Advisory Team

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Savas N. Constantinou, CFP®, CTFA

Financial Advisor

Joy Zaykoski2021-10-19T16:50:04+00:00Advisory Team, Florida Office, Office Locations|

• 

Jeanne Bernardin, CFP®

Financial Advisor

Joy Zaykoski2021-10-05T13:56:00+00:00Advisory Team, Massachusetts Office, Office Locations|

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Shane Pouliot, CFA®

Investment Advisor

Joy Zaykoski2021-10-07T19:23:18+00:00Advisory Team, North Carolina Office, Office Locations, Operations|

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Bowman “Rye” Thayer

Planning Associate

Joy Zaykoski2021-06-01T17:53:42+00:00Advisory Team, Massachusetts Office, Office Locations|

• 

Will Benner

Planning Associate

Anna Lui2021-09-14T15:41:17+00:00Advisory Team, Office Locations, Pennsylvania Office|

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Patrick D. Melvin, CFP®

Financial Advisor

Anna Lui2021-09-14T15:21:35+00:00Advisory Team, Office Locations, Pennsylvania Office|

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Stephen Haney, CFA®

Financial Advisor

Anna Lui2021-09-14T15:30:05+00:00Advisory Team, Office Locations, Pennsylvania Office|

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Mark A. Rioboli, CFP®, CFS

Principal & Wealth Manager

Anna Lui2021-09-14T15:18:52+00:00Advisory Team, Office Locations, Pennsylvania Office, Principals|

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Patrick D. Runyen, CPA/PFS, CFP®

Principal & Wealth Manager

Anna Lui2021-09-14T15:27:10+00:00Advisory Team, Office Locations, Pennsylvania Office, Principals|

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Charles P. Boinske, CFA®

Principal, Wealth Manager, & Chief Visionary Officer

Anna Lui2021-09-14T15:11:22+00:00Advisory Team, Leadership Team, Office Locations, Pennsylvania Office, Principals|