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Amy Alexander
CPA
Controller & Assistant Compliance Officer
Operations
Chelsea Sloan
Director of People Experience
Advisors
Operations
Cliff Paessler
CPA, PFS
Founder
Operations
Cordia Kuykendall
People Experience Specialist
Advisors
Operations
M. Andrew Shaul
CPA, PFS
Founder
Operations
Mike Cochran
VP, Technology
Operations
Richard Paessler
President & Chief Compliance Officer
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