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Taylor Kovar

CFP®, MBA

SERVES: New York, NY | Nationwide

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Tedd Shimp

ChFC®

SERVES: Charlotte, NC | Nationwide

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Steve Goffner

BBA, MS

SERVES: Indianapolis, IN | Nationwide

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Nick Lombardozzi

CFP®, CKA®

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Sheena Young

Ph.D., PMP®

Ashley-Square-2
Ashley Owens

Financial Advisor

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Zack Cameron

MSc

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Frank Vestal

Financial Planner