Meet
Our Staff
Aaron Henning
Retirement Plan Specialist
Adam Charles
VP, Technology
Alondra Casas
Customer Service Representative
Ashley Goluba
Project Manager
Barbara Martin
Office Assistant
Blake Rhodes, CFP®, AIF®
Director of Financial Planning
Brittney Valdez
Controller
Cyndi Floyd
Staff Accountant
Clayton Puckett
Retirement Plan Specialist
Daniel Driver
Financial Advisor
Daryl Smith
Lead Retirement Plan Specialist
Dennis Bielik, CFA®, FRM
Managing Director
Devin Turner
Equity and Derivatives Analyst
Doug White
Retirement Plan Specialist
Edgar Ortiz
Retirement Plan Specialist
Eric Light
Portfolio Manager
Franco Malave
Retirement Plan Specialist
Garrett Adams
Financial Advisor
Garrett Pittman
VP, Institutional Investments
Hillary Poole
VP, Sales Development
Ian Bunn
Software Engineer
Isaac Mendez
Sales and Marketing Specialist
Jason Vargas
Client Associate
Jesus Alvarado
Retirement Plan Specialist
John Fowler
Retirement Plan Specialist
Josue Reyes
Customer Service Representative
Julia Albing
Project Manager
Justin Fellers
Retirement Plan Specialist
Kelli Hanson
Assistant VP, Client Relations
Kieran Talbot
Customer Service Representative
LaNell Smith
Customer Service Representative
Lauren Harvey
Operations Manager
Macy Dunegan
Retirement Plan Consultant
Madeleine Hall
Marketing Manager
Maegan Villarreal
Analyst | Institutional Investments
Mark Alonzo
Customer Service Representative
Mark Essenfeld, CFP®
Financial Planner
Matt Anderson, CFP® , AIF®, EA
Senior Wealth Advisor
Matt Escalante
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
Olivia Prawdizk
Client Associate
Omar Salinas
Technology Services Associate
Ramesha Carter
Customer Service Representative
Rashad Baker
Team Lead, Customer Service
Rey Cepeda
Product & UX Design Manager
Robert Hinds
Investment Associate
Ryan Swayze
VP - Technology & Development
Sean Romero
Retirement Plan Specialist
Sherry Russell
Retirement Plan Specialist
Simon Miselis
Compliance Specialist
Sire Becerra
Customer Service Representative
Sonia Sanchez
Processor
Steve Orta
Managing Director
Timothy Satterwhite
Processor
Tina Silva
Team Lead, Contribution Processing
Tommy Vinyard
Business Analyst
Yvette Martinez
Trade Agent