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Our Team
Martin Cole
CFP®, MSFS, ChFC, CLU, AAMS
Financial Advisor
Certified Financial Planner®
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Robert "Bob" DiCarlo, CRPC®
Financial Advisor
Chartered Retirement Planning Counselor
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Paul C. Macias, CFP®
Financial Advisor
Certified Financial Planner®
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Christopher A. O'Brien, CRPC®
Financial Advisor
Chartered Retirement Planning Counselor
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Anthony Venturi
Financial Advisor
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Karen Goldstein
Director of Client Relations
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