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Financial Planning

James M. Luffman

James M. Luffman

CPA/PFS

Financial Advisor

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Derek M. Oxford

CFP®, AEP®

Financial Advisor

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K.C. Wilson

Senior Portfolio Analyst

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Patrick E. Gauthier

CFP®, MSAPM

Chief Investment Officer

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Richard A. Widick

Richard A. Widick

MBA

FINANCIAL ADVISOR

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