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Phillips Financial Services
Richard Phillips Jr.
Managing Member
Location
Ameriprise Financial Services, LLC
Mark Wielinga
Financial Advisor
CMFA®
Location
Compensation
Genesis Financial Sevices
Sebastian Triscari
MBA
Location
Holmquist Wealth Management
John Holmquist
Certified Financial Planner
CRPC, MBA
Location
Compensation
UBS Financial Services
Shelley Richardson Goglio
Sr. Vice President - Wealth Management
Certified Private Wealth Advisor (CPWA® )
Location
Fidelity Investments
Howard Jacobs III
Investment Management Consultant
Location
Compensation
Frawley Financial Services, PLLC
Douglas Frawley
Location
Compensation
Portland Financial Advisors, Inc.
Gabriel Markiz
Location
Compensation
Ameriprise Financial Services, LLC
Lisa Puttick
Financial Advisor
Location
Landmark Financial, LLC
Travis Teague
Financial Advisor
Location
Compensation