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Meet Your Team

Our advisors are committed to you, to our philosophy, and to ensuring our clients get the right strategy, plan, and attention according to their unique needs. Our team of wealth management experts including, CERTIFIED FINANCIAL PLANNER™ professionals, investment advisors and strategists, estate planners, attorneys, and Certified Public Accountants, will collaborate with you and foster a relationship based on trust, service, and transparency. At Mercer Advisors, our commitment is to you.

Aaron Boyce

Wealth Advisor

Aaron Langston

Wealth Advisor

Adam Lee

Wealth Advisor

Adis Mehic

Wealth Advisor

Alan C. Hewitt

Client Advisor

Alan Davis

Associate Wealth Advisor

Alan E. Hewitt

Client Advisor and Branch Manager

Alan McKnight

Sr. Wealth Advisor

Alan Varnishung

Client Service Specialist

Alec Montoya

Wealth Advisor

Alec Schneider

Client Service Specialist

Aleesha Grimes

Sr. Client Service Specialist

Aleksandra Simic

Client Service Specialist

Alex Kimura

Sr. Wealth Advisor, Director

Alexa Willis

Sr. Financial Planner

Alexander Cote

Portfolio Manager

Alexander Doyle

Wealth Advisor

Alexandra Mendoza

Client Service Specialist

Alexis Kibbe

Client Service Specialist

Alexis Wilkinson

Client Service Specialist

Alice McDermott

Wealth Advisor

Ally Keasler

Client Service Specialist

Amanda Caster

Client Service Specialist

Amanda O’Sullivan

Client Service Specialist

Amber Adams

Senior Client Service Specialist

Amber Perez

Tax Assistant

Amy Boyd

Sr. Financial Planner

Amy Ruffing

Client Service Specialist

Amy Van Lierop

Associate Wealth Advisor

Andra Reason

Sr. Wealth Advisor, Director

Andrea Sunada

Wealth Advisor

Andrew Beck

Regional Vice President

Andrew Caceres

Tax Manager

Andrew Medders

Sr. Wealth Advisor

Andrew Nurse

Associate Wealth Advisor

Andrew Shannon

Wealth Advisor

Andrew Thompson

Vice President of Inside Sales

Andy Farah

Director

Angela Fernandez

Client Service Specialist

Angela Tucker

Operations Manager

Ann de Zeeuw

Client Service Specialist

Anna Apodaca

Regional Vice President, Wealth Advisor

Anna Kovalev

Senior Tax Advisor

Anna Moseley

Client Service Specialist

Anuska Kovalcheck

Financial Planner

Art Haws

Sr. Wealth Advisor, Director

Barry Cohen

Sr. Wealth Advisor

Becky Leslie

Client Service Specialist

Ben Gyulambaryan

Wealth Advisor

Ben Kautz

Managing Director

Ben Lim

Tax Manager

Bennet Thonakkara

Sr. Wealth Advisor, Director

Benton Rowse

Wealth Advisor

Bernie Salamone

Senior Wealth Advisor

Bethany VanDerMeid

Regional Sales Associate

Bettina Marchetto

Senior Tax Manager

Bill Berg

Sr. Wealth Advisor

Blanca Ceja

Client Service Specialist

Bobby Arenivas

Wealth Advisor

Brad White

Sr. Wealth Advisor, Director

Bradley Anderson

Associate Wealth Advisor

Brandon Capicotto

Client Service Specialist

Brandon Williams

Client Service Specialist

Brandon Wissinger

Wealth Advisor

Brent Kerstetter

Sr. Wealth Advisor, Director

Brett Landstrom

Sr. Wealth Advisor

Brian Abatemarco

Regional Vice President

Brian Jellig

Wealth Advisor

Brian Norris

Wealth Advisor

Brian Oberle

Regional Vice President

Brian Picariello

Managing Director

Brian Sullivan

Sr. Wealth Advisor, Director

Brianna Becker

Associate Estate Planning Attorney

Brittani Woodruff

Client Service Specialist

Brittany Benvenuto

Client Service Specialist

Brittany Doyle

Regional Service Manager

Brittany Rice

Wealth Advisor

Brittnae Olasehinde

Client Service Specialist

Bryan Bielawski

Sr. Wealth Advisor

Bryan Powers

Senior Vice President

Bryan Strike

Senior Wealth Strategist

Caitlin Smith

Client Service Specialist

Cameron Holt

Client Service Specialist

Cameron Willcox

Associate Wealth Advisor

Camille McCalla

Portfolio Analyst

Candace Abrams

Client Service Specialist

Carin Roman

Wealth Advisor

Carl Kunhardt

Sr. Wealth Advisor

Carl Larimore

Sr. Wealth Advisor, Director

Carol Maloney

Client Service Specialist

Carolyn Ann Muller

Client Service Coordinator

Carrie Beede

Financial Planner

Cathy Hoang

Senior Portfolio Operations Specialist

Cathy Miller

Sr. Wealth Advisor, Sr. Director

Caylen Colby

Client Service Specialist

Chabelly Gurrola

Estate Planning Paralegal

Chandler Ferguson

Sr. Wealth Advisor

Charlene Jones

Client Service Specialist

Charlene Maruska

Sr. Client Service Specialist

Charlene Miller

Sr. Client Service Specialist

Charles Mardock

Account Operations Specialist

Chase Carmichael

Regional Vice President

Chelsea Manocchi

Estate Planning Attorney

Chelsy Nikolish

Client Service Specialist

Cherice Peoples

Client Service Specialist

Chris Jameson

Regional Vice President

Chris Rogers

Client Service Specialist

Chris Young

Sr. Wealth Advisor

Christina Hung

Wealth Advisor

Christine Cataldo

CTO and Digital Officer

Christopher Blackmon

Sr. Wealth Advisor

Christopher Blakely

Sr. Financial Planner

Christopher Currin

Sr. Wealth Advisor

Christopher Posey

Client Service Specialist

Christopher S. Murphy

Financial Planner

Christopher Varney

Estate Planning Attorney

Chuck Breuch

Sr. Wealth Advisor

CJ Smith

Wealth Advisor

Claire Layman

Client Service Specialist

Claudia Paluch

Client Service Specialist

Clay Evans

Associate Wealth Advisor

Colton Petty

Financial Planner

Connor Thomas

Associate Wealth Advisor

Corey Bird

Regional Vice President

Courtney Foley

Client Service Specialist

Courtney Lavender

Client Service Specialist

Craig Marrs

Sr. Wealth Advisor

Craig Weidenfeller

Portfolio Operations Manager

Dane Sauer

Wealth Advisor, Director

Daniel Epstein

Senior Tax Director

Daniel M. McDermott

Sr. Wealth Advisor

Daniel Maurer

Senior Trader

Daniel Morr

Senior Account Operations Specialist

Danielle Frazier

Regional Service Manager

Danielle Read

Senior Legal Assistant

Danny Polyakov

Associate Financial Planner

Dave Mirsky

Senior Wealth Advisor

Dave Welling

Chief Executive Officer

David Askew

Sr. Wealth Advisor, Director

David Barton

Vice Chairman, Mergers & Acquisitions Deal Team Leader

David Cain

Regional Vice President, Wealth Advisor

David Carmichael

Sr. Wealth Advisor, Director

David E. Gardner

Sr. Wealth Advisor, Director

David H. Levy

Sr. Wealth Advisor

David Haman

Sr. Wealth Advisor

David Hamilton

Account Operations Specialist

David Hardenbergh

Financial Planner

David Kerber

Sr. Wealth Advisor, Director

David Krakauer

Director, Portfolio Management

David Maniola

Senior Tax Advisor

David Rich

Wealth Advisor

David Riffe

Wealth Advisor

David S. Currier

Wealth Advisor

David Simpson

Portfolio Manager

David Ventura

Associate Financial Planner

Dean R. Murray

Sr. Wealth Advisor

Dedrick Lee II

Senior Legal Assistant

Denise Rhodey

Lead Client Service Specialist

Denisse Mendez

Tax Associate

Dennis J. Moore

Director of Wealth Management Operations

Desiree Zreik

Senior Tax Advisor

Devin Farrow

Vice President, M&A

Dionisio Meneses

Associate Advisor

Donald Calcagni

Chief Investment Officer

Doug Fabian

Senior Vice President

Douglas Gilbert

Senior Vice President, Sales

Drew Harper

Wealth Advisor

Drew Kanaly

Sr. Wealth Advisor

Duncan MacDougall

Client Solutions Representative

Duncan Wilk

Regional Vice President

Edgar Parrish

Sr. Wealth Advisor

Edward Dunphy

Regional Vice President

Elisha Sanchez

Lead Client Service Specialist

Emelyne Seh

Client Service Specialist

Emi Umezawa

Sr. Wealth Advisor

Emily Messegee

Wealth Advisor, Director

Eric Anderson

Sr. Wealth Advisor

Eric Zehnder

Regional Vice President

Erica Luchetti

Client Service Specialist

Erica Weiser

Regional Vice President

Erik W. Thurnher

Sr. Wealth Advisor

Erin Larsen

Investment Operations Assistant

Erin Neece

Wealth Advisor

Erin Olsen

M&A Investment Operations Project Manager

Erin Wheatcraft

Manager of Operations

Ernest Neeley

Financial Planner

Ernie George

Director

Eunice Kim

Associate Wealth Advisor

Evan Fingert

Associate Estate Planning Attorney

Fanny Guo

Sr. Wealth Advisor

Felisha Buchinger

Senior Tax Associate

Frances Hymiller

Wealth Advisor

Frances Smith

Wealth Advisor

Fred Xuereb

Regional Sales Associate

G. Carl Mahler, Jr.

Sr. Wealth Advisor, Director

G. Merrick Estes, Jr.

Regional Vice President

Gabriel Tishelman

Portfolio Analyst

Gabrielle Mollick

Financial Planner

Garrett Cauley

Insurance Advisor

Garrett Parker

Wealth Advisor

Gary Foodim

Chief Marketing Officer

Gary Williams

Sr. Wealth Advisor

Geoff Nelson

Regional Vice President

Geoffrey Franklin

Wealth Advisor

George Herr

Associate Financial Planner

Gerardo Zapata

Client Solutions Representative

Glen Minton

Regional Vice President

Grace Bossert

Associate Financial Planner

Grace Chyun

Client Service Specialist

Gracie Horton

Client Service Specialist

Grant Wilson

Financial Planner

Greg Alger

Unique Asset Manager

Gregg G. Padilla

Sr. Wealth Advisor

Haana Frank

Associate Financial Planner

Haley Griffin

Client Service Specialist

Hannah Bishop

Client Service Specialist

Harmon Laurin

Sr. Wealth Advisor

Harper Sample

Client Service Specialist

Harrison Fant

Wealth Advisor

Heather Carthy

Senior Tax Advisor

Heather Jenkins Capps

Wealth Advisor

Henry Lao

Vice President, Investments

Hisham Haddad

Portfolio Operations Specialist

Hunter D. Zick

Client Service Specialist

Ian Freemire

Wealth Advisor

Ignatius D’Anna

Wealth Advisor

Irina Polyakova

Vice President, Senior Tax Advisor

Isaac Babalola

Client Service Specialist

J.J. Boot

Associate Regional Vice President

Jack Bruno

Client Service Specialist

Jack Gilligan

Sr. Wealth Advisor

Jackie Schlup

Associate Wealth Advisor

Jaclyn Aragon

Client Service Specialist

Jacob Gee

Associate Wealth Advisor

Jacob Lynch

Client Service Specialist

Jacques Jagr

Client Service Specialist

Jade Warren

Client Service Specialist

Jake Wedemeyer

Regional Vice President, Wealth Advisor

James Everitt

Sr. Wealth Advisor, Director

James Parker

Client Service Specialist

James Roundy

Associate Wealth Advisor

James S. Ryan

Sr. Wealth Advisor

James Shanton

Sr. Wealth Advisor

James Taylor

Wealth Advisor

James Telfer

Financial Planner

James Todd

Sr. Wealth Advisor

James Werner

Senior Regional Sales Associate

Jamie Block

Sr. Wealth Advisor, Director

Jane Castro

Client Service Specialist

Janice Donovan

Client Service Specialist

Janis Biggers

Wealth Advisor

Jaron Carmichael

Director of Retirement Group, Wealth Advisor

Jarrett Bare

Client Service Specialist

Jasmine Honda

Client Service Specialist

Jasna Veledar

Lead Estate Planning Attorney

Jason Bivin

Associate Wealth Advisor

Jason O’Meara

Wealth Advisor

Jason Sobolik

Sr. Financial Planner

Jeannie Seabaugh

Sr. Wealth Advisor

Jedd Nicolas

Wealth Advisor

Jeff Giguere

Associate Wealth Advisor

Jeff Kacal

Sr. Wealth Advisor

Jeff Katz

Regional Vice President

Jeff Minc

Financial Planner

Jeffrey Lokken

Wealth Advisor

Jeffrey Marchiorlatti

Regional Vice President

Jenna Elliott

Director of Estate Planning, Managing Attorney

Jenna Taylor

Client Service Specialist

Jennifer Baick

Senior Director, Financial Planning Group

Jennifer Currin Gutridge

Sr. Wealth Advisor

Jeremiah H. Barlow

Head of Family Wealth Services

Jesse Haverstock

Wealth Advisor

Jesse Jackson

Client Service Specialist

Jesse Mignone

Client Service Specialist

Jesse Schenck

Client Service Specialist

Jessica Caruso

Sr. Wealth Advisor, Sr. Director

Jesus Romero Enciso

Client Service Specialist

Jigisha Dahagam

Vice President, People & Culture

Jill Jeter

Wealth Advisor

Jim Czirr

Wealth Advisor, Director

Jinky Knoob

Client Service Specialist

JoAnn Ferradino

Client Service Specialist

Joanna Geier

Client Service Specialist

Jody Wyatt

Client Service Specialist

Joe Pellizzari

Vice President, M&A

Joel Lange

Wealth Advisor

John Carney

Wealth Advisor

John Lee

Senior Portfolio Accounting Specialist

John Stobbs

Sr. Wealth Advisor

John Voralik

Associate Financial Planner

Jojo Cresci

Sr. Wealth Advisor

Jonah Tinajero

Associate Advisor

Jonathan Mitchell

Wealth Advisor

Jordan Cowart

Associate Wealth Advisor

José Castañeda

Client Solutions Representative

Joseph Banks

Client Service Specialist

Joseph Mah

Sr. Wealth Advisor

Joseph Young

Sr. Wealth Advisor, Sr. Director

Josette Hewitt

Tax Manager

Josh Davis

Client Service Specialist

Josh Davis

Client Service Specialist

Josh DeForest

Managing Director

Josh Gustafson

Head of Wealth Management

Joshua Brookins

Sr. Tax Advisor

Joshua Fitch

Tax Manager

Joshua Fremit

CST Financial Planner

Josiah Taylor

Client Service Specialist

Joy Kaczmarek

Client Service Specialist

Judith A. McGee

Executive Vice President, Senior Lead Advisor

Judy Howard

Sr. Tax Advisor

Judy McNary

Director of Corporate Responsibility

Julia Messineo

Client Solutions Representative

Julie Brown

Associate Wealth Advisor

Justin Cramer

Client Service Specialist

Justin Shane

Wealth Advisor

Kali Dunn

Legal Assistant

Kalita Blessing

Sr. Wealth Advisor

Kara Duckworth

Managing Director of Client Experience

Karen Lee

Chief Business Solutions Officer

Karrie Spencer

Wealth Advisor, Director

Kate DeGiorgi

Regional Sales Associate

Kate Schelonka

Client Solutions Representative

Katherine Arakkal

Legal Assistant

Katherine Parrish

Sr. Wealth Advisor

Katherine Sotiroff

Client Service Specialist

Kathleen Miller

Senior Wealth Advisor

Kathy Cain

Client Service Specialist

Kathy Perry

Client Service Specialist

Katie Iglay

Manager of Operations

Kaya Law

Legal Assistant

Kelly Palmer

Sr. Wealth Advisor

Kelly Rosa

Legal Assistant

Ken Bobadilla

Wealth Advisor

Kent Davis

Wealth Advisor

Kevin Dillon

Regional Vice President

Kevin Jack

Managing Director

Kevin Russell

Wealth Advisor

Kim Lorenz

Chief Compliance Officer

Kira Baffi

Client Service Coordinator

Kirk Bjorn

M&A Integration Portfolio Manager

Kobrah McFaden

Client Service Specialist

Korina Kaio-Maddox

Client Service Specialist

Krista Rich

Account Operations Specialist

Kristen Comeau

Regional Vice President

Kristen Cordell

Retirement Specialist

Kristin Greenleaf

Manager of Operations

Kristina Gillis-Phelps

Portfolio Operations Specialist

Kyndal Howard

Client Service Specialist

Lacy Arnold

Client Service Specialist

Lacy Hartzler

Client Service Specialist

Lakshmi Mohindroo

Tax Manager

Lanie Nikes

Wealth Advisor

Laura Carrasco

Tax Manager

Laura Combs

Managing Director

Laura Madariaga

Lead Client Service Specialist

Laura Rowley

Sr. Wealth Advisor

Laura Thompson

Senior Regional Sales Associate, Manager

Lauren Harris

Client Service Specialist

Laurie Macielinski

Client Service Specialist

Lavanda Malveaux

Tax Assistant

Lawrence Solomon

Sr. Wealth Advisor

Lesley Gran

Client Service Coordinator

Li Huang

Sr. Client Service Specialist

Libby Dahlberg

Client Service Specialist

Lily Robertson

Client Service Specialist

Linda S. Ames Lyons

Wealth Advisor

Lindsay Black

Associate Wealth Advisor, Retirement Plans

Lindsey Wetzel

Client Service Specialist

Lisa Butler

Sr. Client Service Specialist

Lisa Goodman

Regional Vice President

Lisa J. Miller

Manager of Operations

Lissy Schaefer

Senior Legal Assistant

Liz Yunker

Associate Wealth Advisor

Logan Donovan

Associate Financial Planner

Logan L. Baker

Lead, Senior Wealth Strategist

Loren Pierson

Chief Operating Officer

Lorenzo Riley

Wealth Advisor

Lori Fellows

Senior Retirement Plan Administrator Manager

Luana Puglisi

Client Service Specialist

Luc Ceci

Associate Wealth Advisor

Lucas Schwaller

Regional Vice President

Madeline I. Noveck

Sr. Wealth Advisor

Madi Bradley

Client Service Specialist

Madison Underwood

Client Service Specialist

Maeve Schmid

Associate Wealth Advisor

Magdanny Jara

Tax Advisor

Marc A. Normann

Regional Vice President

Marcela Carreon

Legal Assistant

Mari Adam

Sr. Wealth Advisor

Mariah Rason

Tax Advisor

Mariana Battista

Wealth Advisor

Marie Levinsky

Client Service Specialist

Mario Tamasi

Senior Tax Manager

Marissa Nece

Wealth Advisor

Mark Doran

Senior Vice President, Tax

Mark Eshman

Director of Foundations and Endowments Group, Senior Wealth Advisor

Marla Barnard

Sr. Client Service Specialist

Martha Kilfoy

Client Service Coordinator

Martine Lellis

Chief Talent and Administrative Officer

Mary Hamshou

Regional Service Manager

Mary Hoskins

Client Service Specialist

Mary Jean Short

Client Service Specialist

Mary McElligott

Tax Advisor

Marzena Hanek

Lead Client Service Specialist

Mathew Encino

Vice President - General Counsel

Matt Cook

Managing Director

Matt Moore

Client Service Specialist

Matthew McCarthy

Tax Manager

Matthew Moore

Client Service Specialist

Matthew R. Bohrer

Wealth Advisor, Director

Matthew Truckner

Tax Manager

Matthew W. Sheets

Wealth Advisor

Mattijs Ossorio

Client Solutions Representative

Max Wrenn

Sr. Wealth Advisor

Meagan Blazier

Client Service Specialist

Meg O’Brien

Client Service Specialist

Melissa Allen

Client Service Specialist

Melissa Gioielli

Tax Advisor

Melissa Hedges

Account Operations Specialist

Melissa McCabe

Client Service Specialist

Melody Manzanedo

Client Service Specialist

Mendim Gecaj

Wealth Advisor

Meredith Maller

Senior Estate Planning Attorney

Merideth Gillis

Client Service Specialist

Micah Cummins

Wealth Advisor

Michael Henry

Chief Financial Officer

Michael O’Brien

Client Service Specialist

Michael Sharp

Sr. Wealth Advisor

Michael Snider

Associate Wealth Advisor

Michael Sohmer

Senior Director, Trust Services

Michael Uyemura

Manager, Investment Strategy Group

Michael W. Johns

Wealth Advisor

Michelle Ottoboni

Client Service Specialist

Michon McCabe

Client Service Specialist

Midori Anderson

Client Service Specialist

Mike Hewel

Trading Manager

Mitchell Windemuller

Senior Trader

Monica Delsanto

Sr. Client Service Specialist

Monica Hernandez

Client Service Specialist

Morgan Buckridge

Client Service Specialist

Morwenna Borden

Estate Planning Attorney

Mychelle Malveaux

Client Service Specialist

Naeshia Mota

Client Service Specialist

Nancy Coumou

Sr. Wealth Advisor

Nancy R. Hudak

Regional Service Manager

Navisha Sawh

Client Service Specialist

Nicholas Campbell

Wealth Advisor

Nicholas Cathcart

Senior Tax Associate

Nicholas Ladaga

Regional Sales Associate

Nicholas Semko

Managing Director, M&A

Nick Bond

Wealth Advisor

Nicole Miller

Sr. Wealth Advisor, Director

Nicole Mosley

Financial Planner

Nikki Ivins

Regional Sales Associate

Nita O’Neal

Client Service Specialist

Pamela Brown

Client Service Specialist

Pamela Greene

Sr. Client Service Specialist

Parker Landolf

Client Service Specialist

Pat Wynne

Associate Wealth Advisor

Patrick Comer

Wealth Advisor

Patrick T. Moore

Wealth Advisor

Paul Barlow

Regional Vice President

Paul Petrosino

Senior Tax Advisor

Paul Seidman

Senior Vice President, Institutional Sales

Paul Seigle

Portfolio Analyst

Peter Ip

Sr. Wealth Advisor

Peter Lovberg

Portfolio Analyst

Phillip Miodowski

Portfolio Analyst

Phillip Swenson

Wealth Advisor

Porche Bradley

Client Service Specialist

Rafael Arellano

Wealth Advisor

Ramsey Zreik

Client Service Specialist

Randy Magdaluyo

Vice President, M&A Program Management

Raphael Aziz

Associate Wealth Advisor

Rebecca Evans

Client Service Specialist

Rebecca Rushton

Estate Planning Attorney

Rebecca Wolman

Client Service Specialist

Rebekah Burns

Associate Wealth Advisor

Remi Hock

Portfolio Analyst

Renée Egelski

Wealth Advisor

Renée Pichette

Wealth Advisor

Rich Davtyan

Associate Wealth Advisor

Richard Brad Mundy

Wealth Advisor

Richard W. Weyers

Director National Operations

Rick Henderson

Sr. Wealth Advisor

Roain Saunders

Financial Planner

Rob Cox

Sr. Wealth Advisor

Robert A. Medvey

Sr. Wealth Advisor

Robert Reed, Jr.

Sr. Wealth Advisor

Robin Allis

Team Manager, Client Solutions Team

Rodney Alvarado

Regional Vice President

Ron Kibbe

Sr. Wealth Advisor

Ross Hasek

Client Service Specialist

Rouba Khzam

Senior Tax Advisor

Roxanne Konieczka

Client Service Specialist

Rubi Contreras

Manager of Operations

Rudolph Brandes

Sr. Wealth Advisor

Ryan Frankel

Wealth Advisor

Ryan Overstreet

Regional Vice President, Wealth Advisor

Ryan Weichman

M&A Integration Portfolio Manager

Sam Hume

Regional Vice President, Wealth Advisor

Sam Khan

Regional Vice President

Samuel Bennett

Account Operations Manager

Sandee Mapp

Wealth Advisor

Sandra Mitchell

Client Service Specialist

Sarah Elise Berry

Sr. Wealth Advisor

Sarah Oliver

Tax Advisor

Sarai Covell

Sr. Client Service Specialist

Schane Goheen

Wealth Advisor

Scott Hancock

Client Service Specialist

Scott Kays

Managing Director

Scott Weigel

Associate Wealth Advisor

Scott Williams

Sr. Wealth Advisor, Director

Sean O’Connor

Wealth Advisor

Shanon Lee

Client Service Specialist

Sharon Littell

Client Service Specialist

Sheree Leonatti

Estate Planning Paralegal

Sloan Petereit

Associate Financial Planner

Sonia Rodriguez

Client Service Specialist

Sonja Borda

Financial Planner

Sonya Mincy

Client Service Specialist

Stacie Hostetler

Sr. Client Service Specialist

Stefani Kohler

Financial Planner

Stefanie Leighter

Estate Planning Attorney

Stefen Donohue

Client Service Specialist

Stella Doyle

Associate Financial Planner

Stephanie Fernandes

Financial Planner

Stephen Bauer

CST, Financial Planner

Stephen Prinster

Director of Investment Operations

Stevan Downs

Tax Manager

Steve Roberts

Wealth Advisor

Steven Crevar

Wealth Advisor

Steven Elliott

Lead, Sr. Tax Manager

Steven J. Deceuninck

Wealth Advisor

Susan Portnoi

Sr. Wealth Advisor

Susan Travis

Managing Director

Susy Gibo

Senior Regional Sales Associate

Sydney Kirkes

Sr. Client Service Specialist

Tami Leffingwell

Client Service Manager

Tammy Cooper

Sr. Financial Planner

Tanya Thomasson

Regional Service Manager

Tarek McAlee

Wealth Advisor

Tess Inhelder

Legal Assistant

Tessa Bonifacio

Portfolio Analyst

Theresa Bedard

Manager of Trading & Investments

Thomas Keeney

Wealth Advisor

Tim Cengia

Portfolio Operations Specialist

Tim Forest

Vice President of Strategy and Analytics

Tim Kallas

Regional Vice President

Tim Rowland

Sr. Wealth Advisor, Director

Todd E. Hagen

Regional Vice President

Todd LaLuzerne

Regional Vice President

Todd Sanford

Sr. Wealth Advisor, Director

Tom Herzing

Sr. Wealth Advisor

Trace Winn

Client Service Specialist

Tracey Turko

Sr. Wealth Advisor, Sr. Director

Tracy O. Jackson

Sr. Wealth Advisor, Director

Trisha Miller

Client Service Specialist

Tristan Pohren

Portfolio Operations Specialist

Tyler Davis

Senior Tax Advisor

Tyler Schaefer

Regional Sales Associate

Tyler Smith

Wealth Advisor

Veronica Rozales

Account Operations Specialist

Veronica Rubio

Regional Vice President

Vickie Willard

Client Services Coordinator

W. Cam Goodwin

Sr. Wealth Advisor, Director

W. Thomas McNary

Wealth Advisor

Wendy Reeves

Client Service Specialist

Will Lupfer

Client Service Specialist

Will Mannon

Head of Sales

William Flanders

Client Service Specialist

William Howard

Financial Planner

William McNutt

Associate Wealth Advisor

William Montijo

Portfolio Operations Specialist

William S. “Stan” Bivin

Sr. Wealth Advisor

William Sands

Client Service Specialist

Yesenia Ramirez

Tax Associate

Yvette Angora

Account Operations Specialist

Yvonne Wood

Sr. Wealth Advisor

Zeke Aviles

Financial Planner

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