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Our advisors
All 295 advisors
Lauren Moone, CFA, CFP®, CPWA®
Managing Director
San Francisco, CA
Daniel Gilham, PhD, CFP®, CEPA®
Managing Director of Advisor Strategy
Jacksonville, FL
Allison Dunlap
Managing Director, Wealth Advisor
Washington, DC
Gary Corderman, AIF®
Managing Director
Los Angeles, CA+1 more
Jennifer Ma
Managing Director, Wealth Advisor
San Francisco, CA
Roy Satterthwaite
Managing Director
Los Angeles, CA
Kerrie Debbs, CFP®
Managing Director, Wealth Advisor
Cary, NC+1 moreNationwide
Thor Gould
Global Head, Farther Advisors
Miami, FL
Eleanor Ray
Senior Vice President, Wealth Advisor
Fort Worth, TX
Robert Davenport, AIF®, AEP®, CFBS
Principal, Wealth Advisor
Las Vegas, NV+1 more
Matthew Remis
Managing Director, Wealth Advisor
Boston, MA
Sutanto Widjaja
Chief Investment Officer, Farther Institutional
San Francisco, CA
Andrea Batey
Principal, Wealth Advisor
Springfield, MO
Andrea Stackland-Winterer, CFP®, CLTC®, CDFA®
Principal, Wealth Advisor
Needham, MA
Anthony Danaher
Principal, Wealth Advisor
Los Angeles, CA
Barry Bigelow
Principal, Wealth Advisor
Duluth, MN
Beata Dragovics, CFP®
Principal, Wealth Advisor
Boston, MA
Benjamin Coakley
Principal, Wealth Advisor
Jefferson City, MO
Benjamin Tegel
Principal, Wealth Advisor
Akron, OH
Bill Woodruff, CAIA®
Managing Director
Portland, OR
Brian Doe, CFP®
Principal, Wealth Advisor
Greensboro, GA
Bryan D’Alessandro, CFP®
Head of Advisor Growth
New York, NY
Bud Green, CIMA®, AIF®
Principal, Wealth Advisor
Culver City, CA
Casey Bear, CFP®, JD
Principal, Wealth Advisor
Bloomfield Hills, MI
Chad Rishel, CFP®, CLU®
Managing Director, Wealth Advisor
Medfield, MA+1 more
Chris Douglas
Principal, Wealth Advisor
Indianapolis, IN
Chris Tarkowski, CFP®
Principal, Wealth Advisor
Kalamazoo, MI
Christopher Masso, CRPS®
Principal, Wealth Advisor
Marlton, NJ
Craig Stearns, CFP®
Founder & Director, Stearns Wealth Management
Westport, CT
David Coles
Principal, Wealth Advisor
Irvine, CA
David Darby, CFA
Managing Director of Investment Strategy
Palm Beach, FL
David LeMond
Principal, Wealth Advisor
Mentor, OH
David Tarantino
Principal, Wealth Advisor
Larkspur, CA
Derieck Hodges
Principal, Wealth Advisor
Cape Girardeau, MO
Doug Lindsey, CFP®
Principal, Wealth Advisor
Albuquerque, NM
Doug Rodgers
Managing Director, Wealth Advisor
Bartlesville, OK
Eric Michalski, CFP®
Principal, Wealth Advisor
Atlanta, GA
Eric Watson
Principal, Wealth Advisor
Whitehouse, OH
Greg Tull, CFA
Principal, Wealth Advisor
San Rafael, CA
Harvey Hutchinson, AAMS®
Principal, Wealth Advisor
Glen Allen, VA
Janet Kohrmann, CFP®
Principal, Wealth Advisor
San Diego, CA
Jared Rand
Managing Director
Topeka, KS
Jay Handy
Principal, Wealth Advisor
Madison, WI
Jeff Hawkins
Managing Director, Wealth Advisor
Bend, OR+2 more
Jeff Kernodle
Principal, Wealth Advisor
Nashville, TN+1 more
Jeffrey Presley, CKA®
Managing Director, Wealth Advisor
Fort Wayne, IN
Jeremy Levinn, CFP®
Principal, Wealth Advisor
Philadelphia, PA
Jesse Blom, CFP®
Managing Director, Wealth Advisor
Sioux Falls, SD
Joe Young, AEP®, CFBS®, ChFC®
Principal, Wealth Advisor
Asheville, NC
Joel Van Hofwegen, CFP®, CRPC®
Principal, Wealth Advisor
Belmont, CA
John Torrence, AIF®, CRPS®
Principal, Wealth Advisor
Marlton, NJ
Jon Aldrich, CFP®, CPA
Principal, Wealth Advisor
Rockford, IL+1 more
Jon Timson
Principal, Wealth Advisor
Springfield, MO
Jonathan Doshier
Principal, Wealth Advisor
Dallas, TX
Jonathan Leidy, CFA, CFP®
Principal, Wealth Advisor
Larkspur, CA
Jordan Soclof
Managing Director, Wealth Advisor
New York, NY
Joseph Kuo, CFP®
Principal, Wealth Advisor
Fremont, CA
Josh Dvorak, CFP®
Managing Director, Wealth Advisor
Austin, TX+2 more
Katie Waters, CFP®
Principal, Wealth Advisor
Athens, GA
Lane Lamb
Principal, Wealth Advisor
Dallas, TX
Lewis Baker, CFP®, CEPA®, CRPS®
Principal, Wealth Advisor
Silver Spring, MD
Mark Manetti, CFP®
Principal, Wealth Advisor
Pittsburgh, PA
Martin Gaughan, CFP®, RICP®
Managing Director, Wealth Advisor
Chicago, IL
Matt Addington, CFP®
Managing Director, Wealth Advisor
Aledo, TX
Matthew Coakley, CFP®
Principal, Wealth Advisor
Summerville, SC
Michael Kaleel, ChFC®, CLU®
Principal, Wealth Advisor
Boston, MA
Michael Lee
Principal, Wealth Advisor & Focus Team Lead
San Francisco, CA
Michael Orzel, JD, CFP®
Principal, Wealth Advisor
Fernandina Beach, FL
Mitch Simkins
Principal, Wealth Advisor
Salt Lake City, UT
Nelson Bradshaw, CEPA®
Managing Director of Banking Strategies
Jacksonville, FL
Rian Waterman, CFA
Managing Director, Wealth Advisor
Davenport, IA
Ryan Huard, CFP®, AIF®, CPFA®
Managing Director, Wealth Advisor
Wellesley, MA
Ryan Mallow
Principal, Wealth Advisor
Jacksonville, FL
Sam Wilkerson, CFP®, CDFA®
Principal, Wealth Advisor
Atlanta, GA
Scott Coles, CLU®, ChFC®
Principal, Wealth Advisor
Irvine, CA
Scott Sanford, CFP®, CLU®, ChFC®
Principal, Wealth Advisor
Denver, CO
Steve Goldbloom
Principal, Wealth Advisor
Bellevue, WA
Taylor Hodges, CFP®, CEPA®
Principal, Wealth Advisor
Vero Beach, FL+2 more
Todd Link
Managing Director, Wealth Advisor
Bartlesville, OK
Trent Byerly
Managing Director, Wealth Advisor
Mount Solon, VA
Aaron Sheklin, Esq.
Director, Institutional Business
Jacksonville, FL
Andrew Hendricks, CFP®
Senior Vice President, Wealth Advisor
Charleston, SC
Anthony M. Thomas
Senior Vice President, Wealth Advisor
San Diego, CA
Barbara Dugan
Senior Vice President, Wealth Advisor
San Francisco, CA
Benjamin Porras, CFA
Senior Vice President, Wealth Advisor
Los Angeles, CA
Bev Holley
Senior Vice President, Wealth Advisor
Hilton Head, SC+2 more
Bill Hansen, CFP®
Senior Vice President, Wealth Advisor
Petoskey, MI
Bill Zaika, Jr., CFP®
Senior Vice President, Wealth Advisor
Syracuse, NY
Bill Zaika, Sr., CFP®
Senior Vice President, Wealth Advisor
Syracuse, NY+1 more
Bob Kelly, CFA
Senior Vice President, Wealth Advisor
New York, NY
Bradley Scoular, AIF®, CLU®, CLTC®
Senior Vice President, Wealth Advisor
Denver, CO
Brett Tushingham, CFP®
Senior Vice President, Wealth Advisor
North Carolina+2 more
Brian Fleming, ChFC®, AIF®, CLU®, TPCP®
Senior Vice President, Wealth Advisor
Wilmington, NC
Charles Sullivan, CFP®
Senior Vice President, Wealth Advisor
Delray Beach, FL
Cheryl Green
Senior Vice President, Wealth Advisor
Bartlesville, OK
Corey Golden, CFP®
Senior Vice President, Wealth Advisor
Pittston, PA
Craig Sullivan
Senior Vice President, Wealth Advisor
Delray Beach, FL
Dan Kellar, CPFA®
Senior Vice President, Wealth Advisor
Columbia, MO
David Graham
Senior Vice President, Wealth Advisor
Charlottesville, VA
David Pagels
Senior Vice President, Wealth Advisor
Ashland, WI
Derek Eckert, CFP®, CEBS®
Senior Vice President, Wealth Advisor
Austin, TX
Evor Vattuone, CFP®
Senior Vice President, Wealth Advisor
Walnut Creek, CA
Herb Flores, CAIA®, CFP®
Senior Vice President, Wealth Advisor
Austin, TX
Hugues Rivard, CFP®
Senior Vice President, Wealth Advisor
Boston, MA
Jeffrey Becker, CFA
Senior Vice President, Wealth Advisor
Redwood City, CA
Jim Thompson, CFP®, CFA
Managing Director, Wealth Advisor
West Des Moines, IA
John Carey, CRPC®, CMFC®
Senior Vice President, Wealth Advisor
Austin, TX
John Marshall, CFA, CFP®, AIF®
Senior Vice President, Wealth Advisor
Petoskey, MI
Jonathan Cracraft
Director of Financial Planning
Indianapolis, IN
Jonathan Lore
Senior Vice President, Wealth Advisor
Denver, CO
Joseph Coulson, APMA®
Senior Vice President, Wealth Advisor
Charlottesville, VA
Joseph Curtin
Senior Vice President, Wealth Advisor
Saratoga Springs, NY
Joseph Mayone, CFP®
Senior Vice President, Wealth Advisor
Southfield, MI+2 more
Joseph Palumbo
Senior Vice President, Wealth Advisor
Armonk, NY
Joshua Wilcoxson, CFP®, AIF®
Senior Vice President, Wealth Advisor
Pueblo, CO
Keith Furuya
Senior Vice President, Wealth Advisor
San Jose, CA
Keith Sauls, CFA
Senior Vice President, Wealth Advisor
Charleston, SC
Kenneth Green, CFP®
Senior Vice President, Wealth Advisor
Bartlesville, OK
Kevin Jamali
Senior Vice President
Chicago, IL+2 more
Kevin Roche, CFP®
Senior Vice President, Wealth Advisor
Walnut Creek, CA+2 moreNationwide
Lloyd Yamada, CFP®
Senior Vice President, Wealth Advisor
Park City, UT
Louis Blyth Llanes, CFA, CMT®
Senior Vice President, Wealth Advisor
Austin, TX+2 more
Lynn Baldwin, CFP®, CLU®, ChFC®, CTFA, AEP®
Senior Vice President, Wealth Advisor
Pocatello, ID
Margie Carpenter, CFP®, CDFA®
Senior Vice President, Wealth Advisor
Chagrin Falls, OH+2 more
Matthew Alfonzetti
Senior Vice President, Wealth Advisor
Armonk, NY
Max Zwain
Senior Vice President, Wealth Advisor
New Orleans, LA
Michael Daudelin
Senior Vice President, Wealth Advisor
Hingham, MA
Michael Hudson, AIF®
Senior Vice President, Wealth Advisor
Wilmington, NC
Mike Whitmore
Senior Vice President, Wealth Advisor
Denver, CO
Nate Bosek, CFP®
Managing Director, Wealth Advisor
Saint Cloud, MN+1 more
Nathan Brown, CFP®, ChFC®, CLU®, RICP®
Managing Director, Wealth Advisor
Portland, OR
Olga Raykhelson, CFP®
Senior Vice President, Wealth Advisor
New York, NY+1 more
Parker O’Sullivan, CRPS®
Senior Vice President, Wealth Advisor
San Francisco, CA
Raymond Gin
Senior Vice President, Wealth Advisor
San Francisco, CA
Robert Campbell, CFP®, APMA®
Senior Vice President, Wealth Advisor
Stony Brook, NY
Robert Fuest
Senior Vice President, Wealth Advisor
Katy, TX
Rod Russell
Senior Vice President, Wealth Advisor
Chicago, IL
Ryan Thomas, CFP®, CTS®, CWS®
Senior Vice President, Wealth Advisor
Wilmington, NC
Sameer S. Sarmast
Senior Vice President, ESG Investments
New York, NY+2 moreNationwide
Steve Boblis, LUTCF®
Senior Vice President, Wealth Advisor
San Francisco, CA
Stephen J Hazel, CFP®, CeFT®, RLP®, EA
Managing Director, Wealth Advisor
Tempe, AZ
Steven Schoenberger, JD
Senior Vice President, Wealth Advisor
Minneapolis, MN+2 moreNationwide
Taylor Lloyd
Managing Director, Wealth Advisor
Jacksonville, FL
Terence Gallagher
Senior Vice President, Wealth Advisor
New York, NY+2 more
M. Thomas Pablo, CFP®
Senior Vice President, Wealth Advisor
Washington, DC+1 moreNationwide
Tim McNeely, CFP®, CIMA®, CEPA®, CPFA®
Senior Vice President, Wealth Advisor
Bakersfield, CA+1 moreNationwide
Tim Nanson, CFP®
Senior Vice President, Wealth Advisor
Fergus Falls, MN
Todd Sensing, CFA, CFP®, CEPA®
Senior Vice President, Wealth Advisor
Santa Rosa Beach, FL
Tony Price, AIF®
Senior Vice President, Wealth Advisor
Miinneapolis, MN+1 more
Trevor Conlon
Senior Vice President, Wealth Advisor
Wilmington, DE+2 more
Tyler Morris
Senior Vice President, Wealth Advisor
Broomfield, CO+3 more
Vishal Saluja
Senior Vice President, Wealth Advisor
San Francisco, CA
William Gilmore
Senior Vice President, Portfolio Manager
Sacramento, CA+1 more
Yuliya Brown, CFP®
Senior Vice President, Wealth Advisor
San Diego, CA
Chris Roy
Senior Vice President, Wealth Advisor
Boston, MA
Greg Montejo, RICP®
Vice President, Wealth Advisor
Bakersfield, CA
Rex Hammack
Associate Vice President, Wealth Advisor
Columbia, SC
Bradly Stevens, CEPA®, ChFC®, CLU®, WMCP®, AIF®, CLTC®, LUTCF®
Vice President, Wealth Advisor
San Diego, CA
Paul Salvetti
Vice President, Institutional & Retirement Plan Advisor
Rochester, NY
Abigail Evans
Associate Vice President, Wealth Advisor
Jacksonville, FL
Adam Headley
Relationship and Wealth Manager
Lebanon, OH
Alan Gappinger, CLU®, ChFC®, CFP®, CFEd®
Vice President, Wealth Advisor
NationwideNationwide
Ali Moscoffian, AWMA®
Wealth Advisor
Boston, MA
Andrea Gray, CRPC®
Managing Director, Wealth Advisor
New York, NY
Andrew Hall, CFP®, EA
Manager, Tax & Financial Planning
Monterey, CA+1 more
Andrew Karasyk, CFP®, CEPA®, CIMA®, RICP®
Associate Vice President, Wealth Advisor
New York, NY
Anthony LaRosa
Managing Director, Wealth Advisor
Indianapolis, IN+1 moreNationwide
Art Creel, CEPA®, CRPC™
Vice President, Wealth Advisor
Franklin, TN+1 moreNationwide
Ashley Woods
Vice President, Wealth Advisor
Needham, MA
Austin Presley
VP Wealth Advisor
Peru, IN
Bill McNeer, CFP®, AIF®, CLTC®
Vice President, Wealth Advisor
Charleston, SC
Bobby Hart
Vice President, Wealth Advisor
Harrisonburg, VA+2 more
Brad Heaps, CFP®
Senior Vice President, Wealth Advisor
Roseville, CA+2 more
Brad Reichert, CFP®, ChFC®, CFA
Certified Financial Planner
Phoenix, AZ
Bradley Sim
Vice President, Wealth Advisor
Lynden, WA
Brayden Little, CFP®
Senior Vice President, Wealth Advisor
San Jose, CA
Bryan Sitzer, CPA
Vice President, Wealth Advisor
Toms River, NJ
Cara Hedden, CFP®
Wealth Advisor
Athens, GA
Carolyn Hoffman
Vice President, Wealth Advisor
Springfield, MO
Carrie Ma, CFP®, TPCP®
Associate Vice President, Wealth Advisor
New York, NY+2 moreNationwide
Charlie Thomas, CFP®, MBA
Wealth Advisor
Plantation, FL
Chris Young
Managing Director, Wealth Advisor
Aptos, CA
Christian Pierce, AWMA®
Associate Vice President, Wealth Advisor
New York+2 moreNationwide
Christine Thibodeaux, CFP®
Vice President, Wealth Advisor
San Francisco, CA
Christopher Veneto
Vice President, Wealth Advisor
Boston, MA
Cole Fleming
Associate Vice President, Wealth Advisor
Wilmington, NC
Corey Creel, CFP®, ChFC®
Vice President, Wealth Advisor
Nashville, TN+1 moreNationwide
Courtney Font, CFP®
Vice President, Wealth Advisor
Petoskey, MI
Craig Sarembock
Principal, Wealth Advisor
Cincinnati, OH
Dalton Atchison, CFP®
VP Wealth Advisor
Fort Wayne, IN
Daniel Herrera
Vice President
Tampa Bay, FL
Darren Ting
Vice President, Wealth Advisor
San Francisco, CA
Dave Bromeier, CREd®, CFEd®
Vice President, Wealth Advisor
Greenwood Village, CO
David M. Eldridge, CRPC®
Associate Vice President, Wealth Advisor
Phoenix, AZ
David Plaisance, LUTCF®
Associate Vice President, Wealth Advisor
Asheville, NC
Dennis Mykytyn
New York, NY
Dennis Williams Jr
Vice President, Wealth Advisor
Seattle, WA
Devin Satterthwaite
Vice President, Wealth Advisor
New York, NY+1 more
Dino Giovannone, CRPS®, CPFA®
Wealth Advisor
Wheeling, WV
Edward Jenkins
Vice President, Wealth Advisor
Pittsburgh, PA
Ember Martin, CFP®
Vice President, Wealth Advisor
Johnson City, TN
Eric Farr
Vice President, Wealth Advisor
Charleston, SC
Eric Fischer
Vice President, Wealth Advisor
NationwideNationwide
Eric Rodriguez, CFP®
Senior Vice President, Wealth Advisor
Carlsbad, CA+1 moreNationwide
Erik J. Larsen
Vice President, Wealth Advisor
Phoenix, AZ
Felton Jenkins, CFA
Vice President, Wealth Advisor
Hood River, OR+2 more
Ferris Dean
Relationship Manager & Associate Financial Planner
Silver Spring, MD
George Timson
Vice President, Wealth Advisor
Springfield, MO+1 more
Grant Sylvester
Vice President, Wealth Advisor
Wilmington, NC
Harry Krigman
Senior Vice President, Wealth Advisor
Portland, ME
Herbert Kyles, CFP®, AWMA®
Senior Vice President, Wealth Advisor
Denver, CO+2 more
Hunter Shaughnessy
Associate Vice President, Wealth Advisor
Boston, MA
Jackie Klauberg, CFP®, CRPC®
CFP® & Client Manager
Naples, FL+1 more
Jaclyn Marshall
Associate Advisor
Denver, CO
Jacob Barr, CFP®, CRPC®
Vice President, Wealth Advisor
Duluth, MN
James Bauman, CFP®
Vice President, Wealth Advisor
Spokane, WA
James Cartright
Client Operations Associate
Indianapolis, IN
James J. Walsh, CMFC®
Vice President, Wealth Advisor
Grand Rapids, MI
Jason Brown
Vice President, Wealth Advisor
Garland, TX
Jay Chang
Vice President, Wealth Advisor
Tempe, AZ+2 more
Jeff Schlotterbeck, CFP®
Senior Vice President, Wealth Advisor
Tampa, FL
Jeffrey Glenn, CFP®
Vice President, Wealth Advisor
Roanoke, VA
Jesse Ruda
Associate Vice President, Wealth Advisor
Jacksonville, FL
Jim Funk, CFP®
Vice President, Wealth Advisor
Atlanta, GA
Joe Casselman, ChFC®
Associate Vice President, Wealth Advisor
Arlington, TX
Joel Estes, CFP®, AIF®, CPFA™, NQPC™
Relationship and Wealth Manager
Dayton, OH
John Hawley, CFA
Vice President, Wealth Advisor
West Des Moines, IA
John Paolini, JD
Vice President, Wealth Advisor
Boston, MA
Johnny Fauver, CFP®
Vice President, Wealth Advisor
Reno, NV
Jonathon Mason
Vice President, Wealth Advisor
Cincinnati, OH
Josh Volgarino, CFP®, CExP™, ChFC®, WMCP®
Vice President, Wealth Advisor
Cedar Rapids, IA+2 more
Joshua Becker
Associate Vice President, Wealth Advisor
Oakland, CA
Justin Rose
Vice President, Wealth Advisor
Indianapolis, IN
Kaden Walsh, CFP®
Associate Vice President, Wealth Advisor
Topeka, KS
Kirby Houchin
Vice President, Wealth Advisor
Wasilla, AK
Kirk Barrett, CFP®, EA
Vice President, Wealth Advisor
Plano, TX
Kirk Matenaer, CFP®
Vice President, Wealth Advisor
Charleston, SC
Lance Lehman, CFP®, CIMA®, CPWA®
Land O' Lakes, FL+1 moreNationwide
Manav Bhatia
Associate Vice President, Wealth Advisor
Miami, FL
Mario Battistini, CFP®, CFA
Financial Planner & Client Manager
Naples, FL
Mark Phillips, MBA, CFP®, AIF®
Vice President, Wealth Advisor
Newport Beach, CA+1 moreNationwide
Matt Hearn, CFP®, ChFC®
Managing Director, Wealth Advisor
Winston-Salem, NC
Melissa Fradenburg, CDFA®, AIF®
Vice President, Wealth Advisor
Grosse Pointe, MI
Merissa Benitez Jackson
Associate Vice President, Wealth Advisor
Edmonds, WA
Michael Cear
Senior Vice President, Wealth Advisor
Berkeley Heights, NJ
Michael DeSantis, CFP®
Vice President, Wealth Advisor
Los Angeles, CA
Michael Flatley
Vice President, Wealth Advisor
Mount Pleasant, SC
Michael (Mike) Smith
Associate Vice President, Wealth Advisor & Investment Portfolio Manager
St. Augustine, FL
Michael Mink
Vice President, Wealth Advisor
San Rafael, CA
Mike Butler, CRPC®
Wealth Advisor & Relationship Manager
Atlanta, GA+2 more
Mitzie Wilson, CFP®, SE-AWMA®, RICP®
Vice President, Wealth Advisor
Atlanta, GA
Mollie Sebak, CFP®
Vice President, Wealth Advisor
Melbourne, FL
Morgan Barnhill
Associate Vice President, Wealth Advisor
Bartlesville, OK
Myles Jackson
Vice President, Wealth Advisor
Springfield, MO
Nathan Chapel
Vice President, Wealth Advisor
Hoffman Estates, IL
Nicholas Pantle, CFP®, CPFA®, CRPC®
Senior Vice President, Wealth Advisor
Moorestown, NJ
Norman Levesque
Senior Vice President, Wealth Advisor
Portland, ME
Patrick Golden
Vice President, Wealth Advisor
NationwideNationwide
Peter Sullivan CFP®, CPWA®
Senior Vice President, Wealth Advisor
Jacksonville, FL
Phil Weinstein, CRPC®
Vice President, Wealth Advisor
Austin, TX
Philip Cawley
Senior Vice President, Wealth Advisor
Portland, ME
Raul Berina
Senior Vice President, Wealth Advisor
Hudson Valley, NY+1 moreNationwide
Raymond Wilcox
Managing Director, Wealth Advisor
Winston-Salem, NC
Robert Casale, CRPC®
Vice President, Client Manager
New York, NY
Robert Olsen, AIF®, CLTC®
Principal, Wealth Advisor
San Mateo, CA
Robert Smith
Associate Vice President, Wealth Advisor
Orangeburg, SC
Ryan Gappinger
Vice President, Wealth Advisor
NationwideNationwide
Sam Schwartz, CFP®
Vice President, Wealth Advisor
Chicago, IL
Samuel Lingo
Associate Vice President, Wealth Advisor
Evansville, IN
Sani Fuimaono
Vice President, Wealth Advisor
Buckeye, AZ
Scott Brockman
Associate Vice President, Wealth Advisor
Natick, MA
Scott Svoboda
Vice President, Wealth Advisor
Hoffman Estates, IL
Sean Hussey
Senior Vice President, Wealth Advisor
Saco, ME
Sean Lee
Managing Director, Wealth Advisor
Irvine, CA+1 more
Stuart Choy
Vice President, Wealth Advisor
Hercules, CA
Theo Perry
Wealth Advisor
Vero Beach, FL
Thomas Gray, CFA, CFP® PhD
Vice President, Wealth Advisor
Indianapolis, IN
Tim Schott, CPA, PFS
Managing Director, Wealth Advisor
Tucson, AZ
Todd Kitzens
Associate Vice President, Wealth Advisor
Dallas, TX+2 more
Todd Lebor, CFP®
Senior Vice President, Wealth Advisor
Boulder, CO
Tom Hanna, CFA
Associate Vice President, Wealth Advisor
Los Angeles, CA
Vicki Hall
Vice President, Wealth Advisor
Indianapolis, IN
Walter Megonigal, JD, CPWA®
Wealth Advisor
Charlottesville, VA
Will Hullinger, CFP®
Principal, Wealth Advisor
Detroit, MI+2 more
William Amburn, CPA
Vice President, Wealth Advisor
King, NC
William Platt, CFP®, CFS®
Managing Director, Wealth Advisor
New York, NY
William Todd
Senior Vice President, Wealth Advisor
Harpswell, ME
Yury Dzhishkariani
Associate Vice President, Wealth Advisor
Tigard, OR
Zac Etoch
Associate Vice President, Wealth Advisor
Dallas, TX
Zach Staggs
Managing Director, Wealth Advisor
San Diego, CA+2 more
Zina Kumok
Vice President, Wealth Advisor
Indianapolis, IN
Bob Tabor, AIF®, AWMA®
Principal, Wealth Advisor
Austin, TX
Marc Campbell
Senior Vice President, Wealth Advisor
Santa Monica, CA
Ty Treadway
Associate Vice President, Wealth Advisor
Frisco, TX
Enrique Enriquez
Vice President, Wealth Advisor
San Diego, CA