Leadership Team

Alan F. Skrainka

Director, Manager Research

Alise Kraus

National Managing Director

Andrew McDowell

Managing Director & Senior Wea...

Andrew Welzel

Director & Senior Wealth Advis...

Anna Barton

Director & Senior Wealth Advis...

Benjamin Jones

MD & Senior Wealth Advisor

Benjamin Wong

MD & Senior Wealth Advisor

Bob Glass

Managing Director

Brad Griswold

MD & Senior Wealth Advisor

Brett Kunshek

Head, Options

Brian Leitner

MD, Wealth Solutions

Brian O’Regan

MD, Corporate Development

Carl Watkins

Director & Senior Wealth Advis...

Chad Hamilton

SVP, Practice Management Group

Cheryl Bicknell

COO

Christopher Housen

MD & Senior Wealth Advisor

Cindy Bozik

National MD, Trust Services

Darin Gartland

MD & Senior Wealth Advisor

David Barnes

Managing Director

David Robinson

Director & Senior Wealth Advis...

Eddie Dulin

MD & Senior Wealth Advisor

Edward Meier

Director & Senior Advisor

Hugh Taylor

Director & Senior Wealth Advis...

J. Scott Sims

MD & Senior Wealth Advisor

Jake Kern

MD & Senior Wealth Advisor

Jay Sivel

Director & Senior Wealth Advis...

Jeff Krumpelman

Chief Investment Strategist & ...

Jeff Poe

CFO

John Combias

MD & Senior Wealth Advisor

Joshua Goldman

Director & Senior Wealth Advis...

Katrina Radenberg

Chief Investment Officer

Keith Tigue

Director & Senior Wealth Advis...

Kevin Corbett

MD, Corporate Development

Kevin Taylor

Director & Senior Wealth Advis...

Kyle Neidhardt

Director & Senior Wealth Advis...

Liz Mitchell

Senior Manager, Tax Planning &...

Luke Nicholas

Director & Senior Wealth Advis...

Marc Russell

Principal

Mark Borda

Director & Senior Wealth Advis...

Martha Cottrill

Director & Senior Wealth Advis...

Marty Bicknell

CEO & President

Marty Kossoff

MD & Senior Wealth Advisor

Michael Snowden

MD & Senior Wealth Advisor

Michelle Grillone

Managing Director

Patrick Mcdowell

Director & Senior Wealth Advis...

Paul Cantor

Managing Director & Senior Wea...

Paul Dorsey

Director & Senior Wealth Advis...

Richard Rosenberg

MD & Senior Wealth Advisor

Rob Woodard

MD, Institutional Relationship...

Robert Lohman

MD & Senior Wealth Advisor

Rosario Ruffino

MD & Senior Wealth Advisor

Russ Charvonia

MD & Senior Wealth Advisor

Ryan Brown

RVP & Senior Wealth Advisor

Sandy Pourcillie

Head, Fixed Income

Scott Lummer

MD & Senior Wealth Advisor

Scott Schermerhorn

MD & Senior Wealth Advisor

Tim Lesko

MD & Senior Wealth Advisor

Tony Roberts

Regional Managing Director

Tyler Manson

Director & Senior Trust Office...

William Greiner

Chief Economist

William Hutchens

Director & Senior Wealth Advis...

William Velekei

Director & Senior Wealth Advis...