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Our Team

We’re committed to teaching, training, and developing strategies that help you identify your financial goals, and working together to develop a plan that helps you pursue them.

Our Advisors

Scott Oliphant

Investment Advisor, President and Founder

CJ Burnett

Financial Advisor

Our Team


Dylan Russell

Investment Research Analyst


Justin Oliphant

Investment Research Analyst


Ashley Vannatta

Director of First Impressions


Dawn Simmons

Administration/Processing Manager & Scott’s Personal Assistant


Melanie Chalut

Client Transaction Coordinator

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