Group 4

Chris Anderson<small> MBA, B.Ed, B.Sc, CFP, CIM</small>

Chris Anderson MBA, B.Ed, B.Sc, CFP, CIM

Senior Portfolio Manager, Senior Investment Advisor
Chris Gerlinsky<small> CFP, CHS, EPC</small>

Chris Gerlinsky CFP, CHS, EPC

Senior Investment Advisor
Fred Montilla<small> EPC</small>

Fred Montilla EPC

Senior Wealth Advisor
Fernando Cala <small> MBA</small>

Fernando Cala MBA

Senior Wealth Advisor
Tristan Zapata

Tristan Zapata

Investment Advisor
Wilmar Teves

Wilmar Teves

Wealth Advisor
12