Jason Van De Loo

Marissa Fox-Foley

Chief Marketing And Communications Officer

Lisa Tamburini

General Counsel And Chief Compliance Officer

Scott Krowczyk

Managing Director

Jeffrey Ramsey

Managing Director

Jim Decota

Managing Director

Joy Parduhn

Managing Director, Advisory Operations

Cfp® Marty Roth

Managing Director

Nick Bertozzi

Managing Director

Steve Kelley

Managing Director

Tony Spano

Managing Director

Molly McMillin

Chief Financial Officer

Director Of Fp&a

Vacant position