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Jon Kmett
President & CFO
Jon Kmett
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Charles Bohlen, Jr.
Co-CIO
James Moylan
VP & Co-CIO
Teri McCasland
Secretary & Chief Compliance Officer
David Thomsen
VP of Business Development
Donna Arnold
Client Services Associate
Gloria Avalos
Client Services Associate
Charlotte Salinas
Client Services Associate
Mark Delgadillo
Senior Financial Advisor
