Meet our team that never breaks a sweat when it comes to harnessing the power of leadership, collaboration, and creativity.

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Michelle Wong, FPQP

Washington, DC

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Christina Gill

Williamsport, PA

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Kelsey Van Wagoner

Bay Area, CA

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Lesley Sun

Trenton, NJ

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Angela Knezevich

Fort Wayne, IN

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Steph Hidalgo

Irvine, CA

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Jared Machen, CFP®

Memphis, TN

Richard Krohley

Long Island, NY

Are you ready to meet Nifty?

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