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About Us

Margaret C. Starner, CFP®
Senior Vice President, Investments
Scott Weingarden, JD, CFP®, CIMA®
Vice President, Investments
Bruce Cacho-Negrete, CFP®
Vice President, Investments
Yami Cruz
Practice Marketing Associate
Jessica Delgado
Service Associate
Daniel Chapman
Investment Portfolio Associate
Adrian Tinoco
Sales Associate
Raymond James
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