Find a Financial Planner


Csenge Advisory Group and our affiliates have offices across the country. Click below to find the region closest to you and learn about the financial planners in your area! If you have any questions or would like to see if we have an advisor in your area, please use the "Have a Question" field.

Florida - Csenge Advisory Group

John Csenge

John Csenge, CIMC, AIF®, CFP®

Founder & Managing Partner

Eric Caisse

Eric Caisse CFA®, CMT, CFP®

Chief Investment Officer

Steve Csenge

Steve Csenge, AIF®, CFP®

Wealth Manager & Partner

Jack Csenge

Jack Csenge, CFP®

Financial Planner

Chris Csenge

Chris Csenge, CFP®

Financial Planner

Kelly Annenos

Kelly Annenos

Director of Client Services

Angela Moore

Angela Moore

Branch Office Administrator

Jennifer Linhart Hunter

Jennifer Hunter

Chief Compliance Officer

Helen Lucht

Helen Lucht, RP®

Branch Office Manager

Frank Oliver

Frank Oliver

Financial Planner

Henry Kulig

Henry J. Kulig, III

Financial Planner

Susan Brandley

Susan Brandley

Financial Planner

Donna Castellanos

Donna Castellanos

Administrative Assistant

Pennsylvania - Main Line Financial Advisors

Al Mararazzo, Jr.

Al Mararazzo, Jr.

Managing Partner

Thomas Caffrey

Thomas Caffrey

Financial Planner

Carl Landis, CFP®

Carl Landis, CFP®

Financial Planner

Amery Koval

Amery Koval

Client Services Manager

JoAnn Mancini

JoAnn Mancini

Service Assistant

Pennsylvania - Csenge Advisory Group

Roger Bedillion, RFC

Roger Bedillion, RFC

Managing Director

Pia Oliver

Pia Oliver

Relationship Manager

Kristen Barr

Kristen Barr

Operations & Compliance Manager

Joe Piszczor

Joe Piszczor

Financial Planner

Jim Plummer

Jim Plummer

Financial Planner

Georgia - Hess Segal Group

Georgia - Destiny Financial Group

Troy Young, CFP®

Troy Young, CFP®

Founder & President

Tyesha Nelson

Tyesha Nelson

Executive Assistant

Samuel Bell

Samuel Bell

Business Development

Georgia - Csenge Advisory Group

Vinnie Aromin, CFP®

Vinnie Aromin, CFP®

Financial Planner

Mississippi - Navitas Wealth Advisors

George Hester

George Hester

Chairman and CEO

Jason Hester

Jason Hester

Vice President of Business Development

Steven Rutledge

Steven Rutledge

Chief Compliance Officer & Director of Insurance

Ginger Perry

Ginger Perry

Executive Coordinator

Heather Dilmore

Heather Dilmore

Life Insurance Administrative Assistant

Anna Land

Anna Land

Client Service Coordinator

Texas - Navitas Wealth Advisors

Christopher  Fay

Christopher Fay

Relationship Manager

California - Integrity Wealth Management

Ralph Adamo

Ralph Adamo

President & Founder

Lucian Ioja

Lucian Ioja

Financial Designer

Angela York

Angela York

Programs Director

Gwen Vo

Gwen Vo

Executive Assistant

Tennessee - Radian Partners

Larry Tolbert

Larry Tolbert

Founder & Managing Partner

Jonathan Sowa, AWMA®

Jonathan Sowa, AWMA®

Financial Planner

Roger Walker

Roger Walker

Financial Planner

Laurie Edwards

Laurie Edwards

Executive Assistant

Michele Gentis

Michele Gentis

Executive Assistant

Amy McDaniel

Amy McDaniel

Executive Assistant