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Administration
Andrew Tasset
Vice President - Marketing Manager
Todd Hughes, J.D.
Vice President & Retirement Services Officer
John Sastry, J.D., CFP®
Vice President & Financial Planning Officer
Kristin Carter, CPA
Vice President & Tax Officer
Adam Wyrick, CFIRS™
Vice President & Compliance Officer
Josh Hargrove, AIF®, CAIA, CFA, CIPM, CMT, FRM, MSF
Senior Vice President & Investment Strategist
Kyle Search
Senior Vice President & Operations Manager
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