMfromson@exitplanningct.com(860) 883-8778
TomSnowSagemark ConsultingBostonMAthomas.snow@lfg.com(617) 728-7443
KelbyEdwardsSagemark ConsultingRidgefieldCTKelby.edwards@lfg.com(914) 305-9037
JamesCowanBusiness Owner Exit StrategiesMidlothianVAjay@boesva.com(804) 612-7543
TimHelferSagemark ConsultingOverland ParkKSTim.helfer@lfg.com(913) 323-3208
ReginaBeattyMosaic Wealth ConsultingGreensburgPAregina.beatty@lfg.com(724) 834-8100
DavidHouseHanover BankTampaFLdavid.house@hancockbank.com 
KyleZennerBNY Mellon Wealth Management    
MichaelMcCoyWhitney BankBaton RougeLAmike.mccoy@whitneybank.com 
BrentSheppardWhitney BankNew OrleansLAbrent.sheppard@hancockwhitney.com 
DiannaParkerLincoln Financial AdvisorsDallasTXdianna.parker@lfg.com(972) 361-3928
AaronHuntoonLincoln Financial AdvisorsDenverCOaaron.huntoon@lfg.com(303) 793-9307
WilliamCoyneBoston Legacy Planning LLCNeedhamMAwcoyne@bostonlegacylaw.com(617) 624-3350
IMemberTestTestCoBostonMAj2leclair@gmail.com 
PerryMoore     
DougRichmondSagemark ConsultingRaleighNCdoug.richmond@lfg.com(919) 334-7608
BruceGrieshaber East SyracuseNY (315) 671-1828
MarthaSlaightCommonwealth Financial GroupWestportMAmslaight@financialguide.com 
DanPrisciottaEquity Strategies GroupParamusNJDan.Prisciotta@lfg.com(201) 556-4502
JosephBazzanoPrivate Equity Transitions, LLCHartfordCTjbazzano@petransitions.com(860) 756-0929
JohnWobbletonWobbleton & AssociatesVirginia BeachVAjrwobbleton@strategicadvisorsnc.com(757) 498-1911
EmrichStellarStellar AdvisorBethlehemPAemrich.stellar@lfg.com(610) 997-0290
WarlandGriffith IIIStrategic Value Advisors, Inc.MiamiFLwarland@strategicvalueadvisors.com(305) 238-8511
TiffanyO'ConnellO'Connell Law LLCNatickMAtiffany@OConnellLawGroup.com(508) 202-1818
LeeKornMorgan StanleyGreat neckNYlee.korn@ms.com(917) 940-1974
DennisNivenB2B CFO®ScottsdaleAZ (480) 766-3198
MarkJohnsonB2B CFO®PeoriaAZ (623) 376-6061
DanielRichDaniel F. Rich & AssociatesDanversMassachusettsdan@danrich.biz 
DavidFosterJohn T Chipman & Company LLPNorwoodMAdavid.foster@jtcco.com(781) 762-6272

Certified Business Exit Consultant® Candidates

FirstNameLastNameCompanyCityStateEmailPhone1
FirstNameLastNameCompanyCityStateEmailPhone1
TestTestTestTestMAtest@pinnacleequitysolutions.comTest
DanielRossiFEIC Financial, Inc.YoungstownOHdanr@feicfinancial.com(330) 746-0203
MarkGarrisonNorthwestern MutualPlymouthMAmark.garrison@nm.com(617) 549-8985
GrantGierNorthwestern MutualNorth BarringtonILgrant.gier@nm.com(224) 644-2050
ToddAckermannStewardship advisory groupByron CenterMItodd@stewardshipadvisory.com(616) 773-2924
JamesRussoAJGColliervilleTNjim_russo@ajg.com(410) 491-7786
EUGENEFORSYTHENORTHWESTERN MUTUALHOUSTONTXeugene.forsythe@nm.com(713) 972-8030
JessicaLeClairPinnacle Equity SolutionsCantonMAjessica@pinnacleequitysolutions.com(781) 821-2608
KevinBestBest Times Financial PlanningRochesterNEW YORKkbest@besttimesfinancial.com(585) 350-7203
KevinBestBest Times Financial PlanningRochesterNEW YORKkbest@besttimesfinancial.com(585) 350-7203
DavidHuntCapital Developers LLCGreenvilleNCdave.hunt@raymondjames.com(252) 341-0755
DavidHuntCapital Developers LLCGreenvilleNCdave.hunt@raymondjames.com(252) 341-0755
MollyGrubbGrubb Wealth ManagementBlacklickOHmolly@grubbwealth.com(740) 507-4244
MollyGrubbGrubb Wealth ManagementBlacklickOHmolly@grubbwealth.com(740) 507-4244
KevinEllmanWealth Preservation Solutions, LLCParamusNJkellman@wpsllc.net(201) 632-2022
KevinEllmanWealth Preservation Solutions, LLCParamusNJkellman@wpsllc.net(201) 632-2022
Robert WBoltNorthwestern MutualSkokieILrobert.bolt@nm.com(847) 663-7173
JamesFitzgeraldNorthwestern MutualRichmondVAjim.fitzgerald@nm.com(804) 762-7032
BobSkaggsNorthwestern MutualTulsaOKbob.skaggs@nm.com(918) 497-1167
PaulMiller RamseyNJpmiller@wpsllc.net(201) 632-2036
PaulMiller RamseyNJpmiller@wpsllc.net(201) 632-2036
JeffPhotiadesNorthwestern MutualManchesterNHjeff.photiades@nm.com(603) 582-2922
GeoffreyPassehlPassehl Financial ServicesPhiladelphiaPAgeoffrey.passehl@nm.com(215) 981-1314
KeithMoellerNorthwestern MutualMinneapolisMNkeith.moeller@nm.com(612) 758-7797
CharlesSheffieldC. Johnson Sheffield CPA, PCWarsawNCcjs@cjohnsonsheffieldcpapc.com(910) 293-3168
CharlesSheffieldC. Johnson Sheffield CPA, PCWarsawNCcjs@cjohnsonsheffieldcpapc.com(910) 293-3168
IMemberTestTestCoBostonMAj2leclair@gmail.com 
JessicaLeClairPinnacleCantonMAj2leclair@gmail.com(781) 985-0203
TaylorRanker IIQuestmont Strategic Wealth AdvisorsCamp HillPAtranker@questmont.com(717) 657-8878
TaylorRanker IIQuestmont Strategic Wealth AdvisorsCamp HillPAtranker@questmont.com(717) 657-8878
ScottSernettSernett Wealth ManagementCedar FallsIAscott.sernett@nm.com(319) 235-3356
GregoryTelgeNorthwestern MutualManchesterNHgregory.telge@nm.com(603) 668-8862
GregoryTelgeNorthwestern MutualManchesterNHgregory.telge@nm.com(603) 668-8862
BrianDwinell ManchesterNHbrian.dwinell@nm.com(603) 668-8862
BrianDwinell ManchesterNHbrian.dwinell@nm.com(603) 668-8862