Melanie Ahlers

Melanie Ahlers

Manager, Onboarding Team

Samantha Bitzer

Samantha Bitzer

Compliance Associate

Michael Bryant

Michael Bryant

HR Business Partner, SHRM-CP

Victoria Cattani

Victoria Cattani

Lead Trainer

Kim Cecere

Kim Cecere

Fractional Chief Marketing Officer

Jason Cole

Jason Cole

Client Service Associates, Concierge Team

Rusty Conway

Rusty Conway

Associate, IT Support Team

John Davis

John Davis

Portfolio Trader, Portfolio Services Team

Jennifer Gilsdorf

Jennifer Gilsdorf

Senior Manager, Advisor Support Team

Amy Eagan

Amy Eagan

Manager, Business Operations

Lucas-Ellson

Lucas Ellson

Client Service Associate, Advisor Support Team

Lucas Felbel CFP®, CIMA®

Lucas Felbel CFP®, CIMA®

Director of Asset Management

Michael Freeman

Michael Freeman

Compliance Officer

Fran Gillis

Fran Gillis

Managing Director, Retirement Plan Services

Heather Jackson

Heather Jackson

Manager, Concierge Team

Whitney Johnson, CEP®

Whitney Johnson, CEP®

Practice Management Lead, Business Development Team

Cameron Juhnke

Cameron Juhnke

Production Lead, Portfolio Services Team

Erin Lehman

Erin Lehman

Client Service Associate, Advisor Support Team

Matthew Mora photo

Matthew Mora

Associate, IT Support Team

Erin Oldham

Erin Oldham

Client Service Associate, Advisor Support Team

Mary Beth Smith

Mary Beth Smith

Client Service Associate, Concierge Team

Alex Tritschler

Alex Tritschler

Client Service Associate, Advisor Support Team

Shariss Tritschler

Shariss Tritschler

Manager, Advisor Relations

Mathew Weiss

Mathew Weiss

Business Development Coordinator, Business Development Team

Jackie Zeldin

Jackie Zeldin

Client Service Associate, Concierge Team