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William Pitney
President
CeFT®
Location
Redwood Shores,CA
Compensation
Commission and Fee
King Tide Advisors
Young Park
Partner - Senior Advisor
CPCU
Location
Bethesda,MD
Compensation
Fee Only
Docsa Capital Management, Inc.
Sophit Lee
Managing Director
Series 65
Location
Portage,MI
Compensation
Fee Only
TAMMA Capital
Paul Fenner
President
Registered Investment Advisor EA
Location
Commerce Township,MI
Compensation
Commission and Fee
Wilshire Financial
Diane Willis
Financial Advisor
Certified Divorce Financial Analyst
Location
Charlotte,NC
Compensation
Commission and Fee
MAI Capital
Matt Bacon
Financial Planner
EA
Location
Gaithersburg,MD
Compensation
Fee Only
Focus Partners Wealth
Gennadiy Todd
Wealth Advisor
Location
Cockeysville,MD
Compensation
Fee Only
American Private Wealth
Kashif Ahmed
President
Location
Bedford,MA
Compensation
Commission and Fee
R² Wealth Management Partners
Robert Rossi
Financial Planner
CFP®, ChFC®
Location
Las Vegas,NV
Compensation
Fee Only
Oasis Wealth Planning Advisors
Karissa McLaren
Wealth Planning Advisor
Location
Bowling Green,KY
Compensation
Fee Only
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