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Lyndon Zielke
Investment Advisor Representative
Location
Wichita,KS
Compensation
Commission and Fee
AllGen Financial Advisors
Ana Fernandez
Financial Advisor
Location
Orlando,FL
Compensation
Commission and Fee
Weaver Financial
Sandi Weaver
financial planner
Location
Mission
Compensation
Fee Only
Oak Financial Coaching
Elana Feinsmith
Financial Therapist / Coach
Certified Financial Therapist-I™
Location
Sunnyvale,CA
Compensation
Fee Only
Copper Beech Wealth Management
Adam Wojtkowski
Financial Advisor
CPWA
Location
Mansfield,MA
Compensation
Fee Only
Mills Wealth Advisors, LLC
Michael Mills
Wealth Manager
CLU, CFS
Location
Southlake,TX
Compensation
Commission and Fee
MY Wealth Planners, LLC
Dr. Daniel Yerger
President
PhD, MBA
Location
Longmont,CO
Compensation
Fee Only
Adap Tax Financial, Inc.
Gregory Crofton
Wealth Advisor & Tax Advisor
Enrolled Agent
Location
Pleasanton,CA
Compensation
Fee Only
Smart Wealth Strategies Inc
Antonio Lugo III
President
MBA
Location
Chicago,IL
Compensation
Fee Only
EP Wealth Advisors
G. Bradley Owen
Financial Life Planner
RLP, RMA
Location
San Diego,CA
Compensation
Fee Only
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