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MP
CFG Wealth Management Services, Inc.
Michael Puckett
President
Location
Indianapolis,IN
JL
F L Putnam Investment Management
Jerry Love
Principal
PFS, CGMA
Location
Kalamazoo,MI
Compensation
Fee Only
JR
Romano & Romano Financial, LLC
Joseph Romano
President
Location
North Wales,PA
Compensation
Commission and Fee
RY
First Asset Managers
Richard Yemm
Location
Vero Beach,FL
Compensation
Commission and Fee
Morgan Stanley
Thomas Rishovd II
Senior Vice President/Wealth Advisor
Location
Minneapolis,MN
Seta Keshishian
Seta Keshishian
Financial Planner
Location
Los Angeles,CA
Compensation
Commission and Fee
AB
Focus Financial, LLC
Alexandra Burke
Principal, CFP
CFP®
Location
Belmont,MA
Compensation
Fee Only
ED
Running Point Capital Advisors
Elizabeth deSousa
Client Advisor
CDFA - Certified Divorce Financial Analyst
Location
El Segundo,California
Compensation
Fee Only
Lavish Financial Planning
Taylor Peters
Location
Morristown,NJ
RR
The Northern Trust Company
Roger Recupero
Managing Director
CPWA
Location
Los Angeles,CA
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