-
Richard Backer
Investment Advisor
Representative/CPA
-
Kathryn Baranoski
Client Service Associate
-
George Gotthold
Investment Advisor
Representative/CPA
& CFP®
-
Stuart Greenberg
Investment Advisor
Representative/CPA
-
Leslie Kahlenberg
Client Service Specialist
-
Nick Levinson
Member/CFP®
-
Samantha Ngooi
Associate Advisor
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Corenna
RoozeboomMarketing & Education
Specialist
-
Ana Zajczenko
Director of Client Service
-
Larry Mandell
Investment Advisor
Representative
-
Melissa Mauro
Investment Advisor
Representative/CPA
& CFP®