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Cory Beam, CFP®, CRC®
Lead Financial Advisor
Daniel Scherer, CFP®
Trevor Buggs, CFP®, CRPC®
Levi Anderson, CFP®, CPWA®, EA
Hannah Lockard, CFP®
Scott Burkholder, CFP®
Nick Hassig, CFP®
Derek Hagen, CFP®, CFA, CFT™, FBS®, CIPM
Jennifer Akhlaghi, CFP®
Sean Nisil CFP®
Brett Grau MBA, CFP®, CPWA®, BFA®
Kerri Allen, CFP®, EA, MBA
Brennen Ramos, CFP®
Chelsea English, CFP®, ChFEBC℠
Erin Varghese, CFP®
Justin O’Brien, CFP®, MBA
Evan Perduk, CFP®, EA, TPCP®
Lucas Durham, CFP®
Monica Mejia CFP®, ChFC®, BFA™
Ben Ahmetagic, CFP®
Caleb Vering, CFP®
Naomi Roy, CFP®, TPCP®, BFA™
Harry Sommers, CFP®, MBA, FBS®, CEPA®
Katie Villegas, CFP®, MBA, CSRIC®
Steven Murphy, CFP®
JJ Lester, CFP®, MSM, TPCP®
JT Trimble, CEPA®, CFP®️
