Michael A. Baker

President, CEO & General Partner

Chad Shindel

EVP, Chief Financial Officer & General Partner

Scott O'Keeffe

AVP, Partner Development

Thane Walton

AVP, Retirement Plan Services

Eric Craig

AVP, Alternative Investments

Aif ® Thane Walton

Assistant Vice President - Practice Management & Retirement Services

Christina Becker

Regulatory Compliance Manager

United Planners Compliance

Compliance

Christy Rhodes-Margaritis

Business Solutions Manager

Allison Bryant

Operations Assistant

Carol Joyce

Investment Advisory Manager

Ashley S.

AVP Investment Advisory Services

Rfc Jeffrey P. Wilcock

Investment Specialist

Ken Brundage

Trader

Paul Perreault

Investment Advisory Representative

Jason Silva

I.t. Manager

Brian Kobel

Information Technology, Product Support Specialist

Chad Shindel Cpa, Cgma

Vice President - Chief Financial Officer

Babette Molina

Assistant Vice President, Accounting