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.

  • Ben Burkemper
    Ben Burkemper

    Associate Vice President – Compliance Surveillance Specialist

  • Ben Holman
    Ben Holman Holman

    Vice President, Branch Development

  • Ben Norris
    Ben Norris Norris

    Senior Vice President, Senior Investment Strategist

  • Bianca Merriwether
    Bianca Merriwether

    Senior Regulatory Data Analyst

  • Bill Hornbarger
    Bill Hornbarger Hornbarger

    Senior Vice President – Chief Investment Officer

  • Bill Wisdom
    Bill J. Wisdom

    Executive Vice President, Director of Regulatory & Oversight Services

  • Bob Patrick
    Bob Patrick

    Vice President – Branch Supervision Unit Manager

  • Bridget L. Weatherly, CFP®
    Bridget L Weatherly CFP®

    Branch Manager, Managing Director – Investments

  • Brittany Duncan
    Brittany Duncan

    Regulatory & Oversight Coordinator

  • Caleb Law
    Caleb Law

    Credit Operations Specialist

  • Carla Munton
    Carla Munton Munton

    Vice President – Financial Planning Associate

  • Casey Jackson
    Casey Jackson Jackson

    Senior Vice President, Senior Manager, Technology Services & Innovation