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Mark Barrett, CFP® President

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Mark Burns, CFP®

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Lionel Valley, CFP®

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Kim N. Huber, CFP®

We are the same company
with the same people here to serve you.

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. WCG Wealth Advisors and Clario Financial are separate entities from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AR, AZ, CA, CO, FL, GA, ID, MA, MD, MN, MT, NC, NM, NV, OR, WA & WY.

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