Advisory Team

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Liz Kishel, CFP®

Financial Advisor

Anna Lui2022-09-20T22:11:50+00:00Advisory Team, George Office, Office Locations|

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Andrew J. Walker, CFP®

Financial Advisor

Joy Zaykoski2022-08-05T18:32:03+00:00Advisory Team, Massachusetts Office, Office Locations|

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Alana Watson

Planning Associate

Joy Zaykoski2022-08-05T18:13:21+00:00Advisory Team, George Office, Office Locations|

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Keith Andreasen

Planning Associate

Joy Zaykoski2022-08-01T15:20:10+00:00Advisory Team, New Jersey Office, Office Locations|

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Greg Wheeler, CFP®

Senior Planning Associate

Joy Zaykoski2022-08-04T19:57:42+00:00Advisory Team, Florida Office, Office Locations|

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Chia Yang

Planning Associate

Joy Zaykoski2022-08-24T18:57:12+00:00Advisory Team, North Carolina Office, Office Locations|

• 

William (Bill) McGowan

Planning Associate

Joy Zaykoski2022-06-23T20:58:01+00:00Advisory Team, Office Locations, Pennsylvania Office|

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Mark Gernerd, MBA, JD, CFP®

Senior Financial Advisor

Joy Zaykoski2022-06-22T20:50:05+00:00Advisory Team, Office Locations, Pennsylvania Office|

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Molly Rimes

Planning Associate

Joy Zaykoski2022-05-18T15:58:07+00:00Advisory Team, New Jersey Office, Office Locations|

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Tom Kolefas, CFA®, CFP®

Senior Investment Advisor

Joy Zaykoski2022-06-15T15:33:29+00:00Advisory Team, New Jersey Office, Office Locations, Operations|