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Felix Kwan
CFP®
Partner & Managing Director
Felix Kwan
ChFC®, REBC®, AIF®
Michael Duncan, ChFC®
Paul Jarvis, CFP®
Dwayne Grady, CFP®, ChFC®, CLU®
Caroline Girgis, ChFC®
Stan Dyl
Alan McClain
Nicholas H. Stonnington, Jr.
Nick Stonnington
Terri Lewis, CLU®, ChFC®
CLU®, ChFC®