Principals/Advisors AdvisorWill Alexander AdvisorEric Berkowitz AdvisorJohn Bollweg Principal/Chief Client Sols OfficerOscar Cantu AdvisorMeggan Carroll AdvisorAndrea Ellis Principal/CEOAnthony Cecchini AdvisorChloe Fakhouri PrincipalWilliam Dever PrincipalErik Faust Principal/CCOJeff Dohner PrincipalJaclyn Garcia PrincipalBill German Principal/COO/CMOYonhee Gordon PrincipalMatthew Grubb AdvisorKirk Hackbarth Principal/CTODan Jurgovan Chief Talent OfficerKate Kammes AdvisorJohn Karavouzis AdvisorJosh Kowalczyk PrincipalTony Kozaili PrincipalJustin Lesch PrincipalBrett Ludwig Principal/CFOSteven Medwed PrincipalDavid Morgan PrincipalAaron Niec Principal/President/Director FASJason O’Hallen Sr. Research AnalystRichard Pawelko PrincipalMorgan Pearsall PrincipalMichelle Rozsypal AdvisorMatt Sorenson AdvisorTim Stringer PrincipalBrian VanBuren AdvisorMarcus Velasco Principal/CIOWilliam Waight Principal/Director of TaxMelissa Walsh AdvisorJohn White