Merideth Gillis
Client Service Specialist
Merritt McMahon
Client Service Specialist
Mia Boteler
Client Service Specialist
Michael O’Brien
Financial Planner
Michelle Soucie, FPQP®
Sr. Client Service Specialist
Michon McCabe
Client Service Specialist
Mikayla Ploof
Client Service Specialist
Miles Hale
Client Service Specialist
Minh Tu Vo
Client Service Specialist
Miranda Nusbaum
Sr. Client Service Specialist
Monica Delsanto
Sr. Client Service Specialist
Morgan Barnwell
Client Service Specialist
Mychelle Malveaux
Client Service Specialist
Nadege Maximin-Fiester
Manager, Client Service
Naeshia Mota
Manager, National Client Service Specialist
Nancy R. Hudak
Director, New Partner Experience
Narai Henderson
Client Service Specialist
Nathan Schams
Client Service Specialist
Nathan Touchberry
Client Service Specialist
Nicholas Kneibert
Financial Planner

