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Our Team of Professionals
- Roger E. Robson
- Eric W. Bailey, CFA
- Stephen H. Schott
- Samuel "Bo" L. Perry Jr., CFP®
- William Matthew Brown
- Alicia L. Bryan, CFA
- Matt Doyle, CFP®
- James E. (Jeb) Graham, CEBS, CIMA®
- John J. Griffith, JD, CPC, AIF®
- Anne K. Kennedy
- R. Scott Lowke, CFP®, AIF®
- Angela Parrish, CFA
- Robert F. Piccirilli
- Gary W. Queen
- Kevin Schmid, CFA, CAIA
- Heidi B. Spencer
- James J. Waters, FSPA, CPC, EA
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