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About Us
Leadership
Matt Regan
President and CEO
Jim Krause
Chief Compliance Officer
Brandy Weiberg
Managing Director/Head of Operations
Eric Yancey
Chief Technology Officer/Senior Vice President
Justin DuBrueler
Chief Financial Officer
Ron Madey, CFA®
Chief Investment Officer
Russ Reinhart, CFP®
Managing Director of Advisor Development
Greg Michaels
Vice President, Corporate Development
Ken Kideckel, CFA®, CFP®
VP, Portfolio Manager