Agaar Damdinsuren

Business Development Consultant

David Grebber JD LLM CEPA LUTCF

VP - Business Strategy and Exit Planning

Sandra Gilpatrick

Wealth Consultant, CERTIFIED FINANCIAL PLANNER (TM)

Laurie Baker

VP, Finance, Corporate Insurance

Matthew Gorham

Financial Advisor

Joe Gallagher

VP, ERISA and Retirement Compliance

Joey Phan

Regional Wirehouse Specialist - Mid Atlantic

Mark Porter

CERTIFIED FINANCIAL PLANNER ® professional

Michael McClain

Alternative Investment Strategist

Richard Biagiotti

Registered 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

William Kane

Financing Manager

Dragos Ilie

VP, Relationship Management

Katalin Orban

Wealth Advisor

Scott Gaddis

Wealth Consultant

Rachael Conroy

Financial Consultant, Managing Director of Employer Retirement Services

James Dyer

Summer Intern

Rachel Pearlman

VP, Assistant General Counsel, Corporate Law

Christopher Fulton

Financial Professional

Rick Mullin

Vice President Strategic Accounts

Mike Holtschlag

EVP, Banking & Lending

Clare Kiesel

SVP, Head of Advisor Business Line Strategy

Madison Rose

AVP Growth Strategy

David Freniere

EVP, Deputy General Counsel

Richard C. Cella

Registered Representative

Heather Hodgkins

Business Development Associate

Nicholas Boutoures

Associate Counsel

Andrew Kirk

Wealth Advisor

Jeffrey Mishol

Financial Advisor

Livia Binks

Vice President, Advisor Integrated Marketing

Sara Cline

Licensed Relationship Manager

Trinadh V

Senior Quality Assurance Engineer

Sofia Simonoff

Financial Planning Analyst

Richard Cheng

VP, Software Development Manager

Matthew Delaney

Wealth Advisor

Jessica Cyrus

Sr Analyst, ERISA Compliance

Morgan Hyland Denis

Senior Vice President, Head of Field Operations

Richard Quigley

Registered Representative,Investment Advisor Representative, LPL Financial

Daniel Wallach

Registered Principal & Financial Advisor

Matt Applebaum

Senior Vice President, Associate General Counsel

Jackie Freyman

Senior Sales Enablement Writer

Ryan McSheffrey

Financial Consultant

Kelly Lawrence

Managing Director, Investment Manager