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The Team

Who We Are

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Timothy L. Smith, CFP®

Founder & CEO, Primary Manager

FINRA Broker Check

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Scott Wallach

Institutional Relationships (25 years)

FINRA Broker Check

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Kevin McHale

Research & Trading (25 years)

FINRA Broker Check

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Bridget Sicsko

Marketing (8 years)

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Nezi Cecen

Admin/Client Services (25 years)

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Albert Lu

Technology (23 years)

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