Melanie Ahlers

Melanie Ahlers

Manager, Onboarding Team

Samantha Bitzer

Samantha Bitzer

Client Service Associate, Advisor Support Team

Michael Bryant

Michael Bryant

HR Business Partner

Jim-Cannon-profile-photo

Jim Cannon

Founder & Chief Executive 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 DeGroat

Jennifer DeGroat

Manager, Advisor Support Team

Eric Draughon

Eric Draughon

Director, Advisor Support Team

Amy Eagan

Amy Eagan

Billing & Reporting Specialist

Tanya Escobedo

Tanya Escobedo

Director, Onboarding Team

Kostya Etus, CFA®

Kostya Etus, CFA®

Chief Investment Officer

Lucas Felbel, CIMA®

Lucas Felbel, CIMA®

Director, Portfolio Services

Michael Freeman

Michael Freeman

Compliance Officer

Fran Gillis

Fran Gillis

Managing Director, Retirement Plan Services

Heather Jackson

Heather Jackson

Team Lead, Concierge Team

Whitney Johnson, CEP®

Whitney Johnson, CEP®

Associate, Business & Practice Development Team

Cherie Jolly

Cherie Jolly

Chief Compliance Officer

Cameron Juhnke

Cameron Juhnke

Portfolio Trader, Portfolio Services Team

Steven Kulesza, CFP®

Steven Kulesza, CFP®

Chief Business Development Officer

Erin Lehman

Erin Lehman

Client Service Associate, Advisor Support Team

Matthew Mora

Matthew Mora

Associate, IT Support Team

Craig Morningstar

Craig Morningstar

Chief Operating Officer

Anh Nguyen, ChFC

Anh Nguyen, ChFC

Portfolio Support Lead, Portfolio Services Team

Erin Oldham

Erin Oldham

Client Service Associate, Advisor Support Team

Justin Patrick

Justin Patrick

Chief Technology Officer

Mary Beth Smith

Mary Beth Smith

Client Service Associate, Concierge Team

Shariss Tritschler

Shariss Tritschler

Team Lead, Advisor Support Team

Mathew Weiss

Mathew Weiss

Associate, Business Development Team