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 Name
Job title
Action
  Ryan Harris
Gerente de Desarrollo de Negocios
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  Matthew Frey
Asesor financiero cfp®
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  Allen Porter
Vicedirectore de Marketing y Desarrollo de Negocios
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  Denis Walsh
Directore y co-cofounder
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  Terri Walsh
Vicemanagere sénior y supervisor de Cumplimiento
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  Bill Terry
Asesor financiero asociado superior
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  John Valiska
Asesor financiero
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  Pamela Mayfield-kizzee,mrfc
Asesor Financiero/managere/Asesor de Inversiones
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  Marckenson Zephirin
Vicemanagere de Tecnología de la Información
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  Kevin D. kennedy
Planificador financiero
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  Rick Schofield chfc, clu
Director Ejecutivo
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  Mary Gerber
CEO de Recursos Humanos
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  Cindy Helman
Propietario
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  Barry Rittman
Vicemanagere y supervisor Financiero
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  Hector J hernandez
Asesor Financiero Independiente
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  Scott Zehner
CEOe/Asesor de Inversiones
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  Brian Lich
Asesor patrimonial
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  Stephen A (tony) fisher, cfp
CEO regional
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  Mickey P. jordan ea, mrfc
Supervisor
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  Joseph Dalisera
Pasante de verano
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  David Spellman
Planificador financiero
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