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Meet our staff
Bob Piechnik
Client Advisor
Giuseppe Treviso
Broker Dealer Specialist
Lynn Weinstein
Office Manager
David DiCenso
Chief Compliance Officer
Frank Pasterczyk
Chief Compliance Officer
Bruce Rae
Client Advisor
Hanna Lee
Client Advisor
Isaac Lee, Esq.
Broker Dealer Specialist
Sarah Russell
FinOp
Wade Ledbetter
Senior Client Advisor