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McCarthy Asset Management
Ryan McCarthy
CFP®, CPA
Location
Redwood Shores,CA
Compensation
Fee Only
Arrowroot Advisors
Crystal McMahon
Managing Director
CFP®, Enrolled Agent
Location
Gig Harbor,WA
Compensation
Fee Only
Rigden Capital Strategies
Emily Dyer-Wolfe
Financial Planner
CFP®
Location
Denver,CO
Compensation
Fee Only
Vision Wealth Planning, LLC
Mark Smith
President
CFP®, CPA
Location
Glen Allen,VA
Compensation
Fee Only
Financial Elements, Inc.
Brenda Knox
Financial Advisor
CFP® +1
Location
Rolling Meadows,IL
Compensation
Fee Only
Hopwood Financial Services
Kevin Galvin
Executive Vice President
CFP®, CFA®
Location
Reston,VA
Compensation
Fee Only
Meritas Wealth Management, LLC
Kacy Gott
Principal, Senior Financial Planner
CFP®
Location
San Rafael,CA
Compensation
Fee Only
Penn Cove Financial, LLC
Randall Wall
Owner/Manager
CFP®, MSFE, MBA
Location
Oak Harbor,WA
Compensation
Fee Only
Elevation Wealth Partners
Ryan Kosakura
Wealth Advisor
CFP®, CFA®, CPA (inactive)
Location
Walnut Creek,CA
Compensation
Fee Only
Bishop Ortiz & LoCascio Assoc
Anthony LoCascio
President
CFP®
Location
Winter Haven,FL
Compensation
Commission and Fee
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