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Griffin Dalrymple CFP®, AIF® Chief of Strategy
Kimberly Burdette-Hord CFP®, CRPC® Chief Operating Officer
Jaran Day Chief Investment Officer
Robin Snell CFP®, EA SENIOR STRATEGIST
James Farish III JR. STRATEGY ASSOCIATE
Meghan Dodge JR. STRATEGY ASSOCIATE
Chris Matthew, CPA CHIEF TAX OFFICER
Diann Greene BUILDING MANAGER