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DG
David Gutierrez
Wealth Advisor
Location
Little Rock,AR
Compensation
Commission and Fee
Smith Gambrell & Russell LLP
Michael Whitty
Partner
FFI CFBA CFWA
Location
Chicago,IL
Resource Consulting Group
Kimberly Sterling
Senior Wealth Advisor
Location
Orlando,FL
MB
Perigon Wealth
Mary Ballin
Partner & Wealth Advisor
Certified Divorce Financial Analyst®
Location
Walnut Creek,CA
Compensation
Fee Only
JH
Purpose Planning
Jennifer Kay Hicks
CWS
Location
Colorado Springs,CO
Compensation
Commission and Fee
Pence Wealth Management
Laila Marshall-Pence
President & LPL Registered Principal
Location
Newport Beach,CA
Orion Wealth Advisors
Peter Hoffman
Location
Lexington,MA
DG
Non-Traditional Wealth Management, LLC
Dennis Gagnon
Location
Orlando,FL
Compensation
Commission and Fee
RS
Strevey Financial Services
Richard Strevey
RFC
Location
Omaha,NE
Rivertree Financial Planning LLC
Scott Marshall
Partner
CFP®, CPA
Location
Jackson,MS
Compensation
Commission and Fee
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