Aliso Viejo Office

Hannah Dowling

Vice President

Susann Haas, CPFA^®

Managing Director

Ryan Hamilton, CFA^®

Senior Vice President

Tom Heuer, CFA^®, CFP^®

Managing Director, Regional Growth

Emily Hopkins, CPFA^®, CRPS^®

Managing Director

Kameron Jones, CPFA^®

Managing Director, Enterprise Growth

Geoff Keeling, CFA^®

Managing Director, Head of Retirement Investment Solutions

Chris Langstaff, CFA^®

Managing Director

Lily Matias, CEBS

Managing Director

Natalie Meziere

Vice President

James Modelski, CFS

Managing Director

John Nelson, Esq.

Managing Director

Morgan Davis Quigley, CPFA^®

Vice President

Joel Shapiro, JD, LL.M

Head of Retirement Strategy and ERISA

Jill Barry Shea, CPFA^®

Managing Director

Solomon Stewart, CFA^®

Managing Director, Co-Head of Defined Contribution

Orlando Torres

Associate Vice President

Brian Yu

Chief Compliance Officer, Institutional