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Investment Professionals

Terence L Horan
Terence L Horan, CLU, ChFC
President/CEO
David I. Templeton
David I. Templeton, CFA
Portfolio Manager & Principal
Mark A. Bennett
Mark A. Bennett, CFA
Portfolio Manager & Principal
Todd Poellein
Todd Poellein, CFA
Senior Portfolio Manager
Matthew Antenucci, CFA
Matthew Antenucci, CFA
Portfolio Manager
Matthew Woebkenberg, CFA
Matthew Woebkenberg, CFA
Investment Associate
Lisa Marek
Lisa Marek
Client Services & Operations Associate
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