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

Brian Yu

Chief Compliance Officer, Institutional