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