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Leadership
James J. Titak
James J. Titak
Chairman of the Board
Richard W. Parker
Richard W. Parker
CHIEF EXECUTIVE OFFICER / CHIEF OPERATIONS OFFICER
Matt Reynolds
Matt Reynolds
PRESIDENT / CHIEF FINANCIAL OFFICER
Karey Williams
Karey Williams
CHIEF COMPLIANCE OFFICER
Kelly Raker
Kelly Raker
Transition Manager
Mary Earl
Mary Earl
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Jim Longstreth
Jim Longstreth
Director of Advisor Services
Susan Donohue
Susan Donohue
DIRECTOR OF OPERATIONS
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