The moments that move us
Moment #992
Stacey Spedden-Irrgang, CRPC®, LUTCF®, FSCP®
Heritage Financial Consultants
Making moments since 1993
Moment #1,094
Whitney Figueroa, BFA™
The Alpine Financial Planning Group (NJ)
Making moments since 2022
Moment #1,250
Brant Spesshardt, CFP®, CKA®, CTS™ Ramsey SmartVestor Pro
Steward Wealth Strategies
Making moments since 2000
Moment #2,536
MJ Dluzak, CLU, CFP (R)
Dluzak & Associates, Inc. (IN)
Making moments since 1985
Moment #2,904
Steve Thompson, MSFS, ChSNC, CAS, CFS
Common Goal Financial
Making moments since 1992
Moment #3,063
Tony Tripi
Frequency Group (NY)
Making moments since 1995
Moment #3,816
Mike Cohen, CRPC®, CEBC®
True North Wealth Management (CO)
Making moments since 1983
Moment #4,012
Featuring Lee Kramer, CFP®, ChFEBC℠, MBA
Kramer Wealth Managers
Making moments since 1986
Moment #4,972
Mindy Zatta, CFP®
IronBridge Wealth Counsel (PA)
Making moments since 2003
Moment #5,871
Patti Brennan, CFP®, CFS®, CTS™, CEPA®
Key Financial, Inc.
Making moments since 1986
Moment #6,335
Featuring John Marshall, CBEC, AIF
Marshall Wealth Advisors
Making moments since 1996
Moment #7,450
Elinor Ho, CHFC (R), CHSNC (R), CPWA (R)
Secure Planning Strategies (MI)
Making moments since 1994
FEATURED
Mindy Zatta, CFP®
Mike Cohen, CRPC®, CEBC®
Whitney Figueroa, BFA™
FEATURED
MJ Dluzak, CLU, CFP (R)
Tony Tripi
Elinor Ho, CHFC (R), CHSNC (R), CPWA (R)

In pursuit of millions of
moments that matter.
Together.
We would love to learn about the moments that have shaped your journey and share them with others. Send us your moments at moments@osaic.com.













