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Renée Kwok
CFP®, President & CEO & Shareholder
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Kerri Allen
CFP®, Senior Client Advisor
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Maria Arenas
Senior Client Service Associate
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Jane Taubner Barney
JD, CFP®, CDFA™ Vice President - Client Advisor
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Scott Burg
CFA, CAIA®, Director of Investment Research
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Hilary Champagne
CTFA, Financial Planning Associate
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Toni Grimm
CFP®, CDFA™, Senior Client Advisor
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Betty Harris
Business Manager
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Rachel Harris
Senior Client Service Associate & Marketing Manager
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Jenna Israni
Senior Financial Planning Associate
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Brian Keri
Senior Trader
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Abigail Kinsel
Administrative Coordinator
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Jessica Learn
Administrative Coordinator
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Michael Meehan
CPA/PFS, CFP®, Managing Director - Marketing, Senior Client Advisor & Shareholder
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Jaret Petruzzelli
Trading and Investment Implementation Associate
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Brian Presti
CFA, Chartered SRI Counselor℠, Chief Investment Officer
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Victor Sinopoli
Financial Planning Associate
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Steven Smith
FPQP™, Senior Client Service Associate
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Leann Sullivan
CFP®, CAP®, Senior Vice President - Client Advisor & Shareholder
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Mike Sullivan
Director of Operations and Business Analytics & Shareholder
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Connie Wyllie
Chief Compliance Officer, Vice President of Client Service and Operations & Shareholder
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Emeritus
Jim Joslin
Chairman Emeritus
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Fred Pryor, Esq.
Director Emeritus
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