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Cogent Strategic Wealth
Kelly Stanley
Wealth Advisor
CFP®, MBA
Location
Compensation
Sapphire Wealth Planning LLC
Melissa Ellis
Founder
CFP®, CDFA
Location
Compensation
Evangelista & Associates
Nathan Zolynsky
Associate Financial Advisor
CFP®
Location
Compensation
CLA Wealth Advisors
Craig Ruffolo
Principal - Private Client Services
CFP® +1
Location
Compensation
Dynamic Wealth Advisors dba Swiss American Wealth Advisors
Marina Hernandez
US-Swiss Cross Border Wealth Advisor
CFP® +1
Location
Compensation
Cooke Wealth Management, LLC
Juliette Cooke
VP & Personal Financial Advisor
CFP®, Certified Kingdom Advisor®
Location
Compensation
Rabe Investment Consulting Group
Amanda Crighton
Financial Advisor
CFP®
Location
Compensation
Moisand Fitzgerald Tamayo, LLC
Tommy Lucas
Financial Advisor | Shareholder
CFP®, Enrolled Agent (EA)
Location
Compensation
TVAMP
Ryan Hoppie
Wealth Advisor
CFP®, ChFC®
Location
Compensation
Moors & Cabot
Thomas Childs
CFP®
Location
Compensation