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National Christian Foundation Carolinas
Brandon Davis
President
Location
Briana Oltmann
Enrolled Agent (EA)
Location
Market Street Wealth Management Advisors
Aaron Williams
Senior Financial Planner
Location
Compensation
Wealthspire Advisors
William Schwartz
Managing Director
Location
Compensation
Ameriprise Financial
Brad Johnson
Financial Advisor
CFP®, ChFC®, BFA, CRPC
Location
Compensation
Valerie Adelman
CDFA
Location
Compensation
Clear View Wealth Advisors, LLC and CollegeCashPro.com
Steven Stanganelli
NAPFA-Registered Financial Advisor/Investment Advisory Representative
CCFC - Certified College Financial Consultant
Location
Compensation
Morgan Stanley
Harvey Ziegler
Financial Advisor
MBA
Location
Compensation
Wescott Financial Advisory Group, LLC
Grant Rawdin
Founder & CEO
Location
Compensation
Limestone Wealth Advisors, a private wealth advisory practice of Ameriprise Fina
Tracy Redmon
CDFA
Location
Compensation