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LK
Federmann Financial Advisors Inc.
Lisa Kelly
President
Location
Rocky Point,NY
Compensation
Fee Only
PB
Occam Capital Management, LLC
Priscilla Baker Jones
Managing Director
Location
Pittsford,NY
DJ
Intrinsic Wealth Counsel, Inc.
Daniela Jones
Financial Planner
Location
Tempe,AZ
Merrill Lynch
Derek Nowak
Location
Lititz,PA
Compensation
Fee Only
NG
Creekmur Wealth Advisors
Nicole Geraci
Wealth Advisor
Registered Paraplanner, Accredited Wealth Manageme
Location
Avon,CO
Compensation
Commission and Fee
AB
lpt Realty
Angela Baker
CFP BOARD EMERITUS®
Location
Richmond,VA
John Posey
Financial Planner
Location
Grand Island,NE
Compensation
Commission and Fee
DU
McLean Asset Management Corp
Dean Umemoto
CLU
Location
Tysons,VA
CJM Wealth Advisers, Ltd.
Brian Jones
Executive VP
Location
Falls Church,VA
Compensation
Fee Only
Meikle Financial Group
Dail Meikle
CEPA
Location
Phoenix,AZ
Compensation
Commission and Fee
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