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Professional Type:
Financial Advisor
Jodie West
Financial Planner
Stonewater Financial
Texas
Minimum Assets:
$0
Jill Carr
Financial Advisor
Stephens Wealth Management Group
Michigan
Minimum Assets:
$0
David Geske
Financial Advisor
Redwood Investments
Washington
Minimum Assets:
$0
Daniel J Hanley, CFP®
Financial Advisor
Spoor Behrins Campbell & Young Securities Corp.
New Jersey
Minimum Assets:
$0
George Kamel
Financial Planner
Prudential
Virginia
Minimum Assets:
$0
Michael "Michael" Book
Managing Partner
Fifth Avenue Financial
New York
Minimum Assets:
$0
Jon Bass
Regional Director
Prudential
North Carolina
Minimum Assets:
$0
Joseph Vecchio CPA, CFP®, MBA, CPA/PFS
Financial Planner
Shore Financial Planning
New Jersey
Minimum Assets:
$0
Allen Dembski
Financial Advisor
Buffalo First Wealth Management, LLC
New York
Minimum Assets:
$0
Jeffrey Small
Financial Advisor
Arbor Financial
Florida
Minimum Assets:
William Bevins, CFP® CTFA
Financial Advisor
William Bevins, CFP® CTFA
Tennessee
Minimum Assets:
$0
Luke A. Jacobson, CFA
Financial Advisor
Presidio Capital Management
California
Minimum Assets:
$0
Matthew Rozzi
Financial Professional
Wealth Protection Strategies
New York
Minimum Assets:
$0
Robin Sherwood
Financial Advisor
HTG Investment Advisors
Connecticut
Minimum Assets:
$0
Patrick McNally
Owner
Retirement Lifestyles Advisory Group
California
Minimum Assets:
$0
Timothy Hutchinson Sr.
Financial Advisor
Prudential
Tennessee
Minimum Assets:
$0
Karl Leonard Hicks
Financial Advisor
The Leonard Financial Group, LLC
California
Minimum Assets:
$0
John McGovern
Financial Advisor
Greater New Jersey Financial Group
New Jersey
Minimum Assets:
$0
Josh Slocum
Financial Advisor
McClellan Wealth Management
Alabama
Minimum Assets:
$0
Cassie Wilson
Financial Services Professional
Bluecrest Financial Alliances - Oklahoma
Oklahoma
Minimum Assets:
$0
Robert Devine
Financial Planner
Coastal Wealth
Florida
Minimum Assets:
$0
Sharon Lear
Owner
Guideway Financial, LLC
Texas
Minimum Assets:
$0
Ron Guay
Financial Advisor
Rivermark Wealth Management
California
Minimum Assets:
$0
Sean Butson
Financial Advisor
DC Capital Management
Colorado
Minimum Assets:
$0
LaMar Rucker, III
Financial Advisor
Fraser Financial Group
California
Minimum Assets:
$0
Michael W. Mandarino
Financial Advisor
123 Investing LLC
Florida
Minimum Assets:
$0
Joel Greenberg, MBA
Financial Planner
Prudential
Maryland
Minimum Assets:
$0
Wesley Lenart
Financial Advisor
Lakeshore Financial Group
Illinois
Minimum Assets:
$0
Jeffrey Tomaneng
Financial Advisor
Asset Management Resources
Massachusetts
Minimum Assets:
$0
Amy Irvine
Financial Advisor
Rooted Planning Group
New York
Minimum Assets:
$0
Jane Mepham
Financial Advisor
Elgon Financial Advisors LLC
Texas
Minimum Assets:
$0
Robert Garcia
Financial Advisor
Prudential
Oklahoma
Minimum Assets:
$0
Steven Stern
Financial Advisor
Abel Financial
Maryland
Minimum Assets:
$0
Matthew Ure
Financial Advisor
Defense Retirement Systems
Texas
Minimum Assets:
$0
Thomas J. Guarino
Financial Advisor
Center for Wealth Preservation
New York
Minimum Assets:
$0
Ronald K. McQueen
Financial Services Professional
Mass Mutual Eastern PA
Pennsylvania
Minimum Assets:
$0
Molly G. Meem
Financial Advisor
Mass Mutual
Virginia
Minimum Assets:
$0
Andrew Almeida, CFA, CFP
CEO & Portfolio Manager
Almeida Investment Management
New York
Minimum Assets:
$0
Steven Sivak
Financial Advisor
Innovate Wealth
Utah
Minimum Assets:
$0
Lane Clevenger
Financial Advisor
Clevenger Financial
Missouri
Minimum Assets:
$0
Andrew Holmes
Financial Advisor
Financial Planning Solutions, LLC
Massachusetts
Minimum Assets:
$0
Gregory Pinto
Financial Advisor
Our Baystate Team
Massachusetts
Minimum Assets:
$0
Bob Mcnamee
Financial Advisor
Prudential
Missouri
Minimum Assets:
$0
Bryce Anderson AAMS, AIFA®
Financial Advisor
Intermountain Wealth Management
Oklahoma
Minimum Assets:
$0
Daniel Hawley
Financial Advisor
Hawley Advisors
California
Minimum Assets:
$1M
Young T. Tran
Financial Professional
Stewardship Financial Group
Oregon
Minimum Assets:
$0
Jeffrey Cummings
Financial Professional
Spectrum Financial Group
Texas
Minimum Assets:
$0
Wes Shannon
Financial Planner
SJK Financial Planning, L.L.C.
Texas
Minimum Assets:
$0
Pam Sutton
Financial Professional
Prudential
New Jersey
Minimum Assets:
$0
Daniel Chen
Financial Advisor
DC Strategies, Integrated Wealth Management
New Jersey
Minimum Assets:
$0
Chad W. Schiel
Comprehensive Wealth Manager
Schiel Wealth Management
California
Minimum Assets:
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