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   223,688 1,962 SH   SOLE   0 0 1,962
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   2,193,344 6,205 SH   SOLE   0 0 6,205
ADOBE INC COM 00724F101   935,629 1,807 SH   SOLE   0 0 1,807
ALPHABET INC CAP STK CL A 02079K305   891,460 5,375 SH   SOLE   0 0 5,375
ALPHABET INC CAP STK CL C 02079K107   719,419 4,303 SH   SOLE   0 0 4,303
AMAZON COM INC COM 023135106   2,387,447 12,813 SH   SOLE   0 0 12,813
AMERESCO INC CL A 02361E108   593,761 15,650 SH   SOLE   0 0 15,650
AMERICAN ELEC PWR CO INC COM 025537101   673,877 6,568 SH   SOLE   0 0 6,568
AMERICAN TOWER CORP NEW COM 03027X100   899,310 3,867 SH   SOLE   0 0 3,867
AMGEN INC COM 031162100   891,878 2,768 SH   SOLE   0 0 2,768
APPLE INC COM 037833100   4,530,477 19,444 SH   SOLE   0 0 19,444
BLACKROCK ETF TRUST II HIGH YLD MUNI IN 092528108   229,830 9,915 SH   SOLE   0 0 9,915
BLACKROCK INC COM 09247X101   585,848 617 SH   SOLE   0 0 617
BOEING CO COM 097023105   258,468 1,700 SH   SOLE   0 0 1,700
CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 14020W106   2,039,438 55,967 SH   SOLE   0 0 55,967
CAPITAL GROUP GROWTH ETF SHS CREATION UNI 14020G101   3,632,738 104,419 SH   SOLE   0 0 104,419
CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM 14020Y102   327,634 14,171 SH   SOLE   0 0 14,171
CHEVRON CORP NEW COM 166764100   326,645 2,218 SH   SOLE   0 0 2,218
CISCO SYS INC COM 17275R102   622,674 11,700 SH   SOLE   0 0 11,700
CLOROX CO DEL COM 189054109   357,099 2,192 SH   SOLE   0 0 2,192
COCA COLA CO COM 191216100   346,737 4,825 SH   SOLE   0 0 4,825
CONOCOPHILLIPS COM 20825C104   396,401 3,765 SH   SOLE   0 0 3,765
CONSTELLATION BRANDS INC CL A 21036P108   231,921 900 SH   SOLE   0 0 900
CONSTELLATION ENERGY CORP COM 21037T109   372,609 1,433 SH   SOLE   0 0 1,433
CORPAY INC COM SHS 219948106   562,968 1,800 SH   SOLE   0 0 1,800
CROWDSTRIKE HLDGS INC CL A 22788C105   316,371 1,128 SH   SOLE   0 0 1,128
DANAHER CORPORATION COM 235851102   1,648,659 5,930 SH   SOLE   0 0 5,930
DUKE ENERGY CORP NEW COM NEW 26441C204   654,443 5,676 SH   SOLE   0 0 5,676
ECOLAB INC COM 278865100   446,828 1,750 SH   SOLE   0 0 1,750
ELEVANCE HEALTH INC COM 036752103   523,120 1,006 SH   SOLE   0 0 1,006
ELI LILLY & CO COM 532457108   3,252,286 3,671 SH   SOLE   0 0 3,671
EXXON MOBIL CORP COM 30231G102   662,102 5,648 SH   SOLE   0 0 5,648
FIDELITY COVINGTON TRUST ENHANCED LARGE 31609A305   455,429 13,726 SH   SOLE   0 0 13,726
FIDELITY COVINGTON TRUST SML MID MLTFCT 316092527   260,199 6,285 SH   SOLE   0 0 6,285
FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309   1,439,779 30,804 SH   SOLE   0 0 30,804
FLEXSHARES TR HIG YLD VL ETF 33939L662   580,269 13,927 SH   SOLE   0 0 13,927
GENUINE PARTS CO COM 372460105   285,367 2,043 SH   SOLE   0 0 2,043
GOLDMAN SACHS GROUP INC COM 38141G104   1,191,235 2,406 SH   SOLE   0 0 2,406
GRAINGER W W INC COM 384802104   1,140,614 1,098 SH   SOLE   0 0 1,098
HCA HEALTHCARE INC COM 40412C101   240,201 591 SH   SOLE   0 0 591
HOME DEPOT INC COM 437076102   280,804 693 SH   SOLE   0 0 693
HONEYWELL INTL INC COM 438516106   544,681 2,635 SH   SOLE   0 0 2,635
ILLINOIS TOOL WKS INC COM 452308109   1,710,007 6,525 SH   SOLE   0 0 6,525
INTUIT COM 461202103   339,687 547 SH   SOLE   0 0 547
INVESCO ACTIVELY MANAGED EXC TOTAL RETURN 46090A804   739,280 15,306 SH   SOLE   0 0 15,306
INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100   685,642 51,053 SH   SOLE   0 0 51,053
IQVIA HLDGS INC COM 46266C105   515,410 2,175 SH   SOLE   0 0 2,175
J P MORGAN EXCHANGE TRADED F ACTIVE GROWTH 46654Q609   408,233 5,310 SH   SOLE   0 0 5,310
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654   544,345 10,686 SH   SOLE   0 0 10,686
J P MORGAN EXCHANGE TRADED F ACTIVE VALUE ETF 46641Q167   868,726 13,559 SH   SOLE   0 0 13,559
J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 46641Q670   856,646 17,758 SH   SOLE   0 0 17,758
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332   321,354 5,400 SH   SOLE   0 0 5,400
JACOBS SOLUTIONS INC COM 46982L108   209,179 1,598 SH   SOLE   0 0 1,598
JOHNSON & JOHNSON COM 478160104   910,129 5,616 SH   SOLE   0 0 5,616
JPMORGAN CHASE & CO. COM 46625H100   268,884 1,275 SH   SOLE   0 0 1,275
KEYCORP COM 493267108   262,975 15,700 SH   SOLE   0 0 15,700
KIMBERLY-CLARK CORP COM 494368103   320,130 2,250 SH   SOLE   0 0 2,250
LAM RESEARCH CORP COM 512807108   1,700,711 2,084 SH   SOLE   0 0 2,084
LAMAR ADVERTISING CO NEW CL A 512816109   734,800 5,500 SH   SOLE   0 0 5,500
LINDE PLC SHS G54950103   2,040,008 4,278 SH   SOLE   0 0 4,278
LOCKHEED MARTIN CORP COM 539830109   295,203 505 SH   SOLE   0 0 505
MCCORMICK & CO INC COM NON VTG 579780206   576,841 7,009 SH   SOLE   0 0 7,009
MCDONALDS CORP COM 580135101   506,401 1,663 SH   SOLE   0 0 1,663
MERCK & CO INC COM 58933Y105   299,231 2,635 SH   SOLE   0 0 2,635
META PLATFORMS INC CL A 30303M102   688,073 1,202 SH   SOLE   0 0 1,202
METLIFE INC COM 59156R108   628,910 7,625 SH   SOLE   0 0 7,625
MICROCHIP TECHNOLOGY INC. COM 595017104   886,161 11,037 SH   SOLE   0 0 11,037
MICROSOFT CORP COM 594918104   1,403,218 3,261 SH   SOLE   0 0 3,261
NETFLIX INC COM 64110L106   663,168 935 SH   SOLE   0 0 935
NEW YORK LIFE INVTS ACTIVE E NYLI MACKAY MUN 45409F827   1,705,617 69,334 SH   SOLE   0 0 69,334
NEXTERA ENERGY INC COM 65339F101   1,598,294 18,908 SH   SOLE   0 0 18,908
NORTHROP GRUMMAN CORP COM 666807102   556,586 1,054 SH   SOLE   0 0 1,054
NOVO-NORDISK A S ADR 670100205   455,086 3,822 SH   SOLE   0 0 3,822
NUVEEN AMT FREE QLTY MUN INC COM 670657105   175,505 14,662 SH   SOLE   0 0 14,662
NUVEEN QUALITY MUNCP INCOME COM 67066V101   382,642 30,908 SH   SOLE   0 0 30,908
NUVEEN TAXABLE MUNICPAL INM COM 67074C103   241,045 14,512 SH   SOLE   0 0 14,512
NVIDIA CORPORATION COM 67066G104   4,633,665 38,156 SH   SOLE   0 0 38,156
OMNICOM GROUP INC COM 681919106   230,767 2,232 SH   SOLE   0 0 2,232
PAYCHEX INC COM 704326107   748,512 5,578 SH   SOLE   0 0 5,578
PEPSICO INC COM 713448108   1,132,081 6,657 SH   SOLE   0 0 6,657
PFIZER INC COM 717081103   421,367 14,560 SH   SOLE   0 0 14,560
PHILIP MORRIS INTL INC COM 718172109   258,704 2,131 SH   SOLE   0 0 2,131
PHILLIPS 66 COM 718546104   521,635 3,968 SH   SOLE   0 0 3,968
PIMCO ETF TR INTER MUN BD ACT 72201R866   814,992 15,383 SH   SOLE   0 0 15,383
PIMCO ETF TR SHTRM MUN BD ACT 72201R874   458,389 9,077 SH   SOLE   0 0 9,077
PINNACLE WEST CAP CORP COM 723484101   761,520 8,596 SH   SOLE   0 0 8,596
PPL CORP COM 69351T106   248,100 7,500 SH   SOLE   0 0 7,500
PROCTER AND GAMBLE CO COM 742718109   1,203,487 6,949 SH   SOLE   0 0 6,949
PROGRESSIVE CORP COM 743315103   676,525 2,666 SH   SOLE   0 0 2,666
ROPER TECHNOLOGIES INC COM 776696106   375,597 675 SH   SOLE   0 0 675
RTX CORPORATION COM 75513E101   1,217,340 10,047 SH   SOLE   0 0 10,047
SALESFORCE INC COM 79466L302   675,243 2,467 SH   SOLE   0 0 2,467
SCHWAB STRATEGIC TR FUNDAMENTAL INTL 808524755   4,354,494 116,524 SH   SOLE   0 0 116,524
SCHWAB STRATEGIC TR SHT TM US TRES 808524862   831,872 16,984 SH   SOLE   0 0 16,984
SCHWAB STRATEGIC TR FUNDAMENTAL US L 808524771   660,480 9,204 SH   SOLE   0 0 9,204
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   400,950 1,776 SH   SOLE   0 0 1,776
SNAP ON INC COM 833034101   599,990 2,071 SH   SOLE   0 0 2,071
SOUTHERN CO COM 842587107   986,480 10,939 SH   SOLE   0 0 10,939
SPDR S&P 500 ETF TR TR UNIT 78462F103   1,287,908 2,245 SH   SOLE   0 0 2,245
SPDR SER TR PRTFLO S&P500 GW 78464A409   1,532,815 18,481 SH   SOLE   0 0 18,481
SPDR SER TR NUVEEN BLOOMBERG 78464A284   614,114 23,377 SH   SOLE   0 0 23,377
STARBUCKS CORP COM 855244109   404,012 4,144 SH   SOLE   0 0 4,144
STRYKER CORPORATION COM 863667101   525,273 1,454 SH   SOLE   0 0 1,454
TESLA INC COM 88160R101   713,204 2,726 SH   SOLE   0 0 2,726
THERMO FISHER SCIENTIFIC INC COM 883556102   230,727 373 SH   SOLE   0 0 373
T-MOBILE US INC COM 872590104   533,647 2,586 SH   SOLE   0 0 2,586
UBER TECHNOLOGIES INC COM 90353T100   332,433 4,423 SH   SOLE   0 0 4,423
UNILEVER PLC SPON ADR NEW 904767704   285,045 4,388 SH   SOLE   0 0 4,388
UNITEDHEALTH GROUP INC COM 91324P102   282,401 483 SH   SOLE   0 0 483
VANGUARD INDEX FDS SMALL CP ETF 922908751   913,684 3,852 SH   SOLE   0 0 3,852
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   739,090 7,587 SH   SOLE   0 0 7,587
VANGUARD INDEX FDS MID CAP ETF 922908629   986,321 3,738 SH   SOLE   0 0 3,738
VANGUARD INDEX FDS VALUE ETF 922908744   3,229,297 18,499 SH   SOLE   0 0 18,499
VANGUARD INDEX FDS GROWTH ETF 922908736   3,511,442 9,146 SH   SOLE   0 0 9,146
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746   1,862,813 36,440 SH   SOLE   0 0 36,440
VANGUARD SCOTTSDALE FDS VNG RUS2000GRW 92206C623   349,639 1,687 SH   SOLE   0 0 1,687
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   872,818 10,990 SH   SOLE   0 0 10,990
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102   922,188 15,625 SH   SOLE   0 0 15,625
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406   2,076,160 16,195 SH   SOLE   0 0 16,195
VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794   1,556,284 21,197 SH   SOLE   0 0 21,197
VICTORY PORTFOLIOS II VICTORYSHARES WE 92647P126   1,081,139 27,454 SH   SOLE   0 0 27,454
VISA INC COM CL A 92826C839   1,820,169 6,620 SH   SOLE   0 0 6,620
WALMART INC COM 931142103   697,196 8,634 SH   SOLE   0 0 8,634
WASTE MGMT INC DEL COM 94106L109   549,310 2,646 SH   SOLE   0 0 2,646
WATERS CORP COM 941848103   472,176 1,312 SH   SOLE   0 0 1,312
WELLS FARGO CO NEW COM 949746101   2,538,774 44,942 SH   SOLE   0 0 44,942
XCEL ENERGY INC COM 98389B100   206,283 3,159 SH   SOLE   0 0 3,159
ZOETIS INC CL A 98978V103   212,183 1,086 SH   SOLE   0 0 1,086