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Team
Platform Sales
Carl D’Aquila
Platform Investment Consultant
Jason Snyder, CFP®
Investment Consultant
Ryan Schnittker, CFP®
Platform Investment Consultant
Jason Alexander
Platform Investment Consultant
Frank Little
Platform Investment Consultant
Robert A. Schlegel
SVP, Co-Head of National Sales
Connor Thompson
Platform Investment Consultant
Jarred Sutton
Platform Investment Consultant
Steven Elf
Platform Investment Consultant
Zach Perch, CFP®, BFA™
Senior Platform Investment Consultant
Mark Manos, CFS®
Senior Investment Consultant
Tyler Marlatt, CIMA®
Investment Consultant