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Bill Stead, RICP

Senior Financial Advisor, RICP®

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Matthew Julian

Senior Financial Advisor, AIF® 

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Nick Rhodes

Assistant Branch Manger 

Senior Investment Advisor

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Anthony Costabile

Financial Advisor

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Courtney Schuh

Courtney Schuh

Director of Client Services

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Lisa Padula

Lisa Padula

Sales Assistant

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Melissa Hillman

Melissa Hillman

Senior Client Service Representative 

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