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Steven Harp
Founder & Chief Executive Officer
Jacob Ray
Partner, Director of Financial Planning, & CCO
Bruce Larsen
Senior Wealth Advisor
James Glasheen III
Wealth Advisor
Kelly St.George
Emily Murtaugh
Director of Operations
Jay Phillips
Financial Analyst
Carter Hench
Paraplanner
Lydia Quiñones
Operations Coordinator
Billie
Chief Morale Officer
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