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Ryan Whittaker
David Podell
Doug F. Prawitt
Jim Buttonow
CPA, CITP
Jodi Bloom
Joel Slatis
Larry Pon
CPA/PFS, CFP, EA, USTCP, AEP
Lee Slavutin
Marc Tassé
Marcia L. Miller
Mark DiMichael
Mark McAndrew
Mark Mirsky
CPA, MST, CGMA
Paul Neiffer
CPA
Peter Miele
Rizek Housari
Associate Vice President, Wealth
Robert S. Keebler
CPA/PFS, MST, AEP (Distinguished)
Ryan Jennings
Santiago Barrientos
Scott Spradling
Todd C Steinberg
Todd C Steinberg
Tyler S. Clark
Co-Founder
Tyler S. Clark
Vicki M. Lambert
Warren M Bergstein