Meet
Our Staff
Aaron Henning
Certified Financial Coach
Adam Charles
VP of Business Solutions
Alex Garcia, CFP®, ECA
Senior Wealth Advisor
Alia Bartley
Director, Client Onboarding
Antonieta Amendolara
Financial Wellness Coordinator
Art Wexler, AIF®
VP, Business Development - Pacific Region
Ashley Messer
Client Associate
Barbara Martin
Office Assistant
Blake Rhodes, CFP®, AIF®
Director of Financial Planning
Brad Hoegler
Senior Retirement Plan Specialist
Brandon Harris
Remittance Specialist
Brenda Cruz-Guzman
Remittance Specialist
Christina Berdion
Client Service Associate
Claire Bendtschneider
Communication Specialist
Clayton Puckett
Retirement Plan Specialist
Cristhian Gonzales
Data Analyst & Junior Trader
Cyndi Floyd
Staff Accountant
Daniel Driver
Wealth Advisor
Danielle Irwin
Distribution Specialist Tier I
Devin Taylor
Senior Retirement Plan Specialist
David Rodriguez
Director of Government Services
Devin Turner
Retirement Plan Specialist
Dominick Zucconi
Senior Retirement Plan Specialist
Doug White
Senior Retirement Plan Specialist
Edgar Ortiz
Retirement Plan Specialist Manager
Elizabeth Aston
Executive Assistant Office Manager
Emily Bennington
Retirement Services Agent Tier I
Emma Berthiaume
Staff Accountant
Eric Light
Director of Operations and Trading
Garrett Adams, CFP®
Senior Wealth Advisor
Harrison MacDonald
Associate Advisor
Hillary Poole
Institutional Investment Advisor
Izel Akin
Digital Marketing Manager
Janett Tapia
Certified Financial Coach
Jason Vargas
Client Associate
Jay Horn MBA, AAMS®
Senior Wealth Advisor
Javier Zamora
Client Success Manager
Jimmi Fussner
Retirement Manager
John Fowler
Senior Wealth Advisor
John Sturgis CFP®
Senior Wealth Advisor
Josue Reyes
Distribution Specialist Tier II
Julia Albing
Project Manager
Kevin Hull
Retirement Plan Specialist
Kieran Talbot
Client Associate
Louis Perez
Retirement Plan Specialist
Luis Martinez
Retirement Services Agent Tier I
Macy Dunegan, CFP®
Institutional Investment Advisor
Maegan Villarreal
Plan Consultant
Mark Essenfeld, CFP®, AIF®
Senior Wealth Advisor
Marky Ramos
Retirement Services Agent Tier I
Matt Anderson, CFP® , AIF®, EA
Senior Wealth Advisor
Marques Cormier
Senior Wealth Advisor
Megan Polansky
Retirement Services Agent Tier III
Meredith Schiele
Marketing Coordinator
Mia Haros
Retirement Services Agent Tier I
Michael Giffin
Retirement Services Agent Tier I
Michael Gonzalez
Retirement Services Manager
Mildred Martinez
Plan Coordinator
Monica Susaita
Remittance Specialist
Morgan Polson
Retirement Plan Specialist
Myrna Fuentes
Loan Specialist
Nelson Smith
Retirement Services Tier II
Nicole Garcia
Staff Accountant
Nic Hauptmann
Retirement Plan Specialist
Nicole Silva
Distribution Specialist Tier III
Omar Salinas
Junior Systems Administrator
Patrick Maynor
Equity Portfolio Manager
Randy Feid, ChFC®
VP, Business Development - Northeast Region
Rashad Baker
Director of Operations
Rey Cepeda
Marketing Director
Robert Britton CFA, CFP®
Senior Wealth Advisor
Rebecca Lenard
Client Success Manager
Robert Hinds
Senior Associate - Trading
Ruben Rodriguez QKA, QPA
Regulatory Plan Compliance Manager
Ryan Canales
Senior Wealth Advisor
Samantha Williams
Operations and Client Associates Manager
Sarah Blank
Remittance Specialist
Sarah Nadiri
Senior Wealth Advisor
Sean Romero
Retirement Plan Specialist
Sergio Rodriguez
ERISA Compliance Sr. Specialist
Sherry Echart
Senior Retirement Plan Specialist
Simon Miselis
Senior Regulatory Plan Compliance Manager
Sonia Sanchez
Plan Coordinator
Sire Becerra
Retirement Services Agent Tier II
Summer Vande Hey
Distribution Specialist Tier lll
Tina Silva
ERISA Processing Specialist
Victor Calixtro
Retirement Services Agent Tier I
Yvette Martinez
Remittance Specialist
