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SF
Northwestern Mutual
Scott Fligel
Wealth Management Advisor
AEP
Location
Charlotte,NC
Compensation
Commission and Fee
Canandaigua National Bank & Trust
Donna Cator
Relationship Manager
Certified Wealth Strategist (CWS®) CDFA
Location
Pittsford,NY
LP
8th Street Investments, LLC
Lisa Pendley
Managing Member
Location
Alexandria,VA
JC
Cornerstone Financial Partners
Jeffrey Carbone
Managing Partner
Location
Huntersville,NC
University of Denver
Paul Harrison
Professor
Location
Denver,CO
AS
Vision Financial Group
Adam Steiner
Director of Planning Services
Location
Virginia Beach,VA
LE
Engler Financial Services
Luther Engler
Location
Nutley,NJ
Linda A. Barlow, CFP
Linda Barlow
Employee Benefits Specialist, NAPFA Registered Adv
LW
Morgan Stanley Smith Barney
Lois Wollney
Location
Barrington,IL
EP Wealth Advisors
Lauren Klein
Certified Divorce Financial Analyst (CDFA), EA
Location
Irvine,CA
Compensation
Fee Only
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