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Upbeat Wealth
Mike Turi
Founder, Financial Planner
Location
Compensation
LPL Financial
Michael Riley
Location
Aspiriant
Michael Fitzhugh
Partner
Location
Bloom Advisors, Inc.
Jack Riashi Jr.
Financial Advisor
Location
Compensation
Sharma Assocaites, Inc
Hans Sharma
Notary Public
Location
Telos Capital Management, Inc.
Michelle Packer
Retirement Planner
Location
Compensation
Apex Wealth Management, LLC
Robin Giles
Location
Compensation
Butterworth Financial Group, LLC
Mark Butterworth
President
Location
Compensation
Janney Montgomery Scott
William Mastalski
Vice President
Location
Raymond James Financial Services
James Devers
Senior Vice President
CPFA(R), APMA(R)
Location