McKenna Groh

Senior Recruiter

Jessica Defrancesco

Senior Project Manager

Steven Holt

Team Lead

Anne Kaiser

Business Project Manager

Michelle Fox

Senior Director

Brent Langley

Financial Advisor

Sydney Fisher

Growth Ecosystems Senior Manager

Dustin Deppe

Senior Systems Analyst

Nish M.

Brokerage Specialist

Chris Tatton

Advisor Training Specialist

Matthew Puttroff

Financial Advisor

John G.

Anti-Money Laundering Specialist

Isaac Solbach

Active Municipal Credit Senior Research Associate

Julia Vazquez

Team Leader

Yewande Olabumuyi

Manager, Strategic Initiatives & DEI Program Operations

Matthew Hunter

Retirement Plan Specialist

Isaac Williams

Orders Client Representative, Associate

Haley McCartan

Prioritized Client Relationship Associate - Personal Investors

Danielle Saenz-Rogers

Senior Learning Consultant

Michelle Waller

Journey Support Specialist, Client Service Administrator , Senior Associate

Joseph Ahrenholtz

Client Services Associate

Hanna Haffner

Core Coach

Justin Moratti

Business Technology Consultant

Michelle Craft

Regulated Mailings Control & Oversight Sr. Administrator

Randy Cooper

RMS Project Manager

Sean Ostendarp

Financial Advisor

Hunter Jamison

High Net Worth Relationship Manager, Specialist

Joseph Cianfichi

High Net Worth Client Case Representative

Korey Williams

Client Relationship Associate

Alexandra Davis

Transfer of Assets Senior Associate

Ryan Henry

Retirement Plan Services Representative

Kyle Elmendorf

Advisor Sales Consultant

Phil Harris

Service Manager

Nathan Nguyen

Investment Specialist

Alexander Tahernia

Senior Equity IBOR Analyst

Zachary Olson

Fund Accountant, Specialist II

Michael Mosher

Product Owner - Private Equity

Brian Lustig

Senior Associate, Foundational Client Sales

Alex Weitkunat

High Net Worth Client Case Representative Senior Associate

Ila Sowins-Dunmire

Client Relations Associate

Sam Otto

Compliance Oversight Manager

Clint Mortensen

Project Manager and Implementation Consultant

Braden Bailey

Senior Financial Advisor

Tim B.

High Net Worth Financial Advisor

Joshua Rader

Senior Counsel

Sarah Danna

Senior Financial Advisor

Jennifer Rivera

Head of Advice Client Engagement

Justin Newberg

Associate

Alex Fish

Investment Consultant

Justin Lundberg

Financial Advisor