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Senior Financial Advisor
Scott Taylor CFP®
Private Wealth Advisor
Sunny Kang
Logan Wong
Liam Walker
Rocco Panzarino
Director
Melissa Milloy
Peter Kotsis
Administrator
Jackie Soraino
IC Chairman
David Columbro
IC Member
Corey Cooney
Jack Colreavy
Responsible Manager | IC Member
Abraham Agulian