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Jason Freeland
CEO
Jason Erickson
Director of Advisor Services
Isaac Abecassis
VP of Technology
Jeffrey Flach
Director of Customer Operations
Troy Dechellis
Director of Marketing, Acquisition
+ 19 more
Lucia Beas
Senior Recruiting Coordinator
Wendy Attia
Associate Manager of Advisor Services
Toni Shannon
Community Coordinator
16 members
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