Todd Sanford, CFP®

Partner

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Scott Williams, CFP®

Partner

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Brent Kerstetter, CFP®, MBA

Partner

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Nick Bond, CFP®, MBA

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Lori Bumgart, CFP™

Chief Compliance Officer

Liz Yunker

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Client Services Associates

Tami Leffingwell

Director of  Client Services

Kelly Mutual

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Kelsey Holdridge

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Mary Romanak

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Kellie Sokolowski

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