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Thomas Schorn, CPA•CFP®
Valerie Flores,CPA•CFP®•EA
Franklin Banfer, CFP®
Daniel Mercado
Erin Semelka, MBA, CRPC®
Brett Reitnauer
Sylvester Schorn
Zachary Pacello
Gabriella Spallino
Eva Mercado
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PORTFOLIO MANAGEMENT
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FINANCIAL PLANNING
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TAX PLANNING
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August Market Review
Required Distributions: Changes You Need to Know
July Market Review