Stewart H. Welch, III, AEP, CFP®
Founder & Managing Member

Greg Weyandt, MPA, CPA
Member & Director of Operations

Hugh Smith, CPA, CFP®, CFA
Member & Chief Investment Officer

Michael Wagner, CPA, CFP®
Member & Senior Advisor

Kimberly R. Reynolds, CFP®
Member & Senior Advisor

Foster Hyde
Associate Advisor
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