Macro Investment Strategist
Continue readingTom Bruce
Alma Ozuna Teal
Director of Operations | Shareholder
Continue readingKeith Fenstad, CFP®
Vice President | Shareholder | Director of Wealth Planning | Chief Compliance Officer
Continue readingBrian Merrill, CFP®
Vice President | Shareholder | Corporate Development Officer
Continue readingJohn Merrill
President | Shareholder | Chief Investment Officer
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