Aliso Viejo Office

Hannah Dowling

Vice President

Susann Haas, CPFA^®

Managing Director, Institutional Advisory

Ryan Hamilton, CFA

Senior Vice President, Institutional Advisory

Tom Heuer, CFA, CFP^®

Managing Director, Regional Growth

Emily Hopkins, CPFA^®, CRPS^®

Managing Director, Institutional Advisory

Kameron Jones, CPFA^®

Managing Director, Enterprise Growth

Geoff Keeling, CFA

Managing Director, Head of Retirement Investment Solutions

Chris Langstaff, CFA

Managing Director, Institutional Advisory

Lily Matias, CEBS

Managing Director, Institutional Advisory

Natalie Meziere

Vice President, Institutional Advisory

James Modelski, CFS

Managing Director, Institutional Advisory

John Nelson, Esq.

Managing Director, Institutional Advisory

Morgan Davis Quigley, CPFA^®

Vice President, Institutional Advisory

Joel Shapiro, JD, LL.M

Head of Retirement Strategy and Fiduciary Services

Jill Barry Shea, CPFA^®

Managing Director, Institutional Advisory

Solomon Stewart, CFA

Managing Director, Co-Head of Defined Contribution

Orlando Torres

Associate Vice President

Brian Yu

Chief Compliance Officer, Institutional