Katelyn Plassmeyer

Eugene Choi

Regional Vice President, Partner Programs

CFP®, ChFC®, AEP®

Megan Marxen

Catherine Castelli

Glenn Pereira

Amy De Haai

Gina Most

Michelle Brownstein

Chief New Client Development Officer

CFP®

Emma Abi-Haidar

Waqar Malik

Anna Anderson

Jillian Constantine

Nicolette Stokholm

Joe Lindsey

Bryan Lennon

Regional Vice President, New Client Development

CFP®

Lindsey DeWitt

Julie Yang

Deonna Robinson