Kristen Cordell, CPFA®
Wealth Advisor, Retirement Plans
Kseniya Ribeiro, CFP®
Wealth Advisor
Kyle Dodrill, CFP®, APMA™
Wealth Advisor
Kyle Ray
Sr. Wealth Advisor
Laura Rowley, CFP®, CTFA®
Sr. Wealth Advisor
Lauren Higgins, CFP®, CIMA®
Sr. Wealth Advisor
Lauren Kaniuk, CFP®
Wealth Advisor
Lauren Rosberg, MA, CFP®, CRPC®, CDFA®, AEP®
Wealth Advisor
Lawrence Solomon, MBA, CFP®
Sr. Wealth Advisor
Leah McCormack, CFP®, RICP®
Wealth Advisor
Leigh Shimamoto, JD, CFP®
Sr. Wealth Advisor
Lena Wyand, CFP®
Sr. Wealth Advisor
Leslie Bennett, CFP®
Wealth Advisor
Lis Zimmerman, CFP®, CRPC®
Partner, Market Leader
Lisa Pastushok
Wealth Advisor
Liz Yunker, CFP®
Wealth Advisor
Logan Donovan, CFP®
Wealth Advisor
Logan L. Baker, JD, LL.M., MBA
Lead, Sr. Wealth Strategist
Lori (Lo) M. Fellows, CRPC®, CPFA®, AIF®
Director, Retirement Plan Operations

