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Future-Focused Wealth
Melissa Cox
Financial Consultant
College Funding and Student Loan Advisor (CFSLA) , Chartered Special Needs Consultant (ChSNC)
Location
Compensation
Ameriprise Financial Services, LLC
Michael Hoeflich
Financial Advisor
Location
Compensation
Communitas Financial Planning
James Frazin
Co-Founder and CEO
ACCREDITED INVESTMENT FIDUCIARY™ (AIF®)
Location
Compensation
CarriageGate Wealth Management
Jeffrey Clark
Wealth Management Consultant
Location
Compensation
Loyd Financial Management, Inc.
Donald Loyd
President
Location
Compensation
Midwest Wealth Advisors
David Nordmeier
Financial Advisor
CFS
Location
Compensation
FIT Planning Group, Inc
John Nguyen
Founder & CEO
Enrolled Agent (EA)
Location
Compensation
North Berkeley Wealth Management
Ariana Alisjahbana
Lead Advisor
Location
Compensation
Clayton Wealth Partners
Barbara Duncan
Partner and Senior Wealth Advisor
Location
Compensation
Cox Wealth Management, LLC
Richard Cox Sr.
Chief Managing Member
ATA, CKA
Location
Compensation