Chris Forney

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Rachel Boyell

Director of Investment Strategy & Operations

Clu® Carmen Bississo Cima®, Aif®, Cltc®, Cas®, Cfs®

Director Of Advanced Strategies, Clu®, Cima®, Aif®, Cltc®, Cas®, Cfs®

Michael Fiorese

Portfolio Manager

Daniel Sharkey

Associate Portfolio Manager

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