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Held out to the public as a member of the elite SMI Advisor community, based on the successful completion of Core Training and Coaching with Susan Bradley, Founder of SMI. Distinguished as the seasoned SMI Advisor committeed to deepening skills and having met the requirements of the curriculum and peer review approval. The next intended level of development is the SMI Masters Track open to advisors completing Core and Advanced Training. This group maintains a high standard of client care delivered with a level of professional competencies unique in the financial services industry and the financial planning profession.

SMI Advisors By Name

• Anne Bedinger (561) 981-3661
  – Raymond James & Associates, Inc., Boca Raton
• Robert Bolen, CFP® (615) 242-3808
  – Envision Wealth Planning, Brentwood
• Susan Bradley, CFP®, Founder (561) 776-6209
  – Sudden Money Institute, Palm Beach Gardens
• Peter Budge 03 9510 5400
  – Security National Financial Services Pty Ltd,
• Christine Carleton, CFP 513-771-7222
  – The Asset Advisory Group, Cincinnati
• Tom Chancellor, CFP® (817) 744-8450
  – Teak Tree Capital Management, Ft. Worth
• Michelle Christison (888) 446-9551 x 101
  – Bloom Financial Solutions, LLC, Davis
• Jan Conner, CFP® (703) 293-3722
  – BB&T Wealth Management, Fairfax
• Jamie Cooke, CLU, ChFC, CDFA 775-825-3001
  – MC2 Wealth Solutions, LLC, Reno
• Kathleen Day, CFP® CFA (305) 274-1600
  – The Enrichment Group, Miami
• Peggy Frye, CFP® 540-229-1957
  – Glenayr Wealth Advisors, Madison
• Peggy Frye, CFP® (540) 229-1957
  – Glenayr Wealth Advisors LLC, Brightwood
• John Fulton, CIMA (561) 659 9500
  – UBS, Palm Beach
• Joan Gagnon, CFP® (508) 339-8339
  – Gagnon Wealth Management, LLC, Mansfield
• Kristina George, CPA, CFP® (603)458-2776
  – Northstar Financial Planning, Inc., Windham
• Chris Godfrey (574) 237-9000
  – Godfrey Law Offices, South Bend
• Bob Greenberg, CFP® 949-428-9696
  – R.S. Crum Inc., Newport Beach
• Judy Haselton, CFP® 212-677-6100
  – Harmony Financial Advisors, New York
• Brian Henderson, CFP® (800) 221-3922
  – Raymond James & Associates, Atlanta
• Morris Henderson, CFP® (770) 952-1345
  – The Keystone Financial Alliance of RJA, Atlanta
• Martin Hopkins (410)757-7981
  – Hopkins Financial Management LLC, Annapolis
• Dan L. Hypes, CFP® (937) 438-8000
  – LifePlan Financial Group, Inc., Dayton
• Jan Johnson, CFP® (860) 647-7795
  – Financial Planner, Manchester
• Beth Jones, RLP®, AIF® (202) 667-2266
  – Third Eye Associates, Ltd., Washington
• Beth Jones, RLP®, AIF® (212) 787-4292
  – Third Eye Associates, Ltd., New York
• Beth Jones, RLP®, AIF® (845)752-2216
  – Third Eye Associates, Ltd., Red Hook
• Traci Kaas, CSSC (714) 335-4977
  – Kaas Settlement Consulting, Irvine
• Rick Kagawa, CFP® (714) 903-2400
  – Capital Resources and Insurance, Inc., Huntington Beach
• Michael Karwic, CFP® 610-717-0585
  – Iron Valley Wealth Management, Chester Springs
• Eric Kies, CFP® (309) 797-4030
  – The Planning Center, Moline
• Lisa Kirchenbauer, CFP®, RLP® (703) 387-0919
  – Omega Wealth Management, Arlington
• Joy D. Kirsch, CFP® (800) 242-9480
  – Kirsch & Associates, Dallas
• Naomi Kowalik, JD, CLU®, ChFC®, CLTC, CFP®, CMFC (320) 257-8888
  – Kowalik & Associates LLC, Sauk Rapids
• Bert Livingston (904) 296-3300 x 5021
  – National Financial Services Group, Jacksonville
• Edward Lubell (561) 659-9612
  – UBS, Palm Beach
• Anja Luesink, MBA CFP® RLP® 212-405-1609
  – Luesink Financial Planning LLC, New York
• Marty Martin (312) 664-4090
  – Aequus Wealth Management Resources, Chicago
• Julie Martinez, CFP® (605) 342-8840
  – Purple Wealth, LLC, Rapid City
• Michelle Maton, CFP® (312) 664-4090
  – Aequus Wealth Management Resources, Chicago
• Cicily Maton, CFP® (312) 664-4090
  – Aequus Wealth Management Resources, Chicago
• Josh Patrick (802) 846-1264
  – Stage 2 Planning Partners, South Burlington
• Tyrone Phillippi, CFP® (937) 438-8000
  – LifePlan Financial Group, Inc., Dayton
• William Pitney, CFP® (650) 684-1199
  – Focus You, Foster City
• Norm Politziner, CFP® (732) 296-9355
  – NJP Associates, Highland Park
• Richard L. Randall (800) 638-8681
  – National Network of Estate Planning Attorneys, Indianapolis
• Kathleen Rehl, CFP® (813)949-0026
  – Rehl Financial Advisors, Land O’Lakes
• Stacy Rerick, CFP® (503) 274-4224
  – Security First Advisors, Portland
• Kathleen Roth, CFP® (585) 586-5641
  – Waterstone Partners, Salt Lake City
• Kathleen Roth, CFP® (585) 586-5640
  – Waterstone Partners, Pittsford
• Evan Russell, CFP® (503) 274-4224
  – Security First Advisors, Portland
• Joan Sharp, CFP® (302) 324-5363
  – Life Strategies LLC, New Castle
• Matt Siversten, CFP® (309) 797-4030
  – The Planning Center, Moline
• Judi Snyder (800) 889-1841
  – JP Snyder, Inc., Safety Harbor
• Cary Stamp, CFP®, CDFA™ (561)208-8333
  – Cary Stamp and Company, Tequesta
• Clare Stenstrom, CFP® 917-338-7016
  – Bourne Stenstrom Capital Management, Inc.,
• Clare Stenstrom, CFP® (845) 855-1590
  – Bourne Stenstrom Capital Management, Inc., Pawling
• George L. Taylor (888) 769-9149
  – Temenos Inc., Litchfield
• Carmen Gunther, CFA, CFP® (530) 746-0513
  – Bloom Financial Solutions, LLC, Davis
• Jerad Waggy, CFP® (305) 274-1600
  – The Enrichment Group, Miami
• Carl Watkins, CFP®, CDFA™ (561)208-8308
  – Cary Stamp and Company, Tequesta
• Ron Wilkinson, CFP® (503) 274-4224
  – Security First Advisors, Portland
• Stephen Wright, CFP® (305) 274-1600
  – The Enrichment Group, Miami
• Robin Young, CFP® (603) 458-2776
  – Northstar Financial Planning, Inc, Windham