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Modera Wealth Management
Peter McKenna
Financial Planner
CFP®
Location
Westwood,NJ
Compensation
Fee Only
Doug Nelson Money Coach
Douglas Nelson
Location
Kansas City,MO
Compensation
Commission and Fee
Xena Financial Planning
James Hindes
Partner and CCO
Location
Portland,OR
Compensation
Fee Only
Dignum Financial Partners
E. Kim Dignum
CFP
Location
Fort Worth,TX
Compensation
Commission and Fee
ICG next
Ira Krulik
Financial Advisor
RICP, APMA, CMFC, CRPC
Location
Wall Township,NJ
Compensation
Commission and Fee
Ameriprise Financial Services, LLC
KC Smith
Private Wealth Advisor
Accredited Portfolio Management Advisor (APMA)
Location
Edmonds,WA
Compensation
Commission and Fee
Ameriprise Financial Services, LLC
Jennifer Trembley
Private Wealth Advisor
AEP®, CAP®, APMA®, CRPC®, CDFA®, BFA(TM)
Location
Thornton,CO
Compensation
Commission and Fee
Robert W. Baird & Co. Incorporated
Michele Sheridan
Director
Location
New Hartford,NY
Compensation
Commission and Fee
Wealthspire Advisors
Stephanie Carmel
Certified Financial Planner®
MBA
Location
New York City,NY
Compensation
Fee Only
Retirement Investment Advisors, Inc.
Chad Rudy
Executive Vice President
CFP®
Location
Frisco,TX
Compensation
Fee Only
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