New York


David F. Wilson, CFA, CFP, CCFC

New York, New York

Watts Capital Partners


Rebecca Bailey, CPA, CCFC

Buffalo, New York

Higher Ed Hustle

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Amy Irvine, CFP, MBA, MPAS, CCFC

Corning, New York

Irvine Wealth Planning Strategies, LLC

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Michael McGovern, EA, CCFC

Garnerville, New York

Modern Bookkeeping & Tax Service

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