Leadership Team
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Ralph Allen

Chairman
Financial Advisor
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Scott McHugh

President/CEO Learn More
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Laura Hawley

CFP®
Senior Vice President
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Keith Albritton

CFP®
CIMA®
Senior Vice President
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Michael Walker

Vice President
Chief Financial Officer
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Carol Zitzelberger

Vice President
Chief Compliance Officer
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Michael Wright

CFP®
Financial Advisor
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Bill Sassano

Vice President of Operations Learn More