Jason Trainor

Assistant Vice President, Advisory Product Management | Wealth Management Solutions

David Grebber JD LLM CEPA LUTCF

VP - Business Strategy and Exit Planning

Andrew Dooley

Registered Representative

David Weisman

Vice President Relationship Management

Matthew Gorham

Financial Advisor

Ali Blum

VP, Assistant General Counsel, Corporate Law

Joe Gallagher

VP, ERISA and Retirement Compliance

Joey Phan

Regional Wirehouse Specialist - Mid Atlantic

Sean Hassey

AVP Tech - Data Technology

Mark Porter

CERTIFIED FINANCIAL PLANNER ® professional

Michael McClain

Alternative Investment Strategist

Dallas W. Coffman

General Securities Representative

Michael Ticcioni

Vice President, Associate Counsel

Jay Irving

Investment Consultant

Jennifer Grogan

Director of Operations

Gar Waterman

AVP Innovation Product Management

Julie Lydon

Vice President Public Relations

Brad Jacobs

Senior Vice President

Ashley McDonald

Vice President, Head of Client Success Communication Strategy & Delivery

Megan Russell

VP, Client Success

Charles E. Cullinane

Vice President, Assistant General Counsel - Head of Institution Services Legal

Renee W. Senes

Financial Advisor

Erica Feldblum

Owner

Katharina Helmick

Financial Advisor

Katalin Orban

Wealth Advisor

Michelle Griffin

CERTIFIED FINANCIAL PLANNER™

Rachael Conroy

Financial Consultant, Managing Director of Employer Retirement Services

James Dyer

Summer Intern

Rick Mullin

Vice President Strategic Accounts

Peter Vincent

EVP, Head Advisor Success and Field Management

Mike Holtschlag

EVP, Banking & Lending

Clare Kiesel

SVP, Head of Advisor Business Line Strategy

Heather O.

Senior Specialist, Business Analysis

Madison Rose

AVP Growth Strategy

David Freniere

EVP, Deputy General Counsel

Nicholas Boutoures

Associate Counsel

Andrew Kirk

Wealth Advisor

Revanth P

Software Engineer / Java Full Stack Developer

Anthony Dela Fuente

Business Development Associate

Gary Oman

Registered Representative

Livia Binks

Vice President, Advisor Integrated Marketing

Matt Bohenek

Vice President, Associate Counsel

Sofia Simonoff

Financial Planning Analyst

David Chwalek

Financial Advisor

Richard Quigley

Registered Representative,Investment Advisor Representative, LPL Financial

Matt Applebaum

Senior Vice President, Associate General Counsel

Ryan McSheffrey

Financial Consultant

Kathryn Lazell

Assistant Vice President, Program Activation

Kelly Lawrence

Managing Director, Investment Manager

Akanksha V

Senior Data Engineer