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Client Portal

Advisor

James M. Luffman headshot Caricature of James Luffman

James M. Luffman

CPA/PFS

Financial Advisor

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Caricature of Derek Oxford

Derek M. Oxford

CFP®, AEP®

Financial Advisor

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Robert M. Eckenroth headshot Caricature of Robert Eckenroth

Robert M. Eckenroth

CPA, MBA

Financial Advisor

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Richard D. Bernard headshot Caricature of Richard Bernard

Richard D. Bernard

MBA, CFP®

Financial Advisor
Government Pensions

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Sterling J. Searcy, Jr. headshot Caricature of Sterling Searcy, Jr.

Sterling J. Searcy, Jr.

CPA

Financial Advisor

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Eric J. Jackson headshot Caricature of Eric Jackson

Eric J. Jackson

RSSA®

Financial Advisor

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Richard A. Widick headshot Caricature of Richard Widick

Richard A. Widick

MBA, CRPS®

Retirement Plan Specialist
Financial Advisor

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Ryan P. Higgins headshot Caricature of Ryan Higgins

Ryan P. Higgins

FINANCIAL ADVISOR

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Leighann Davis

CPA

Financial Advisor

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