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Group: Individual Wealth Management

John Cervantes, CFA®

PARTNER & SENIOR INVESTMENT ADVISOR

Coleton Nelson

FINANCIAL ADVISOR

Stu Berrin, RFC

PARTNER & MANAGING DIRECTOR

Hunter Atwood

FINANCIAL ADVISOR

Jimmy May, CFP®

PARTNER & SENIOR FINANCIAL ADVISOR

Andrew Selu, CRPC®

PARTNER & FINANCIAL ADVISOR

Jared Copinga, CRPC

PARTNER & MANAGING DIRECTOR

Kaden Wren

FINANCIAL ADVISOR

Daniel Tsai, CFP®

FINANCIAL ADVISOR

Felix Kwan, CFP®

PARTNER & MANAGING DIRECTOR

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