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RFG Advisory
Claudia Porter
Wealth Advisor
CFP®, CDFA®
Location
Lake Oswego,OR
Compensation
Commission and Fee
Rochester Wealth
Dominic Garcia
President
CFP®, CTS®, CES®, CRPC®, MBA
Location
Rochester,MI
Compensation
Fee Only
AAF Wealth Management
Julie Drainville
Wealth Advisor
CFP®, ChFC®, Enrolled Agent (IRS)
Location
Westborough,MA
Compensation
Fee Only
Creative Capital Management
Tina Vieregg
Wealth Manager
CFP®, BFA
Location
San Diego,CA
Compensation
Fee Only
Birchwood Financial Partners
Kayla Berceau
Financial Advisor
CFP®
Location
Bloomington,MN
Compensation
Fee Only
Exit 59 Advisory
Evan Beach
President - Wealth Advisor
CFP®, EA, AWMA
Location
Alexandria,VA
Compensation
Commission and Fee
DBM Planning, LLC
David Mendels
Managing Director
CFP®
Location
New York,NY
Compensation
Fee Only
Prudential Wealth Advisors
Shannon Fidler
Financial Planner
CFP®
Location
Cranberry Township,PA
Compensation
Commission and Fee
Beaird Harris Wealth Management
Ginnie Baker
Financial Advisor
CFP®
Location
Dallas,TX
Compensation
Fee Only
Avery Wealth, Inc
Daniel Reese
CFP®, AIF® CEPA®
Location
Jackson,MI
Compensation
Commission and Fee
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