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Results for:

Advisors

Alec Lance, CFA®

30 April 2018

Sam Marshall, CPA, CFP®

30 June 2017

Clay Murdy, CFP®

15 June 2016

Kristen Koch, CFP®

15 June 2016

Lisa Neff, CFP®

31 August 2015

Jeremy Runnels, CFP®

30 June 2013

Jackson Paul Rabuck, CFP®

15 May 2013

Patrick Corrigan, CFP®, CDFA®

31 May 2012

Joe Ferreira, CFP®, CPWA®

31 August 2009

Steven A Weintraub, CFP®

30 October 1982