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Retired CFP, RMA
Theresa Becker
Retirement Management Advisor (RMA®)
Location
Compensation
917 Advisory Services, LLC
John Schram
Registered Principal
Location
Compensation
Focus Partners Wealth
Emilie Schaffer
Wealth Advisor
Chartered Retirement Planning Counselor (CRPC)
Location
Compensation
TFC Financial Management, Inc.
Leann Sullivan
Vice President
Location
Compensation
Fredericksburg Financial Planning Svcs
Virgil Folden III
President
CFP® +1
Location
Compensation
Prominence Capital
James Liotta
President
CPWA, NSSA
Location
Compensation
Wealthspire Advisors
Laura Barry
Managing Director
CeFT®
Location
Compensation
Financial Planning Advisors & Van Reed Wealth Mgmt
Elizabeth Mastromarino
Managing Director
CLTC - Certified Long Term Care
Location
Compensation
rebel Financial
W. Phil Ratcliff
President
Certificate in Blockchain and Digital Assets®
Location
Compensation
Tri-Oak Private Wealth Management
Wendy Keeler
Director of Wealth Planning
Location
Compensation