Lara Galloway
DIRECTOR, ADVISOR COACHING AND DEVELOPMENT
Melissa Yetter
VICE PRESIDENT, ADVISOR BRAND AND MARKETING
Greg Anderson
MANAGING DIRECTOR, PRESIDENT, INVESTMENTS, CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGER
Chris Snyder
DIRECTOR, PORTFOLIO MANAGER AND MANAGER DUE DILIGENCE
Caitlin Douglas
FOUNDING PARTNER, CHIEF OPERATING OFFICER
Michael Sabre
MANAGING DIRECTOR, CHIEF ADMINISTRATION OFFICER
Ed Hildebrand
DIRECTOR, ADVISOR COMPLIANCE
Tracey Trapani
DIRECTOR, RELATIONSHIP MANAGEMENT
Brian Terraciano
MANAGING DIRECTOR, OPERATIONS
Melinda Brodbeck
MANAGING PARTNER, MARKETING AND COMMUNICATIONS