Bruce R. Barton
Managing Partner / Financial Advisor / Member Owner
Los Gatos, California
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Stephanie Bucko
Chief Investment Officer, Co-founder & Lead Advisor
Los Angeles, California
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Brian Copeland
Wealth Advisor, Managing Director
St. Louis, Missouri
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John Bochniak
Senior Wealth Advisor, Shareholder
Alpharetta, Georgia
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Brian E. Parker
Co-founder and Managing Director
Torrance, California
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