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Specialty: Retirement Plan Consulting

George Pikounis, CEP®

FINANCIAL ADVISOR

Mary Lucas, CTFA

DIRECTOR OF FINANCIAL PLANNING | CLIENT EXPERIENCE

Neill Yelverton, MBA, CSRIC®

PARTNER & FINANCIAL ADVISOR

Peter Krull, CSRIC®

PARTNER & DIRECTOR OF SUSTAINABLE INVESTING

Ashley E.H. Scott, CFP®

FINANCIAL ADVISOR

R. Michael Parry, CFP®

DIRECTOR OF WEALTH PLANNING

Adam Billings

DIRECTOR OF OPERATIONS

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