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Alexa Caplan, CPA, EA
Tax Advisor
Bruce Yates
Financial Advisor and Founding Shareholder
Mary Ann Ferreira, CFP
Financial Advisor
Maureen Jones, CFP
Financial Advisor and Shareholder
Matt Boelter
Financial Advisor and Shareholder
Debbie Baker, CPA
Tax Advisor and Shareholder
Marcus Dusenbury
Financial Advisor Founding Shareholder
Doug Custer, CFP
Financial Advisor and Shareholder