Mike Bedard

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Doug Dustin

Partner & CFO

Cfp® Ross James Aif®, Qpfc

Vice President Financial Planner Head Of Financial Planning

Andrew Valeri

Finance Associate

Cfp® James Dailey Aif®

Financial Wellness Educator

James Swain

Senior Trust Accounting Specialist

Khaleelah Hilliard

Senior Staff Accountant

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