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Our advisors

Angel Cipres

CRPC

Client Relationship Manager

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Diana Flores

Client Support Associate

Experienced Client Support Associate
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Edwin Kugler

Client Support Associate

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Jacqueline Mlechick

CRPC, CMFA®

Manager AAC

Learn more about Jacqueline Mlechick Visit Jacqueline Mlechick's website

K'Sea Isaac

CFA®

Client Support Associate

Lead Client Support Associate
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Raghav Bhagat

CRPC

Client Relationship Manager

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Scott Self

Client Support Associate

Experienced Client Support Associate
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Shelby Telford

CRPC

Client Relationship Manager

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Zach Richey

AWMA

Client Relationship Manager

Experienced Client Support Associate
Learn more about Zach Richey