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Team
Ailyn Castillo
Office Administrator
Alden Gwinn
Financial Planning Associate
Amanda McCarty
Client Service Associate
Amy Burry
Client Experience Manager
Dan Costello
Senior Operations Associate
David Tschetter, CWS®
Advisor, President
Dustin Brumbaugh, CFA
Advisor, CEO/CIO
Eli Gripp
Operations Associate
Kelli Porter, CFP®
Advisor, Financial Planner
Madison Cooper
Client Service Associate
Nathan Mumford, CFA
Research Analyst
Peter Jacobs, CFA, CFP®
Senior Portfolio Manager
Richard Lee
COO/CCO
Richard Tschetter
Advisor, Chairman
Travis Bomgardner, CRPC®
Advisor, CBDO
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