Ron Carson

Founder & CEO

Ben Mathis

Vp, IT Operations & Security

Amanda Deas

Director, Digital Strategy

Abbey Jackson

Senior Benefits Specialist

Alex Beiting

Director, Compliance Surveillance

Brandt Radloff

Sr. Analyst, Mergers & Acquisitions

Lisa Retzer

Design Manager

Maggie Hinrichs

Sr. Designer

Stephanie Butkus

B2B Acquisition Marketing Manager

Dan Marquis

Managing Director - Fp&a And Capital Markets

Mark Wellwood

VP Of Business Consulting - Relationship Manager

Josh Ream

Director of Insurance and Annuity Planning

Daniel Applegarth

Chief Financial Officer

Zachary Bonnstetter

Director Client Acquisition

Mitchell Eldridge

Technical Product Manager

Jeff Bornhoft IACCP

Regional Supervision Manager - Carson Partners

Shane Denton

Sr. Analyst, Investment

Lewis M. Young

Portfolio Strategist

Harry McDonald

Investment Analyst

Joseph Requarth

Mergers and Acquisitions Analyst

Maddie Thomas

Senior Event Producer

Randy Harrison

Vice President, Business Development

Andrew Reisdorff

Senior Trader

Peter Crane

Finance Analyst

Michaela Jungbluth

Executive Assistant

JP Pulverenti

Counsel

Kevin Zlomke

Director of Trading

Carlos Flores

Financial Analyst

Mika Keller

VP of Tax

Brad Earley

Financial Services Professional

Kate Rehberg

Partner Development Associate

Grant Engelbart

Vice President, Investment Strategist

Cherith Poe

Senior Human Resources Generalist

Scott Berryman JD

Director of Trust Solutions

Collin Wyler

Business Development Consultant

Stephanie R.

Compliance Analyst - Ad Review

Joel Riha-Aldrich

Analyst, Investment Research

Tim Fowler

Private Client Portfolio Manager

Sarah Stormberg Estep

SVP Product Strategy

Sarah Iversen

Accountant

Noah Ralofsky

Data Analyst

Wendy Nelson

Agile Project Manager/Certified Scrum Master

Michael Gruidel

Senior Wealth Planner

Teri Armbruster

VP, Sales Management & Enablement

Kristin Carlsen

Benefits Analyst

Tarrah Mace

Sr. Payroll Analyst

Scott Wood

Manager, Client Acquisition Sales Enablement

Dana Fettin

Sr. Event Producer