Our Team

Planners

• 

  Lon C. Merritt, CFP™

  Certified Financial Planner

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Planners

• 

  Charles W. Burmaster, LUTCF, CLTC, CLU, ChFC

  Registered Representative

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Planners

• Charles G. Burmaster

  Registered Representative

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Staff

• 

  Robin Demarco

  Operations Manager

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