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Lifeworks Advisors, LLC
Todd Smith
Lead Advisor
CLTC
Location
Colorado Springs,CO
Compensation
Commission and Fee
Key Financial, Inc.
Thomas Belisari
Series 7, 63 & 65
Location
exton,PA
Compensation
Commission and Fee
Meld Financial. Inc.
Ashley Crawford
Director, Investments & Corporate Plan Services
Location
Birmingham,AL
Compensation
Fee Only
PB Wealth, LLC
Matthew Filepp
Location
Charlotte,NC
Compensation
Fee Only
ODA & Company, Inc.
Stanley Oda
President
Location
MEDINA,OH
Compensation
Commission and Fee
GarnerWealthStrategies
Leslie Garner
Financial Planner
Location
Greensboro,NC
Compensation
Commission and Fee
Upbeat Financial
Dana Edwards
Founder & Advisor
Chartered SRI Counselor Enrolled Agent
Location
Ada,MI
Compensation
Commission and Fee
Wealthcrest Financial Services, LLC
Russell Robertson
IA Representative
CASL
Location
Springfield,VA
Compensation
Commission and Fee
Sherwood Financial Management
Tracy Sherwood
President
Location
Buffalo,NY
Compensation
Fee Only
Next Step Financial, your place to flourish
Kimberlee Spencer
RIA
CDFA
Location
Alcoa,TN
Compensation
Fee Only
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