Meet
Our Staff
Aaron Henning
Financial Coach
Adam Charles
VP, Technology
Alex Garcia, CFPĀ®, ECA
Senior Wealth Advisor
Alex Peck
Systems Administrator
Ashley Messer
Client Service Associate
Barbara Martin
Office Assistant
Bindu Doddapaneni
Financial Reporting Accountant
Blake Rhodes, CFPĀ®, AIFĀ®
Director of Financial Planning
Brad Hoegler
Senior Retirement Plan Specialist
Cristhian Gonzales
Analyst
Cyndi Floyd
Staff Accountant
Clayton Puckett
Retirement Plan Specialist
Daniel Driver
Senior Wealth Advisor
Daryl Smith
Lead Retirement Plan Specialist
David Rodriguez
Director of Government Services
Dennis Bielik, CFA, CFPĀ®, FRM
Managing Director
Devin Taylor
Retirement Plan Specialist
Devin Turner
Equity and Derivatives Analyst
Doug White
Retirement Plan Specialist
Dominick Zucconi
Retirement Plan Specialist
Edgar Ortiz
Retirement Plan Specialist
Eduardo Cabrera
Institutional Sales Associate
Emma Berthiaume
Staff Accountant
Eric Light
Director of Operations and Trading
Galen Bearden CFPĀ®, EA, MBA
Senior Wealth Advisor
Garrett Adams, CFPĀ®
Senior Wealth Advisor
Harrison MacDonald
Office Manager/Associate Advisor
Hillary Poole
VP, Sales Development
Isaac Mendez
Retirement Services Agent III
Izel Akin
Digital Marketing Specialist
Janett Tapia
Financial Coach
Jason Vargas
Client Associate
Jay Horn MBA, AAMSĀ®
Senior Wealth Advisor
John Fowler
Retirement Plan Specialist
John Sturgis CFPĀ®
Senior Wealth Advisor
Josue Reyes
Customer Service Representative
Julia Albing
Project Manager
Kevin Hull
Retirement Plan Specialist
Kieran Talbot
Client Associate
Lauren Harvey, QKA
Director of Operations
Macy Dunegan, CFPĀ®
Retirement Plan Consultant
Maegan Villarreal
Analyst | Institutional Investments
Mark Essenfeld, CFPĀ®, AIFĀ®
Financial Planner, Midwest Region
Marky Ramos
Plan Coordinator
Matt Anderson, CFPĀ® , AIFĀ®, EA
Senior Wealth Advisor
Matt Escalante, CFPĀ®
Director, Institutional Investment Initiatives
Mason Moses
Investment Advisor
Megan Polansky
Customer Service Representative
Melissa Kirk
VP, Operations
Michael Gonzalez
Customer Service Representative
Mildred Dircio
Trade Agent
Monica Susaita
Processor
Monsterrat Bonilla
Cypher Senior Manager
Myrna Fuentes
Team Lead, Distribution Processing
Nicole Garcia
Staff Accountant & Benefits Coordinator
Nicole Silva
Processor
Nic Hauptmann
Retirement Plan Specialist
Omar Salinas
Technology Services Associate
Patrick Maynor
Equity Portfolio Manager
Rashad Baker
Team Lead, Customer Service
Rey Cepeda
Marketing Director
Robert Britton CFA, CFPĀ®
Senior Wealth Advisor
Robert Hinds
Investment Associate
Ruben Rodriguez QKA, QPA
Regulatory Compliance Manager
Ryan Canales
Director of Institutional Retirement Plans
Ryan Swayze
VP - Technology & Development
Samantha Williams
Client Service Associate
Sarah Nadiri
Senior Wealth Advisor
Sean Romero
Retirement Plan Specialist
Sergio Rodriguez
Senior Compliance Specialist
Shaina Craig
Distributions Specialist
Sherry Echart
Retirement Plan Specialist
Simon Miselis
Compliance Specialist
Sire Becerra
Customer Service Representative
Sonia Sanchez
Processor
Steve Orta
Managing Director
Tina Silva
Team Lead, Contribution Processing
Thanh Leonard
Staff Accountant
Tingyi Lu
Business Analyst
Yvette Martinez
Trade Agent