A wealth of experience.

Aligned to your success.

With more than a century of experience, we bring principled and practical knowledge to the goal of helping advisors and their clients flourish.

  • Bill Kearney, CFP®, CKA®
    Bill Kearney CFP®, CKA®

    Branch Manager, Managing Director – Investments

  • Chris Whiting
    Chris M. Whiting

    Executive Vice President, Director, Financial Strategies Group, CFP®

  • Elaine Conway
    Elaine Conway Conway

    Senior Vice President, Manager, Corporate Communications

  • Mark Keller
    Mark Keller Keller
  • Pam Bunn
    Pam Bunn Bunn

    Senior Advisor-Executive Division

  • Shelby Schagrin
    Shelby Schagrin Schagrin

    Senior Vice President, Head of Investment Banking and Managing Director

  • Theresa Cagle Fry
    Theresa A. Cagle-Fry

    Senior Vice President, Manager IRAs. Retirement & Education Planning

  • Wayne Grace, Sr.
    Wayne Grace, Grace
  • Yari A. Lindo
    Yari A. Lindo

    Senior Vice President and Senior Manager, Trading Services

  • Abel Green
    Abel Green

    Advisory Services Specialist

  • Alana Seamon
    Alana Seamon

    Associate Vice President, Internal Branch Development Coordinator

  • Ashlee Ogrzewalla
    Ashlee Ogrzewalla

    Vice President, Wealth & Client Strategy Manager