Aliso Viejo
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Your Aliso Viejo Team
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Jason Clark
CFA®
Director, Senior Portfolio Manager
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John Buckingham
Director, Senior Portfolio Manager
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Michael Carbone
Wealth Advisor
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Alyssa Tacconelli
Associate Wealth Advisor
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Phil Edwards
Associate Wealth Advisor
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Chris Quigley
CFA®
Lead Equity Research Analyst
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Michelle Leivas
Client Service Specialist
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Bryan Turnbow
Regional Vice President