20 National Association of Certified Financial Fiduciaries

CFF Directory

Finding a financial professional you can trust is key to achieving a successful retirement.

Certified Financial Fiduciaries® (CFF) are sworn to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. By choosing to work with a Certified Financial Fiduciary® you can be confident that your best interests will always come first!

National Association of Certified Financial Fiduciaries

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Steven V. Wise, CFF

Beacon Associates Ins. LLC

1755 Indianwood Circle Suite 200
Maumee OH 43537

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Herbert Kenneth Catledge, CFF

Foothills Retirement Income Solutions

200 E Broadway Avenue Suite 412
Maryville TN 37804

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Brian Dvorak, CFF

Dvorak Wealth Management

N9630 Bies Road
Kaukauna WI 54130

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Timothy R. Whisler, CRPC®, CFF

The Whisler Agency

P.O. Box 25
Morton, IL 61550

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Brenda Oldham, CFF

RAM Insurance & Financial Services

141 N Milford Suite 101
Highland MI 48357

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Kristin Angela Kalley, CFF

Nelson Financial Planning, Inc.

423 Country Club Drive
Winter Park FL 32789

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Dana D. Gibson, CFF


3312 Dunbar Ave
Fort Collins CO 85026

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Joe Overfield, CFF

Intelliplan Financial

540 Officenter Place Suite 290
Gahanna OH 43230

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Carlos Romero, CFF

Romero Investment Management

1439 NW 48th Street
Boca Raton FL 33431

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Kevin M. Krieg, CFF

Cowan Financial Group

3275 US Highway 1 S
St. Augustine FL 32086

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All fiduciaries are not the same. CFF is the standard of Excellence.