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Oak Financial Coaching
Elana Feinsmith
Financial Therapist / Coach
Certified Financial Therapist-I™
Location
Sunnyvale,CA
Compensation
Fee Only
Mills Wealth Advisors, LLC
Michael Mills
Wealth Manager
CLU, CFS
Location
Southlake,TX
Compensation
Commission and Fee
MY Wealth Planners, LLC
Dr. Daniel Yerger
President
PhD, MBA
Location
Longmont,CO
Compensation
Fee Only
Adap Tax Financial, Inc.
Gregory Crofton
Wealth Advisor & Tax Advisor
Enrolled Agent
Location
Pleasanton,CA
Compensation
Fee Only
Smart Wealth Strategies Inc
Antonio Lugo III
President
MBA
Location
Chicago,IL
Compensation
Fee Only
EP Wealth Advisors
G. Bradley Owen
Financial Life Planner
RLP, RMA
Location
San Diego,CA
Compensation
Fee Only
Partners in Planning Financial Services
Shayne Lester
Certified Financial Planner
Location
Norman,OK
Compensation
Commission and Fee
Williams Wealth Management Group Inc.
Derek Williams
Founder and CEO
Location
Bradenton,FL
Compensation
Commission and Fee
Lakeview Financial Solutions
Rodney Jarrell
CEO
Location
Carrollton,TX
Compensation
Commission and Fee
Mason & Associates, Inc.
Sun Shim
Vice President
Certified Tax Coach™, Enrolled Agent
Location
Los Angeles,CA
Compensation
Fee Only
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