Drew Ellis
Director, Institutional Partnerships
Alex Moore, CFA, CPA
Vice President, M&A Partner Development
Brody Faltermeyer
Partner Integration Associate Project Manager
Carrie Ohm
VP, M&A Partner Development
Greg Mayes
Vice President, M&A Partner Development
Joe Pellizzari, CFP®
Vice President, M&A Partner Development
Kate Shackleton
Executive Managing Partner, Head of New Partner Success
Randy Magdaluyo
Vice President, M&A Program Management
Richard W. Weyers, CFP®
VP, M&A Integration
Amanda James
Client Service Specialist, Broker Dealer
Casey Dever
Operations Specialist
Erin Olsen
M&A Sr. Integration Portfolio Data Analyst
Ryan Weichman
M&A Int Port Consultant
Tristan Pohren
M&A Int Port Consultant
Sherise Johnson
Sr. Retirement Plan Specialist
Courtney Clifford
Retirement Planning Specialist
Courtney Foley
Sr. Retirement Plan Manager
Emily Ferrazzo, CPFA®, QKA®
Sr. Retirement Specialist
Kelly Ranck
Retirement Plan Specialist
Obed Garcia
Retirement Plan Specialist

