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Specialty: Retirement Plan Consulting

Keith Lea

SVP INVESTMENTS

Stephen Cicali, CMFC®, CRPC®

SENIOR VIDE PRESIDENT/MANAGING DIRECTOR

Christian Chalabi, CPFA®

FINANCIAL ADVISOR

Rich Murray

CAROLINA OPERATIONS|MANAGING DIRECTOR

Stephen Barns

FINANCIAL ADVISOR

Jonnathan Davis, AIF®

MANAGING PARTNER

Wyatt Schrepfer

FINANCIAL ADVISOR

Will Steih, CPA

MANAGING DIRECTOR

Tyler Olson

MANAGING DIRECTOR

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