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              Leadership Team

              Joe Weaver
              Joe Weaver, CFP®
              President
               
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              Rick Biddison
              Rick Biddison
              Senior Portfolio Manager
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              Gentry Byrnes
              Gentry Barnett Byrnes
              Chief Fiduciary Officer
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              Nicole Hisler
              Senior Vice President, Director of Charitable Solutions
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              Chris Holder
              Chris Holder
              Chief Operations Officer
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              Andrew Krempp
              Andrew Krempp, J.D., MBA, CTFA, CCTS
              Senior Vice President, Director of Business Development
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              Ashley Mackendrick
              Ashley MacKendrick, CPA
              Senior Manager Financial Reporting, Planning & Analysis
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              Alan Stegeman
              Alan Stegeman
              Chief Compliance Officer
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