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Specialty: Individual Wealth Management

Steve Nelson, AIF®

FINANCIAL ADVISOR

Sean Clancy, CPWA®, AIF®

FINANCIAL ADVISOR | MANAGING DIRECTOR

Scott Liggett

DIRECTOR OF ERISA OVERSIGHT

Ricky Gleason, CEPA®

FINANCIAL ADVISOR

Rich Laing

WEALTH ADVISOR

Rich Barkley, CVA, FMVA

FINANCIAL ADVISOR

Mike Stolberg

DIRECTOR OF TRADING

Micah Schmidt, CEPA®

FINANCIAL ADVISOR

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