Ross James
Senior VP, Wealth Management
Trevor Jensen
Health & Welfare Sales Consultant
Maura Keane
Employee Benefits Consultant
Ava Kitabjian
Associate Consultant
James LaFleur
Senior Plan Advisor
Dylan Lemis
Client Services Associate
Kevin Leung
Plan Advisor
Edward Maga
Senior Benefits Advisor
Jesse Malik
Financial Planner
Anthony Mancini
Retirement Plan Advisor
Amber Martignetti
Wealth Management & Operations Manager
Justin McInnis
Employee Benefits Consultant
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