Aliso Viejo Office

Joel Shapiro, JD, LL.M

Head of Retirement Strategy and ERISA

Solomon Stewart, CFA

Managing Director, Co-Head of Defined Contribution

Brian Yu

Chief Compliance Officer, Institutional

Kameron Jones, CPFA^®

Managing Director, Enterprise Growth

James Modelski, CFS

Managing Director

Morgan Davis Quigley, CPFA^®

Vice President

Jill Barry Shea, CPFA^®

Managing Director

Susann Haas, CPFA^®

Managing Director

Chris Langstaff, CFA

Managing Director

Lily Matias, CEBS

Managing Director

John Nelson, Esq.

Managing Director

Ryan Hamilton, CFA

Senior Vice President

Emily Hopkins, CPFA^®, CRPS^®

Managing Director

Natalie Meziere

Vice President

Hannah Dowling

Vice President

Geoff Keeling, CFA

Managing Director, Head of Retirement Investment Solutions