Associates
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Nasser Ali, CFA(R), CFP(R), AAMS(R), CMFC(R), CRPC(R)
Director of Financial Advisory Services
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Robert Appel, J.D., LL.M, M.B.A.
Second VP of National Design & Advanced Planning
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Christopher Fromm, CHFC(R), CFP(R)
Director of Planning
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Timothy Johnson, J.D., CRPC(R)
Chief Investment Strategist