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Kevin S. Gray
Chief Executive Officer
Michael J. Mess
Chief Strategy Officer
John Rogers
President & COO
Kevin Boutwell, CFP®
Wealth Advisor & Partner
Cary G. Clayborn
Director
Michael Collopy, CFP®
Wealth Advisor & Partner
Matthew G. Harwell
Wealth Advisor & Partner
C. Lee Liscom, CFA®, CKA®
Wealth Advisor & Partner
Harry Shamlian, CFP®
Wealth Advisor & Partner
Brian Constantino
Client Relations Manager
Jonathan A. Espinosa
Client Relations Manager
M. Hannah Liscom
Client Relations Manager
Ben Matzell
Client Relations Manager
Joseph R. Patrell
Client Relations Manager
John Rinker
Client Relations Manager