December 7, 2020 BARRON’S S19
SPECIAL ADVERTISING SECTION
MICHIGAN
Jeffrey Fratarcangeli
Fratarcangeli Wealth
Management
Birmingham
jeffrey.fratarcangeli@wfafinet.
com
(248) 385-5050
fratarcangeliwealth
management.com
$8mTypical Account Size
$1,800mTotal Assets
James Kruzan
Kaydan Wealth Management,
Inc.
Fenton
(810) 593-1624
kaydanwealth.com
$1.5mTypical Account Size
$511mTotal Assets
David Kudla
Mainstay Capital Management
Grand Blanc
(866) 444-6246
mainstaycapital.com
$0.75mTypical Account Size
$2,583mTotal Assets
Leo Stevenson
Merrill Lynch
Wyandotte
(734) 324-3826
fa.ml.com/wyandottegroup
$1.5mTypical Account Size
$709mTotal Assets
Charles C. Zhang
Zhang Financial
Portage
charles.zhang@zhangfinancial.
com
(269) 385-5888
zhangfinancial.com
$2mTypical Account Size
$3,606mTotal Assets
MINNESOTA
Aaron Howe
RBC Wealth Management
Wayzata
(952) 261-3561
bigwatergroup.com
$5mTypical Account Size
$687mTotal Assets
Ben Marks
Marks Group Wealth
Management
Minnetonka
(952) 582-6100
marksgroup.com
$2mTypical Account Size
$1,366mTotal Assets
David A. Olson
The BlackRidge Group at
Morgan Stanley
Rochester
david.a.olson@morganstanley.
com
(507) 269-7542
fa.morganstanley.com/
blackridgegroup
$3.5mTypical Account Size
$555mTotal Assets
MISSOURI
Michael Moeller
Wells Fargo Advisors
Chesterfield
(636) 530-6111
themoellergroup.net
$3mTypical Account Size
$1,830mTotal Assets
Kathleen Youngerman
Morgan Stanley Private
Wealth
Chesterfield
Kathleen.L.Youngerman@
morganstanleypwm.com
(314) 889-4862
pwm.morganstanley.com/
harmonyfamilyoffice
$20mTypical Account Size
$350mTotal Assets
NEBRASKA
Jason Dworak
UBS Financial Services
Lincoln
(402) 328-2077
financialservicesinc.ubs.com/
team/dworakgroup
$8mTypical Account Size
$852mTotal Assets
Jim Siemonsma
Mariner Wealth Advisors
Omaha
jim.siemonsma@
marinerwealthadvisors.com
(402) 829-3650
marinerwealthadvisors.com
$0.97mTypical Account Size
$1,138mTotal Assets
Paul West
Carson Wealth
Omaha
(888) 321-0808
carsonwealth.com
$5.4mTypical Account Size
$4,586mTotal Assets
NEVADA
Deborah Danielson
Danielson Financial Group |
LPL
Las Vegas
Deborah@
DanielsonFinancialGroup.com
(702) 734-7000
danielsonfinancialgroup.com/
homepage
$2mTypical Account Size
$694mTotal Assets
Randy Garcia
The Investment Counsel
Company
Las Vegas
(702) 871-8510
iccnv.com
$4.8mTypical Account Size
$1,234mTotal Assets
James Small
UBS Financial Services
Las Vegas
(702) 792-3125
financialservicesinc.ubs.com/
team/jimsmall
$1.9mTypical Account Size
$1,079mTotal Assets
NEW HAMPSHIRE
John Habig
Morgan Stanley
Portsmouth
john.f.habig@morganstanley.
com
(603) 422-8901
morganstanleyfa.com/habig
$1.5mTypical Account Size
$420mTotal Assets
P. Kevin O’Brien
Wells Fargo Advisors
Portsmouth
kevin.obrien@
wellsfargoadvisors.com
(603) 334-4032
obrienwmg.com
$1.7mTypical Account Size
$387mTotal Assets
NEW JERSEY
Bruce Barth
Merrill Lynch
Short Hills
(973) 564-7740
fa.ml.com/barthgroup
$2mTypical Account Size
$1,351mTotal Assets
Francis Bitterly
Morgan Stanley
Red Bank
(732) 224-3754
fa.morganstanley.com/
francisbitterly
$2.8mTypical Account Size
$456mTotal Assets
David Briegs
Merrill Lynch
Bridgewater
(908) 685-3203
fa.ml.com/kugelbriegs
$2.5mTypical Account Size
$1,616mTotal Assets
Jack Burke
Merrill Lynch
Florham Park
(973) 410-2309
fa.ml.com/the_harbor_group
$7mTypical Account Size
$4,441mTotal Assets
Christopher Cook
Merrill Lynch
Florham Park
(973) 301-7622
fa.ml.com/new-jersey/
florham-park/gcca
$5mTypical Account Size
$2,051mTotal Assets
Mark Cortazzo
MACRO Consulting Group
Parsippany
info@macroconsultinggroup.
com
(973) 451-9400
macroconsultinggroup.com
$2mTypical Account Size
$771mTotal Assets
Mary Deatherage
Morgan Stanley Private
Wealth
Little Falls
mary.m.deatherage@
morganstanleypwm.com
(973) 890-3015
morganstanleyfa.com/
thedeatheragegroup
$10mTypical Account Size
$3,210mTotal Assets
Mark Fendrick
UBS Financial Services
Mount Laurel
(856) 985-2070
financialservicesinc.ubs.com/
team/fendrickgroup
$4mTypical Account Size
$1,020mTotal Assets
Reed Finney
The Bleakley Financial Group
Fairfield
(973) 244-4210
bleakley.com
$1.3mTypical Account Size
$585mTotal Assets
John Hudspeth
Merrill Lynch Wealth
Management
Mount Laurel
(856) 231-5520
fa.ml.com/brownehudspeth
$3mTypical Account Size
$989mTotal Assets
Elliott Kugel
Merrill Lynch
Bridgewater
(908) 685-3252
fa.ml.com/kugelbriegs
$2.5mTypical Account Size
$1,616mTotal Assets
Neil McPeak
Wells Fargo Advisors
Linwood
neil.mcpeak@
wellsfargoadvisors.com
(609) 926-7808
mcpeakgroup.wfadv.com
$1mTypical Account Size
$1,283mTotal Assets
Michael J. Ricca
Morgan Stanley Wealth
Management
Florham Park
Michael.J.Ricca@morganstanley.
com
(973) 236-3530
fa.morganstanley.com/ricca_
weinerman
$8mTypical Account Size
$4,666mTotal Assets
Steven Rothman
UBS Financial Services
Red Bank
(732) 219-7228
financialservicesinc.ubs.com/
team/rothmangroup
$1.2mTypical Account Size
$475mTotal Assets
Ken Schapiro
Condor Capital Management
Martinsville
(732)356-7323
condorcapital.com
$1.75mTypical Account Size
$1,136mTotal Assets
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