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JP
Ameriprise Financial Services, LLC
Jason Plank
Private Wealth Advisor
CRPC®, AAMS®, CFS®
Location
Edina,MN
DA
CCR Wealth Management, LLC
Dean Aita
Financial Consultant
CFP®
Location
Washington Depot,CT
Compensation
Commission and Fee
Mayfair Financial
Joe Petry
Founder & Financial Planner
Location
St. Louis,MO
EP Wealth Advisors
Sara Gardner
Vice President Wealth Advisor, Partner
Location
Littleton,CO
Compensation
Fee Only
AD
Northstar Financial Planning, Inc
Alexa Darbe
Wealth Manager
Location
Windham,NH
Compensation
Fee Only
DH
Legacy Financial Services, Inc.
David Hinson
Owner
CLTC, CFS, CSA, CASL, AEP, CLU
Location
Eugene,OR
BB
Bishop Financial Advisors
Brian Bishop
Owner/Financial Advisor
CWS
Location
Hudson,OH
Compensation
Commission and Fee
Buchman Financial Wealth Management
Elana Muzzey
Enrolled Agent
Location
Orange,CT
Compensation
Commission and Fee
Versant Capital Management, Inc.
Thomas Connelly
President & Chief Investment Officer
Location
Phoenix,AZ
Compensation
Fee Only
JN
Nicholson Meyer Capital Management, Inc.
Jennifer Nicholson
President and Owner
Location
Kansas City,MO
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