Meet
Our Staff
Aaron Chilek
Wealth Advisor
Aaron Henning
Certified Financial Coach
Abigail Santos
Distributions Processor Tier II
Adam Charles
VP of Business Solutions
Adamaris Andrade
Retirement Services Agent Tier I
Adonis Richard
Retirement Services Agent Tier III
Alex Garcia, CFP®, ECA
Senior Wealth Advisor
Alia Salah
Director, Client Onboarding
Anthony Le
Design Specialist
Antonieta Amendolara
Financial Wellness Coordinator
Ashley Messer
Senior Client Associate
Brad Hoegler
Senior Retirement Plan Specialist
Brady Bowers
Retirement Service Agent, Tier I
Brady Coon
Remittance Specialist Tier II
Brandon Harris
Financial Reporting Accountant
Brenda Cruz-Guzman
Remittance Specialist Tier III
Carolina Figueroa
Retirement Plan Specialist
Carrie Yates
Senior Wealth Advisor
Chad Jones
Customer Service Manager
Chantal Lockwood
Retirement Services Agent Tier II
Christina Berdion
Client Service Associate
Cristhian Gonzales
Associate
Cyndi Floyd
Staff Accountant
Dakota Rapstine
Senior Financial Reporting Accountant
Dakota Staton
Private Wealth Advisor
Danielle Irwin
Onboarding Specialist
Dawn Edwards
Senior Wealth Advisor
Dany Ramon
Retirement Services Agent Tier I
David Rodriguez
Director of Government Services
Desiree Alvarez
Retirement Services Agent Tier I
Dominick Zucconi
Senior Retirement Plan Specialist
Emily Bennington
Distribution Specialist Tier III
Emma Berthiaume
Staff Accountant
Eric Light
Director of Operations and Trading
Dr. Eric Williams, M.P.P
Vice President, Business Development, Southeast Region
Ethan Looney
Retirement Plan Specialist
Florecita Colmenero
Retirement Services Agent Tier I
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
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
Jimmi Fussner
Remittance Manager
John Sturgis, CFP®
Senior Wealth Advisor
Jose Pequeno
Certified Financial Coach
Josue Reyes-Mendez
ERISA Compliance Junior Specialist
Julie Lane
Retirement Plan Specialist
Julie Purdy
Tax Manager
Justin Adami
ERISA Compliance Specialist
Kalen Darling
Senior Wealth Advisor
Karissa Brick
Private Wealth Client Associate
Katherine Wright
Financial Coach
Keaton Christian
Associate Advisor
Kelsey Torres
Retirement Services Agent Tier II
Kevin Hull
Retirement Plan Specialist
Kieran Talbot
Senior Client Associate
Kory Mora
Distribution Specialist Tier II
Louis Perez, CRPC®
Retirement Plan Specialist
Luis Martinez
Retirement Services Agent Tier III
Macy Hauptmann, CFP®
Director of Financial Planning
Maceo Orta
Institutional Sales Associate
Maegan Villarreal
Plan Consultant
Malcom Lunn
Retirement Service Agent, Tier I
Marques Cormier
Senior Wealth Advisor
Matthew Almquist
Associate Advisor
Megan Polansky
Operations Specialist
Meredith Schiele
Marketing Coordinator
Mia Haros
Retirement Services Agent Tier II
Michael Gonzalez
Retirement Services Manager
Mildred Martinez
Plan Coordinator
Miranda Perry
Retirement Services Agent Tier I
Monica Susaita
Remittance Specialist
Mykayla Baran
Retirement Services Agent Tier II
Myrna Fuentes
Loan Specialist
Natasha Davis
Remittance Specialist
Nicole Garcia
Staff Accountant
Nicole Silva
Distribution Specialist Tier III
Nikki Jimenez
Retirement Services Agent Tier I
Omar Salinas
Junior Systems Administrator
Patrick Maynor
Equity Portfolio Manager
Patrick Pucher, CFA®
Senior Wealth Advisor
Rachel Barzen
Client Associate
Randy Feid, ChFC®
VP, Business Development - Northeast Region
Rashad Baker
Director of Operations
Rebecca Lenard
Client Success Manager
Rey Cepeda
Marketing Director
Richard Blanton
Retirement Services Agent Tier I
Robert Phillips
Client Service Associate
Rogelio Gutierrez
Retirement Services Agent, Tier I
Ronnie Polston
Retirement Services Agent, Tier II
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
Sergio Rodriguez
ERISA Compliance Sr. Specialist
Simon Miselis
Senior Regulatory Plan Compliance Manager
Sonia Sanchez
Plan Coordinator
Sire Becerra
Retirement Services Agent Tier III
Summer Vande Hey
Remittance Specialist Tier II
Sherry Echart, CPFA®
Retirement Plan Specialist Regional Manager
Tina Silva
ERISA Processing Specialist
Trisha Mallard
Receptionist
Yamillee Brown
Executive Assistant | Office Manager
Yvette Martinez
Remittance Specialist Tier III
