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Our Staff

Aaron Henning

Aaron Henning

Certified Financial Coach

Abigail Santos

Abigail Santos

Distributions Processor Tier I

Adam Charles

Adam Charles

VP of Business Solutions

Adamaris Andrade

Adamaris Andrade

Retirement Services Agent Tier I

Adonis Richard

Adonis Richard

Retirement Services Agent Tier III

Alex Garcia, CFP®, ECA

Alex Garcia, CFP®, ECA

Senior Wealth Advisor

Alia Salah

Alia Salah

Director, Client Onboarding

Antonieta Amendolara

Antonieta Amendolara

Financial Wellness Coordinator

Ashley Messer

Ashley Messer

Senior Client Associate

Barbara Martin

Barbara Martin

Office Assistant

Blake Rhodes, CFP®, AIF®

Blake Rhodes, CFP®, AIF®

Director of Financial Planning

Brad Hoegler

Brad Hoegler

Senior Retirement Plan Specialist

Brady Coon

Brady Coon

Remittance Specialist Tier I

Brandon Harris

Brandon Harris

Remittance Specialist

Brenda Cruz-Guzman

Brenda Cruz-Guzman

Remittance Specialist Tier II

Carolina Figueroa

Carolina Figueroa

Retirement Plan Specialist

Chantal Lockwood

Chantal Lockwood

Retirement Services Agent Tier I

Christina Berdion

Christina Berdion

Client Service Associate

Claire Bendtschneider

Claire Bendtschneider

Communication Specialist

Cristhian Gonzales

Cristhian Gonzales

Analyst

Cyndi Floyd

Cyndi Floyd

Staff Accountant

Daniel Driver

Daniel Driver

Wealth Advisor

Danielle Irwin

Danielle Irwin

Onboarding Specialist

 Dany Ramon

Dany Ramon

Retirement Services Agent Tier I

David Rodriguez

David Rodriguez

Director of Government Services

DiAnna Stevens

DiAnna Stevens

Retirement Services Agent Tier II

Dominick Zucconi

Dominick Zucconi

Senior Retirement Plan Specialist

Emily Bennington

Emily Bennington

Distribution Specialist Tier II

Emma Berthiaume

Emma Berthiaume

Staff Accountant

Eric Light

Eric Light

Director of Operations and Trading

Dr. Eric Williams, M.P.P

Dr. Eric Williams, M.P.P

Vice President, Business Development, Southeast Region

Garrett Adams,  MBA, M.Jur, CEPA, EA

Garrett Adams, MBA, M.Jur, CEPA, EA

Senior Wealth Advisor

Harrison MacDonald

Harrison MacDonald

Associate Advisor

Hillary Poole

Hillary Poole

Institutional Investment Advisor

Izel Akin

Izel Akin

Digital Marketing Manager

Janett Tapia

Janett Tapia

Certified Financial Coach

Jason Vargas

Jason Vargas

Senior Client Associate

Jay Horn MBA, AAMS®

Jay Horn MBA, AAMS®

Senior Wealth Advisor

Javier Zamora

Javier Zamora

Client Success Manager

Jimmi Fussner

Jimmi Fussner

Remittance Manager

John Fowler, CFP®

John Fowler, CFP®

Senior Wealth Advisor

John Sturgis, CFP®

John Sturgis, CFP®

Senior Wealth Advisor

Josue Reyes-Mendez

Josue Reyes-Mendez

ERISA Compliance Junior Specialist

Julia Albing

Julia Albing

Program Coordinator

Katherine Wright

Katherine Wright

Financial Coach

Keaton Christian

Keaton Christian

Client Associate for Private Wealth Accounts

Kelsey Torres

Kelsey Torres

Retirement Services Agent Tier I

Kevin Hull

Kevin Hull

Retirement Plan Specialist

Kieran Talbot

Kieran Talbot

Client Associate

Kory Mora

Kory Mora

Distribution Specialist Tier II

Louis Perez

Louis Perez

Retirement Plan Specialist

Luis Martinez

Luis Martinez

Retirement Services Agent Tier II

Maceo Orta

Maceo Orta

Institutional Sales Associate

Maegan Villarreal

Maegan Villarreal

Plan Consultant

Mark Essenfeld, CFP®, AIF®

Mark Essenfeld, CFP®, AIF®

Senior Wealth Advisor

Matt Anderson, CFP®, AIF®, EA

Matt Anderson, CFP®, AIF®, EA

Senior Wealth Advisor

Matthew Solley

Matthew Solley

ERISA Compliance Manager

Marques Cormier, CFP®

Marques Cormier, CFP®

Senior Wealth Advisor

Megan Polansky

Megan Polansky

Operations Specialist

Meredith Schiele

Meredith Schiele

Marketing Coordinator

Mia Haros

Mia Haros

Retirement Services Agent Tier I

Michael Giffin

Michael Giffin

Distribution Specialist Tier I

Michael Gonzalez

Michael Gonzalez

Retirement Services Manager

Mildred Martinez

Mildred Martinez

Plan Coordinator

Miranda Perry

Miranda Perry

Retirement Services Agent Tier I

Monica Susaita

Monica Susaita

Remittance Specialist

Myrna Fuentes

Myrna Fuentes

Loan Specialist

Nicole Garcia

Nicole Garcia

Staff Accountant

Nic Hauptmann

Nic Hauptmann

Retirement Plan Specialist

Nicole Silva

Nicole Silva

Distribution Specialist Tier III

Nikki Jimenez

Nikki Jimenez

Retirement Services Agent Tier I

Omar Salinas

Omar Salinas

Junior Systems Administrator

Patrick Maynor

Patrick Maynor

Equity Portfolio Manager

Rachel Barzen

Rachel Barzen

Client Associate

Randy Feid, ChFC®

Randy Feid, ChFC®

VP, Business Development - Northeast Region

Rashad Baker

Rashad Baker

Director of Operations

Rey Cepeda

Rey Cepeda

Marketing Director

Rebecca Lenard

Rebecca Lenard

Client Success Manager

Richard Blanton

Richard Blanton

Retirement Services Agent Tier I

Robert Britton, CFA, CFP®

Robert Britton, CFA, CFP®

Senior Wealth Advisor

Ryan Canales, CPFA®, NQPA®

Ryan Canales, CPFA®, NQPA®

Senior Wealth Advisor

Samantha Williams

Samantha Williams

Client Service Manager

Sarah Blank

Sarah Blank

Remittance Specialist Tier II

Sarah Nadiri, CFP®

Sarah Nadiri, CFP®

Senior Wealth Advisor

Sergio Rodriguez

Sergio Rodriguez

ERISA Compliance Sr. Specialist

Simon Miselis

Simon Miselis

Senior Regulatory Plan Compliance Manager

Sonia Sanchez

Sonia Sanchez

Plan Coordinator

Sire Becerra

Sire Becerra

Retirement Services Agent Tier II

Summer Vande Hey

Summer Vande Hey

Remittance Specialist Tier I

Sherry Echart, CPFA®

Sherry Echart, CPFA®

Senior Retirement Plan Specialist

Tina Silva

Tina Silva

ERISA Processing Specialist

Victor Calixtro

Victor Calixtro

Retirement Services Agent Tier II

Vince Matthews

Vince Matthews

Wealth Advisor

Yamillee Brown

Yamillee Brown

Executive Assistant | Office Manager

Yvette Martinez

Yvette Martinez

Remittance Specialist Tier III