Our Advisors.

Julian N. Wise

TEP

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Donna J. Harrison

CFP, CLU, CH.F.C., TEP

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John C. Osborne

CIM, CIWM, CCS, FMA

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John Radul

CFP

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Our Team.

Andrea Haley

Associate

Joe Rozsa

Paraplanner

Helen Sevcik

Office Administration

Pam Teufel

Administration Coordinator

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