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Charlie Boinske

Senior Planning Associate
Wayne, PA

Marley Smith

Senior Planning Associate
Wayne, PA

Sallie Williams

Planning Associate
Tryon, NC

Christian Chavez-Alvarez

FPQP®
Portfolio Administrator
Asheville, NC

Sherry Davis

CFP®
Retirement Plan Associate
Asheville, NC

Karen Augliera

FPQP®
Planning Associate
Charlotte, NC

Marion Marre

FPQP®
Senior Planning Associate
Winston-Salem, NC

Sam Wise

FPQP®
Planning Associate
Charlotte, NC

Millicent Carter

FPQP®
Planning Associate Manager
Charlotte, NC

Michael George

CFP®
Senior Planning Associate
McLean, VA
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