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Financial Planning

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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K.C. Wilson headshot Caricature of K.C. Wilson

K.C. Wilson

CFP®

Financial Advisor

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Patrick E. Gauthier headshot Caricature of Patrick Gauthier

Patrick E. Gauthier

CFP®, MSAPM

Chief Investment Officer

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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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