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Innovative Financial Solutions, Inc.
William Verhagen
President
CFS (Certified Fund Specialist), CLU, CASL
Location
Compensation
Carlson Investments
Alan Rattee Jr.
CFP®
Location
Compensation
Moisand Fitzgerald Tamayo, LLC
Ron Tamayo
Principal
CFP®, IRS Enrolled Agent
Location
Compensation
Pension Professionals
Roland Gagne
President
MSFS
Location
Compensation
Armstrong, Fleming & Moore, Inc.
Alexandra Armstrong
Chairman emeritus
Location
Compensation
Wooster Square Advisors
Carlos Salmon
Partner | Wealth Manager
CExP
Location
Compensation
On Target Financial
Joseph Prokop
Financial Planner
CRPC®
Location
Compensation
Matthew Higbie
TPCP
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
Level Four Business Management LLC
Noah Echavarria
Business Manager
Location
Compensation