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First Case Competition

Today we held our first case competition. Thank you so much Nate Lovelle, CFA from Council Oak Wealth Advisors who served as our judge and stayed for Q&A together with our own Angel Flores. Lovelle also shared valuable insights to the markets and wealth management. Congratulations to our winners Jaden O'Brien and Aswin Aneel! Keep an eye out for our next competition which is happening next Wednesday with BOK Financial and $200 for the winners.


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