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JN
John G. Ullman & Associates
Jason Nickerson
Account Executive
Enrolled Agent
Location
Corning,NY
Compensation
Fee Only
RN
Royal Alliance Associates, Inc.
Ronald Nicholson
Location
Monterey,CA
KD
Stronghold Wealth Management
Keith Downey
Location
Tampa,FL
Asset Planning, Inc.
Carol Somoano
VICE PRESIDENT
MBA
Location
Los Alamitos,CA
Compensation
Fee Only
Avantax Planning Partners
Emily Millsap
Senior Manager, Financial Planning
CExP
Location
Dubuque,IA
Navigate Financial
Nancy LaPointe
Financial Planner, Wealth Manager, Investment Advisor Representative
CASL,
Location
Lacey,WA
Compensation
Commission and Fee
Ameriprise Financial
Daniel Strecker
Financial Advisor
Location
Daniel Island,SC
The Planning Center, Inc.
Michelle Maton
CeFT, RLP®
Location
Chicago,IL
Compensation
Fee Only
Ferguson-Johnson Wealth Management
Jon Powell
Location
Rockville,MD
Compensation
Fee Only
MS
High Bluff Private Wealth
Michael Shanahan
Financial Advisor
Location
San Diego,CA
Compensation
Commission and Fee
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