John Hyland

Managing Director, Strategic Partner Relations

Jim Perhacs

Chief Operating Officer

Kevin Sullivan

Enterprise Growth And Advisor Engagement

Kyle Colwell

Financial Advisor

Julie Galbraith

Advisor Advocacy Manager

Karen Hayes

Business Development Manager

Danielle Petrullo

Senior Marketing & Design Specialist

Sean Sullivan

RIA Registration & Legal Counsel

Petra Barone

Managing Director & Head, Finance

Patrick R. Sullivan

Business Strategy Manager

Donald Pfarr

Financial Advisor

Paul Colwell

Financial Advisor

Patric Hyland

Financial Advisor

Jt McHugh

Operations Manager

Eric Lyons

Portfolio Administrator