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Petersen Hastings Investment Management
Scott Sarber
CEO
Location
Compensation
Attune Financial Planning
Paul Cordero
Principal
Enrolled Agent (EA)
Location
Compensation
Timmons Wealth Management
Liam Timmons
President
MBA
Location
Compensation
Nancy K. Weeks Associates, LLC
Carol Acker
Member, Chief Executive Officer (owner)
Personal Financial Planner
Location
Compensation
Wells Fargo Advisors
Dr. Harry Calivas
Ph.D. in Finance - Managing Director - Investments
Accredited Estate Planner (AEP), Accredited Domestic Partner Advisor (ADPA)
Location
Compensation
Innovative Financial Group
Herman Thompson Jr.
Financial Planner
ChSNC®
Location
Compensation
URS Advisory
Julia Lembcke
Financial Planner
Location
Compensation
Catharine Fairley Planning Group LLC
Catharine Fairley
Certified Divorce Financial Analyst (CDFA™)
Location
Compensation
Modera Wealth Management
Neil Mahoney
Senior Consultant
Location
Compensation
Ameriprise Financial Services, LLC
Bruce Hennen
Financial Advisor
Certified Long Term Care (CLTC)
Location
Compensation