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Team Members

Jason Apruzzese, CFA

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Punit Shetty

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Zachary M. Cordelli

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Caroline R. Schmidt, CFA

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Asofaafetai “Lou” Tukia

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Chris Sutherland, CFP®, CWS®

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Michael Howard, Esq., IACCP®

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Loretta K. Sullivan

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Santina M. Riley

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Megan E. McKenna

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