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Freedom Advisory LLC
Roberto Rivera
Director of Financial Planning
Location
Guaynabo
Compensation
Fee Only
Apella Wealth
Evelyn Zohlen
Regional Director - Senior Financial Planner
MBA, MS
Location
Huntington Beach,CA
Compensation
Fee Only
Zimmerman Wealth Advisory Group
Geoffrey Zimmerman
Principal
AAMS
Location
Walnut Creek,CA
Compensation
Fee Only
Elwood & Goetz Wealth Advisory Group
Lindsay Elwood
Founding Partner & CEO
Location
Athens,GA
Compensation
Fee Only
YeskeBuie
Yusuf Abugideiri
Co-CEO | Chief Investment Officer
Location
Vienna,VA
Compensation
Fee Only
Mariner Wealth Advisors
James Davis
Wealth Advisor
Location
Scottsdale,AZ
Compensation
Fee Only
TruMix Advisors
Kevin O'Laughlin
Financial Planner
Certified Fund Specialist (CFS)
Location
Bloomington,MN
Compensation
Fee Only
C.L. Sheldon & Company
Curtis Sheldon
Enrolled Agent
Location
Alexandria,VA
Compensation
Fee Only
Wilkinson Wealth Management
Bryan Strickland
Financial Advisor
Location
Charlottesville,VA
Compensation
Commission and Fee
Meritas Wealth Management, LLC
Jacqueline Remar
Financial Planner
Location
San Rafael,CA
Compensation
Fee Only
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