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Group: Financial Wellness

Jared Copinga, CRPC®

PARTNER & MANAGING DIRECTOR

Kaden Wren

FINANCIAL ADVISOR

John Huber, NAIC

FINANCIAL ADVISOR

Drew Moenter, CFP® 

WEALTH ADVISOR

Mary Lucas, CTFA

DIRECTOR OF FINANCIAL PLANNING | CLIENT EXPERIENCE

Charles E. Vermette, Jr.

General Counsel

Grant Spencer, MBA

DIRECTOR OF M&A AND ADVISOR RECRUITING

Tucker Payne

WEALTH ADVISOR

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