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Pro. Type
Insurance
Tax and Accounting
Financial Advisor
Specialty
Budgeting
Business Succession Planning
Debt Management
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Wealth Management
Compensation
Beau Goss
Financial
Keystone Planning Partners
Tennessee
Minimum Assets:
$0
Michael Agorastos, CFP®
Financial Advisor
Insight Wealth Strategies, LLC
California
Minimum Assets:
$0
Sam Brownell, CVA, CFA, MBA
Financial Advisor
Stratus Wealth Advisors
Maryland
Minimum Assets:
$0
Jose Behar
Financial Services Professional
Mass Mutual
Florida
Minimum Assets:
$0
Steven Samuel
Financial Services Professional
Mass Mutual
Tennessee
Minimum Assets:
$0
John T. Lawton
Financial Advisor
BLB&B Advisors, LLC
Pennsylvania
Minimum Assets:
$0
Jeffrey Broadhurst
Financial Advisor
Broadhurst Financial Advisors, Inc.
Pennsylvania
Minimum Assets:
$0
Mark Condon
Financial Services Professional
Commonwealth Financial Group
Massachusetts
Minimum Assets:
$0
Hugo Carvajal
Financial Planner
Mass Mutual
New Jersey
Minimum Assets:
$0
Christina Ma
Financial Advisor
Prudential
Texas
Minimum Assets:
$0
Phil Schlitter
Financial Advisor
Lakeshore Financial Group
Illinois
Minimum Assets:
$0
Tristan Bolton
Financial Advisor
Peak360 Wealth Management
California
Minimum Assets:
$0
Frank Zito, Jr.
Financial Services Representative
Legacy Wealth Partners
Florida
Minimum Assets:
$0
Nicholas Guido
Partner
Chicago Partners Wealth Advisors
Illinois
Minimum Assets:
$100,000
Nicole Polanco
Wealth Advisor
Chicago Partners Wealth Advisors
Illinois
Minimum Assets:
N/A
David Wanja, Jr.
Financial Advisor
Financial Synergies Wealth Advisors
Texas
Minimum Assets:
0
Elizabeth Heard, WMS™, AAMS™, CRPC™, AWMA®
Financial Advisor
Raymond James
NC
Minimum Assets:
0
John Reed
Financial Advisor
New York Life
Virginia
Minimum Assets:
0
Tim Cantrell
Principal, Financial Advisor
Applied Capital
TN
Minimum Assets:
Nate Byers
Founder
Calculated Wealth LLC
Minimum Assets:
Aaron Sloan
Financial Advisor
Strategic Financial Concepts
MO
Minimum Assets:
Phil Telpner
Founder
Breakout Private Wealth
Minimum Assets:
David Medina, CFP, CWS, AIF, CPFA
Investment Advisor Representative
Stewardship Financial
Minimum Assets:
Leighann Miko
Founder & Financial Advisor
Equalis Financial
Minimum Assets:
Mitch Anderson
Financial Advisor
EFinancial Alliance
TN
Minimum Assets:
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