CHSA Designee Directory

Name Firm City State
Adamcyzyk, Jacob Aurum Wealth Management Mayfield Village OH
Agler, Lawrence Pro East Asset Management LLC Monroe CT
Ahmed, Yaqub Franklin Templeton Investments St. Petersburg FL
Aidoo, Elizabeth Francis Investment Counsel Brookfield WI
Alicea, Joanne Human Capital Management
Aligaen, Rina Oppenheimer Funds Distributor Inc New York NY
Allocco, Anthony Oppenheimer Funds Distributor Inc New York NY
Altimont, Thomas Lockton Companies Dallas TX
Alvarado, Karin New Aspect Financial Services Napa CA
Anderson, Kim Soltis Investment Advisors St. George UT
Anderson, Joshua Raymond James & Associates Newtown PA
Anderson, Colin Vantage Financial Group Bethlehem PA
Ashihara, Greg Lucid Advisors Seattle WA
Baca, Wayne Sikich Financial Maple Grove MN
Bailey, Patricia Empower Retirement Southfield MI
Balitsky, Venedict Franklin Templeton
Ballin, Jessica 401K Plan Professionals Edina MN
Bangs, Holly Bolton Partners Baltimore MD
Barbee, Carolyn Clear Point Financial Bellevue WA
Barron, Pete MFS Morristown NJ
Barton, Drew The Asset Consulting Group Boise ID
Bastin, Tom NFP Retirement
Bayliss, Andrew Marsh & McClennan Agency Boston MA