Tipunghenou Mopecha

High Net Worth Client Representative

Max Kucer

Client Representative

Natalie Lowell

Operations

Angela M. Echeverri

Bilingual Retirement Education Specialist

Brian Dillon

Brokerage Operations Manager

Carlos Villegas

Manager of Onboarding Operations & Services

Cesar O. Ruiz

Financial Advisor

Alejandra Chacon

U.S. Offshore Products Compliance Program Lead

Perla Hernandez

Data Visualization Specialist

Dane Redifer

Senior Transfer Specialist

Katherine Ducharme

Client Service Representative

Dana Doan

Production Support Analyst

Erica Holt

Corporate Actions Communication Specialist

Eric Lauterbach

Regional Director - High Net Worth Advice

Ryan Nielsen

Senior High Net Worth Financial Advisor

Joey Keefer

Team Lead

Joseph Papandrea

Investment Specialist

Zach Schafer

Client Relations - Personal Investing

Robyn McElroy

Administrative Associate

Natalie Sensibaugh

Chief of Staff

Taylor O'Connell

Manager, Personal Advisor Services

David Beasley

Associate Client Representative

Qendrim Hasani

Fund Accountant, Specialist - U.S. Funds

Cici Lew

Retail Money Movement Manager

Karen M.

Senior Control and Oversight Secialist

Ali Khan

Client Relationship Associate

Mario Aguilera Jr.

Senior Sales Consultant

David LaJeunesse

Senior Fraud Data Scientist

Andrew Evans

Senior Wealth and Estate Planning Strategist

David Luna

Relationship Manager

Candice Nicolette Bridgewater

Team Lead

Nicholas Rupert

Project Manager

Casey Wolfswinkel

Senior Associate, Advisor Support Group

Blake Mathews

Investment Analyst - Relationship Executive Team

Jaydon Raquiza

High Networth Client Representative, Associate

Billy Kane

Financial Advisor, Senior Associate

Colin Wahl

Financial Advisor Specialist

Alex Newcomer

High Net Worth Financial Advisor

Stacey Morrison

Registered Representative

Brice Davis

Relationship Specialist

Tarell Brock

Retirement Specialist

Chase Bodenhorn

Senior Trader | Block & Options

Henry Huang

Client Services Associate

Chloie Lyons

Client Relations Associate

C.T. Cohen

Client Relationship Associate

Sammy Fries

Financial Advisor, Senior Associate

Leslie Bartels

Business Project Manager

Garrett Munk

Client Relationship Associate

Ramon Pimentel

New Hire Team Leader

Lola Rotelli

Client Representative