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Team
Business Development
Justin Terman
Investment Consultant
Andrew Babin
Platform Consultant
Jenna Kepner
Platform Consultant
Pearse Hobson
Platform Consultant
Jack McLane
Platform Consultant
Ryan Steele, CFA®
Investment Consultant
Ryan Schnittker, CFP®
Platform Investment Consultant
Jason Alexander
Platform Investment Consultant
Jeffrey Daigneault
Investment Consultant
Kade Vasi, CPWA®, CIMA®
Investment Consultant
Frank Little
Platform Investment Consultant
Greg Morel
Investment Consultant
Robert A. Schlegel
SVP, Divisional Sales Manager
Anthony Graves
Investment Consultant
Connor Thompson
Platform Investment Consultant
Jim Way
SVP, Head of Internal Sales
Rob Holmes
Internal Sales Manager
Rick Parker
Investment Consultant
Brian Fitzgerald, CFS®, BFA™
Senior Investment Consultant
Michael Cole, CFP®, CFS®
Senior Investment Consultant
