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CH
Abacus Planning Group, Inc.
Cheryl Holland
President
Certified Family Business Advisor
Location
Columbia,SC
Compensation
Fee Only
JL
White Lighthouse Investment Management
Jonathan Lachowitz
CFP(R) Switzerland
Location
Bedford,MA
Compensation
Fee Only
RC
c/o CPC Financial Planning, Inc
Richard Capasso
Location
King of Prussia,PA
RP
The Legend Group
Ronald Posnack
CFS, CMFC, CFS, CMFC
Location
Stony Brook,NY
Mercer Advisors
Dennis Collins
Sr. Wealth Advisor
Location
Fort Collins,CO
Compensation
Commission and Fee
PL
Financially Speaking, Inc.
Philip Luccock
CMA
Location
Green Wood Village,CO
RK
TFC Financial Management, Inc.
Renee Kwok
President
Location
Boston,MA
Monument Group Wealth Advisors
Lee McGowan
Managing Director
Certified College Planning Specialist
Location
Concord,MA
Compensation
Fee Only
EM
Signature Premier Properties
Elke Mariotti
CDFA, LUTCF, Realtor
Location
Huntington Station,NY
CP
Sparks Financial / Northwestern Mutual
Charles Prothro
Wealth Management Advisor
Accredited Estate Planner
Location
Fort Worth,TX
Compensation
Commission and Fee
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