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Professional Type:
Financial Advisor
Matthew Fenedick
Financial Advisor
MF Advisers, Inc.
Florida
Minimum Assets:
$0
Jack P. McCaffery
Financial Advisor
Mass Mutual
New Jersey
Minimum Assets:
$0
Bob Ruff
Financial Professional
Prudential
Pennsylvania
Minimum Assets:
$0
Dexter Baker
Financial Services Registered Rep.
Avant Huston Financial Group
Florida
Minimum Assets:
$0
Sean Polley
Financial Advisor
Polley Wealth Management
Florida
Minimum Assets:
$0
Clint E. Landry
Financial Professional
Mass Mutual
Texas
Minimum Assets:
$0
Sean Delaney
Financial Advisor
The Upper Midwest Financial Group Office
Wisconsin
Minimum Assets:
$0
Brad Fair
Financial Professional
Continuum Planning Partners
Mississippi
Minimum Assets:
$0
Robert Leiphart
Financial Advisor
RB Capital Management, LLC
Connecticut
Minimum Assets:
$0
Viola Liu
Financial Professional
MassMutual Greater Pacific - Brea
California
Minimum Assets:
$0
Robert Walls
Financial Professional
Vision Financial Group
New York
Minimum Assets:
$0
Adam Funk
Financial Planner
Savings Coach LLC
Michigan
Minimum Assets:
$0
Mickey Ray
Financial Planner
Partners Financial Group
Texas
Minimum Assets:
$0
Matias De Llano
Financial Services Representative
Capital Strategies
Texas
Minimum Assets:
$0
Jeremy Torgerson
Financial Advisor
nVest Advisors, LLC
Colorado
Minimum Assets:
$0
John Kelly Jennaway
Financial Professional
Jennaway & McLeod Financial Group
Montana
Minimum Assets:
$0
Louis Bell Jr.
Financial Planner
Prudential
Florida
Minimum Assets:
$0
James (Jim) Ludwick
Financial Advisor
MainStreet Financial Planning, Inc.
California
Minimum Assets:
$0
Robert Henderson, CFP®
President
LWM
Connecticut
Minimum Assets:
$0
Libby Horbaly, CFP®
Financial Advisor
Marotta Wealth Management
Virginia
Minimum Assets:
Nick Mitchell
Financial Advisor
HBW Advisory Services
Oklahoma
Minimum Assets:
$0
Jeffrey "Jeff" Klein
Financial Services Professional
Barnum - New York Elmsford
New York
Minimum Assets:
$0
Tony Krvaric
Financial Advisor
Krvaric Capital & Risk Management
California
Minimum Assets:
Carolyn Howard, CFP
Owner
SeaCure Advisors
Kentucky
Minimum Assets:
$0
Ryan Hughes
Founder
4747 Executive Drive, San Diego, CA 92121
California
Minimum Assets:
$0
Juan C. Ros
Financial Advisor
Forum Financial Management, LP
California
Minimum Assets:
$0
James Salerno
Financial Services Professional
Trivium Point Advisory
New York
Minimum Assets:
$0
Stephen Nelson
Financial Advisor
Birchwood Capital
California
Minimum Assets:
$0
Danny Michael, CFP® RLP® MSBA
Financial Advisor
Satori Wealth Management, Inc.
California
Minimum Assets:
$0
Anthony Watson
Founder & President
Thrive Retirement Specialists
Michigan
Minimum Assets:
$0
Robert Riedl, CPA, CFP, AWMA
President & CEO
Endowment Wealth Management, Inc. (A Multi-Family Office)
Wisconsin
Minimum Assets:
$0
Charles Roberts
Financial Advisor
Financial Freedom Planners
Virginia
Minimum Assets:
$0
Rebecca Arroyo
Financial Professional
Prudential
New York
Minimum Assets:
$0
Michael J. Bauman
Financial Planner
Great Lakes - Mass Mutual
Michigan
Minimum Assets:
$0
Nicholas Anastasakis
Financial Advisor
Cornerstone Asset Management Services, Inc.
Ohio
Minimum Assets:
$0
Ben VerWys
Financial Advisor
Fiduciary Financial Advisors
Michigan
Minimum Assets:
$0
Jim McCarthy
Financial Advisor
Directional Wealth Management, LLC
New Jersey
Minimum Assets:
$0
Stuart Cameron
Financial Advisor
Wharton Investment Consultants
Delaware
Minimum Assets:
$0
Mark Shone
Financial Advisor
Shone Wealth Management
California
Minimum Assets:
$0
Linda Lane
Financial Advisor
Prudential
New Jersey
Minimum Assets:
$0
Stephen Hutter, CFP®
Financial Advisor
Cetera Investors
North Carolina
Minimum Assets:
$0
Mark S. Wilson
Financial Services Professional
Keystone Capital Partners Group, LLC
New York
Minimum Assets:
$0
Tanina Frouge Linden, CFP
Financial Advisor
Futurity Capital LLC
Virginia
Minimum Assets:
$0
Andrew M. Aran, CFA
Financial Advisor
Regency Wealth Management
New Jersey
Minimum Assets:
$0
Christian Stearns
Financial Advisor
Cambridge Investment Research Advisors
Florida
Minimum Assets:
$0
Pam Sutton
Financial Professional
North Western Hills Financial Group
New Jersey
Minimum Assets:
$0
Aaron Karas
Financial Advisor
Insight Wealth Strategies, LLC
Texas
Minimum Assets:
$0
Michael Botts
Financial Professional
Mass Mutual
Iowa
Minimum Assets:
$0
Roy Larsen
Financial Advisor
Larsen Wealth Management
Georgia
Minimum Assets:
$0
Lynn S Evans, CFP
Managing Director
Women of Substance, LLC
Pennsylvania
Minimum Assets:
$0
Ryan Kaiser
Financial Planner
Prudential
Illinois
Minimum Assets:
$0
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