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Robert J. Luna, CIMA®, AIF®

CEO

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Jeremy A. Kisner, CFP®, CRPS®

Senior Wealth Advisor

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Brandon J. Nachman

Chief Compliance Officer

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Christina J. Mangino, CFP®

Senior Wealth Advisor

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Jennifer Jacobi, ChFC®

Senior Wealth Advisor

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Clay Darland

Chief Technology Officer

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Tina Swail

Operations Manager