Nikki Ferguson

Compliance Director

Ash Foster

Assistant General Counsel

John Imming

Vice President Of Wealth Management

Lana Rhodes

Performance Operations Specialist

Maureen Delzio

Documentation & Resource Manager

Dane Brinker

VP Of Sales

Ryan Vandevelde

Vice President Of Wealth Management

Brandy Moore

Relationship Manager

Brie Engelken Parks

Senior Director Of Marketing

Terrence Breese III

Director Of Back Office Operations & Reporting

Julie Lane

Trading Reconciliation Associate

Alexis Burchett

VP Of Wealth Management

Salma Arriaga-Lucio

Wealth Planner

Hazel Kelly

Transition Team Lead

Jordan Sester

Investment Advisor Representative

Kasie VanDonge

Director of Compliance and Regulatory Counsel

Mary Kyle

Marketing Specialist

Kristina Wockenfuss

AML/Anti-Fraud Compliance Analyst

Sarah Habig

Senior Billing Specialist

Carisa Wells

Licensing & Registration Compliance Analyst

Mark Taylor

Senior Advisor Training Coordinator

Trey Pivarnik

Compliance Review Analyst

Creighton Beemer

Marketing Coordinator

Carrie J. Childers Money

Compliance Manager - Insurance & Consulting Services