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Meet a Few of our Featured Advisors
John Turcotte, ChFc, CLU
Edward Lasak, CPA, MS
Ray Traylor, CPA
Brian Brown, CBI, CMAI
Timothy Whipple, CEPA, Business Sales & Acquisitions
Terry Flanagan, MBA, CVA, CBI, CM&AA
Colin Gleason, CFA
Greg Younts, CMAI
Matan Shmuel, Attorney
Bruce Hosler, Enrolled Agent, CFP®, EA, AIF®, CEPA®, CDFA®
Vic Conrad, CFP, ChFC, AIF
Dann Scheiferstein, MBA
