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  Sandra McKeever, AIF® CEO/President Financial Advisor Contact Sandy

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  Melinda Sulit Chief Financial Officer Executive Vice President Contact Mel

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  Thad Jones Vice President Financial Advisor Contact Thad

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  Jon Ulloa Financial Advisor Contact Jon

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  Sophie Brindejonc, CFP®, AIF® Financial Advisor Contact Sophie



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  Mercedes Alegre Financial Advisor Contact Mercy

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  Quintin Guillermo Financial Advisor Contact Quin



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  Barbara Lujan Sales & Client Services Supervisor Contact Barbara



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  Michelle Wright Client Service Specialist Contact Michelle

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  Arvie Cipriano Client Service Specialist Contact Arvie