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HG
Graf Financial L.L.C.
Helen Graf
CDFA
Location
Baton Rouge,LA
Compensation
Fee Only
Fernandez Financial Advisory, LLC
Delia Fernandez
CFP®
Location
Los Alamitos,CA
Compensation
Fee Only
RB
Rachel Betzwieser
Location
Raleigh,NC
NL
Cetera Advisor Networks, LLC
Nowell Loop
Location
Dallas,TX
Compensation
Commission and Fee
BB
Versant Capital Management, Inc.
Ben Barchilon
Wealth Advisor
Location
Phoenix,AZ
Compensation
Fee Only
UBS Wealth Management
Denny Goforth
Senior Vice President - Wealth Management
Certified Investment Management Analyst
Location
Washington,DC
Compensation
Commission and Fee
Moran Wealth Management
Corey Grant
Senior Vice President
Location
Naples,FL
CO
SHOR Financial Wellness
Carol O'Rourke
Partner
MBA
Location
New York,NY
Financial Steward Associates
Heather Williams
Financial Planner and Investment Advisor
Location
Boulder,CO
AD
D'Souza Financial Strategies
Anneliese D'Souza
President
Chartered Accountant, India, Chartered Management
Location
Frederick,MD
Compensation
Commission and Fee
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