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Our Team

Leadership & Founding Advisors

Grant  Runyan

Grant Runyan

Founding Partner & Financial Advisor

Matthew  Merwald

Matthew Merwald

Founding Partner & Financial Advisor

Michael York

Michael York

Founding Partner & Financial Advisor

Advisory & Investment Representatives

Operations & Administration

 Lexi  Rooker

Lexi Rooker

Director of Operations & Client Relations

Annie Gurnett

Annie Gurnett

Director of Brand & Client Experience