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
Estimated average burden
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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   203,872 1,962 SH   SOLE   0 0 1,962
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   1,894,796 6,245 SH   SOLE   0 0 6,245
ADOBE INC COM 00724F101   1,008,306 1,815 SH   SOLE   0 0 1,815
ALPHABET INC CAP STK CL A 02079K305   979,065 5,375 SH   SOLE   0 0 5,375
ALPHABET INC CAP STK CL C 02079K107   789,257 4,303 SH   SOLE   0 0 4,303
AMAZON COM INC COM 023135106   2,476,113 12,813 SH   SOLE   0 0 12,813
AMERESCO INC CL A 02361E108   450,877 15,650 SH   SOLE   0 0 15,650
AMERICAN ELEC PWR CO INC COM 025537101   589,438 6,718 SH   SOLE   0 0 6,718
AMERICAN TOWER CORP NEW COM 03027X100   751,668 3,867 SH   SOLE   0 0 3,867
AMGEN INC COM 031162100   864,862 2,768 SH   SOLE   0 0 2,768
APPLE INC COM 037833100   4,109,360 19,511 SH   SOLE   0 0 19,511
ARK ETF TR INNOVATION ETF 00214Q104   351,600 8,000 SH   SOLE   0 0 8,000
BLACKROCK ETF TRUST II HIGH YLD MUNI IN 092528108   211,232 9,330 SH   SOLE   0 0 9,330
BLACKROCK INC COM 09247X101   485,777 617 SH   SOLE   0 0 617
BOEING CO COM 097023105   309,417 1,700 SH   SOLE   0 0 1,700
CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 14020W106   1,761,045 53,365 SH   SOLE   0 0 53,365
CAPITAL GROUP GROWTH ETF SHS CREATION UNI 14020G101   3,401,879 103,432 SH   SOLE   0 0 103,432
CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM 14020Y102   309,192 13,915 SH   SOLE   0 0 13,915
CHEVRON CORP NEW COM 166764100   347,566 2,222 SH   SOLE   0 0 2,222
CISCO SYS INC COM 17275R102   553,920 11,659 SH   SOLE   0 0 11,659
CLOROX CO DEL COM 189054109   299,143 2,192 SH   SOLE   0 0 2,192
COCA COLA CO COM 191216100   307,043 4,824 SH   SOLE   0 0 4,824
CONOCOPHILLIPS COM 20825C104   430,416 3,763 SH   SOLE   0 0 3,763
CONSTELLATION BRANDS INC CL A 21036P108   232,582 904 SH   SOLE   0 0 904
CONSTELLATION ENERGY CORP COM 21037T109   286,987 1,433 SH   SOLE   0 0 1,433
CORPAY INC COM SHS 219948106   479,538 1,800 SH   SOLE   0 0 1,800
CROWDSTRIKE HLDGS INC CL A 22788C105   430,706 1,124 SH   SOLE   0 0 1,124
DANAHER CORPORATION COM 235851102   1,487,607 5,954 SH   SOLE   0 0 5,954
DUKE ENERGY CORP NEW COM NEW 26441C204   580,633 5,793 SH   SOLE   0 0 5,793
ECOLAB INC COM 278865100   416,500 1,750 SH   SOLE   0 0 1,750
ELEVANCE HEALTH INC COM 036752103   545,112 1,006 SH   SOLE   0 0 1,006
ELI LILLY & CO COM 532457108   3,351,717 3,702 SH   SOLE   0 0 3,702
EXXON MOBIL CORP COM 30231G102   647,051 5,621 SH   SOLE   0 0 5,621
FIDELITY COVINGTON TRUST ENHANCED LARGE 31609A305   381,507 11,826 SH   SOLE   0 0 11,826
FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309   1,407,298 31,322 SH   SOLE   0 0 31,322
FLEXSHARES TR HIG YLD VL ETF 33939L662   528,069 13,071 SH   SOLE   0 0 13,071
GENUINE PARTS CO COM 372460105   282,588 2,043 SH   SOLE   0 0 2,043
GOLDMAN SACHS GROUP INC COM 38141G104   1,085,568 2,400 SH   SOLE   0 0 2,400
GRAINGER W W INC COM 384802104   990,660 1,098 SH   SOLE   0 0 1,098
HOME DEPOT INC COM 437076102   237,870 691 SH   SOLE   0 0 691
HONEYWELL INTL INC COM 438516106   562,678 2,635 SH   SOLE   0 0 2,635
ILLINOIS TOOL WKS INC COM 452308109   1,585,263 6,690 SH   SOLE   0 0 6,690
INDEXIQ ACTIVE ETF TR IQ MACKAY INTRME 45409F827   1,604,247 66,346 SH   SOLE   0 0 66,346
INTUIT COM 461202103   359,494 547 SH   SOLE   0 0 547
INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100   467,767 33,293 SH   SOLE   0 0 33,293
IQVIA HLDGS INC COM 46266C105   459,882 2,175 SH   SOLE   0 0 2,175
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654   523,181 10,310 SH   SOLE   0 0 10,310
J P MORGAN EXCHANGE TRADED F ACTIVE GROWTH 46654Q609   363,651 4,839 SH   SOLE   0 0 4,839
J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 46641Q670   973,394 21,010 SH   SOLE   0 0 21,010
J P MORGAN EXCHANGE TRADED F ACTIVE VALUE ETF 46641Q167   731,210 12,339 SH   SOLE   0 0 12,339
JACOBS SOLUTIONS INC COM 46982L108   223,257 1,598 SH   SOLE   0 0 1,598
JOHNSON & JOHNSON COM 478160104   820,835 5,616 SH   SOLE   0 0 5,616
JPMORGAN CHASE & CO. COM 46625H100   233,032 1,152 SH   SOLE   0 0 1,152
KEYCORP COM 493267108   223,097 15,700 SH   SOLE   0 0 15,700
KIMBERLY-CLARK CORP COM 494368103   310,950 2,250 SH   SOLE   0 0 2,250
LAM RESEARCH CORP COM 512807108   2,219,148 2,084 SH   SOLE   0 0 2,084
LAMAR ADVERTISING CO NEW CL A 512816109   657,415 5,500 SH   SOLE   0 0 5,500
LINDE PLC SHS G54950103   2,245,830 5,118 SH   SOLE   0 0 5,118
LOCKHEED MARTIN CORP COM 539830109   235,886 505 SH   SOLE   0 0 505
MCCORMICK & CO INC COM NON VTG 579780206   497,219 7,009 SH   SOLE   0 0 7,009
MCDONALDS CORP COM 580135101   423,799 1,663 SH   SOLE   0 0 1,663
MERCK & CO INC COM 58933Y105   326,213 2,635 SH   SOLE   0 0 2,635
META PLATFORMS INC CL A 30303M102   579,349 1,149 SH   SOLE   0 0 1,149
METLIFE INC COM 59156R108   535,199 7,625 SH   SOLE   0 0 7,625
MICROCHIP TECHNOLOGY INC. COM 595017104   1,009,886 11,037 SH   SOLE   0 0 11,037
MICROSOFT CORP COM 594918104   1,442,682 3,228 SH   SOLE   0 0 3,228
NETFLIX INC COM 64110L106   625,614 927 SH   SOLE   0 0 927
NEXTERA ENERGY INC COM 65339F101   1,386,673 19,583 SH   SOLE   0 0 19,583
NORTHROP GRUMMAN CORP COM 666807102   459,492 1,054 SH   SOLE   0 0 1,054
NOVO-NORDISK A S ADR 670100205   545,553 3,822 SH   SOLE   0 0 3,822
NUVEEN AMT FREE QLTY MUN INC COM 670657105   168,027 14,662 SH   SOLE   0 0 14,662
NUVEEN QUALITY MUNCP INCOME COM 67066V101   352,412 30,018 SH   SOLE   0 0 30,018
NUVEEN TAXABLE MUNICPAL INM COM 67074C103   225,082 14,512 SH   SOLE   0 0 14,512
NVIDIA CORPORATION COM 67066G104   4,509,952 36,506 SH   SOLE   0 0 36,506
OMNICOM GROUP INC COM 681919106   200,211 2,232 SH   SOLE   0 0 2,232
PAYCHEX INC COM 704326107   661,328 5,578 SH   SOLE   0 0 5,578
PEPSICO INC COM 713448108   1,189,810 7,214 SH   SOLE   0 0 7,214
PFIZER INC COM 717081103   407,389 14,560 SH   SOLE   0 0 14,560
PHILIP MORRIS INTL INC COM 718172109   215,935 2,131 SH   SOLE   0 0 2,131
PHILLIPS 66 COM 718546104   560,207 3,968 SH   SOLE   0 0 3,968
PIMCO ETF TR SHTRM MUN BD ACT 72201R874   426,539 8,553 SH   SOLE   0 0 8,553
PIMCO ETF TR INTER MUN BD ACT 72201R866   715,461 13,743 SH   SOLE   0 0 13,743
PINNACLE WEST CAP CORP COM 723484101   668,020 8,746 SH   SOLE   0 0 8,746
POWERSHARES ACTIVELY MANAGED TOTAL RETURN 46090A804   709,587 15,306 SH   SOLE   0 0 15,306
PPL CORP COM 69351T106   207,375 7,500 SH   SOLE   0 0 7,500
PROCTER AND GAMBLE CO COM 742718109   1,333,899 8,088 SH   SOLE   0 0 8,088
PROGRESSIVE CORP COM 743315103   553,755 2,666 SH   SOLE   0 0 2,666
ROPER TECHNOLOGIES INC COM 776696106   388,926 690 SH   SOLE   0 0 690
RTX CORPORATION COM 75513E101   1,008,380 10,045 SH   SOLE   0 0 10,045
SALESFORCE INC COM 79466L302   634,266 2,467 SH   SOLE   0 0 2,467
SCHWAB STRATEGIC TR FUNDAMENTAL INTL 808524755   4,181,421 119,367 SH   SOLE   0 0 119,367
SCHWAB STRATEGIC TR SHT TM US TRES 808524862   939,177 19,513 SH   SOLE   0 0 19,513
SCHWAB STRATEGIC TR FUNDAMENTAL US L 808524771   589,558 8,802 SH   SOLE   0 0 8,802
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   421,919 1,865 SH   SOLE   0 0 1,865
SNAP ON INC COM 833034101   541,339 2,071 SH   SOLE   0 0 2,071
SOUTHERN CO COM 842587107   848,539 10,939 SH   SOLE   0 0 10,939
SPDR S&P 500 ETF TR TR UNIT 78462F103   1,233,423 2,266 SH   SOLE   0 0 2,266
SPDR SER TR NUVEEN BLOOMBERG 78464A284   574,029 22,564 SH   SOLE   0 0 22,564
SPDR SER TR PRTFLO S&P500 GW 78464A409   1,478,479 18,451 SH   SOLE   0 0 18,451
STARBUCKS CORP COM 855244109   322,547 4,143 SH   SOLE   0 0 4,143
STRYKER CORPORATION COM 863667101   494,724 1,454 SH   SOLE   0 0 1,454
TESLA INC COM 88160R101   529,527 2,676 SH   SOLE   0 0 2,676
THERMO FISHER SCIENTIFIC INC COM 883556102   206,269 373 SH   SOLE   0 0 373
T-MOBILE US INC COM 872590104   455,602 2,586 SH   SOLE   0 0 2,586
UBER TECHNOLOGIES INC COM 90353T100   328,732 4,523 SH   SOLE   0 0 4,523
UNILEVER PLC SPON ADR NEW 904767704   241,297 4,388 SH   SOLE   0 0 4,388
UNITEDHEALTH GROUP INC COM 91324P102   268,890 528 SH   SOLE   0 0 528
VANGUARD INDEX FDS MID CAP ETF 922908629   899,368 3,715 SH   SOLE   0 0 3,715
VANGUARD INDEX FDS GROWTH ETF 922908736   3,548,255 9,487 SH   SOLE   0 0 9,487
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   658,379 7,860 SH   SOLE   0 0 7,860
VANGUARD INDEX FDS VALUE ETF 922908744   2,973,867 18,539 SH   SOLE   0 0 18,539
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   551,424 1,103 SH   SOLE   0 0 1,103
VANGUARD INDEX FDS SMALL CP ETF 922908751   862,290 3,955 SH   SOLE   0 0 3,955
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746   1,756,005 35,043 SH   SOLE   0 0 35,043
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   893,653 11,565 SH   SOLE   0 0 11,565
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102   945,295 16,301 SH   SOLE   0 0 16,301
VANGUARD SCOTTSDALE FDS VNG RUS2000GRW 92206C623   321,512 1,683 SH   SOLE   0 0 1,683
VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794   1,452,631 21,197 SH   SOLE   0 0 21,197
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   1,930,940 16,281 SH   SOLE   0 0 16,281
VICTORY PORTFOLIOS II VICTORYSHARES WE 92647P126   1,004,200 26,879 SH   SOLE   0 0 26,879
VISA INC COM CL A 92826C839   1,737,552 6,620 SH   SOLE   0 0 6,620
WALMART INC COM 931142103   584,609 8,634 SH   SOLE   0 0 8,634
WASTE MGMT INC DEL COM 94106L109   564,498 2,646 SH   SOLE   0 0 2,646
WATERS CORP COM 941848103   380,638 1,312 SH   SOLE   0 0 1,312
WELLS FARGO CO NEW COM 949746101   2,674,332 45,030 SH   SOLE   0 0 45,030