Meet Our Team

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Ryan Wibberley

CEO

Michael

Michael Fein

President

Frank

Frank Cappadora

Managing Partner

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Andy Smith

Director of Advanced Planning

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Rich Sebastian

Director of Financial Planning

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Kimberly Mamaril

Associate Advisor

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Malcolm Ethridge

Executive Vice-President

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Austin Pearl

Financial Advisor

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Jaimee Wibberley

Client Relations Manager

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Amanda Johnston

Client Services Administrator

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Justice Stanton

Client Services Associate

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Brandon Beylo

Client Relations Manager

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Heather Betz

Client Services Administrator