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Whelan Financial
Vincent Whelan
President
Location
Fresno,CA
Beaird Harris
Clint Dunn
Chief Compliance Officer
IACCP®
Location
Dallas,TX
Compensation
Fee Only
MB
Richard A. Beauchemin, CPA/Carolina Accounting & Tax Service, PLLC
Michael Beauchemin
Location
Charlotte,NC
The Wealth Planner™
John Loyd
Enrolled Agent (EA), MBA MBA
Location
Fort Worth,TX
EG
Wise Steward Corporation
Elliot Goldberg
Personal Financial Analyst
Location
SANTA MONICA,CA
Compensation
Commission and Fee
GC
Cue Financial Group Inc
Glenda Callanen
Location
Santa Monica,CA
MB
Mercer Advisors
Michael Baittinger
Principal
CFS
Location
ALLENTOWN,PA
LPL Financial
David Perry
Owner
Location
Seal Beach,CA
Compensation
Commission and Fee
AMJ Financial Wealth Management
Angela Bender
Managing Partner
Location
Leesburg,VA
Compensation
Commission and Fee
Gaines Capital Management
Aaron Gaines
Location
Atlanta,GA
Compensation
Commission and Fee
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