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.

  • Edward “Ed” V. O’Neal
    Edward V. Ed O'Neal

    Senior Vice President and Manager, Retirement Plans

  • Gina Dickerson
    Gina Dickerson Dickerson

    Vice President – Succession Planning Administrator

  • Greg L’Hommedieu
    Greg L'Hommedieu

    Data Analyst

  • Gretchin Burton
    Gretchin Burton

    Vice President and Senior Manager, EWM Administration

  • Gwen Taylor
    Gwen Taylor Taylor

    Executive Vice President – Chief Legal Officer

  • Jack Kraft
    Jack Kraft Kraft

    Vice President, Investment Strategist

  • Jacob Rudolphi

    Direct Business Operations Specialist

  • Jake Radermacher

    Sr. Financial Advisor Payroll Specialist

  • Jay Herman
    Jay Herman Herman

    Associate Vice President – Senior Application Architect

  • Jennifer (Jen) Bertole
    Jennifer Bertole

    Vice President, Branch Development & Strategy

  • Josh Erni
    Josh Erni

    Associate Vice President – Sales Practice Manager

  • Justin Harder
    Justin Harder Harder

    Associate Vice President – Application Engineering Team Lead