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Phyllis Garratt
Certified Financial Planner
Location
Larkspur,CA
Compensation
Fee Only
JK
Cetera Investment Services
Jeffrey Kutchmire
Financial Advisor
Location
Tampa,FL
Compensation
Commission and Fee
Arrowroot Family Office
Sara Frazier
Vice President | Financial Advisor
Location
Rochester Hills,MI
Insight Wealth Partners, LLC
Wayne Smith III
Managing Partner
CRPC
Location
Plano,TX
Strata Wealth Advisors
Dusty Wallace
Director of Financial Planning
Location
Dallas,TX
Compensation
Commission and Fee
Arrivity Financial Planning
Ralph White
Financial Planner
Location
Seattle,WA
Compensation
Fee Only
Bison Wealth Management, LLC
David Yormick
Financial Planner
CFP®
Location
Lyndhurst,OH
Compensation
Commission and Fee
VH
Perigon Wealth Management, LLC
Victor Hicks II
Managing Director
Location
Southfield,MI
Compensation
Fee Only
West Financial Advisors, LLC
Laura West
Managing Partner and Senior Planner
Location
Des Moines,IA
Compensation
Fee Only
Cetera Wealth Partners
Michael Faltico
Financial Planner
Location
San Diego,CA
Compensation
Commission and Fee
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