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Our Staff

Aaron Henning

Aaron Henning

Certified Financial Coach

Adam Charles

Adam Charles

VP of Business Solutions

Alex Garcia, CFP®, ECA

Alex Garcia, CFP®, ECA

Senior Wealth Advisor

Alia Bartley

Alia Bartley

Director, Client Onboarding

Antonieta Amendolara

Antonieta Amendolara

Financial Wellness Coordinator

Art Wexler, AIF®

Art Wexler, AIF®

VP, Business Development - Pacific Region

Ashley Messer

Ashley Messer

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

Brandon Harris

Brandon Harris

Remittance Specialist

Brenda Cruz-Guzman

Brenda Cruz-Guzman

Remittance Specialist

Christina Berdion

Christina Berdion

Client Service Associate

Claire Bendtschneider

Claire Bendtschneider

Communication Specialist

Clayton Puckett

Clayton Puckett

Retirement Plan Specialist

Cristhian Gonzales

Cristhian Gonzales

Data Analyst & Junior Trader

Cyndi Floyd

Cyndi Floyd

Staff Accountant

Daniel Driver

Daniel Driver

Wealth Advisor

Danielle Irwin

Danielle Irwin

Distribution Specialist Tier I

Devin Taylor

Devin Taylor

Senior Retirement Plan Specialist

David Rodriguez

David Rodriguez

Director of Government Services

Devin Turner

Devin Turner

Retirement Plan Specialist

Dominick Zucconi

Dominick Zucconi

Senior Retirement Plan Specialist

Doug White

Doug White

Senior Retirement Plan Specialist

Edgar Ortiz

Edgar Ortiz

Retirement Plan Specialist Manager

Elizabeth Aston

Elizabeth Aston

Executive Assistant Office Manager

Emily Bennington

Emily Bennington

Retirement Services Agent Tier I

Emma Berthiaume

Emma Berthiaume

Staff Accountant

Eric Light

Eric Light

Director of Operations and Trading

Garrett Adams, CFP®

Garrett Adams, CFP®

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

Client Associate

Jay Horn MBA, AAMS®

Jay Horn MBA, AAMS®

Senior Wealth Advisor

Javier Zamora

Javier Zamora

Client Success Manager

Jimmi Fussner

Jimmi Fussner

Retirement Manager

John Fowler

John Fowler

Senior Wealth Advisor

John Sturgis CFP®

John Sturgis CFP®

Senior Wealth Advisor

Josue Reyes

Josue Reyes

Distribution Specialist Tier II

Julia Albing

Julia Albing

Project Manager

Kevin Hull

Kevin Hull

Retirement Plan Specialist

Kieran Talbot

Kieran Talbot

Client Associate

Louis Perez

Louis Perez

Retirement Plan Specialist

Luis Martinez

Luis Martinez

Retirement Services Agent Tier I

Macy Dunegan, CFP®

Macy Dunegan, CFP®

Institutional Investment Advisor

Maegan Villarreal

Maegan Villarreal

Plan Consultant

Mark Essenfeld, CFP®, AIF®

Mark Essenfeld, CFP®, AIF®

Senior Wealth Advisor

Marky Ramos

Marky Ramos

Retirement Services Agent Tier I

Matt Anderson, CFP® , AIF®, EA

Matt Anderson, CFP® , AIF®, EA

Senior Wealth Advisor

Marques Cormier

Marques Cormier

Senior Wealth Advisor

Megan Polansky

Megan Polansky

Retirement Services Agent Tier III

Meredith Schiele

Meredith Schiele

Marketing Coordinator

Mia Haros

Mia Haros

Retirement Services Agent Tier I

Michael Giffin

Michael Giffin

Retirement Services Agent Tier I

Michael Gonzalez

Michael Gonzalez

Retirement Services Manager

Mildred Martinez

Mildred Martinez

Plan Coordinator

Monica Susaita

Monica Susaita

Remittance Specialist

Morgan Polson

Morgan Polson

Retirement Plan Specialist

Myrna Fuentes

Myrna Fuentes

Loan Specialist

Nelson Smith

Nelson Smith

Retirement Services Tier II

Nicole Garcia

Nicole Garcia

Staff Accountant

Nic Hauptmann

Nic Hauptmann

Retirement Plan Specialist

Nicole Silva

Nicole Silva

Distribution Specialist Tier III

Omar Salinas

Omar Salinas

Junior Systems Administrator

Patrick Maynor

Patrick Maynor

Equity Portfolio Manager

Randy Feid, ChFC®

Randy Feid, ChFC®

VP, Business Development - Northeast Region

Rashad Baker

Rashad Baker

Director of Operations

Rey Cepeda

Rey Cepeda

Marketing Director

Robert Britton CFA, CFP®

Robert Britton CFA, CFP®

Senior Wealth Advisor

Rebecca Lenard

Rebecca Lenard

Client Success Manager

Robert Hinds

Robert Hinds

Senior Associate - Trading

Ruben Rodriguez QKA, QPA

Ruben Rodriguez QKA, QPA

Regulatory Plan Compliance Manager

Ryan Canales

Ryan Canales

Senior Wealth Advisor

Samantha Williams

Samantha Williams

Operations and Client Associates Manager

Sarah Blank

Sarah Blank

Remittance Specialist

Sarah Nadiri

Sarah Nadiri

Senior Wealth Advisor

Sean Romero

Sean Romero

Retirement Plan Specialist

Sergio Rodriguez

Sergio Rodriguez

ERISA Compliance Sr. Specialist

Sherry Echart

Sherry Echart

Senior Retirement Plan 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

Distribution Specialist Tier lll

Tina Silva

Tina Silva

ERISA Processing Specialist

Victor Calixtro

Victor Calixtro

Retirement Services Agent Tier I

Yvette Martinez

Yvette Martinez

Remittance Specialist