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More about Nate
Nate Allen
Senior Financial Advisor, Private Debt & Equity Committee Chairman
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More about Gary
Gary Anderson, JD, CPA/PFS/AEP/AIF
Principal, Senior Planner
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More about Sam
Sam Callard, JD
Senior Financial Advisor, Real Estate Committee Chairman
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More about Laura
Laura Carr
PRINCIPAL, CHIEF ADVISORY OFFICER
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More about Timothy
Timothy W. Chase, CFP®
Co-Founder, Chairman, Shareholder
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More about David
David Citron, CFA®
Co-Founder, Senior Relationship Advisor, Shareholder
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More about Lesa
Lesa Crosser, AWMA®
Senior Financial Advisor
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More about Rebecca
Rebecca Streamo Eberwein, JD
Financial Advisor, Planner
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More about Martin
Martin Eby, CFP®
Co-Founder, Senior Financial Advisor, Shareholder
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More about Lisa
Lisa Edwards, CFA®
FINANCIAL ADVISOR
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More about Gosia
Gosia K. Elashmawy, CFP®
Advisory Strategy Manager, Financial Advisor
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More about Safiya
Safiya Fellous
ANALYST
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More about Jeff
Jeff Hill
Principal, Senior Financial Advisor, Shareholder
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More about Zakia
Zakia Khan
Associate Advisor
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More about Robert
Robert S. Killebrew, Jr., CFA®
Senior Relationship Advisor
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More about Carson
Carson Price Korenman, CFP®
Financial Advisor
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More about Austin
Austin Main
Financial Advisor
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More about Matthew
Matthew Mueller
Analyst
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More about Chad
Chad J. Norfolk, CFP®, AIF®
Principal, Senior Financial Advisor, Shareholder
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More about Hugh
Hugh Palmer
Financial Advisor
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More about Hannah
Hannah Popp, CPA
Associate Advisor
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More about Jose
Jose Ruiz
Associate Advisor
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More about Pete
Pete Sachs
Senior Financial Advisor
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More about Maxine
Maxine Shevlin
ANALYST
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More about Paul
Paul Speargas, CFA®
Principal, Chief Investment Officer, Senior Financial Advisor, Shareholder
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More about Lou
Lou Ulman, JD
Senior Relationship Advisor
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More about Chris
Chris Walczak, CFP®, CTFA
Principal, Senior Financial Advisor
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More about Natalie
Natalie Whelton, JD
Financial Advisor, Planner
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More about Todd
Todd Wickwire
CHIEF EXECUTIVE OFFICER, SHAREHOLDER
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More about Katie
Katie Carlson Zook, CFP®
Financial Advisor