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Robert Alston

Chief Compliance Officer

Senior Fixed Income Portfolio Analyst

Robert Knode, CFP® 
Senior Wealth Advisor
Cortnie Lomas Rodriguez
Partner / Senior Vice President
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Megan Lezar
Partner / Chief Operating Officer
Jennifer Blair
Sr. Director of Client Relationships
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Alex Velaochaga
Tax Senior Manager
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Mary Harris
Senior Wealth Advisor
Natalie Lomas
Director of Operations
Joanna Ramirez
Associate Advisor of the Year
Shiner
Ambassador of Happiness