Lindsay O’Toole
SVP, Investment Platform Operations
Michael Uyemura
Sr. Research Manager
Mike Hewel, CETF
Director, Trading
Mitchell Windemuller
Lead Trader
Paul Seigle
Research Manager
Remi Sampson, CFA
Sr. Portfolio Consultant
Sam Warner
Portfolio Consultant
Stephen Prinster
Sr. Director, Investment Operations
Taylor Mague
Portfolio Operations Specialist
Theresa Bedard
Manager, Portfolio Consultant
Tim Cengia
Sr. Portfolio Operations Specialist
Will Rockett, CFA®, MBA
Sr. Director of Investment Strategy
Abigail Feldman
Estate Planning Service Specialist
Ariane Uwase
Sr. Estate Planning Service Specialist
Ashley Felton
Sr. Estate Planning Strategist
Aurelia Morales
Estate Planning Service Specialist
Benjamin Faulkner, JD
Sr. Estate Planning Strategist
Bobby DeMarco
Estate Planning Strategist
Brianna Becker
Manager, Estate Planning Strategist
Casey Simpkins
Estate Planning Service Specialist

