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G. Brent Morton
Chief Operating Officer
Marc Whitehead
Chief Financial Officer
Jill Zacha
Chief Compliance Officer
Steven T. Sample
Chief People Officer/CHRO
Katie Ubben
Executive Assistant
Frank Martin
Market Director / Wealth Advisor
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Klaviyo
AXA Investment Managers
Bexson Biomedical
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NetBrain
Maths Pathway
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