Financial Advisors

Financial Advisors help manage your personal financial future, from mortgages to investments.
Advisors on Stake help you align with the future you want for society.


Alex Zepkowski
Lake Avenue Financial in Pasadena, California


Bill Holliday
AIO Financial in Tuscon, Arizona


Caedmon Bear
On the Trail Financial Planning in Walnut Creek, California


Gary Matthews
SRI Investing in New York City, New York


Harry Moran
Sustainable Wealth Advisors in Saratoga Springs, New York


Jan Schalkwijk
JPS Global Investments in San Carlos, California


Jim Frazin
Communitas Financial Planning in Oakland, California


Kenneth Silva Ballard
SRI Investing in New York City, New York


Marco Lima, CFP®
MRA Advisory Group in Parsippany, New Jersey


Max Mintz
Common Interests in Metuchen, New Jersey


Meghan Lape-Lefevre
Conscious Impact Financial Planning in Austin, Texas