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Hafner Financial Group
Peter Hafner
Founder and Owner
CERTIFIED WEALTH STRATEGIST (CWS®)
Location
Williamsville,NY
Compensation
Commission and Fee
Avidian Wealth Solutions
Morgan Stone
Sr. Wealth Advisor | Parnter
CFP®, MBA, CEPA
Location
Austin,TX
Compensation
Fee Only
Thrive Wealth Management, LLC
Steve Erfle
Managing Partner
Certified Divorce Financial Analyst (CDFA™)
Location
Norristown,PA
Compensation
Commission and Fee
Glenn Woody
Glenn Woody
Location
Costa Mesa,CA
Compensation
Fee Only
Oakhurst Financial
Jerry Lopatin
Principal
Enrolled Agent (EA)
Location
Los Altos,CA
Compensation
Fee Only
Capital South Wealth Management, LLC.
James Bayard
Financial Planner
Location
Baton Rouge,LA
Compensation
Commission and Fee
SC
Seabridge Investment Advisors
Stephen Csenge
Managing Director
CFP® +1
Location
Largo,FL
Compensation
Fee Only
Campus Private Wealth
William Milby
Founder, CEO, CIO
Series 7, 63, 24, 27, 65
Location
Arlington,VA
Compensation
Commission and Fee
Edward Jones
Don Morton
Location
Rockville,MD
Compensation
Commission and Fee
Sullivan and Assoc. Wealth Management
Michelle Lavigne
First Vice President
Location
Huntersville,NC
Compensation
Commission and Fee
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