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Metis Wealth Advisory Group
James Frank
Private Wealth Advisor
CFP®
Location
Compensation
Civista Wealth Management
J. Hoskins
VP & Trust Officer
CFP®
Location
Compensation
Boldin Advisors
Bruce Lorenz
Financial Advisor
CFP®, MBA, FHFMA
Location
Compensation
Morgan Stanley Wealth Management
Sean Adams
Certified Financial Planner
CFP®
Location
Compensation
Cobblestone Wealth Advisors
Ronald Palastro
Founder & CEO
CFP®, ChFC, CLU, AIF®, BFA
Location
Compensation
Ready Wealth Advisors
William Abraham
Financial Advisor
CFP® +1
Location
Compensation
Philanthropy Financial Planning
Alison Ngai
Philanthropic Financial Planner and Global Family Legacy Advisor
CFP®, MTWM
Location
Compensation
Crestwood Advisors
Alex Dobecki
Client Advisor
CFP®
Location
Compensation
Cerity Partners
Kelly McNerney
CFP®
Location
Compensation
Wealth Transition Finance, A Member of ASN, LLC
Wendolyn Forbes
Director of Financial Planning and Investments
CFP®, ABFP, MPAS, CSRIC, CCFC
Location
Compensation