Jonathan S. Beatty

Jalina Kerr

SVP, Advisor Experience

Nick Georgis

SVP, Advisor Services

Chad ) Soileau

Independent Branch Financial Consultant

Shaun Davis

Director

Lee McAdoo

Managing Director, Retirement Plan Services

Marah Smith

Talent Advisor - Investor Services

Mark Greene

Principal

Brady Koesel

Vice President Financial Consultant

Derrick L. Butterfield Jr.

Associate Portfolio Consultant Advisor

Erin Dougherty

VP Financial Consultant

Palin Liu

Institutional Services - Head Of Client Experience

Andre Gonzalez

Manager, Advisor Conversion Services