Dave Fulton

Trent Meyerhoefer

Chief Financial Officer

Michael P. Shebak III

EMD, Head of Institutional Client Group

Steve Wolken

Chief Compliance Officer

Jim Pruce

Senior Managing Director, Partner - Clearstead

Joseph Boushelle

Senior Managing Director

Bradley Knapp CFA, CAIA

President

John Marino

Senior Managing Director

Greg Althans

Vice Chairman, Head of Wealth Strategy

Tracy Jemison

Senior Managing Director

Cara Wood

Senior Managing Director

Andres Arsuaga

Managing Director

Anthony Saracusa

Senior Managing Director, Institutional Consulting