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MH
Mildred Hall
MW
Birchfield Partners LLC
Marian White
Wealth Management Director
MBA
Location
Tarrytown,NY
Acropolis Investment Management, L.L.C.
Lauren Kingsten
Location
Chesterfield,MO
RC
Mercer Advisors
Robert Cox
Senior Wealth Advisor
Location
Dallas,TX
Compensation
Commission and Fee
HD
Linscomb Wealth
Heidi Davis
Location
Houston,TX
Mercer Advisors
Laura Combs
Executive Managing Director
Location
Boulder,CO
Compensation
Fee Only
EV
Patriot Wealth Mgmt.
E. Martin Von Kanel
President
CSA
Location
Torrance,CA
Ameriprise Financial Services, LLC
William Howard
Location
Gainesville,VA
Compensation
Commission and Fee
DB
Peapack Private Bank and Trust
Dawn Brown
Wealth Advisor
Location
Summit,NJ
VH
The Center for Retirement and Investment Planning LLC
Vern Hayden
President
Cert. Insur. Consultant
Location
Westport,CT
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