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Laurie Cappetta
Operations Specialist
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Michael Conway
President & CEO
Zachary Conway
Managing Director
Jonathan Strelec
Associate Wealth Advisor
Kim Kushel
Director of Operations
Ken Kovacs
Director of Client Services
Jake Piasecki
Director of Business Development
Susan Matrisciano
Operations Specialist
Laurie Cappetta
Operations Specialist
Linda Yacus
Operations Specialist
Nancy Chung
Client Services Consultant
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