Associates
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Alan Baxter, CPA, CFP
Registered Representative
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Todd Baxter, EA
Registered Representative
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Christopher Bland, CPA, MBA
Registered Representative
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Vinny DiRenzo
Paraplanner | Non-Registered Assistant
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Megan Pasquale
Financial Advisor Assistant | Non-Registered
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Alia Pitts
Associate Accountant
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Rachael Ciavarella
Administrative Assistant
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Cali Monaco
Accounting Intern