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Lighthouse Planning
Bryan Gum
Founder & Financial Life Planner
CFP® +1
Location
Lenexa,KS
Compensation
Fee Only
Merrill Lynch
Thomas McBride
CFP® +1
Location
Dallas,TX
CooksonPeirce Wealth Management
Janelle Woods
Wealth Director
CFP®
Location
Akron,OH
Compensation
Fee Only
Old Hall Green Wealth
Mark Cernicky
President
CFP®, CFA®
Location
Rapid City,SD
Compensation
Commission and Fee
Twin Peaks Wealth Management, LLC
Scott Cheney
Founder, Senior Wealth Advisor
CFP®, ChFC®, CLU +1
Location
Salt Lake City,UT
Compensation
Fee Only
Schroeder Wealth Advisors
Ralph Schroeder
Private Wealth Advisor
CFP®, ChFC® +1
Location
THE WOODLANDS,TX
Compensation
Fee Only
HCP Wealth Planning
Kevin Burkle
Owner/Financial Planner
CFP®
Location
Jacksonville,FL
Compensation
Fee Only
RBC Wealth Management
Joe Di Vito
Advanced Wealth Manager
CFP®, CIMA® CEPA® CRPS®
Location
Phoenix,AZ
Compensation
Commission and Fee
Insight Wealth Management LLC
Kelvin Cui
CFP®, CPA
Location
Plantation,FL
Compensation
Fee Only
Transition Planning & Guidance, LLC
Niv Persaud
CFP®, CDFA®,RICP®
Location
Sandy Springs,GA
Compensation
Fee Only
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