Group Savings Plans

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Warren Laing,

Chairman and CEO

Separately Managed Accounts (SMA)

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Michelle Mittermair,

Associate Advising Representative

Business Brokerage

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Erik Twohig, CBI, CMSBB

Business Broker

Separately Managed Accounts (SMA)

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Richard Pearson, BA, CFA

Director, Private Wealth Management

All-inclusive Investment Funds

David Atwood,

Financial Advisor

Separately Managed Accounts (SMA)

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Michelle Smith, CFA

Associate Portfolio Manager