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Moisand Fitzgerald Tamayo, LLC
Ron Tamayo
Principal
CFP®, IRS Enrolled Agent
Location
Compensation
RidgePoint Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC
John Shimp
Private Wealth Advisor/Managing Partner
CFP®, CRPC, CLTC, APMA, CFS
Location
Compensation
Modera Wealth Management
Tim Koehl
Principal & Wealth Manager
CFP®, AAMS
Location
Compensation
CYPRESS FINANCIAL PLANNING
Jeffrey Jones
CFP®
Location
Compensation
Spurr Financial Planning, Inc.
Brett Spurr
Advisor
CFP®
Location
Compensation
Funded Life Financial, LLC
Ryan Carter
Principal, Financial Planner
CFP®, ChFC®
Location
Compensation
Teach Plan Retire
Mychal Eagleson
President & Senior Financial Planner
CFP®, AIF®, ChSNC®
Location
Compensation
WECU
Eddy Roddy
CFP® +1
Location
Compensation
Encover Personal Finance
Sridhar Krishnan
Fee-Only Financial Planner
CFP®
Location
Compensation
Utopia Wealth Management, LLC
Nicholas Chiricosta
Founder/Wealth Advisor
CFP®, MPAS®, EA, AWMA®, CRPC®
Location
Compensation