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President & Chief Compliance Officer

Jon Rugg, CFA

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Vice President & Director of Research

Cyrus Amini, Esq., CFA

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Vice President,

Shawn Shieh, MBA, CFA, CFP

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Founder & Consultant

Mark Gonzalez

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Mark Gonzalez

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Mark Gonzalez

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Mark Gonzalez

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Mark Gonzalez

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Mark Gonzalez

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Mark Gonzalez

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Mark Gonzalez

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Mark Gonzalez

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Mark Gonzalez

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Alma maters & Accreditation

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