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Destination Wealth Management
Angie Hager
Managing Director & Executive Partner
CFP®, CFA®, CSRIC
Location
Compensation
Robert W. Baird & Co.
Melissa Sanchez
Director, Financial Advisor
CFP® +1
Location
Compensation
Ventura Wealth Management
Daniel McElwee
Executive Vice President / Wealth Manager
CFP®, MBA, ABFP
Location
Compensation
Goodstein Wealth Management
Alan Goodstein
Principal-Certified Financial Planner
CFP®
Location
Compensation
Tamarind Financial Planning
Ariadne Horstman
Partner
CFP®, Registered Life Planner, RLP
Location
Compensation
Trinity Financial Management
Frank Mulcahy
Mr
CFP®
Location
Compensation
RM Financial Management
Rocco Manochio
Private Wealth Advisor / Managing Director
CFP®, ChFC®, CLU, APMA®, BFA™
Location
Compensation
Quantum Financial Planning
Travis Schiele
Financial Planner
CFP®, CEPA
Location
Compensation
Liberty Wealth Advisors
R. Michael Parry
Investment Advisor
CFP®
Location
Compensation
Ameriprise Financial Services, LLC
Bill Eldridge
Private Wealth Advisor
CFP®, CRPC, APMA
Location
Compensation