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Brent R. Brodeski
CEO & Financial Advisor
Brent R. Brodeski
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Chris A. Walters
Chief Advisory Officer
LaVonne L. Brown
Chief Marketing & Communications Officer
Margaret M. Baer
Chief Compliance Officer
Robert E. Morrison
Chief Strategy & Innovation Officer
Timothy B. Rogowski
Chief Platform Officer
Patrick E. Lawlor
Head of Mergers & Acquisitions
Michael T. Cyrs
Senior Director of Wealth Transfer
Patricia L. Hutchinson
Director of Retirement Plan Services
Julie H. Pipitone
Director of Talent
Michael V. Ruane
Director of Corporate Development
John M. Hanley
Director of Practice Management
Rebecca J. Stroud
Director of Client Experience
Matthew Mogenis
Director of Information Technology
John M. McMillen
Director of Portfolio Integration
Jason R. English
Director of Growth
Laura T. Daly
Client Services Manager
Perla P. Rodriguez
Executive Assistant
Maria J. LaMarca
Executive Assistant to the CEO
Michele D. Bush
Associate Advisor
Lisa L. Cartee
Payroll Specialist
Aaron Y. Dykxhoorn
Associate Advisor
Jacob D. Danowski
Associate Advisor
Samuel E. Gentry
Associate Advisor
Robert M. Ibanez
Tax Associate
Michael R. Homan
Financial Planning Associate
Amanda N. Katzman
Corporate Development & Integration Associate
Pamela S. DeCastris
Compliance Assistant
Cindy K. Culler
Executive Assistant
Donna M. Francis
Advisor Services Representative
Laura E. Forbes
Private Client Group Coordinator
Spencer M. Kulhanjian
Investment Operations Analyst
Jackson P. Lemberger
Investment Operations Billing Specialist
Sandra S. Kuda
Investment Operations Billing Specialist
Adam R. Miller
Accountant
Loan K. Nguyen
Accounting Specialist
Jordan H. Neuschwander
Associate Advisor
Jonathon D. Merickel
Portfolio Advisor
Megan K. McIntire
Marketing Partner Coordinator
Alexandra Brown
Client Services Assistant & Office Administrator
Michael W. Bork
Director of Advisor Services
Myles A. Cavell
Director of Partner Optimization
Hunter Brooks
Senior Investment Research Analyst
Miguel Alvarez
Information Technology Specialist
Katie L. Conroy
Client Services Representative
Dennis W. Covington
Managing Director
Patrick J. Curran
Retirement Plan Business Development Manager
Evan S. Goldfuss
Financial Advisor
Keriann M. Kuehne
Client Services Supervisor
Kim T. Ballard
Client Services Manager
Hayley C. Norton
Tax Manager
Caitlin M. Krist-Simonis
Client Services Supervisor
Nicole Y. Wood
Client Services Supervisor
Vicki L. Buechele
Client Services Representative & Office Administrator
Tamara R. Ficara
Client Services Representative & Office Administrator
Jennifer A. Ingersoll
Client Services Representative & Office Administrator
Jennifer L. Kessler
Client Services Representative & Office Administrator
Penny L. Post-Freeman
Client Services Representative & Office Administrator
Patrice M. Shipinski
Client Services Representative & Office Administrator
Janice G. Murdock
Client Services Representative & Office Administrator
Molly B. Wallace
Client Services Representative & Office Administrator
Jolanda M. Crowder
Client Services Assistant & Office Administrator
Laura A. Long
Client Services Assistant & Office Administrator
Holly A. Goheen
Client Services Assistant & Office Administrator
Jennifer Barroso
Client Services Assistant & Office Administrator
Kris A. Crowe
Client Services Assistant & Office Administrator
Denedra L. Hodges
Client Services Assistant
Sabrina D. Hoppe
Client Services Assistant
Todd A. Littel
Client Services Assistant
Peggy B. Heins
Client Services Assistant
Cortnee M. Usmiller
Client Services Assistant
Ronda M. Barkley
Client Services Representative
Ann C. Burlingame
Client Services Representative
Melissa K. Howard
Client Services Representative
Deidra L. Hayes
Client Services Representative
Jenny M. Huamani
Client Services Representative
Brian W. Weisberg
Client Services Representative
Bethany L. Voss
Client Services Representative
Sara J. Vacca
Client Services Representative
Eteri Reimer
Client Services Representative
Lisa G. Rovinski
Client Services Representative
Michael C. Thal
Client Services Representative
Gina Sanchez
Client Services Representative
Samantha N. Wenk
Client Services Representative
Maria T. VanBrocklin
Client Services Representative
Michelle A. Ambrose
Client Services Representative
Alissa M. Berg
Client Services Representative & Office Administrator
Lesley S. Bartlett
Client Services Representative
Ryan S. Davison
Client Services Representative
Susan K. Eason
Client Services Representative
Mallory P. Gendron
Client Services Representative
Haley L. Gorski
Client Services Representative
Blake S. Bluemel
Client Discovery Representative
Angela R. Muse
Client Services Representative
Lori M. Innocenti
Client Services Representative
Kimmisha S. Harris
Administrative Assistant
Stephanie L. Glass
Receptionist & Client Services Support
Audrey R. Hartigan
Tax Concierge Coordinator
Brian Herrera
Trader
Janet M. Evert
Client Services Assistant & Office Administrator
Blair L. Lord
Accounting Specialist
Timothy J. Bender
Wealth Transfer Advisor
Austin J. Flower
Associate Advisor
Malik J. Coleman
Operations Associate
Stephen C. Lorence
Financial Advisor
Michele L. Bailey
Client Services Team Leader
Kyle B. Beissel
Financial Advisor
Pamela K. Anderson
Tax Administrative Assistant
