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Group 3
Chris Anderson
MBA, B.Ed, B.Sc, CHS, CFP, CIM
Senior Portfolio Manager, Senior Investment Advisor
Chris Gerlinsky
CFP, CHS, EPC
Senior Investment Advisor
Fred Montilla
EPC
Senior Investment Advisor
Elizabeth Gaumont
CFP, CIM
Investment Advisor
Fernando Cala
MBA
Associate Investment Advisor
Tristan Zapata
Investment Advisor
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