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Group: Financial Wellness

Travis Mays, AIF®

FINANCIAL ADVISOR

Heath Hagan

FINANCIAL ADVISOR

Colt Ryan, CFP® 

FINANCIAL ADVISOR

Thorn Murphy, ChFC®

WEALTH ADVISOR

Kevin Toledano

DIRECTOR OF MANAGED ACCOUNT SERVICES

Donald J. Paul

SVP CLIENT EXPERIENCE

Andrew Merchant, MBA

MANAGING DIRECTOR

Keith Lea

SVP INVESTMENTS

Stephen Cicali

FINANCIAL ADVISOR

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