INSIGHTS

Stacey Beatty
January 28, 2026

Stacey Beatty

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Sean Stout, MBA, CFA, CFP®
January 28, 2026

Sean Stout

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Ryan Zeman, MBA, CTFA
January 28, 2026

Ryan Zeman

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Robin Holzschuh, CTFA, TEP, AEP®, ATFA, CFIRS®
January 28, 2026

Robin Holzschuh

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Nicole Birkett-Brunkhorst, MA, CFP®, CDFA®, RSSA®, CEPA®
January 28, 2026

Nicole Birkett-Brunkhorst

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Michael Kelch, CFA
January 28, 2026

Michael Kelch

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Meredith Young, CFP®, CEPA®, CTFA
January 28, 2026

Meredith Young

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Matthew Scheidker, J.D.
January 28, 2026

Matthew Scheidker

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Mary Korner, J.D.
January 28, 2026

Mary Korner

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Larry L. Valencia, CFA
January 26, 2026

Larry L. Valencia

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