Our Team
Founding Partners
Investment Strategists
Investment Advisor Representatives
Support Team
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Mary Beth Villiano
Dedicated Assistant to Joe Parsons
Office Manager
Financial Paraplanner Qualified Professional™ -
Liz Hanni
Dedicated Assistant to Ryan Conlin
Operation Team Member -
Cristie Caldwell
Advisor Services
Operation Team Member -
Rosina Pignotti
Dedicated Assistant to Jim Bartolacci
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Alicia Stitt
Dedicated Assistant to Stephen G. Gooditis
