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Casey Ryder

Operations Manager

Taryn Rast

Investment Advisory Operations Specialist

Miriam Schafer

Investment Advisory Operations Specialist

James Jurica

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April Thompson

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Shahroz Noorani

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Liz Davila

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Kyle Davis

Financial Analyst

Executive Team

David Shields

Chief Executive Officer

Bill Gastl

Chief Operations Officer

Jason Moore

Compliance Consultant

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