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Alex Coriddi

CFP®

Wealth Advisor

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Jonathan Gulman

CPA

Wealth Advisor

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Jerry Korey

CFP®

Wealth Advisor

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Matt Mignon

CFP®, CIMA®

Wealth Advisor

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Chadderdon O'Brien

CFP®, FRM

Partner & Wealth Advisor

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Peter O'Neill

CFP®

Wealth Advisor & ASSOCIATE PARTNER

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Jennifer E. Papadopolo

MBA, MS

Partner and Chief Operating Officer

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Michael Pappachristou

CFP®

Wealth Advisor

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Chris Piccoli

CFP®, CIMA®

Wealth Advisor

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Abigail Rosen

CFP®, GFP (USA), MS

Partner & Wealth Advisor

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Bryan Smalley

CFP®

Wealth Advisor

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William Vaughan

CFP®

Wealth Advisor

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Melissa Weisz

CFP®, CFA

Wealth Advisor & ASSOCIATE PARTNER

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