Archives: Team Members
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Leslie Portee
LeslieAnn Portee joins our team with over 17 years of experience in Financial Services. Leslie has previously held several client-facing roles within the LPL Financial...
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Dan Minnis
Dan has served in various roles in the financial services industry for over ten years. He began his career as a financial advisor with Merrill...
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Richard Dragotta
Since 2003, Rich has been a true pioneer in the independent financial advisor space. His founding of the Independent Network of Consultants & Advisors (INC...
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