-
Richard Backer
Investment Advisor
Representative/CPA
-
Melissa Mauro
Investment Advisor
Representative/CPA
& CFP®
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George Gotthold
Investment Advisor
Representative/CPA
& CFP®
-
Stuart Greenberg
Investment Advisor
Representative/CPA
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Larry Mandell
Investment Advisor
Representative
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Dora Coehoorn
Director of Client Service/CFP®
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Samantha Ngooi
Client Service
Specialist/Marketing
Coordinator
Project Director,
Money & Meaning