Kelly Trapp
Investment Operations Associate
		Ron Yee
Client Relationship Manager
		Chris Kleine
Chief Operating Officer/Chief Compliance Officer
		Alyssa Thompson
Client Relationship Manager
		Dan Spellman
Research Analyst & Trader
		Cameron Gray, CFP®
Financial Consultant
		John Friar, CFP®, AIF®
Financial Consultant & Partner
		Clint Bauch, CFP®
President/CEO & Partner
		



