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Matthew Brock, CFP®https://wealthtender.com/financial-advisors/matthew-brock-cfp/Financial Planning for DC Area ProfessionalsFinancial Advisors
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How Financial Advisors Can Compliantly Promote Third-Party Ratings and Awardshttps://wealthtender.com/advisors/sec-marketing-rule/sec-marketing-rule-promoting-third-party-ratings-and-awards/Financial advisors can compliantly promote third-party ratings & awards with appropriate disclosures & oversight to satisfy SEC/FINRA rules.SEC Marketing Rule
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Synapse 2025 – the State of FinTech and the Startup Ecosystemhttps://wealthtender.com/iid/synapse-2025-the-state-of-fintech-and-the-startup-ecosystem/Synapse Summit 2025 spotlights Tampa Bay’s innovation, FinTech, and startup growth with keynotes, insights, and collaboration. Learn more.IID
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Drew Boyer, CFP®https://wealthtender.com/financial-advisors/drew-boyer-cfp/Making Money Make SenseFinancial Advisors
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Ivan Havrylyan, CFP®https://wealthtender.com/financial-advisors/ivan-havrylyan-cfp/Virtual, fee-only financial planning for retirees and medical professionalsFinancial Advisors
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Eric Maldonado, CFP®, MBAhttps://wealthtender.com/financial-advisors/eric-maldonado-cfp-mba/Helping Small Business Owners and Their Families Achieve Financial FreedomFinancial Advisors
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ProperExpressionhttps://wealthtender.com/service-providers/properexpression/Focused on the KPIs that matter most: Revenue, Profitability, ROI, and AUMService Providers
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Mauricio Reyes, RICP®, RSSA®https://wealthtender.com/financial-advisors/mauricio-reyes-ricp-rssa/Values-Based Financial Planning with Integrity & Flexibility | Fiduciary AdvisorFinancial Advisors
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Financial Planning for the Emerging Affluenthttps://wealthtender.com/insights/financial-planning/emerging-affluent/Busy professionals in their 30s and 40s comprise most of the emerging affluent. Financial planning becomes a priority as they build wealth.Financial Planning
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Changing Jobs or Starting a New Career? Consider These Expert Tips Firsthttps://wealthtender.com/insights/financial-planning/changing-jobs-new-career/Starting a new career or changing jobs can be stressful. Learn expert tips from a financial advisor specializing in helping job changers.Financial Planning