Gregory Adams, ChFC^®

Managing Director

Adeola Adebamowo

Senior Client Service Associate

Fatima Ahmed

Client Service Administrator

Abbas Akbar

Advisor Associate

Gianluca Joseph Albert

Advisor Associate

Eileen Allgrove, JD, MST, CFP^®

Managing Director

Vivian Alvarado

Client Service Associate

Devanshu Amin, CFP^®

Senior Advisor Associate

Marc Austin, CFP^®, CPA

Senior Vice President

Blake Barr, CFP^®

Vice President

Laura Barry, CFP^®, CeFT^®

Managing Director

Tom Bastin, JD, LL.M, CEBS, AIF^®

Managing Director

Erica Bastin

ERISA ANALYST

Brad Beausoleil, QKC, QKA^®, CPFA^®

Vice President

Belle Bennett

Advisor Associate

Michael Benoit, CFP^®

Managing Director

Jeff Benoit

Managing Director

Camila Bentos, CFP^®

Senior Advisor Associate

Yoni Berhane, CFP^®

Senior Vice President

Eric Bernstein, CAIA^®

Managing Director

Jonathan Bernstein, CFP^®, CPA, PFS™, AIF^®

Managing Director

Bill Bockwoldt, MBA, CFP^®, CEPA^®

Managing Director, Bay Area Office Lead

Will Boisseau, CFA

Vice President

Zaya Bold

Senior Client Service Associate

Jamie Bond, AIF^®

Vice President

Michael Bongiorno, FPQP^®

Senior Advisor Associate

Scott Boulton, AIF^®

Managing Director

Molly Bowe

Advisor Associate

Maddy Bowles, CFP^®

Vice President

Petra Braaksma

Assitant Vice President, Client Service Manager

Kevin Brady, CFP^®

Senior Vice President

Kerry Bragg

Assistant Vice President, Client Service

Steve Branton, MSFP, CFP^®, CPCC^®

Managing Director

Nicholas Breit, CFA, CFP^®

Managing Director

Steven Broadhead

Vice President, Client Service Manager

Tyler Brocato, QPFC

Managing Director

Scott Brody

Managing Director

Michael Bueti, CFP^®

Vice President

Brendan Burke

Client Service Associate

John Burns, JD, CFP^®

Assistant Vice President

Leah Butler

Advisor Associate

Daniel Bystrom

Senior Vice President

Stephen Bystrom

Vice President

Isaias Cadenas

Client Service Associate

Deana A. Calvelli, CEBS, AIF^®, CPFA^®

Managing Director

Amanda Campbell, CFP^®, CDFA^®, AAMS^®, AIF^®

Managing Director

Sherya Canakapalli

Managing Director

Jeffery Capone

Managing Director

Starr Cappetta

Assistant Vice President, Client Service Manager

Besa Capri

Senior Client Service Associate

Suzzie Carbone

Senior Associate, Client Service

Richard Carey, CFA

Vice President

Brian Carlson, CFA

Managing Director

Stephanie Carmel, CFP^®, CDFA^®, MBA

Vice President

Emily Carr

Assistant Vice President, Client Service

Spencer Carver

Senior Advisor Associate

Christopher Castellano, CFP^®, CPA

Managing Director, Region Leader

Richard Cenar

Advisor Associate

Callahan Ceplenski, CFP^®

Vice President

Michael Chase

Managing Director - Head of Endowments and Foundations

Erin Chausse

Client Service Associate

Karolina Chernyak, FPQP^®, AAMS^®

Assistant Vice President, Client Service Manager

Melby Chow

Client Service Associate

Christine Cione

Assistant Vice President, Client Service

Tyrone Clarke

Assistant Vice President

Carol Clarke

Assistant Vice President, Client Service

Samia Clookie, CFP^®, CDFA^®

Assistant Vice President

Christian Coleman

Managing Director, Enterprise Growth

Rokhand Collins

Senior Client Service Associate

Justin Cone, CFA

Vice President

Lisa Conte

Vice President

Amelia Cooper

Client Service Associate

Ethan Copeland, CFP^®

Advisor Associate

Adam Corder, FPQP^®

Senior Advisor Associate

Laura Cordova-Sanchez

Senior Client Service Associate

Joe Cortese

Managing Director, Head of Financial Institutions

Crystal Cox, MBA, CDFA^®, CFP^®

Senior Vice President

Nick Crapanzano

Client Service Associate

Tony Cruz, CAIA^®

Senior Vice President

Mary Rose Cusick

Assistant Vice President, Client Service Manager

Jude Cypher, MBA

Advisor Associate

Jay Czarapata, CFP^®, CRPS^®

Senior Vice President

Tatiana Dadykina, CFP^®, CDFA^®, AIF^®

Vice President

Joshua A. Daniel

Vice President

Connor Darrell, CFA

Senior Vice President, Investments

Amanda Davis

Advisor Associate

Ted Dawson

Vice President

Stephane de Brechard

Advisor Associate

Michael Del Priore

Chief Compliance Officer, Private Client

William Delaney

Advisor Associate

Ryan deLeon

Advisor Associate

Michael Delgass, JD

Managing Director, Region Leader

Deirdre DeRosa, CFP^®

Senior Advisor Associate

Gary Desjardins, CFP^®, AIF^®, CEP^®

Managing Director

Liam Desmond

Advisor Associate

Justin DeTray, CFP^®

Managing Director

Joseph Devine

Senior Vice President

Simi Dhall, CFP^®

Senior Vice President

Nela Diaz

Assistant Vice President, Client Service

Matt Dickey, MBA

Managing Director

David Dickman

Managing Director

Scott Dillie, CFP^®

Managing Director

Chris DiMeo

Head of M&A

Robert DiMeo

Managing Director, Chairman

Chandra Dindial

Senior Client Service Associate

Joseph Diogostine

Manager

Robin Dobbs, CFP^®

Senior Vice President

John Dobson, CFP^®

Assistant Vice President

Eric Dostal, JD, CFP^®

Managing Director

Hannah Dowling

Vice President

Colin Drake, CFP^®

Managing Director

Emi Duarte

Client Service Associate

Steven Dufault, CIMA^®

Managing Director

Daniel Duffy, AIF^®

Associate Vice President

Randall Dunn

Vice President

Marcel Dupre, CPFA^®

Senior Vice President

Kristen Echols, CPFA^®

Vice President

Kristin Economou

Senior Client Service Associate

David Edwards, MBA

Managing Director

James Eichelberger, CFP^®, AIF^®

Managing Director

Alicia Eichelberger, FPQP^®

Client Service Associate

Petros Elias

Client Service Associate

Claire C. Ellis

Advisor Associate

Michael Emerson, CFA, CFP^®

Managing Director

Sarah Emhardt

AVP, Client Service Manager

Jacob Even, JD, LL.M

Senior Wealth Strategist

Ahmed Farruk, CIMA^®

Managing Director

Craig Fasano, JD

Managing Director

Jonathon Fellows, CFA

Managing Director

Tanner Felts, CPFA^®

Vice President

Gisella Ferrer

Senior Client Service Associate

Lorena Ferrufino, FPQP^®

Client Service Associate

Natallia Fields

Senior Associate, Client Service

Samuel Fishelberg, CFP^®

Senior Vice President

Alison Fitzgerald

Senior Advisor Associate

Kevin Flaaen

Vice President

Tracey Flynn

Senior Vice President

David Fontaine

Associate Vice President

Keely Ford

Advisor Associate

Amanda Fox, MBA, CFP^®

Senior Vice President

Dylan Fox

Client Service Associate

Rachel Frame

Senior Advisor Associate

Steve Frampton

Chief Technology Officer

Cheyenne Francis

Senior Client Service Associate

Devon Francis, CIMA^®, CSRIC^®

Managing Director

Jay Frank, CFP^®, CLU, ChFC^®

Managing Director

Joshua Frank, CFP^®

Assistant Vice President

Matthew Fratini

Senior Vice President

Andrew Frattaroli, CFP^®

Vice President

Barbara Fried

Client Service Associate

Greg Friedman, MS

Senior Strategic Advisor

Pyper Friedman

Advisor Associate

Spencer Friedman, CFP^®, CRPC^®

Advisor Associate

Jenna Friedman

Senior Vice President, Head of Corporate Marketing

Taylor Furmanski, CFA

Managing Director

Andrew Furney, CFA, CAIA^®

Vice President, Financial Institutions

Juliana Gadaleta

Senior Associate, Wealth Planner

Gibson Gaite

Client Services Manager, AVP

Ashley Garabo, FPQP^®

AVP, Centralized Operations

Ryan Gardner

Managing Director

Joseph Garrison, CFP^®, AIF^®

Managing Director

Anora Gaudiano, CFP^®

Vice President

Zachary Gering, CFP^®

Managing Director

Jennifer Giemza, CFP^®, CEPA^®

Senior Vice President

Laura Gineo

Vice President

Angela Giombetti

Chief Marketing Officer

Josh Goldsmith, CPA

Senior Vice President, Head of Family Office Accounting

Justin Goldstein, AIF^®

Managing Director, Regional Growth

Carol Goldstein

Client Service Associate & Office Manager

Lyndsey Gorham

Senior Vice President

Dillon Gorham

Advisor Associate

Michael Goss

Chief Revenue Officer, President Wealthspire Institutional

Eran Goudes, CFP^®, CPWA^®, CFA

Senior Vice President

Lisa Graham, CFP^®

Assistant Vice President

Rachel Greene, FPQP^®

Senior Client Service Associate

Wes Gretkowski

AVP, Client Service Manager

James Griesser, CFP^®, AIF^®

Managing Director

Kirstin Griffin, AIF^®, FPQP^®, CRPS^®

Vice President

Julie Grove

Assistant Vice President, Client Service

Rob Gryboski

Vice President

Catherine E. Guanci

Advisor Associate

Guadalupe Gómez, CRPC^®

Senior Vice President

Susann Haas, CPFA^®

Managing Director

Rachel Haberman, CFA

Assistant Vice President

Annie Hall

Assistant Vice President, Client Service Manager

Ryan Hamilton, CFA

Senior Vice President

Lucas Hannegan

Associate Vice President

Sarah Hannibal, CPA, MBA, CFA

Managing Director

Holly Happ

Client Service Associate

Sean F. Harding

Advisor Associate

Casey Hardy

Vice President

Nick Harrington

Associate Vice President

Gail Harris, CFP^®, CIMA^®, CExP™

Senior Vice President

Colin Harris

Advisor Associate

Duncan Harris, CFP^®

Associate Vice President

John Hart, CAIA^®

Senior Vice President

Ryan Haskamp, CFA

Vice President

Jamie Hayes, C(k)p^®, AIF^®, CPFA^®

Managing Director

Anne D. Haynes

Senior Advisor Associate

Razi Hecht, CFP^®

Senior Vice President

Matthew Hedley, CFP^®

Senior Vice President

Emily Heikkinen

Vice President, Corporate Marketing

Tiereny Henderson, CFP^®

Assistant Vice President

Paula Henrickson, CFA, C(k)p^®

Managing Director - Head of National TPA

David Heroux, C(k)p^®, CRPS^®

Managing Director

Austin Herzy

Manager

Tom Heuer, CFA, CFP^®

Managing Director, Regional Growth

Sean Heyman

Senior Client Service Associate

Robert Hilzenrath

Head of FP&A

Trent Hofmeister, CFP^®, AIF^®

Assistant Vice President

Emily Hopkins, CPFA^®, CRPS^®

Managing Director

Todd Hoppock, CPFA^®

Managing Director

Buddy Horner

Senior Vice President

Tim Hughes, CFP^®

Managing Director, Region Leader

Justin Hult, CFA

Senior Vice President, Head of Trading

Ashley Iddings, CIMA^®, CPWA^®

Managing Director

Christopher Izmirlian

Senior Vice President, Head of Business Line Marketing

Mario Iñiguez

Vice President

Pahola Jara

Senior Associate, Onboarding Specialist

James Jensen

Managing Director

Stephanie Jiwa, FPQP^®

Client Service Associate

Kameron Jones, CPFA^®

Managing Director, Enterprise Growth

Ryan Jordan, CFP^®

Assistant Vice President

Christine Jordan, CFP^®

Managing Director

Andre Joyner

Advisor Associate

Christopher Kachmar, CFA

Managing Director

Matthew Kaminski, CFA

Managing Director, Head of Manager Research

Lindsey Kane, CFP^®

Assistant Vice President

Nick Kapelewski, CFP^®

Senior Advisor Associate

Evan Kassimir, ASPPA, CFP^®

Senior Vice President

Dmitriy Katsnelson

Managing Director, Head of Wealth Investment Solutions

Randy Kaufman

Senior Vice President

Thomas J. Kavanagh, CFP^®, CPWA^®

Senior Vice President

Jack Keating, CFP^®

Assistant Vice President

Geoff Keeling, CFA

Managing Director, Head of Retirement Investment Solutions

Riley Keenan

Senior Advisor Associate

Stephen Kepler, CFP^®, CDFA^®

Vice President

Kelly Keydel, CFP^®, MBA, CDFA^®

Managing Director

Chris Kiessling, CFP^®, BFA™

Senior Vice President

Maeve Killackey

Client Service Associate

Ben Kille, CFP^®, CIMA^®, AIF^®

Managing Director

Paul Kim

Vice President

Charlie Kinzel

Advisor Associate

Matthew Kleiman, CFP^®, JD

Senior Advisor Associate

Sasha Knapp

Senior Client Service Associate

Alissa Koebler-Purko

Vice President

Myka Koenen, CFP^®

Vice President

Mike Kopec

Senior Advisor Associate

Kevin Kosgard

Senior Vice President

John Kovacs

Managing Director

Teddy Kramer

Advisor Associate

Sonia Kraus, FPQP^®

Assistant Vice President

Matthew Krueger

Senior Advisor Associate

David Kupstas

Actuarial Consultant

Joy Kuvareewong

Assistant Vice President

Jennine Ramsey LaCroix, CFP^®, MBA, AIF^®

Managing Director

Mike LaMena, AIF^®

Chief Executive Officer

Allaire Langdon, CFP^®

Senior Vice President

Chris Langstaff, CFA

Managing Director

Bruce Laning, CFA

Managing Director

Mary LaPinske

Client Service Associate

Brad Larsen, PRP, CHSA^®, C(k)p^®, AIF^®

Managing Director

Frank J. Lavrigata, CFP^®

Managing Director

Vince Learned, CFA, CRPS^®, CFP^®

Managing Director

Ted Leasure

Managing Director

Christopher Leddy

Senior Vice President

Andrew Lendnal

Managing Director, Head of Financial Wellness

Tammie Lenzer

Senior Client Service Associate

Amie Leonard

Associate Vice President

Gloria Levorin, CFP^®

Senior Advisor Associate

Donna Levy

Managing Director

Liz Levy

Head of Lifestyle

Jose De Jesus Lira-Garzon

Senior Associate

Julie Lisischeff

Senior Vice President, Client Service Manager

John Livingston, CIMA^®, CFP^®

Managing Director

Carolina Llano, CFP^®

Senior Vice President

Eliza Lockwood

Advisor Associate

Calla Loehr

Advisor Associate

Angela Loffredo

Vice President, Client Service Lead

Daniel Lojko

Associate Vice President

Bradford Long, CFA

Chief Investment Officer

Marjorie Long

Client Service Associate

Rob Lowry, CFA

Senior Vice President, Investments

Sara Lubanski

Advisor Associate

Jessica Ludwig

Managing Director

Yadeiri Luzon

Associate, Onboarding Specialist

Andrew Macaleer, CFA

Senior Vice President

Jonathan Maertz

Vice President

Kimberly Magaha, CFP^®, AIF^®

Managing Director

M. Zach Mangels, MSFP, CFP^®

Senior Vice President

Katherine Marino

Senior Vice President

Frank P. Marzano, CFP^®, CPA

Managing Director, Head of Wealthspire Sports and Entertainment (WSE)

Lily Matias, CEBS

Managing Director

Dominick Matteo, CFP^®

Assistant Vice President

Chris Maxey, CAIA^®

Managing Director, Chief Market Strategist

Brian Sean McAuliffe

Managing Director

Sean McCaffrey, CFA

Senior Vice President, Investments

Roynette McDonald-Vandi

Client Service Associate

Marc McDowell

Senior Vice President

Felicia McGee

Senior Client Service Associate

Michael McGuire

Vice President

Liam McLaughlin, CFA

Assistant Vice President

Carol McShera

Senior Vice President

Max Meltzer, CFP^®

Managing Director

Denisse Merlos

Associate, Financial Institutions

Pietro Messina, CFP^®

Vice President

Natalie Meziere

Vice President

Uliana Michaelis, CFP^®

Vice President

Elizabeth Mikkelson, CPFA^®

Vice President

Amy Miller, CFP^®, CDFA^®

Senior Vice President

Faron Miller, AIF^®, CFP^®

Vice President

Alexander Milley

Advisor Associate

Lisa Moceri

Chief Operating Officer, Institutional

James Modelski, CFS

Managing Director

Kevin Moloney, CFP^®

Managing Director

Lynette Monegro

Senior Client Service Associate

Ebony Montesino

Senior Client Service Associate

Veronica Moo

Executive Vice President, General Counsel

Jack Morrissey

Senior Advisor Associate

Matthew Moser, CFP^®

Assistant Vice President

Bobby Moyer, CFP^®, CAIA^®, CFA

Senior Vice President

Ryan Murphy

Managing Director

Peter Nadeau, ARPC

Managing Director

Marilyn Napoli, CFP^®

Senior Vice President

Sonny Napolitano

Senior Client Service Associate

Thomas Nardone

Advisor Associate

Carl Nelson

President

John Nelson, Esq.

Managing Director

Marycarmen Nevarez

Vice President

Adam Newell, CFA, CFP^®

Managing Director

Timothy Ng

Senior Vice President

David Nicosia

Managing Director, Regional Growth Leader (Northest)

Angela Patricia Nieves, CRSP, CMFC^®, CRPC^®

Senior Associate

Peyton Nimsakont

Senior Associate, Mergers & Acquistions

Anthony Novara, CFA

Managing Director, Head of Hedge Funds

Diana Nzau

Senior Associate

Kevin O'Connell, CFA

Senior Vice President

Katie O'Connor, CFP^®

Advisor Associate

Katarina Obermaier

Senior Advisor Associate

Jake Obringer, CFP^®

Assistant Vice President

Madelyn Oemig, CFP^®

Senior Advisor Associate

Andrea Olivares

Senior Client Service Associate

Matthew Oliveira

Advisor Associate

Channing Olson

Chief Operating Officer, Private Client

Jessica Ouellette

Manager

Brenna Paananen, CFP^®, CIMA^®

Senior Advisor Associate

Greta Panke

Advisor Associate

Evan Paretti, CFA

Manager

Matthew Parker, CFP^®

Associate Vice President

Sarah Pascucci

Client Service Associate

Samantha Paul-Hackman, FPQP^®

Senior Advisor Associate

Karen Paulson, CIMA^®, PRP

Managing Director

Vincent Pecoraro, FPQP^®

Senior Advisor Associate

Julie Penwell, CFP^®

Vice President

Sergei Perepechenov

Advisor Associate

Brent Perkel

Executive Vice President, Head of Corporate Development

Emily Perschbacher, CFP^®

Senior Advisor Associate

Taylor Peters

Senior Advisor Associate

Amanda Phillips-DeSaverio, CFP^®, CEPA^®

Senior Vice President

Aviva Pinto, CDFA^®, CDS^®

Managing Director

Kathryn Pizzi, CFA, ASA, MAAA

Managing Director, Head of Defined Benefit

Tyler Polk

Managing Director

Matthew Porter, CIMA^®

Managing Director

John Poydence

Advisor Associate

Janki Prajapati

Client Service, AVP

Oliver Pursche, AAMS^®, CEPA^®

Senior Vice President

Chip Pyfer, JD, CFP^®, CIMA^®, CPWA^®

Managing Director

Morgan Davis Quigley, CPFA^®

Vice President

Eric Ramos, CFA

Managing Director

Lauren Rathsack, CFP^®

Advisor Associate

Tyler Reisinger

Assistant Vice President, Client Service

Wyatt Reksten

Senior Advisor Associate

Louis Ressler, AIF^®, CPFA^®

Senior Vice President

Melissa Restivo, MBA, AAMS^®, FPQP^®

Advisor Associate

Gregory Reynholds

Managing Director, Head of Intermediary Business

John Richards, CFA

Managing Director

Nate Richardson, CFP^®

Assistant Vice President

Casey Riviezzo, CFP^®

Assistant Vice President

Felicia Robinson

Manager, Client Services - Institutional

Brooke W. Robinson

Advisor Associate

Pooja Roka

Client Service Associate

Oona Rokyta

Senior Advisor Associate

Jacqueline Rondini, CFP^®

Senior Vice President, Financial Institutions

Sean Roopcharan

Client Service Associate

Ally Rosenbaum

Advisor Associate

Stacey Rosenson, CFP^®

Senior Vice President

Madeline Rowe, CFP^®

Assistant Vice President

Christopher Rowlins

Managing Director

Kyle S. Rubovits

Advisor Associate

Grant Ruder, CFP^®

Managing Director

Michael Sahakian

Senior Vice President

Anthony Sainclair

Advisor Associate

Andrew Salak, CFP^®

Managing Director

Brian Samuels

Managing Director

Marie Santangelo

Vice President, Client Service Manager

Nicholas Santangelo, CFP^®

Michael J. Santo

Managing Director

Zhee Sarabia

Vice President

Mike Sbrocco

Managing Director, Region Leader

Charles Scarallo, CFP^®, CPA

Managing Director

John Schachtel

Advisor Associate

Katharine Schelhorn, CFP^®

Senior Vice President

Jason Schmudlach, QKA^®, QPA, TGPC

Vice President

Brett Schneider

Chief Financial Officer

Karenna Schneider

Client Service Associate

Sheila Schroeder

Consultant, Regional Head of Business Development

Bill Schwartz, CPA, CFP^®

Managing Director

Joseph Scime, CFA, CFP^®

Managing Director

Jake Scott, CFP^®

Assistant Vice President

Barrett Scott, CFP^®

Vice President

Garrett Scranton, CFP^®

Assistant Vice President

Dave Scuitto

Assistant Vice President, Client Service

Lilli Seidman

Advisor Associate

Stephanie Selbach, CFP^®, ChSNC^®

Assistant Vice President

Sandra Sergiyenko

Client Service Manager, VP

Liz Sforza

Senior Client Service Associate

Joel Shapiro, JD, LL.M

Head of Retirement Strategy and ERISA

Jill Barry Shea, CPFA^®

Managing Director

Vicky Shi

Assistant Vice President, Client Service Manager

Joshua Shoshan, CFP^®, APMA™, CEPA^®

Senior Vice President

Kevin Smith, CFP^®

Senior Vice President

Luke Smith, CFP^®, AIF^®

Senior Vice President

Lily Smith

Advisor Associate

Liam Smith

Advisor Associate

Vincent Smith, AIF^®

Managing Director, Co-Head of Defined Contribution

Benjamin Snediker

Senior Advisor Associate

Kurt Snyder, NQPA, CPFA^®

Managing Director, Executive Benefits

Gary Sobelman

Managing Director

Nataly Sogoloff

Chief People Officer

Eric Sontag, CFA

President, Private Client

Howard Sontag

Managing Director

Stephen Spencer, CIMA^®

Managing Director

Kelly A. Spencer

Senior Advisor Associate

Carter Spicer

Client Service Associate

Mary Stammers, FPQP^®

Senior Client Service Associate

Martha Staniford

Managing Director

Lamone Stansbury

Client Service Associate

Taylor Stathis, CFP^®

Senior Vice President

Marnie Steigman

Senior Executive Assistant

Solomon Stewart, CFA

Managing Director, Co-Head of Defined Contribution

Karl Stiegmann, CFP^®

Vice President

Karin Maloney Stifler, CFP^®, AIF^®, MBA

Managing Director

Bryan Stretton, CFP^®

Vice President

Karla Sturmfels, FPQP^®

Assistant Vice President, Client Service Manager

Benjamin Sullivan, CFP^®

Assistant Vice President

Elizabeth Summers, JD

Director of Wealth Strategy

Michael Sustarsic, CFA

Managing Director, Head of Private Markets

Trey Swan

Advisor Associate

Julie Swanson

Senior Client Service Associate

Connor J. Swartz

Advisor Associate

Erik Szabocsik, CFP^®

Assistant Vice President

Tim Talbott, MA, CFP^®

Assistant Vice President

Shannon Thieke

Advisor Associate

John Thiel, MBA, CFP^®

Vice President

David Thome, CFP^®

Senior Vice President, Financial Institutions

Paige Thompson

Vice President

Emily Tiernan

Vice President, Client Service

Rosemary Timoney, CFP^®

Senior Vice President

Chad Tischer, CFP^®

Managing Director, Head of Family Office

Orlando Torres

Associate Vice President

Anthony Tranghese, CFA

Managing Director, Head of Institutional

Michael Tyler, CFP^®

Vice President

Karyn Tylicki, CFP^®

Senior Client Service Associate

Joel Urbina

Advisor Associate

Richard Van Benschoten, CFP^®

Executive Vice President, Business Development

Benjamin Van Zoest

Senior Associate, Financial Institutions

Luke Vandermillen Jr.

Associate Vice President

Serge Villani, CFP^®, CRPS^®

Vice President

Cindy Vitek

Client Service Associate

Edward C. von Lange, CFP^®, CPFA^®, AIF^®

Senior Vice President

Charles Walker, CFP^®, AIF^®

Senior Vice President

Virgil Wallace

Associate, Resource Specialist

Evan Walsh

Advisor Associate

Michael Walsh Jr.

Client Service Associate

Travis Walters

Vice President, Client Service Manager

Michèle Walthert, CFP^®, CRPC^®

Managing Director, Head of Advisor Success

Ian Weinberg, CFP^®

Managing Director

Alex Weiss

Vice President

Andrew Weissman, JD, CFP^®

Senior Vice President

Brian White

Managing Director

Leslie Whitney

Managing Director

Sandy Wiggins, CFP^®, AIF^®

Managing Director

Lenis Wilhelmi, AIF^®, CRPS^®

Vice President

Julie Williams, ADPA^®, ChFC^®, CFP^®

Senior Vice President

George Williams, AIF^®

Vice President

Morgan Witthun

Client Service Associate

Jared Wolfe, CPA, CFP^®

Assistant Vice President

Alyson Woolbright, FPQP^®

Senior Client Service Associate

Shane Workman

Manager, Financial Education

Sarah Wotherspoon, MS, CFP^®, CDFA^®

Managing Director

Patrick Wren

Managing Director

Altan Wuliji, CFP^®

Managing Director, Head of Financial Planning

Shawn Wyckoff

Senior Client Service Associate

Brian Yu

Chief Compliance Officer, Institutional

Michael Zeitler, CFA

Assistant Vice President

Ryan Zelaski

Managing Director