Title(s)
Associate Advisor
Company Name
Fulcrum Capital
Business Email
Credentials, Professional Designations
CFP®
Title(s)
Senior Loan Officer
Company Name
Like Oak Bank
Business Email
Business Category
Title(s)
Wealth Advisor
Company Name
Bernstein Private Wealth Management
Business Email
Business Category
Title(s)
Wealth Advisor, CFP®, ADPA™
Company Name
Merriman Wealth Management
Business Email
Business Category
Title(s)
Capital Markets Officer
Company Name
Heritage Bank
Business Email
Business Category
Title(s)
Principal, Business Broker
Company Name
Transition360, LLC
Business Email
Title(s)
Associate
Company Name
Dorsey
Business Email
Business Category
Title(s)
Managing Director
Company Name
ACT Capital Advisors
Business Email
Title(s)
Executive Director
Company Name
JPMorgan Chase
Business Email
Business Category
Title(s)
Wealth Advisor
Company Name
Merriman, LLC
Business Email
Business Category
Credentials, Professional Designations
CFP®, AFC®
