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.

  • Neal J. Baumann
    Neal Baumann

    Senior Vice President, Eastern Regional Director, Co-Branch Manager, White Plains, NY

  • Todd Brandstadt, CFP®, CIMA®
    Todd Brandstadt CFP®, CIMA®

    Executive Vice President, Director of Branches, Managing Director – Investments, Grand Rapids, MI

  • Roland H. de Liniere
    Roland de Liniere

    Senior Vice President, Southeastern Regional Director, Branch Manager, Atlanta, GA

  • Ben Edwards
    Ben Edwards

    Senior Vice President, Assistant Director of Branches

  • Mark P. Fellows
    Mark Fellows

    Senior Vice President, Western Regional Director, Branch Manager, Denver, CO

  • David Hanson, CFP®
    David Hanson

    Senior Vice President – Regional Director