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 Keller
    Chris Keller

    Executive Vice President, Director of Business Services

  • Tom Martin
    Tom Martin

    Executive Vice President, Chief Financial Officer

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

    Senior Vice President and Manager, Retirement Plans

  • Doug Rubenstein
    Doug Rubenstein

    Executive Vice President – Senior Advisor to the Chairman

  • Gwen Taylor
    Gwen Taylor

    Executive Vice President – Chief Legal Officer

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

    Branch Manager, Managing Director – Investments

  • Joanne M. Welker
    Joanne Welker

    Senior Vice President, Senior Manager, Advisory & Investment Solutions

  • Chris Whiting
    Chris Whiting

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

  • Bill Wisdom
    Bill Wisdom

    Executive Vice President, Director of Regulatory & Oversight Services