Melanie Ahlers
Manager, Onboarding Team
Samantha Bitzer
Client Service Associate, Advisor Support Team
Michael Bryant
HR Business Partner
Jim Cannon
Founder & Chief Executive Officer
Jason Cole
Client Service Associates, Concierge Team
Rusty Conway
Associate, IT Support Team
John Davis
Portfolio Trader, Portfolio Services Team
Jennifer DeGroat
Manager, Advisor Support Team
Eric Draughon
Director, Advisor Support Team
Amy Eagan
Billing & Reporting Specialist
Tanya Escobedo
Director, Onboarding Team
Kostya Etus, CFA®
Chief Investment Officer
Lucas Felbel, CIMA®
Director, Portfolio Services
Michael Freeman
Compliance Officer
Fran Gillis
Managing Director, Retirement Plan Services
Heather Jackson
Team Lead, Concierge Team
Whitney Johnson, CEP®
Associate, Business & Practice Development Team
Cherie Jolly
Chief Compliance Officer
Cameron Juhnke
Portfolio Trader, Portfolio Services Team
Steven Kulesza, CFP®
Chief Business Development Officer
Erin Lehman
Client Service Associate, Advisor Support Team
Matthew Mora
Associate, IT Support Team
Craig Morningstar
Chief Operating Officer
Anh Nguyen, ChFC
Portfolio Support Lead, Portfolio Services Team
Erin Oldham
Client Service Associate, Advisor Support Team
Justin Patrick
Chief Technology Officer
Mary Beth Smith
Client Service Associate, Concierge Team
Shariss Tritschler
Team Lead, Advisor Support Team
