Dave Fulton

Trent Meyerhoefer

Chief Financial Officer

Michael P. Shebak III

EMD, Head of Institutional Client Group

Steve Wolken

Chief Compliance Officer

Greg Lonczak

Managing Director

Jim Pruce

Senior Managing Director, Partner - Clearstead

Joseph Boushelle

Senior Managing Director

Michael Moss

Senior Managing Director, Partner, Integration And Planning

Bradley Knapp CFA, CAIA

President

John Marino

Senior Managing Director

Michael Dearden

Senior Managing Director / Partner

Greg Althans

Vice Chairman, Head of Wealth Strategy

Tracy Jemison

Senior Managing Director