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Show Rows：
Person NameJob TitleCompanyLocationAction
 
 
 
 
 
Miguel A. Delgado, CFP®
Certified Financial PlannerPeak360 Wealth Management, LLC United States
James Chalmers, CFP® AIF®
Certified Financial PlannerMoneta GroupSenegal
Edward A Ostrowski III
Certified Financial PlannerThe Spectrum Planning GroupUnited States
Nicolas Smit CFP®
Certified Financial PlannerLiberty Group South AfricaSouth Africa
Bud Schneeweis
Certified Financial PlannerCFP BoardUnited States
Matthew Peoples CFP®
Certified Financial PlannerLPL FinancialUnited States
Nick Coleman, CFP®
Certified Financial PlannerBonfire FinancialUnited States
Keith Weiss, CFP®
Certified Financial PlannerWeiss Financial GroupUnited States
Cheryl Vesely, CFP®, EA
Certified Financial PlannerBalance Financial Planning, LLCUnited States
Marloes Mcleod
Certified Financial PlannerRBCCanada
Robert B. Dwyer, CFP®
Certified Financial PlannerHeritage Wealth ManagementUnited States
Paul Polyviou
Certified Financial PlannerManulife SecuritiesCanada
Sally Gelpke
Certified Financial PlannerEquity Associates Inc.Canada
Diana Watkins-Baker
Certified Financial PlannerAssure Financial Pty LtdAustralia
Chip Anderson
Certified Financial PlannerSchad, Lindstrand & Schuth, Ltd.United States
Katherine Suchan
Certified Financial PlannerThe H Group, Inc.United States
Vik Anand CFP®
Certified Financial PlannerFirst State SuperAustralia
John Ross, CFP, RRC
Certified Financial PlannerIG Wealth ManagementCanada
Alan Loon
Certified Financial PlannerGreat Eastern Financial Advisers Private LimitedSingapore
Andrew Torney
Certified Financial PlannerMuirfield Financial ServicesAustralia
Kevin So
Certified Financial PlannerPlanning Partners InternationalAustralia
David Sommerville
Certified Financial PlannerFirst Choice Financial Services DACIreland
Ron Cooley CFP
Certified Financial PlannerManulife SecuritiesCanada
David Droppo
Certified Financial PlannerAtlas Wealth AdvisorsUnited States
Daniel Jeffery, CFP®, CRPC®, CPFA
Certified Financial PlannerBest Times Financial United States
Janice Giroux, B.Comm, CFP®
Certified Financial PlannerSun LifeCanada
Lauren Peck
Certified Financial PlannerKMS Financial Services, Inc.United States
Stephanie Remisiewicz
Certified Financial PlannerWealth Enhancement GroupUnited States
Alex Frankland
Certified Financial PlannerFreedom 55 FinancialCanada
Nelson F Deslippe
Certified Financial PlannerIntegral Financial Services Inc.Canada
David Rotatori, CFP®,CIMA®
Certified Financial PlannerBeacon Capital Advisory GroupUnited States
Michael Cooper, CFP®
Certified Financial PlannerBorger Financial ServicesUnited States
Robert Miller
Certified Financial PlannerSagemark ConsultingUnited States
Declan Thomas CFP®
Certified Financial PlannerMomentum PlanningAustralia
Paul Hein
Certified Financial PlannerSagePoint FinancialUnited States
Mark Butterworth
Certified Financial PlannerLPL FinancialUnited States
Joseph Napoli
Certified Financial PlannerStatePlusAustralia
Dan Melnyk
Certified Financial PlannerWealth Foundations, LLCUnited States
Karthik Ganapathy CFP®
Certified Financial PlannerPROSPA FinancialAustralia
Randy Schmidt
Certified Financial PlannerRidgetown Investments, LLC.United States
Trevin Kent
Certified Financial PlannerCentral Coast Financial ManagementUnited States
Christian Mijares, CFP®
Certified Financial PlannerCreative PlanningUnited States
Brian McConnell CFP
Certified Financial PlannerIG Wealth ManagementCanada
Lindsay Walker
Certified Financial PlannerRSM AustraliaAustralia
Lance Howard CLU, CFP
Certified Financial PlannerInvestment Planning CounselCanada
Judie Rice, CFP, CIM
Certified Financial PlannerManulife SecuritiesCanada
Fred Fernatt
Certified Financial PlannerCREATIVE TRANSITION STRATEGIES, INC.United States
Alex Pinn
Certified Financial PlannerNorthwestern MutualUnited States
Jason Gentile
Certified Financial PlannerApella WealthUnited States
Jeanne Bernardin
Certified Financial PlannerMeridian Financial Advisors, LLCUnited States
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