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Coventry Edwards-Pitt
Managing Director
Ballentine, Finn & Company
Kevin Fitzwilson
Managing Director, Wealth Advisor
Coldstream
Scott Ford
President and Founder
Cornerstone Wealth Management Group
Greg Ghodsi
Senior Vice President, Investments
The 360 Wealth Management Group of Raymond James & Associates
Barry Glassman
Senior Vice President
Cassaday & Company, Inc
Alanson Houghton
Principal and Chief Investment Officer
Shelterwood Financial Services
Neil Jairath
Vice President, Investments, and Private Wealth Advisor
UBS
Jonathan Kanterman
Managing Director
Stillwater Capital Partners, Inc.
Chris Karam
Senior Vice President
Sheridan Road Financial
James Meany
CEO and President
Lydian Bank & Trust
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Peter Princi
Lead Advisor and Senior Portfolio Manager
The Princi Group at Smith Barney
Eric Raphael
First Vice President, Investments
Merrill Lynch
Mark Scheffler
Senior Portfolio Manager and Founder
Appleton Group Wealth Management
Jennifer Shaw
Managing Director
Citi Private Bank
Iain Tait
Executive Director
London & Capital
Tristan Talley
Director, Wealth Management
Bukaty Retirement Plan Services
Brian Thomas
V.P., Investment Advisor and Team Leader
JPMorgan Private Client Services
Michael Walther II
Wealth Manager
Balasa Dinverno Foltz LLC
Heather Webster
Managing Director
JPMorgan Private Client Services
Buck Wiley
First Vice President Investments
Private Banking and Investment Group at Merrill Lynch
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