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Financial Lifestyle Management
Victoria Ward
Founder & CEO / Financial Planner / Investment Advisor
CFP®
Location
Compensation
Birchwood Financial Partners, Inc.
Damian Winther
Financial Advisor and Principal
CFP® +1
Location
Compensation
The Foundry Financial Group, Inc.
Michael Fogarty
President and Senior Wealth Management Advisor
CFP®
Location
Compensation
Mindi Financial
Jess Skolnick
Owner + Financial Advisor
CFP®, CFA®
Location
Compensation
Staib Financial Planning, LLC
Paul Staib
Principal
CFP® +1
Location
Compensation
Harkins Wealth Management
Chancellor Harkins
Fee-Only Financial Planner & Partner
CFP®
Location
Compensation
Polaris Financial, Inc.
James Hu
President
CFP®, MBA
Location
Compensation
Ascentis Wealth Management
Kimberly Abmeyer
CFP®, CFA®, EA
Location
Compensation
Adrienne Ross
Adrienne Ross
Certified Financial Planner™
CFP®, AFC®,MQFP®, ChFC®
Location
Compensation
Strategic Planning Group, Inc
John Wood
President
CFP®, CLU, ChFC, AIF
Location
Compensation