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Group: Retirement Plan Consulting

Jimmy May, CFP®, ChFEBC℠

PARTNER & SENIOR FINANCIAL ADVISOR

Andrew Selu, CRPC®

PARTNER & FINANCIAL ADVISOR

Jared Copinga, CRPC®

PARTNER & MANAGING DIRECTOR

Kaden Wren

FINANCIAL ADVISOR

John Huber, NAIC

FINANCIAL ADVISOR

Jeremiah (J.J.) Pangan

FINANCIAL ADVISOR

Terry Levenberg, CFP®, CRPC®

PARTNER & FINANCIAL ADVISOR

Marco Osorio, RICP®

FINANCIAL ADVISOR

Conor Kelly, CFP®

PARTNER | SENIOR FINANCIAL ADVISOR

Deanne Palmer, MBA, CFP®

CERTIFIED FINANCIAL PLANNER

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