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MR
Marathon Mission Wealth Management
Michael Ryan
President
Location
Latham,NY
Compensation
Fee Only
MV
LPL Financial
Michael Verstegen
Location
Kimberly,WI
Compensation
Commission and Fee
DL
Geller & Lehmann, LLC
David Lehmann
Location
Baltimore,MD
Compensation
Fee Only
JO
Access Advisory Group LLC
James Oplotnik
Financial Advisor, President
Registered Financial Consultant (RFC) Life Insurance Training Fellow (LUTCF)
Location
Oklahoma City,OK
PK
Review Services, Inc.
Patricia Kiefer
Location
Brookfield,WI
Compensation
Fee Only
Glassman Wealth Services, LLC
Barry Glassman
President
CFS
Location
Vienna,VA
Compensation
Fee Only
JR
Commerce Trust Company
Jill Reynolds
Senior Vice President
Location
Springfield,MO
Oak Street Advisory Group
Aileen Danley
Financial Planner | Investment Advisor
MBA
Location
Laguna Beach,CA
Compensation
Fee Only
SD
Dingman Financial Services
Scott Dingman
Managing Partner
CFS, RHU, FLMI, CLU
Location
Midlothian,VA
EverythingHRFinancial Services
Felicia Harris
Principal
Location
Rochester Hills,MI
Compensation
Commission and Fee
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