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Shelley Totah, APA, CPFA
Director of Client Relations
Sherri Fryatt
Vice President - Employee Education & Engagement
San Clemente, CA
Sherry Echart
Retirement Plan Specialist Regional Manager
Dallas, TX
Shir Keidan
Shir Keidan McGettigan
Director, Employer-Sponsored Retirement Plans, Wealth Management Advisor
Fort Lauderdale, FL
Sonya Spagnola
Operations Manager/Paraplanner