Our Team
Lon Merritt, CFP®
Senior Partner
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Charles Burmaster, ChFC®
Senior Partner
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David Armstrong, CIO
Senior Partner
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Gregg Burmaster, CFP®
Lead Advisor
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John Gustafsson
Lead Advisor
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Jacqueline Hale
Director of Business Development
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Robin DeMarco
Operations Manager
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Michele Loucks
Senior Client Service Specialist
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