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Corient
Joanna Jadlow
Location
Compensation
Luisamaria Carlile
The Welch Group
James Peay
Member
Location
Sittner & Nelson, LLC
Todd Nelson
Location
Compensation
Lenius Ins & Financial Services, Inc.
David Lenius
President
CASL, LUTCF, CLU
Location
Compensation
Westbrook Financial Services, Inc.
Robert Westbrook
President
CLU
Location
Compensation
SYM Financial Advisors
Rod Coleman
President
MBA
Location
Amaranth Financial Planning, LLC
Alicia Cardona
Location
Compensation
Masland & Barrick Advisory, Inc.
Stacey Barrick
President
Location
Clairwell Financial Planning LLC
Bridget Borel
Founder, CEO
Location
Compensation