Client Associate
James graduated from the University of Liverpool with a degree in History and Political Science, specializing in the International Political Economy. He then moved to Paris after a year of traveling to start his career in Wealth Management. In 2017, he got married to his wife, Hailey, in Edisto Island, South Carolina. James holds the FINRA Series 65 license.
Desiree Zreik
Tax Advisor
Al Zdenek
Executive Vice President
Joseph Young
Client Advisor and Branch Manager
Fred Xuereb
Associate Planner
Timothy Wylder
Senior Vice President
Yvonne Wood
Client Advisor
Brandon Wissinger
Client Advisor
Draysen Wilson
Client Associate
Greg A. Willsey
Client Advisor and Branch Manager
Gary Williams
Client Advisor
Duncan Wilk
Regional Vice President
Alexa Willis
Financial Planner
James Werner
Regional Sales Associate
Dave Welling
Chief Executive Officer
David Ventura
Associate Planner
Christopher Varney
Estate Planning Attorney
Bethany VanDerMeid
Client Associate
Emi Umezawa
Client Advisor
Louis Tzamalas
Client Associate
Tracey Turko
Client Advisor and Regional Director
Susan Travis
Client Advisor and Branch Manager
Matthew Truckner
Tax Advisor
Robert Toomire
Regional Vice President
James Todd
Client Advisor
Brady Tice
Regional Sales Associate
Erik W. Thurnher
Client Advisor
Laura Thompson
Regional Sales Associate
Tanya Thomasson
Senior Client Associate
Gregory V. Taylor
Regional Vice President
Phillip Swenson
Associate Advisor
Brian Sullivan
Client Advisor and Branch Manager
Doug Suhr
Regional Vice President
Jamie Stone
Client Advisor
Tiffany Stokes
Client Associate
Adam Stanowick
Client Associate
Lawrence Solomon
Client Advisor
Javier Solis
Client Advisor
Jason Sobolik
Financial Planner
Michael Snider
Financial Planner
Tyler Smith
Client Advisor
Frances Smith
Associate Advisor
Matthew W. Sheets
Client Advisor
Cary Shaw
Client Associate
Justin Shane
Financial Planner
Nicholas Semko
Managing Director
Paul Seidman
Regional Vice President
Emelyne Seh
Client Associate
Alexis Scott
Client Associate
Steven Schwartz
Client Advisor and Principal Emeritus
Lucas Schwaller
Regional Vice President
Justin Scholljegerdes
Client Associate
Maeve Schmid
Associate Planner
Roain Saunders
Client Associate
Dane Sauer
Financial Planner
Elisha Sanchez
Senior Client Associate
Kevin Russell
Client Advisor
Laura Rowley
Client Advisor
Shane Rowan
Tax Advisor
Merry Rosadi
Legal Assistant
Carin Roman
Financial Planner
Steve Roberts
Client Advisor and Branch Manager
Colby Ripsam
Client Associate
Kseniya Ribeiro
Client Associate
Denise Rhodey
Senior Client Associate
Brendan Reidy
Regional Vice President
Norinda Ray
Client Associate
Renae Ransdell
Client Advisor
Paola Ramos
Client Advisor
Bryan Powers
Regional Vice President
Susan Portnoi
Client Advisor
Irina Polyakova
Vice President, Senior Tax Advisor
Melissa Pinkerton
Client Advisor
Susan A. Crawford Pilon
Client Advisor
Loren Pierson
Chief Operating Officer
Renée Pichette
Associate Planner
Frank Piccolo
Client Associate
Brian Picariello
Client Advisor and Regional Director
William Perysian
Managing Director
Vijay C. Patel
Client Advisor
Neil Paolella
Client Advisor and Branch Manager
Kelly Palmer
Client Advisor
Sarah Oliver
Legal Assistant
Amanda O’Sullivan
Client Associate
Jason O’Meara
Financial Planner
Madeline I. Noveck
Client Advisor
Marc A. Normann
Regional Vice President
Barry Newman
Vice President, Senior Tax Advisor
Andrew Neville
Estate Planning Attorney
William Nelson
Chief Compliance Officer
Geoff Nelson
Regional Vice President
Dean R. Murray
Client Advisor and Branch Manager
Christopher S. Murphy
Associate Planner
Naeshia Mota
Client Associate
Nicole Mosley
Client Associate
Patrick T. Moore
Client Advisor
Kevin Monson
Client Associate
Alec Montoya
Financial Planner
Jeremy Moniz
Client Associate
Susan Monaghan
Financial Planner
Gabrielle Mollick
Client Solutions Representative
Sandra Mitchell
Client Associate
Jonathan Mitchell
Client Advisor
Bernadette Mitchell
Client Associate
Phillip Miodowski
Client Associate
Glen Minton
Regional Vice President
Jeff Minc
Financial Planner
Jesse Mignone
Client Associate
Emily Meier
Executive Assistant / EP Operations
Adis Mehic
Client Advisor
William McNutt
Financial Planner
W. Thomas McNary
Client Advisor
Judy McNary
Senior Client Advisor and Special Projects
Daniel M. McDermott
Client Advisor and Branch Manager
Alice McDermott
Client Advisor
Matthew McCarthy
Senior Tax Advisor
Charlene Maruska
Client Associate
Jeffrey Marchiorlatti
Regional Vice President
Will Mannon
Head of Sales
Joseph Mah
Client Advisor and Branch Manager
Randy Magdaluyo
Managing Director
Laura Madariaga
Client Associate
Patricia Lokken
Client Associate
Jeffrey Lokken
Client Advisor & Branch Manager
David H. Levy
Client Advisor
Marie Levinsky
Client Associate
Becky Leslie
Client Associate
Martine Lellis
Chief Talent and Business Solutions Officer
Stephen I. Lee
Client Advisor
Karen Lee
Chief Marketing and Strategy Officer
Jaron Lee
Client Associate
Dedrick Lee II
Legal Assistant
Harmon Laurin
Senior Vice President
Carl Larimore
Client Advisor and Branch Manager
Aaron Langston
Regional Vice President
Joel Lange
Client Advisor
Brett Landstrom
Client Advisor
Kenneth J. Landgraf
Client Advisor
Todd LaLuzerne
Regional Vice President
Nicholas Ladaga
Client Associate
Kristofer Lachapel
Client Associate
Brandon Kurz
Financial Planner
Shishun Kryskalla
Client Associate
Alise Kraus
Client Advisor and Branch Manager
Stefani Kohler
Associate Planner
Sydney Kirkes
Senior Client Associate
Ron Kibbe
Client Advisor
Sam Khan
Regional Vice President
Kristen Kestel
Client Advisor
David Kerber
Client Advisor and Branch Manager
Thomas Keeney
Client Advisor
Ben Kautz
Managing Director
Jeff Katz
Regional Vice President
Kiley M. Kastl
Client Associate
Drew Kanaly
Client Advisor and Chairman Emeritus Kanaly Trust
Tim Kallas
Regional Vice President
Korina Kaio-Maddox
Client Associate
Jeff Kacal
Client Advisor
Renée Judycki
Client Advisor
Gabrielle Joiner
Client Associate
Michael W. Johns
Client Advisor
Kevin Jimeno
Client Associate
Magdanny Jara
Tax Advisor
Rodney James
Client Advisor
Kevin Jack
Client Advisor and Regional Director
Peter Ip
Client Advisor
Barry Hyman
Regional Vice President
Nancy R. Hudak
Senior Client Associate
Li Huang
Client Associate
Sarah Howard
Client Associate
Josette Hewitt
Interim - Senior Tax Manager
Ashlee Chu Hewitt
Tax Advisor
Alan E. Hewitt
Client Advisor and Branch Manager
Alan C. Hewitt
Client Advisor
Tom Herzing
Client Advisor
Carlos Hernandez
Financial Planner
Lisa Hensley
Client Associate
Joseph Henry
Regional Vice President
Catherine Heimer
Client Associate
Jesse Haverstock
Client Advisor
Ross Hasek
Client Associate
Frederick M. Hanish
Client Advisor
Marzena Hanek
Senior Client Associate
Mary Hamshou
Client Associate
David Haman
Client Advisor
Claire Hahn
Client Associate
Ben Gyulambaryan
Financial Planner
Josh Gustafson
Head of Client Service
Fanny Guo
Client Advisor
Melanie Guhit
Associate Advisor
Pamela Greene
Client Associate
Marsha Grant
Client Associate
Chris Graf
Regional Vice President
Nicole Gobel
Client Advisor
Melissa Gioielli
Tax Advisor
Vince R. Gimarelli
Managing Director
Merideth Gillis
Client Associate
Douglas Gilbert
Regional Vice President
Mark S. Germain
Managing Director
Susy Gibo
Regional Sales Associate
Jacob Gee
Client Associate
Mendim Gecaj
Financial Planner
David E. Gardner
Vice President and Senior Client Advisor
Michael J. Freiling
Client Advisor
Danielle Frazier
Client Associate
Geoffrey Franklin
Client Advisor
Gale Flores
Tax Advisor
Rocio Fitzgerald
Client Associate
Joshua Fitch
Tax Manager
Stephanie Fernandes
Financial Planner
Devin Farrow
Regional Vice President
Mark Falamoun
Client Associate
Doug Fabian
Executive Vice President
Susan Evans
Client Associate
G. Merrick Estes, Jr.
Regional Vice President
Daniel Epstein
Director, Income Tax
Michelle Elia
Client Associate
Samantha Elder
Director of Human Resources
Renée Egelski
Client Advisor
Kara Duckworth
Client Advisor and Managing Director of Client Experience
Alexander Doyle
Financial Planner
Stevan Downs
Senior Tax Advisor
Mark Doran
Senior Tax Director
Laura Dominguez
Client Associate
Justin Do
Associate Planner
Kevin Dillon
Regional Vice President
David DeVita
Client Advisor
Elizabeth B. deSousa
Client Advisor
Bonnie Dekrey
Client Associate
Josh DeForest
Client Advisor and Regional Director
Steven J. Deceuninck
Client Advisor
Ann de Zeeuw
Client Associate
Tyler Davis
Senior Tax Advisor
Jenna Dana
Managing Attorney, Estate Planning
Christopher Currin
Client Advisor
Laura Cuber
Client Advisor
Kerry Crowley
Manager of Operations, BWM
Andrew Crim
Associate Planner
Steven Crevar
Associate Advisor
Jojo Cresci
Client Advisor
Sarai Covell
Client Associate
Nancy Coumou
Client Advisor
Lisa Corboy
Senior Client Associate
Tammy Cooper
Financial Planner
Matt Cook
Client Advisor and Regional Director
Kristen Comeau
Regional Sales Associate
Laura Combs
Managing Director
Angel Colon
Client Advisor
Grace Chyun
Client Associate
Marie Chao
Client Advisor
Alexandra Chambers
Estate Planning Attorney
Karla Castillo
Client Associate
Amanda Caster
Client Associate
José Castañeda
Client Solutions Representative
Jessica Caruso
Client Advisor and Branch Manager
Laura Carrasco
Tax Manager
John Carney
Client Advisor
Heather Jenkins Capps
Associate Advisor
Brandon Capicotto
Client Associate
Nicholas Campbell
Client Advisor
Donald Calcagni
Chief Investment Officer
Yisen Cai
Client Advisor
Chanelle Van Pelt
Associate Planner
Andrew Caceres
Tax Manager
Alexis Bustillos
Legal Assistant
Rebekah Burns
Financial Planner
Jack Bruno
Client Associate
Jayaprada Brower
Financial Planner
Chuck Breuch
Client Advisor
J.J. Boot
Client Associate
Matthew R. Bohrer
Client Advisor and Regional Director
Jamie Block
Client Advisor and Branch Manager
Christopher Blakely
Financial Planner
Bryan Bielawski
Client Advisor
Bill Berg
Senior Vice President, Senior Portfolio Manager
Colin A. Bell
Client Advisor
Andrew Beck
Regional Sales Associate
Stephen Bauer
Client Solutions Representative
David Barton
Vice Chairman, M&A Leader
Jeremiah H. Barlow
Executive Vice President, Head of Family Wealth Services
Linda Barcheski
Client Associate
Rick Baran
Client Advisor
Logan L. Baker
Vice President, Estate Planning
Jennifer Baick
Client Advisor
Meagan Blazier
Client Associate
Daniel Aulicino
Client Advisor
David Askew
Client Advisor and Branch Manager
Bobby Arenivas
Associate Advisor
Rafael Arellano
Client Advisor
Heather Aragona
Client Associate
Trey Anderson
Client Associate
Stephanie Anderson
Client Advisor
Eric Anderson
Client Advisor and Branch Manager
Linda S. Ames Lyons
Associate Advisor
Jerilyn Alport
Client Associate
Robin Allis
Team Manager, Client Solutions Team
Brooks Allen
Client Associate
Greg Alger
Unique Asset Manager
Kenneth Ajello
Associate Planner
Adela Africano
Client Associate
John Abrahamson
Client Advisor and Principal Emeritus
Brian Abatemarco
Regional Sales Associate
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