Lauren Halloran

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Kristen Bauer

CEO

David Baker

Senior Director Investment Strategy & Communications

Justina Lai

Chief Impact Officer And Employee Owner

Kristi Mathisen

Managing Director, Tax And Financial Planning

Kayla Kemner

Senior Director Of Finance, Controller & Shareholder

Laura Pantaleo

Wealth Manager

Lyssa Holman Grimaldo Cfp®

Wealth Manager & Shareholder

Nick Kanzaki

Wealth Manager

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