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Moisand Fitzgerald Tamayo, LLC
Dan Moisand
Principal
CFP®
Location
Compensation
Palisade Asset Management, llc
Robert Lawson
Principal
CFP®, CPA, MBA
Location
Compensation
Lock Wealth Management
Ben Loughery
Founder, CEO
CFP®, CRPC™
Location
Compensation
Launch Financial Planning
Brad Wright
Managing Partner
CFP®
Location
Compensation
Great River Financial
Josh Wolberg
President and Lead Financial Planner
CFP®, RICP®, MBA
Location
Compensation
Arktos Wealth Management
Frank Virgallito
CERTIFIED FINANCIAL PLANNER
CFP® +1
Location
Compensation
Alacrity Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC
Andrew Lochner
Private Wealth Advisor
CFP®, ChFC®, APMA®
Location
Compensation
Everleap Financial Planning
Didi Chen
Founder, Financial Planner
CFP®, CFA®
Location
Compensation
Valoria Wealth Management LLC
Maria Castillo Dominguez
CFP®, Enrolled Agent
Location
Compensation
Capstone Wealth Advisors
Jacob Rich
President
CFP®
Location
Compensation