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Arista Wealth Management
Jordan Naffa
Director of Financial Planning
MSPFP
Location
Las Vegas,NV
ML
Linscomb Wealth
MaryJane LeCroy
Wealth Advisor
Location
Atlanta,GA
Compensation
Fee Only
KN Family Wealth
Jacob Martin
Financial Advisor
Location
Dublin,OH
Compensation
Fee Only
Conrad Siegel Investment Advisors
Thomas Terhaar
Investment Consultant
Location
Harrisburg,PA
Compensation
Fee Only
JG
Gruber Financial, Ltd.
Jeanette Gruber
Location
Peoria Heights,IL
Compensation
Commission and Fee
EF
Purposeful Wealth
Eric Freckman
Financial Planner
CKA
Location
Palatine,IL
Compensation
Fee Only
SM
Telos Capital Management, Inc.
Stefan Meierhofer
President & CEO
Location
San Diego,CA
Compensation
Fee Only
MS
Queens Oak Advisors
Michele Stutts
Client Advisor
Location
Charlotte,NC
Compensation
Fee Only
Mission Wealth Management
Adam Silva
Financial Advisor/Wealth Advisor
Location
Santa Barbara,CA
Compensation
Fee Only
RF
abip CPAs & Advisors
Ray Fernandez Jr.
Director, Transaction Advisory Services
CLU
Location
Houston,TX
Compensation
Commission and Fee
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