Rebecca Ehrhardt
Client Service Specialist
Rebecca Upton
Financial Planner
Renalyn Benner
Sr. Client Service Specialist
Renee Hickey
Relationship Manager
Riley Baer
Client Service Specialist
Riley Wank
Client Service Specialist
Rishi Syal
Client Service Specialist
Robert Hendrickson
Sr. Client Service Specialist
Robyn Elliott
National Client Service Specialist
Roxanne Konieczka
Client Service Specialist
Rubi Contreras
Sr. Manager, Client Service
Russ Johnson, CFP®
Financial Planner
Ryan Young
Relationship Manager
Samantha Hoover
Financial Planner
Samuel Bennett
Account Operations Manager
Sana Alsalman
Sr. Client Service Specialist
Sarah Biser
Relationship Associate
Sarai Covell
Director, Client Service Operations
Sasha Fridlyand
Client Service Specialist
Sasha Onoh
Client Service Specialist

