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Bill Oakley
Managing Partner
Bill Oakley
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John Alvarez
Vice President, Engagement
Amy Patton
Director of Marketing
Donna Aubin
Client Service Manager
Chris Metscher
Investment Adviser
Kirk Freedle
Investment Adviser
Steven Slomberg
Investment Adviser
Lisa Martinez
Investment Adviser
John Mugarian
Investment Adviser
Jeremy Patton
Investment Adviser
Jim Mayer
Investment Adviser
Amanda Morris
Investment Adviser
Nafees Alam
Financial Adviser
Geoff Voorhees
Investment Adviser
