| Date | Description |
|---|---|
| 2023-06-23 | insert person Jacob Flaspohler |
| 2023-06-23 | update person_title Lisa Bolden: Office Manager => Client Service Associate |
| 2023-06-23 | update person_title Maureen Miller: Client Service Associate => Client Service Specialist |
| 2023-06-23 | update person_title Stephanie Stegmuller: Wealth Advisor => Qualified Plan Specialist |
| 2023-06-23 | update person_title William Dillenburger: Client Service Associate => Client Service Specialist |