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Regent Financial Services, Inc.
Gary Stanislawski
President
CKA
Location
Tulsa,OK
Compensation
Commission and Fee
Waukesha State Bank Wealth Management
Kelly Savatski
AIF
Location
Waukesha,WI
Compensation
Fee Only
Dyer Private Wealth Management
Mitchell Dyer
Financial Planner
Location
Baltimore,MD
Compensation
Fee Only
Prudent Wealth
Paul Caylor
Founder & Chief Financial Strategist
Location
Huntsville,AL
Compensation
Commission and Fee
Paramount Investment Advisors, Inc
Chris Hardy
Director of Planning
Enrolled Agent, CLU®, NTPI Fellow
Location
Cumming,GA
Compensation
Fee Only
Guided Wealth, LLC
Blake Barbosa
Founder/CEO Lead Financial Planner
MSFP, WMCP
Location
Dartmouth,MA
Compensation
Fee Only
Crestwood Advisors
Luke Neumann
Wealth Manager
CFP®
Location
Boulder,CO
Compensation
Fee Only
Krempa Associates, Inc
William Krempa
VP/Treasurer
CFS, CSA
Location
Fountainville,PA
Compensation
Fee Only
Securus Financial Strategies
William Russo
Owner
CFP®, MBA
Location
Pepper Pike,OH
Compensation
Commission and Fee
Mellen Money Management LLC
Ian Aguilar
Partner & Financial Planner
Location
Ponte Vedra,FL
Compensation
Fee Only
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