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Adam Butbul

Chief Financial Officer

Bob Pagliuco

Chief Compliance Officer

Bryan Hinmon

Chief Investment Officer

Dan Lidawer

Senior Advisor

David Papotta, CPA

Director of Tax & Business Services

Larry Koehler

Senior Advisor

Mier Wang

Founder & Chief Executive Officer

Nick Crow, CFA

Chief Operating Officer

Ric Alfonso, CLTC®

Head of Insurance

Sean Sun

President

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