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WPWealth
Patrick Dougherty
Partner
MBA
Location
Compensation
Hall & Dornan Capital Partners
Yvonne Hall
Managing Partner
CIMA
Location
Compensation
Equitable Advisors
Robert Lozzi
CERTIFIED FINANCIAL PLANNER Professional
Location
Compensation
L. Jeffrey Galbraith, CFP
Lloyd Galbraith
Financial Planner (owner)
Location
PlumTree Financial, Inc.
G. Gregory Bernhard
President & Founder
Location
Kane Company Wealth Management, Inc.
Steven Kane
President
Location
Compensation
Comprehensive Wealth Management
Paul Wilson
Location
Compensation
MONECO Advisors
Matt Keys
Location
Medeiros Financial Services, Inc
Joseph Medeiros
President
CLU®, AIF®
Location
Kruse Dicus & Associates LLP
Gary Dicus
CFE,CFF,FCPA,CITP
Location
Compensation