Blogs

Celebrating Member Anniversaries

We’re excited to celebrate NAPFA-Registered Financial Advisors and Retired members reaching important NAPFA milestones! Anniversary dates shown here reflect continuous membership tenure—the current uninterrupted period of membership with NAPFA. We recognize and appreciate all of the years our members have been part of the NAPFA community!

If you would like to send well wishes to these members, please use the Member Directory to find their contact information and congratulate them!

Laurence Kuhl	Kuhl Financial Services	NAPFA-Registered Financial Advisor	Midwest	10/22/1997
Blaine Dunn	Dunn Financial Advisors, LLC	NAPFA-Registered Financial Advisor	Northeast/Mid-Atlantic	10/4/1999
Kent Wilson	Wilson Financial Advisors, Inc.	NAPFA-Registered Financial Advisor	West	10/11/1999
Elizabeth Barrett	Sterling Wealth Advisors®	NAPFA-Registered Financial Advisor	South	10/6/2000
Mark Stempel	Encore Wealth Advisors, LLC	NAPFA-Registered Financial Advisor	West	10/6/2000
Don VanLandingham	Guardian Wealth Management Inc.	NAPFA-Registered Financial Advisor	South	10/11/2001
Brian Wruk	Transition Financial Advisors Group, Inc.	NAPFA-Registered Financial Advisor	West	10/11/2001
Ruth Evans		Retired Member	South	10/4/1999
Donna Skeels Cygan		Retired Member	West	10/18/1999

Jonie Parks	Modera Wealth Management, LLC	NAPFA-Registered Financial Advisor	South	10/5/2006
Robert Machado	Compass Rose Financial Planning & Investment Management	NAPFA-Registered Financial Advisor	West	10/18/2006
Robert Oliver	Oliver Financial Planning, LLC	NAPFA-Registered Financial Advisor	Midwest	10/30/2006

Deborah Meyer	WorthyNest	NAPFA-Registered Financial Advisor	South	10/3/2016
Sara Stanich	Cultivating Wealth	NAPFA-Registered Financial Advisor	Northeast/Mid-Atlantic	10/6/2016
James Sweeney	SwitchPoint Financial Planning LLC	NAPFA-Registered Financial Advisor	West	10/6/2016
Richard Salmen	Family Investment Center	NAPFA-Registered Financial Advisor	Midwest	10/7/2016
John Frisch	Savant Wealth Management	NAPFA-Registered Financial Advisor	Northeast/Mid-Atlantic	10/11/2016
Wan McCormick	Reliable Alliance Financial	NAPFA-Registered Financial Advisor	Northeast/Mid-Atlantic	10/20/2016
Grant Bledsoe	Three Oaks Wealth	NAPFA-Registered Financial Advisor	West	10/24/2016
Charles Malsbury	ThinkPlanSave, LLC	NAPFA-Registered Financial Advisor	West	10/24/2016
Michael Schupak	Astra Wealth Partners, LLC	NAPFA-Registered Financial Advisor	Northeast/Mid-Atlantic	10/24/2016

Michal Zyla	Savant Wealth Management	NAPFA-Registered Financial Advisor	West	10/1/2021
Joseph Goldy	Highland Financial Advisors, LLC	NAPFA-Registered Financial Advisor	Northeast/Mid-Atlantic	10/1/2021
Elliott Appel	Kindness Financial Planning	NAPFA-Registered Financial Advisor	Midwest	10/1/2021
Jay Zigmont	Childfree Wealth	NAPFA-Registered Financial Advisor	South	10/5/2021
Daniel Tew	Jackson Thornton Asset Management	NAPFA-Registered Financial Advisor	South	10/7/2021
Steven Gilbert	Gilbert Wealth	NAPFA-Registered Financial Advisor	Midwest	10/12/2021
Kathleen Tranovich	Elser Financial Planning	NAPFA-Registered Financial Advisor	Midwest	10/12/2021
Andrew Katz-Moses	Katz-Moses Financial, LLC	NAPFA-Registered Financial Advisor	Northeast/Mid-Atlantic	10/19/2021
Kevin Estes	Scaled Finance, LLC	NAPFA-Registered Financial Advisor	West	10/19/2021
Omar Almaraz	Pathview Wealth Advisors	NAPFA-Registered Financial Advisor	West	10/20/2021
Ashley Stroud	Pathview Wealth Advisors	NAPFA-Registered Financial Advisor	West	10/20/2021
Guy Bassini	Treasure Coast Financial Planning	NAPFA-Registered Financial Advisor	South	10/20/2021
Thomas Belding	CGN Advisors, LLC	NAPFA-Registered Financial Advisor	Northeast/Mid-Atlantic	10/20/2021
Jay Lee	Ballaster Financial	NAPFA-Registered Financial Advisor	Northeast/Mid-Atlantic	10/26/2021