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Diego Arias

CLIENT SERVICE ASSOCIATE

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Jacob Benson

Financial Planner

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Bligh Bjarnason

CLIENT SERVICE ASSOCIATE

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Michael Brooks

Wealth ADVISOR

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Keith Capasso

PARTNER, Wealth  ADVISOR

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Dina Carkonen

PARTNER, Wealth ADVISOR

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Derek Crump

PARTNER, PRESIDENT | COO

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Clare Dandridge

Financial Planner

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Matt Day

PARTNER, Wealth ADVISOR

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Anne Delaney

PARTNER, Wealth ADVISOR

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Carrie Faulkner

CLIENT SERVICE ASSOCIATE

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Tyler Gaspard

PARTNER, Wealth ADVISOR

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Nate Haskell

Wealth ADVISOR

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Quentin Hubbard

CLIENT SERVICE ASSOCIATE

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Carmen Iamandii

CO-CIO, Financial Planner

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Devon Jones

CLIENT SERVICE ASSOCIATE

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Matthew Kane

PARTNER, Wealth ADVISOR

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Taylor Koivu

PARTNER, Wealth ADVISOR

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Kory Lackey

PARTNER, Wealth Advisor

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Jessie Marvin

CLIENT SERVICE ASSOCIATE

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Monica Masse

CLIENT SERVICE ASSOCIATE

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Abbey Miller

CLIENT SERVICE ASSOCIATE

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Giselle Nekui

Financial PLANNER

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Millisa Newberg

CLIENT SERVICE ASSOCIATE

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Sean O'Connor

Wealth ADVISOR

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Brian Orton

PARTNER, Wealth ADVISOR

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Rubyann Park

ASSOCIATE PLANNER

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Jordan Peterson

Financial Planner, Client Service Director

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Alexa Schmidt

PLANNER

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Peder Schmitz

PARTNER, Wealth Advisor

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Robin Skeen

Wealth ADVISOR

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Amanda K. Skrivanich

Wealth ADVISOR

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Lauren Small

Finance Director

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Alan Spragins

PARTNER

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Joseph Strecker

PARTNER, Wealth ADVISOR

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Alex Washburn

PARTNER

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Troy Wingfield

PARTNER, CO-CIO

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