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Professional Type:
Financial Advisor
Mitchell Thompson
Financial Advisor
MJT & Associates Financial Advisory Group
Minnesota
Minimum Assets:
$0
Dan Sherman
Financial Advisor
MindWallet Investment Advisory
California
Minimum Assets:
$0
Kimberly J. Howard, CFP
Founder & Owner
KJH Financial Services
Massachusetts
Minimum Assets:
$0
David Chazin
Financial Advisor
Insight Wealth Strategies, LLC
California
Minimum Assets:
$0
David Haas CFP®
Financial Advisor
Cereus Financial Advisors, LLC.
New Jersey
Minimum Assets:
$0
Michael Armijo
Financial Advisor
Verona Capital Management LLC
California
Minimum Assets:
$100,000
Carlos Dias Jr.
Financial Advisor
Dias Wealth, LLC
Florida
Minimum Assets:
$0
John Mendes
Financial Planner
Creative Financial Group
New Jersey
Minimum Assets:
$0
Maddie Brooks
Regional Director
Prudential
New Jersey
Minimum Assets:
$0
Virajith Wijeweera
Financial Advisor
FPL Capital Management
California
Minimum Assets:
$0
Daniel Carnes
Financial Advisor
ElderAdo Financial
Colorado
Minimum Assets:
$0
Ryan Mohr, CFP®
Financial Advisor
Clarity Capital Management
Oregon
Minimum Assets:
$0
Brad Kingsley
Financial Advisor
Maximize Your Money - Cast Financial
South Carolina
Minimum Assets:
$0
Rachel Clawson
Financial Advisor
Avier Wealth Advisors
Washington
Minimum Assets:
$0
Grayson Hofferber
President & Founder
Millennial Wealth Management
Colorado
Minimum Assets:
$0
Keith R. Forbes
Financial Services Professional
Mass Mutual
Pennsylvania
Minimum Assets:
$0
Lucas Casarez
Financial Advisor
Level Up Financial Planning, LLC
Colorado
Minimum Assets:
$0
Michael Schwartz
Financial Advisor
Schwartz Financial
Pennsylvania
Minimum Assets:
$0
Michael Mezheritskiy
Financial Advisor
Milestone Asset Management Group
Connecticut
Minimum Assets:
$250,000
Kris Maksimovich
Financial Advisor
Global Wealth Advisors
Texas
Minimum Assets:
$0
Richard Feight
Financial Advisor
IAM Financial, LLC
Michigan
Minimum Assets:
$0
Nicholas Otto
Financial Advisor
WestPoint Financial Group
Ohio
Minimum Assets:
$0
Matt Stephenson
Financial Advisor
Prudential
New York
Minimum Assets:
$0
Timothy Baker, CFP®
Founder & Principal
WEALTHSHAPE LLC
Connecticut
Minimum Assets:
$0
Scott O'Brien
Financial Advisor
WorthPointe Wealth Management
Texas
Minimum Assets:
$0
Lane Mullinax, JD, CFP, MBA
Financial Advisor
NPV Advisory Services, LLC
Georgia
Minimum Assets:
$0
Chad Seegers
Financial Advisor
Insight Wealth Strategies, LLC
Texas
Minimum Assets:
Martin A. Federici, Jr.
CEO
MF Advisers, Inc.
Pennsylvania
Minimum Assets:
$0
Tony D. Fields
Financial Professional
Prudential
New Jersey
Minimum Assets:
$0
Michael "Mike" Cammarata
Financial Services Professional
Tide Creek Financial Group
Maryland
Minimum Assets:
$0
Ekenna Anya-Gafu, CFP®
Financial Advisor
Bay Street Capital Holdings
Arizona
Minimum Assets:
Beau Goss
Financial
Keystone Planning Partners
Tennessee
Minimum Assets:
$0
Michael Agorastos, CFP®
Financial Advisor
Insight Wealth Strategies, LLC
California
Minimum Assets:
$0
Sam Brownell, CVA, CFA, MBA
Financial Advisor
Stratus Wealth Advisors
Maryland
Minimum Assets:
$0
Jose Behar
Financial Services Professional
Mass Mutual
Florida
Minimum Assets:
$0
Steven Samuel
Financial Services Professional
Mass Mutual
Tennessee
Minimum Assets:
$0
Jeffrey Broadhurst
Financial Advisor
Broadhurst Financial Advisors, Inc.
Pennsylvania
Minimum Assets:
$0
Mark Condon
Financial Services Professional
Commonwealth Financial Group
Massachusetts
Minimum Assets:
$0
Hugo Carvajal
Financial Planner
Mass Mutual
New Jersey
Minimum Assets:
$0
Christina Ma
Financial Advisor
Prudential
Texas
Minimum Assets:
$0
Phil Schlitter
Financial Advisor
Lakeshore Financial Group
Illinois
Minimum Assets:
$0
Tristan Bolton
Financial Advisor
Peak360 Wealth Management
California
Minimum Assets:
$0
Frank Zito, Jr.
Financial Services Representative
Legacy Wealth Partners
Florida
Minimum Assets:
$0
Nicholas Guido
Partner
Chicago Partners Wealth Advisors
Illinois
Minimum Assets:
$100,000
Nicole Polanco
Wealth Advisor
Chicago Partners Wealth Advisors
Illinois
Minimum Assets:
N/A
David Wanja, Jr.
Financial Advisor
Financial Synergies Wealth Advisors
Texas
Minimum Assets:
0
Elizabeth Heard, WMS™, AAMS™, CRPC™, AWMA®
Financial Advisor
Raymond James
NC
Minimum Assets:
0
John Reed
Financial Advisor
New York Life
Virginia
Minimum Assets:
0
Tim Cantrell
Principal, Financial Advisor
Applied Capital
TN
Minimum Assets:
Nate Byers
Founder
Calculated Wealth LLC
Minimum Assets:
Aaron Sloan
Financial Advisor
Strategic Financial Concepts
MO
Minimum Assets:
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