Conor I. Anderson

Partner – Head of Advisor Services

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Evan Barrows

Senior Operations Consultant

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Barbi Fennewald

Assistant Vice President, Director of Advisor Testing

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Morgan Giblin

Compliance Consultant

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Grant Goodwin

Compliance Consultant

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Christine Heroux

Sr. Compliance Consultant

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Kelly Junga

Sr. Compliance Consultant

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Elise Keane

Compliance Consultant

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Derek J. Kilduff

Senior Compliance Consultant

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Jennifer Krakower

Managing Director

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Jack Molito

Compliance Consultant

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Brandon Moore

Compliance Consultant

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Christopher Mortara

Vice President – Senior Compliance Consultant

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Emily Schimmels

Senior Consultant, Advisor Testing

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Matt Secatore

Compliance Consultant

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Danielle Sherbertes

Registrations Manager

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Christopher E. Winn

CEO and Lead Consultant

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Thomas Yates

Managing Director

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Brian Young

Partner – Advisor Services

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