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

Founder, Advisor Advocate

Marketing, Servicing, Planning

Washington, DC

Christina Gill

Advisor Advocate

Servicing

Williamsport, PA

Kelsey Van Wagoner

Advisor Advocate

Servicing

Salt Lake City, UT

Lesley Sun

Advisor Advocate

Servicing

Trenton, NJ

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Angela Knezevich

Team Lead

Marketing

Fort Wayne, IN

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Steph Hidalgo

Brand Designer
Marketing

Irvine, CA

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Jared Machen, CFP®

Paraplanner
Planning

Memphis, TN

Richard Krohley

Paraplanner
Planning

Long Island, NY

Are you ready to meet Nifty?

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