Member Search Directory

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Financial Services


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Michael Cavanaugh
CE1
Financial Services
Normalizing Investment Returns


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Jeffrey R. Froman, CRPC®
NW1
Financial Services
Company 401(k) Specialist


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Jillian Holly
RF1
Financial Services
Wealth Management


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Stephen Lewis
CE1
Financial Services
International Finance


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Patty Loris, MBA, CFP®
NW1
Financial Services
Helping Business Owners Retire


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Claude Ohanesian
RN1 CSW1
Financial Services



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Joseph Scandariato Jr., CIMA®
CW1
Financial Services
Wealth Management Advisor


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Lisa Siegrist
CSW1
Financial Services
Accounting


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Brian Voss
NB1
Financial Services
Wealth Management


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Denise Whennen
CC1
Financial Services
helping clients achieve their financial goals