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Quartz Financial
Shane Moore
Managing Partner
Location
Austin,TX
Compensation
Commission and Fee
McCarthy Wealth Management
Junette McCarthy
Wealth Manager & CERTIFIED FINANCIAL PLANNER™
Location
Irvine,CA
Compensation
Commission and Fee
Boston Wealth Strategies, Needham, MA
Gregory Pinto
Founder & CEO
MBA
Location
Needham,MA
Compensation
Commission and Fee
Community Trust and Investment Company
William Blythe Jr.
Wealth Advisor
Location
Lexington,KY
Compensation
Commission and Fee
Raub Brock Capital Management
Cheryl Gross
CFP®, ENROLLED AGENT (EA)
Location
Larkspur,CA
Compensation
Fee Only
Katherine Davalos
Financial Advisor
Certified Retirement Planning Counselor
Location
San Jose,CA
Compensation
Commission and Fee
Stewart Advisory Services, Inc.
Gregory Stewart
President
CLU
Location
Elmira,NY
Compensation
Commission and Fee
Petersen Hastings Investment Management
Joshua Chittenden
Wealth Advisor
Location
Kennewick,WA
Compensation
Fee Only
NovaPoint Capital, LLC
Meghan Hoover
Investment Associate
CFP® +1
Location
Williamsburg,VA
Compensation
Fee Only
Mark Rosinski
Location
Valparaiso,IN
Compensation
Fee Only
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