Our Advisors
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Darin Gibson
Managing Partner
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Taylor Boyd
Partner
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Ryan Call
Retirement Consultant
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Jenny Kim
Manager,
Business Administration -
Kyle Labeaune
Operations Analyst
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Clancy Lackey
New Business Coordinator
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Joe Park
Director of Retirement Services
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Sina Soltani
Financial Advisor
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Todd Stahl
Director of Wealth Management
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Dan M. Stevens
Financial Advisor
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Eric Targoff, CFA
Operations Analyst
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Jeffrey Warnock
Financial Advisor
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Laurie Sowa-Westwood
Client Account Manager
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Steve Yu
Director of Investment Research