Melanie Ahlers
Manager, Onboarding Team
Samantha Bitzer
Compliance Associate
Michael Bryant
HR Business Partner, SHRM-CP
Victoria Cattani
Lead Trainer
Kim Cecere
Fractional Chief Marketing Officer
Jason Cole
Client Service Associates, Concierge Team
Rusty Conway
Associate, IT Support Team
John Davis
Portfolio Trader, Portfolio Services Team
Jennifer Gilsdorf
Senior Manager, Advisor Support Team
Amy Eagan
Manager, Business Operations
Lucas Ellson
Client Service Associate, Advisor Support Team
Lucas Felbel CFP®, CIMA®
Director of Asset Management
Michael Freeman
Compliance Officer
Fran Gillis
Managing Director, Retirement Plan Services
Heather Jackson
Manager, Concierge Team
Whitney Johnson, CEP®
Practice Management Lead, Business Development Team
Cameron Juhnke
Production Lead, Portfolio Services Team
Erin Lehman
Client Service Associate, Advisor Support Team
Matthew Mora
Associate, IT Support Team
Erin Oldham
Client Service Associate, Advisor Support Team
Mary Beth Smith
Client Service Associate, Concierge Team
Alex Tritschler
Client Service Associate, Advisor Support Team
Shariss Tritschler
Manager, Advisor Relations
Mathew Weiss
Business Development Coordinator, Business Development Team
