Our Team

Marc I. Rosenthal, CLTC®

Principal & Founder

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Christopher Alderson, CLTC®, CFP®

Financial Advisor

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Joshua T. McCarthy

Financial Advisor

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David Johnston

Financial Services Professional

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Scott Zeplowitz

Financial Services Professional

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Michelle Falgiano

Director of Operations

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Samantha Rae Hughes

Director of Communications

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Dawn Wagner

Client Relations Coordinator

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