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Madison Puhalsky, CFP
®
Lisa Rosenthal, CFA, CFP
®
Louis Preseren, CFP
®
Jerry C. Thomas, CFP
®
Lisa Flesher
Stephen Forlani, JD
Kevin Vaillancourt, CPFA
®
, CHSA
®
Greg Hopkins
Vanessa Mavec King, CFP
®
Mike Rayfield, CFA, CFP
®
Brian G. Joseph
Connor Mackovjak, AIF
®
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