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GP
Castle Wealth Advisors, LLC
Gary Pittsford
Retired
Location
Pendleton,IN
Compensation
Fee Only
Wealthspring Financial Partners, LLC
Diane DeOliveira
Managing Partner and Wealth Management Advisor
Location
Montville,NJ
Compensation
Commission and Fee
Branning Wealth Management
Kelly Jennings
Advisor
Location
Ridgeland,MS
Compensation
Fee Only
Ameriprise Financial Services
Gail Reid
Private Wealth Financial Advisor
CLU
Location
Glendale,CA
Compensation
Commission and Fee
TT
Thomas Thompson, CPA, CFP
Thomas Thompson
Owner
COA
Location
East Haven,CT
Compensation
Fee Only
DW
Pinnacle Financial Associates
Daniel Wolodkiewicz
President
Location
Beavercreek,OH
MM
Equitable Advisors
Michelle Mast
MBA
Location
Richmond,VA
Compensation
Commission and Fee
PM
Legacy Wealth Planning
Phillip Mahoney
Managing Parner
Location
Reno,NV
Compensation
Commission and Fee
CG
LPL Financial
Christopher Greene
CERTIFIED FINANCIAL PLANNER™ Professional
Location
Cleveland,GA
Compensation
Commission and Fee
Versant Capital Management, Inc.
Joel Zimmerman
Wealth Associate
Location
Dallas,TX
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