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OUR ADVISORS

Rochester, NY

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Brian Fowles

CRPC®

Westlake, OH

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Eric Biddle

Dublin, OH

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Erik Harpsoe CRPC®, CFS®, CMFC®

Westlake, OH

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Jason Hostetler

Canton, OH

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Jarrett Felton

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Haad Majied, CFP®

Cleveland/Akron, OH

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Mike McCann, CPA, MBA

New York, NY

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Tina Migge

Canton, OH

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Richard "Rich" Nilsen

Alexandria, VA

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Dennis Notchick, CFP®

San Diego, CA

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Brentwood, TN

Jordan Winka

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Kevin D. Millard, CFP®

Philadelphia, PA

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Michael Ma

Philadelphia, PA

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Johnny Young

New Braunfels, TX

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Wellborn Jack, III

Beachwood, OH

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Eric Biddle

Dublin, OH

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Frank J. Perfetuo, Jr. CFA

Rockland, MA

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Anthony Pratt, CWS

Wexford, PA

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Mark T. Roman

Rockland, MA

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Ryan Paugh

Las Vegas, NV

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Andy Smith, CRPC®, CMFC®

Dublin, OH

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Eric Susi, LUTCF, CMFC®

Dublin, OH

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John Toth

Beachwood, OH

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Pierre Villere

Metairie, LA

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Joe Cardello

Westport, CT

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Gary Augustine

Seven Fields, PA

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Tim Augustine

Seven Fields, PA

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Scott Buell

Brentwood, TN

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Jarrett Felton

Rochester, NY

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Jeremy Finger

Myrtle Beach, SC

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Stephen Gierl

Seven Fields, PA

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David King

Seven Fields, PA

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Russell Long

Dublin, OH

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Jeff Mucci

Brentwood, TN

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Cassidy Schmidt

Seven Fields, PA

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Phillip Friedman

Beachwood, OH

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Jan Kowal, CFP®

Fairfax, VA

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Jason Kowal, CRPC®

Fairfax, VA

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Dale Tison

Fairfax, VA

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Anderson Wozny

Fairfax, VA

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Jason Wintersteen

Omaha, NE

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Matthew Gordillo

Avon Lake, OH

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Chris Kiley

Cincinnati, OH

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Linda Glass

Cincinnati, OH

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Brian Merrick

Cincinnati, OH

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William Baker,
CFA, CPA

Wexford, PA

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Kenneth G. Bielejeski, CMFC®

Roseville, CA

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Kevin C. Dufault

Rockland, MA

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Timothy J. Duggan

Rockland, MA

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Michael C. Feller,

CRPC®

Evansville, IN

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Andrew Mikovch

Cincinnati, OH

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Kenneth Gimbel

Kennebunkport, ME

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