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Mentors

Adel Elsayed

Adel Elsayed

Director, Product Applications

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Daniel Lee

Daniel Lee

Divorce Attorney

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Jandro Riveron

Jandro Riveron

Product Manager

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L. McKinley, CFP

L. McKinley, CFP

Product Manager

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Scott Meyer

Scott Meyer

Entrepreneur

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Carlos Garcia Jr

Carlos Garcia Jr

Account Director

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David Eubank

David Eubank

Director of Manufacturing Strategy, Retired

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Kenton Braun, CFP, ChFC

Kenton Braun, CFP, ChFC

VP Product

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Marco Rimassa, CFP, CRPC, CFA

Marco Rimassa, CFP, CRPC, CFA

Chief Cash Flow Engineer

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Claudia Barreda

Claudia Barreda

BCaBA

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Holly Ham

Holly Ham

VP of Customer Success

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Ketul Parekh

Ketul Parekh

Vice President, Technology

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Morgann Zimmer, CFP

Morgann Zimmer, CFP

HR Representative

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