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Compensation Type:
Flat Fee
Jeremy Eppley, CRPC®, APMA®, AIF®
Founder & Financial Advisor
Silverstone Financial
Maryland
Minimum Assets:
$0
Andrew Mastro
President & Founder
Wrought Advisors LLC
New Jersey
Minimum Assets:
$0
Stefan Jackson
Financial Planner & Portfolio Manager
Jackson Wealth Management, LLC
Colorado
Minimum Assets:
$0
Gregory Brinkman
Financial Advisor
GF Brinkman Financial
Oklahoma
Minimum Assets:
$250
Steve Stanganelli CFP
Managing Member & Financial Planner
Clear View Wealth Advisors, LLC & Boston Tax Planners
Massachusetts
Minimum Assets:
$0
Stephen Nelson
Financial Advisor
Birchwood Capital
California
Minimum Assets:
$0
Juan C. Ros
Financial Advisor
Forum Financial Management, LP
California
Minimum Assets:
$0
Candice Gerlach, CPA, CFE
President
Candice Gerlach, CPA, Inc.
California
Minimum Assets:
$0
Ron Guay
Financial Advisor
Rivermark Wealth Management
California
Minimum Assets:
$0
Patrick McNally
Owner
Retirement Lifestyles Advisory Group
California
Minimum Assets:
$0
Nate Byers
Founder
Calculated Wealth LLC
Minimum Assets:
Aaron Sloan
Financial Advisor
Strategic Financial Concepts
MO
Minimum Assets:
Leighann Miko
Founder & Financial Advisor
Equalis Financial
Minimum Assets:
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