John Stratton

Senior Vice President, Financial Advisor

CPA, CFA®, CFP®

Anna Formicola

Senior Vice President, Financial Advisor

CFP®

Jay Butler

Senior Vice President, Financial Advisor

CFA®, CFP®

Bob Welch

Senior Vice President, Financial Advisor

Mark Fredenburg

Senior Vice President, Financial Advisor

CFA®

Theodore S. Jablonski

Senior Vice President, Financial Advisor

CRPC®*

Mike Welch

Vice President, Financial Advisor

CFA®

Jack Bellamy

Senior Vice President, Financial Advisor

CFA®, CFP®

Mark Keeling

Trevor Stratton

Financial Advisor Assistant

Andy Liang

Scott Chen

Sri Hendrasono

Administrative Assistant