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Compensation Type:
Fixed Fee
Nicholas Bunio, CFP®
Investment Advisor Representative
Retirement Wealth Advisors
Pennsylvania
Minimum Assets:
$0
Lindsay Tran
Managing Partner/Advisor
Synergy Financial Group
Michigan
Minimum Assets:
$500
Candice Gerlach, CPA, CFE
President
Candice Gerlach, CPA, Inc.
California
Minimum Assets:
$0
Scott Harmon, CPA
Financial Advisor
HWI Corporation
California
Minimum Assets:
$0
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