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Matt Allain

Chief Executive Officer

Eric Katz, CFP®, TEP

Chief Wealth Management Officer

Stephen Tally

Chief Operating Officer

Michael Bohlinger

Managing Director

Travis Crowell

Managing Director

Kenneth Dugan, CFP®

Managing Director

Todd Pallett

Managing Director

Ray Pinson, CFP®, CPA

Managing Director

Kevin Roche

Managing Director

Peter Savva

Managing Director

William D. Schultz

Managing Director