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J. Brent Beene

CFP®, MS

Partner & Wealth Advisor

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Jonathan J. Hochberg

Partner & Wealth Advisor

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Brian Kazanchy

CFP®, CFA, MBA

Partner & Wealth Advisor

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Jane P. Newton

CFP®, MBA

Partner & Wealth Advisor

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Chadderdon O'Brien

CFP®, FRM

Partner & Wealth Advisor

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Jennifer E. Papadopolo

MBA, MS

Partner & Chief Operating Officer

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Paul Platkin

CFA

Partner & Co-Chief Investment Officer

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Michael R. Steiner

CFP®, CPA

Partner & Wealth Advisor

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