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Client testimonials and endorsements reflect individual experiences and may not be representative of all clients. No compensation was provided unless otherwise disclosed.

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JT Trimble, CEPA®, CFP®️

Lead Financial Advisor

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Jordan McConnell, CFP®

Senior Financial Advisor

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JJ Lester, CFP®

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Katie Villegas, CFP®

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Ben Ahmetagic, CFP®️, Associate Advisor Learn More

Ben Ahmetagic, CFP®

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Evan Perduk, CFP®

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Brennen Ramos, CFP®

Lead Financial Advisor

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