Matt R. Adams, CPA, CFP®
Portfolio Manager
Alana Asmussen
Portfolio Manager, Partner
Will G. Beamer
President, Chief Investment Officer, Partner
Jacqueline A. Bell
Portfolio Manager, Director
Michael Brown
Portfolio Manager, Partner
Tracy Burgett
Director of Financial Planning
Jake Erlendson
Portfolio Manager
Paul R. Temby
Portfolio Manager, Partner
Grant Webster
Portfolio Manager
Mark Wernig
Portfolio Manager
Dale E. Yahnke
Chief Executive Officer, Founding Partner

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