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Shawn P. McLaughlin
AIF®
President and CEO
Elli R. Bernard
Senior Vice President and Executive Assistant
Jacobson P. Truex
, CFP®
Vice President
and Financial Advisor
Michelle Glicklin
, CRCP®
Principal Vice President and Compliance Officer
Lauren A.R. Jusino
Client Service Representative
Mary A. Reed
Client Service Representative
In Memoriam: Oscar P. Ryder
Shea T. McLaughlin
Vice President and
Administrative Assistant
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