Meet
Our Staff
Aaron Henning
Certified Financial Coach
Abigail Santos
Distribution Specialist, Tier III
Adam Charles
VP of Business Solutions
Adamaris Andrade
Distribution Specialist, Tier I
Adonis Richard
Retirement Services Agent, Tier III
Alex Garcia, CFP®, ECA
Senior Wealth Advisor
Alia Salah
Director, Client Onboarding
Allie Weeks
Retirement Services Agent, Tier I
Anthony Le
Design Specialist
Antonieta Amendolara
Financial Wellness Coordinator
Anuja Bapat
Tax Manager
Ashley Messer
Senior Client Associate
Brad Hoegler
Senior Retirement Plan Specialist
Brady Bowers
Retirement Services Agent, Tier II
Brady Coon
Remittance Specialist, Tier III
Brandon Harris
Financial Reporting Accountant
Brenda Cruz-Guzman
Remittance Specialist, Tier III
Campbell Hinrichs
Recordkeeper Business Analyst
Carolina Figueroa
Retirement Plan Specialist
Carrie Yates
Senior Wealth Advisor
Chandler Booth
Wealth Advisor
Chanel Thomas
Customer Service Manager
Chantal Lockwood
Operations Specialist
Christina Berdion
Client Service Associate
Cristhian Gonzales
Associate
Dakota Rapstine
Senior Financial Reporting Accountant
Dakota Staton, CFP®
Private Wealth Advisor
Danielle Irwin
Onboarding Specialist
Dan Neil
Wealth Advisor
Dany Ramon
Remittance Specialist, Tier I
Darin Gosnell
Client Onboarding Specialist
Dawn Edwards
Senior Wealth Advisor
David Rodriguez
Director of Government Services
Desiree Alvarez
Distribution Specialist, Tier I
Dominick Zucconi
Senior Retirement Plan Specialist
Dru Benson
Account Manager
Emma Berthiaume
Staff Accountant
Eric Light
Director of Operations and Trading
Dr. Eric Williams, CFP®, M.P.P.
Senior Consultant
Ethan Looney
Associate Advisor
Garrett Adams, MBA, M.Jur, CEPA, EA
Vice President
Garrett Vanneman, CFP®
Senior Wealth Advisor
Gracen Kahler
Marketing Communications Specialist
Harrison MacDonald
Wealth Advisor
Harvey Lee
ERISA Compliance Senior Specialist
Hudson Ruen
Private Wealth Advisor
Izel Irdem
Digital Marketing Manager
Jaime Barraza
Vice President of Retirement Plans Systems and Operations
JaLen Loggins
Retirement Services Agent, Tier I
Janett Tapia
Certified Financial Coach
Jason Vargas
Senior Client Associate
Jay Horn MBA, AAMS®
Senior Wealth Advisor
Javier Zamora
Client Success Manager
Jeff Churba, CFP®, CIMA®, CDFA®
Senior Wealth Advisor
Jessika Land
Retirement Services Agent, Tier I
Jimmi Fussner
Remittance Manager
John Sturgis, CFP®
Senior Wealth Advisor
Jose Pequeno
Certified Financial Coach
Josue Reyes-Mendez
ERISA Compliance Junior Specialist
Juan Rodriguez
Retirement Services Agent, Tier I
Julie Lane
Retirement Plan Specialist
Julie Purdy
Tax Manager
Kalen Darling
Senior Wealth Advisor
Kameron Castaneda
Retirement Services Agent, Tier III
Karissa Brick
Associate Advisor
Katherine Wright
Financial Coach
Keaton Christian
Associate Advisor
Kelsey Torres
Distribution Specialist, Tier I
Kevin Hull
Retirement Plan Specialist
Kieran Talbot
Senior Client Associate
Kory Mora
Distribution Specialist, Tier III
Lexi Amillano
Client Service Associate
Louis Perez, CRPC®
Associate Advisor
Luis Martinez
Distribution Specialist, Tier II
Maceo Orta
Institutional Sales Associate
Macy Hauptmann, CFP®
Director of Financial Planning
Madalyn Turner
Associate Advisor
Maegan Villarreal
Plan Consultant
Malcolm Lunn
Client Service Associate
Marques Cormier
Senior Wealth Advisor
Matthew Almquist
Associate Advisor
Megan Polansky
Operations Specialist
Meredith Schiele
Marketing Coordinator
Michael Gonzalez
Record Keeping Operations Manager
Mildred Martinez
Plan Coordinator
Miranda Perry
Distribution Specialist
Molly Coyle
Senior Wealth Advisor
Monica Susaita
Remittance Specialist
Myrna Fuentes
Loan Specialist
Mykayla Baran
Retirement Services Agent, Tier II
Nicole Silva
Distribution Specialist, Tier III
Nicole Garcia
Staff Accountant
Omar Salinas
Junior Systems Administrator
Patrick Maynor
Equity Portfolio Manager
Patrick Pucher, CFA®
Senior Wealth Advisor
Rachel Barzen
Senior Client Associate
Ramiro Mercado
Retirement Services Agent, Tier I
Randy Feid, ChFC®
VP, Business Development - Northeast Region
Rashad Baker
Director of Operations
Rebecca Lenard
Client Success Manager
Regan Thompson
Remittance Specialist, Tier I
Richard Blanton
Retirement Services Agent, Tier I
Robert Phillips
Client Service Associate
Ryan Buckelew
Account Executive
Ryan Canales, CPFA®, NQPA®
Senior Wealth Advisor
Ryan Mayer, CFP®
Wealth Advisor
Sarah Blank
Remittance Specialist, Tier III
Sarah Gilson
Proposal Strategist
Simon Miselis
Senior Regulatory Plan Compliance Manager
Sire Becerra
Retirement Services Agent, Tier III
Sonia Sanchez
Plan Coordinator
Summer Vande Hey
Remittance Specialist, Tier III
Sherry Echart, CPFA®
Retirement Plan Specialist Regional Manager
Symone Cox
Retirement Services Agent
Taylor Dunn
Retirement Services Agent, Tier III
Tina Silva
ERISA Processing Specialist
Trisha Mallard
Receptionist
Tristan Ryerson
Retirement Services Agent, Tier I
William Suntrapak
Associate Advisor
Yamillee Brown
Executive Assistant | Office Manager
Yvette Martinez
Remittance Specialist, Tier III