The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100   262,382 1,978 SH   SOLE   0 0 1,978
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   1,923,103 6,163 SH   SOLE   0 0 6,163
ADOBE INC COM 00724F101   691,505 1,803 SH   SOLE   0 0 1,803
ALPHABET INC CAP STK CL C 02079K107   672,258 4,303 SH   SOLE   0 0 4,303
ALPHABET INC CAP STK CL A 02079K305   861,683 5,572 SH   SOLE   0 0 5,572
AMAZON COM INC COM 023135106   2,451,310 12,884 SH   SOLE   0 0 12,884
AMERESCO INC CL A 02361E108   309,852 25,650 SH   SOLE   0 0 25,650
AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604   367,218 6,103 SH   SOLE   0 0 6,103
AMERICAN ELEC PWR CO INC COM 025537101   717,686 6,568 SH   SOLE   0 0 6,568
AMERICAN TOWER CORP NEW COM 03027X100   841,460 3,867 SH   SOLE   0 0 3,867
AMGEN INC COM 031162100   862,371 2,768 SH   SOLE   0 0 2,768
APPLE INC COM 037833100   4,363,800 19,645 SH   SOLE   0 0 19,645
BECTON DICKINSON & CO COM 075887109   305,108 1,332 SH   SOLE   0 0 1,332
BLACKROCK ETF TRUST II ISHARES HIGH YIE 092528108   321,234 14,170 SH   SOLE   0 0 14,170
BLACKROCK INC COM 09290D101   583,979 617 SH   SOLE   0 0 617
BOEING CO COM 097023105   281,408 1,650 SH   SOLE   0 0 1,650
CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 14020W106   2,412,009 67,677 SH   SOLE   0 0 67,677
CAPITAL GROUP GROWTH ETF SHS CREATION UNI 14020G101   3,770,617 110,091 SH   SOLE   0 0 110,091
CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI 14019W109   415,720 16,982 SH   SOLE   0 0 16,982
CHEVRON CORP NEW COM 166764100   371,050 2,218 SH   SOLE   0 0 2,218
CISCO SYS INC COM 17275R102   442,461 7,170 SH   SOLE   0 0 7,170
CLOROX CO DEL COM 189054109   322,772 2,192 SH   SOLE   0 0 2,192
COCA COLA CO COM 191216100   345,751 4,828 SH   SOLE   0 0 4,828
CONOCOPHILLIPS COM 20825C104   395,032 3,761 SH   SOLE   0 0 3,761
CONSTELLATION ENERGY CORP COM 21037T109   309,099 1,533 SH   SOLE   0 0 1,533
CORPAY INC COM SHS 219948106   627,696 1,800 SH   SOLE   0 0 1,800
CROWDSTRIKE HLDGS INC CL A 22788C105   404,057 1,146 SH   SOLE   0 0 1,146
DANAHER CORPORATION COM 235851102   1,215,650 5,930 SH   SOLE   0 0 5,930
DUKE ENERGY CORP NEW COM NEW 26441C204   692,302 5,676 SH   SOLE   0 0 5,676
ECOLAB INC COM 278865100   443,660 1,750 SH   SOLE   0 0 1,750
ELEVANCE HEALTH INC COM 036752103   434,960 1,000 SH   SOLE   0 0 1,000
ELI LILLY & CO COM 532457108   2,762,669 3,345 SH   SOLE   0 0 3,345
EXXON MOBIL CORP COM 30231G102   683,086 5,744 SH   SOLE   0 0 5,744
FIDELITY COVINGTON TRUST SML MID MLTFCT 316092527   500,896 12,791 SH   SOLE   0 0 12,791
FIDELITY COVINGTON TRUST ENHANCED LARGE 31609A305   470,673 14,942 SH   SOLE   0 0 14,942
FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309   1,786,057 39,125 SH   SOLE   0 0 39,125
FLEXSHARES TR HIG YLD VL ETF 33939L662   599,845 14,855 SH   SOLE   0 0 14,855
GALLAGHER ARTHUR J & CO COM 363576109   236,835 686 SH   SOLE   0 0 686
GENUINE PARTS CO COM 372460105   243,404 2,043 SH   SOLE   0 0 2,043
GOLDMAN SACHS GROUP INC COM 38141G104   1,377,198 2,521 SH   SOLE   0 0 2,521
GRAINGER W W INC COM 384802104   1,084,638 1,098 SH   SOLE   0 0 1,098
HCA HEALTHCARE INC COM 40412C101   204,912 593 SH   SOLE   0 0 593
HOME DEPOT INC COM 437076102   253,978 693 SH   SOLE   0 0 693
HONEYWELL INTL INC COM 438516106   566,432 2,675 SH   SOLE   0 0 2,675
ILLINOIS TOOL WKS INC COM 452308109   1,484,340 5,985 SH   SOLE   0 0 5,985
INTERNATIONAL BUSINESS MACHS COM 459200101   499,061 2,007 SH   SOLE   0 0 2,007
INTUIT COM 461202103   319,275 520 SH   SOLE   0 0 520
INVESCO ACTIVELY MANAGED EXC TOTAL RETURN 46090A804   735,065 15,663 SH   SOLE   0 0 15,663
INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100   856,033 62,805 SH   SOLE   0 0 62,805
INVESCO QQQ TR UNIT SER 1 46090E103   202,231 431 SH   SOLE   0 0 431
IQVIA HLDGS INC COM 46266C105   383,453 2,175 SH   SOLE   0 0 2,175
J P MORGAN EXCHANGE TRADED F ACTIVE VALUE ETF 46641Q167   988,619 15,559 SH   SOLE   0 0 15,559
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332   308,556 5,400 SH   SOLE   0 0 5,400
J P MORGAN EXCHANGE TRADED F ACTIVE GROWTH 46654Q609   354,783 4,808 SH   SOLE   0 0 4,808
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654   798,854 15,710 SH   SOLE   0 0 15,710
J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 46641Q670   835,901 17,770 SH   SOLE   0 0 17,770
JOHNSON & JOHNSON COM 478160104   913,779 5,510 SH   SOLE   0 0 5,510
JPMORGAN CHASE & CO. COM 46625H100   695,978 2,837 SH   SOLE   0 0 2,837
KEYCORP COM 493267108   251,043 15,700 SH   SOLE   0 0 15,700
KIMBERLY-CLARK CORP COM 494368103   319,995 2,250 SH   SOLE   0 0 2,250
LAM RESEARCH CORP COM NEW 512807306   1,389,588 19,114 SH   SOLE   0 0 19,114
LAMAR ADVERTISING CO NEW CL A 512816109   625,790 5,500 SH   SOLE   0 0 5,500
LINDE PLC SHS G54950103   1,996,665 4,288 SH   SOLE   0 0 4,288
LOCKHEED MARTIN CORP COM 539830109   225,589 505 SH   SOLE   0 0 505
MCCORMICK & CO INC COM NON VTG 579780206   576,911 7,009 SH   SOLE   0 0 7,009
MCDONALDS CORP COM 580135101   450,750 1,443 SH   SOLE   0 0 1,443
META PLATFORMS INC CL A 30303M102   636,302 1,104 SH   SOLE   0 0 1,104
METLIFE INC COM 59156R108   612,212 7,625 SH   SOLE   0 0 7,625
MICROCHIP TECHNOLOGY INC. COM 595017104   532,510 11,000 SH   SOLE   0 0 11,000
MICROSOFT CORP COM 594918104   1,233,697 3,286 SH   SOLE   0 0 3,286
NETFLIX INC COM 64110L106   871,916 935 SH   SOLE   0 0 935
NEW YORK LIFE INVTS ACTIVE E NYLI MACKAY MUN 45409F827   1,780,492 74,280 SH   SOLE   0 0 74,280
NEXTERA ENERGY INC COM 65339F101   1,340,389 18,908 SH   SOLE   0 0 18,908
NORTHROP GRUMMAN CORP COM 666807102   435,209 850 SH   SOLE   0 0 850
NOVO-NORDISK A S ADR 670100205   269,775 3,885 SH   SOLE   0 0 3,885
NUVEEN AMT FREE QLTY MUN INC COM 670657105   189,079 16,882 SH   SOLE   0 0 16,882
NUVEEN QUALITY MUNCP INCOME COM 67066V101   579,733 50,324 SH   SOLE   0 0 50,324
NUVEEN TAXABLE MUNICPAL INM COM 67074C103   232,483 14,512 SH   SOLE   0 0 14,512
NVIDIA CORPORATION COM 67066G104   3,507,070 32,359 SH   SOLE   0 0 32,359
PAYCHEX INC COM 704326107   860,574 5,578 SH   SOLE   0 0 5,578
PEPSICO INC COM 713448108   1,015,263 6,771 SH   SOLE   0 0 6,771
PFIZER INC COM 717081103   375,032 14,800 SH   SOLE   0 0 14,800
PHILIP MORRIS INTL INC COM 718172109   338,254 2,131 SH   SOLE   0 0 2,131
PHILLIPS 66 COM 718546104   490,008 3,968 SH   SOLE   0 0 3,968
PIMCO ETF TR SHTRM MUN BD ACT 72201R874   680,423 13,603 SH   SOLE   0 0 13,603
PIMCO ETF TR INTER MUN BD ACT 72201R866   952,335 18,474 SH   SOLE   0 0 18,474
PINNACLE WEST CAP CORP COM 723484101   818,769 8,596 SH   SOLE   0 0 8,596
PPL CORP COM 69351T106   270,825 7,500 SH   SOLE   0 0 7,500
PROCTER AND GAMBLE CO COM 742718109   1,208,162 7,089 SH   SOLE   0 0 7,089
PROGRESSIVE CORP COM 743315103   754,505 2,666 SH   SOLE   0 0 2,666
ROPER TECHNOLOGIES INC COM 776696106   397,967 675 SH   SOLE   0 0 675
RTX CORPORATION COM 75513E101   1,238,930 9,353 SH   SOLE   0 0 9,353
SALESFORCE INC COM 79466L302   662,045 2,467 SH   SOLE   0 0 2,467
SCHWAB STRATEGIC TR SHT TM US TRES 808524862   795,018 32,663 SH   SOLE   0 0 32,663
SCHWAB STRATEGIC TR FUNDAMENTAL INTL 808524755   4,593,861 127,113 SH   SOLE   0 0 127,113
SCHWAB STRATEGIC TR FUNDAMENTAL US L 808524771   677,914 28,713 SH   SOLE   0 0 28,713
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   267,637 1,833 SH   SOLE   0 0 1,833
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   429,892 2,082 SH   SOLE   0 0 2,082
SNAP ON INC COM 833034101   515,963 1,531 SH   SOLE   0 0 1,531
SOUTHERN CO COM 842587107   1,011,359 10,999 SH   SOLE   0 0 10,999
SPDR S&P 500 ETF TR TR UNIT 78462F103   1,420,993 2,540 SH   SOLE   0 0 2,540
SPDR SER TR PRTFLO S&P500 GW 78464A409   1,663,258 20,695 SH   SOLE   0 0 20,695
SPDR SER TR NUVEEN BLOOMBERG 78464A284   752,817 29,850 SH   SOLE   0 0 29,850
STARBUCKS CORP COM 855244109   415,995 4,241 SH   SOLE   0 0 4,241
STRYKER CORPORATION COM 863667101   541,252 1,454 SH   SOLE   0 0 1,454
TESLA INC COM 88160R101   711,395 2,745 SH   SOLE   0 0 2,745
T-MOBILE US INC COM 872590104   689,713 2,586 SH   SOLE   0 0 2,586
UBER TECHNOLOGIES INC COM 90353T100   328,453 4,508 SH   SOLE   0 0 4,508
UNILEVER PLC SPON ADR NEW 904767704   261,306 4,388 SH   SOLE   0 0 4,388
UNITEDHEALTH GROUP INC COM 91324P102   252,972 483 SH   SOLE   0 0 483
VANGUARD INDEX FDS GROWTH ETF 922908736   3,381,605 9,119 SH   SOLE   0 0 9,119
VANGUARD INDEX FDS VALUE ETF 922908744   3,594,724 20,810 SH   SOLE   0 0 20,810
VANGUARD INDEX FDS SMALL CP ETF 922908751   819,359 3,695 SH   SOLE   0 0 3,695
VANGUARD INDEX FDS MID CAP ETF 922908629   970,791 3,754 SH   SOLE   0 0 3,754
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746   2,020,527 40,720 SH   SOLE   0 0 40,720
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102   1,197,042 20,396 SH   SOLE   0 0 20,396
VANGUARD SCOTTSDALE FDS VNG RUS2000GRW 92206C623   314,999 1,690 SH   SOLE   0 0 1,690
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   1,341,158 16,990 SH   SOLE   0 0 16,990
VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794   1,559,797 21,167 SH   SOLE   0 0 21,167
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   2,163,595 16,777 SH   SOLE   0 0 16,777
VICTORY PORTFOLIOS II VICTORYSHARES WE 92647P126   1,808,547 46,588 SH   SOLE   0 0 46,588
VISA INC COM CL A 92826C839   2,136,405 6,096 SH   SOLE   0 0 6,096
WALMART INC COM 931142103   757,979 8,634 SH   SOLE   0 0 8,634
WASTE MGMT INC DEL COM 94106L109   612,576 2,646 SH   SOLE   0 0 2,646
WATERS CORP COM 941848103   483,564 1,312 SH   SOLE   0 0 1,312
WELLS FARGO CO NEW COM 949746101   3,230,766 45,003 SH   SOLE   0 0 45,003
WISDOMTREE TR US LARGECAP DIVD 97717W307   216,284 2,725 SH   SOLE   0 0 2,725