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Mosaic Capital Management, LLC
Joshua Donley
Wealth Manager
CLU®, CFS
Location
Winston Salem,NC
Compensation
Commission and Fee
Beacon Pointe
Annette Brinton
Partner, Senior Wealth Manager
CPA (Inactive)
Location
Mill Valley,CA
Compensation
Fee Only
MM
Alpha Financial Advisors / LPL Financial
Mira Mizrahi
Location
Teaneck,NJ
EB
Bridgewater Advisory Group LLC
Ethan Bridgewater
Financial Advisor
Location
Crystal City,MO
Compensation
Fee Only
The Welch Group, LLC
Stewart Welch III
Founder
AEP
Location
Birmingham,AL
Compensation
Fee Only
ME
M. Griffith Investment Services, Inc.
Michael Evans
Vice President
Location
New Hartford,NY
Compensation
Commission and Fee
Sullivan Mermel, Inc.
Bridget Mermel
Location
Chicago,IL
Compensation
Fee Only
JF
Securities America, Inc.
Jerry Felts
Owner
Location
Spokane,WA
Compensation
Commission and Fee
Precision Wealth Planners
Matthew Koppelman
Financial Planner
WMCP
Location
Rockville,MD
Financial Advisory Service
Jake Barnes
Director of Wealth Management
Location
Leawood,KS
Compensation
Fee Only
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