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Wisconsin
Tim Miller
Financial Advisor
Quaker Wealth Management
New Jersey
Minimum Assets:
$0
Stefan Jackson
Financial Planner & Portfolio Manager
Jackson Wealth Management, LLC
Colorado
Minimum Assets:
$0
Jenny Shults
Associate Advisor
Chicago Partners Wealth Advisors
IL
Minimum Assets:
$100,000
Ryan Kaiser
Financial Planner
Prudential
Illinois
Minimum Assets:
$0
Michael J. Bauman
Financial Planner
Great Lakes - Mass Mutual
Michigan
Minimum Assets:
$0
Robert Riedl, CPA, CFP, AWMA
President & CEO
Endowment Wealth Management, Inc. (A Multi-Family Office)
Wisconsin
Minimum Assets:
$0
Sean Delaney
Financial Advisor
The Upper Midwest Financial Group Office
Wisconsin
Minimum Assets:
$0
Michael "Michael" Book
Managing Partner
Fifth Avenue Financial
New York
Minimum Assets:
$0
Tom McNichol
Financial Advisor
Mass Mutual
North Carolina
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
Nate Byers
Founder
Calculated Wealth LLC
Minimum Assets:
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