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Utah Valley University
Dr. Benjamin Cummings
Associate Professor
Location
Orem,UT
Compensation
Fee Only
LOTUS Financial Partners
Wendi Strom
Financial Advisor
Location
LAKEWOOD,CO
Compensation
Commission and Fee
Mary Meadows Livingston
Founder and President
Location
Birmingham,AL
Compensation
Fee Only
Wings for Widows
Christopher Bentley
CEO
MBA, BFA
Location
Wayzata,MN
Compensation
Commission and Fee
Financial Life Planning LLC
Edward Goldstein
President
MBA-Drexel University
Location
Marlton,NJ
Compensation
Fee Only
Boardwalk Financial Strategies LLC.
Brittany Falkner
Enrolled Agent (EA)
Location
Hartland,WI
Compensation
Fee Only
Wolfpack Wealth Management
Leyder Murillo
Founder/Wealth Advisor
AWMA®, SE-AWMA®, MBA
Location
Denver,CO
Compensation
Fee Only
Formynder Wealth Management
Omen Quelvog
Financial Advisor
MQFP
Location
Fredericksburg,VA
Compensation
Fee Only
Maxwell Financial Management
Adam Hill
CEO/President
Location
New Albany,OH
Compensation
Commission and Fee
Sid Financial Services
Kalvin Sid
Registered Financial Consultant
Location
San Mateo,CA
Compensation
Commission and Fee
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