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Adam Goldenberg

MBA

Partner & Wealth Advisor

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Brian M. Cloud

MS, CFP®

Partner & Wealth Advisor

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C. Price Wagner

MBA

Partner & Wealth Advisor

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Charles E. Thoele

MS, CFA

Partner & Director - Investments

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Chip Tardy

MBA

Partner & Wealth Advisor

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Colleen Affeldt

Partner & Wealth Advisor

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Craig Cardwell

MBA

Regional CFO

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Dana Pingenot

CFP®, CLU®, CAP®

Partner & Wealth Advisor

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Greg Bone

MA, CFA

Partner & Director - Investments

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Heather Pesikoff

JD

Partner & COO

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Jeremy Hudson

CFP®

Partner, Director of Wealth Planning, Wealth Advisor

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Joanna Jadlow

MPA, CPA, CFP®, CDFA™

Partner & Wealth Advisor

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Joe Nolan

Partner, President

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Mark Griege

JD

Partner & CEO

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Mark McClanahan

CFP®, CH.F.C.®

Partner & Wealth Advisor

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Matt Krauss

CFA

Partner & CIO

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Michael J. Shockley

JD, MBA, CFP®

Partner & Wealth Advisor

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Peter A. Lodwick

JD

Partner

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Steven W. Novak

JD

Partner & Wealth Advisor

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Tim Weber

MBA

Partner & Wealth Advisor

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Todd Amacher

JD, MBA, CPA, CFP®, CDFA™

Partner & Wealth Advisor

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