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.

  • Deanna Lindlow
    Deanna Lindlow

    Advisory Services Specialist

  • Yari A. Lindo
    Yari Lindo

    Senior Vice President and Senior Manager, Trading Services

  • Scott Loehring

    Solutions Analyst

  • Eric Loy
    Eric Loy

    Senior Vice President & Chief Supervision Officer

  • Spencer Loy

    Application Engineer

  • Gyde Lund, III

    Data Analyst

  • Glen Magparangalan
    Glen Magparangalan

    Vice President and Senior Information Security Lead

  • Sandy Maloney
    Sandy Maloney

    Associate Vice President, Internal Branch Development Coordinator

  • Suzanne Markus
    Suzanne Markus

    Senior Business Operations Specialist

  • Tom Martin
    Tom Martin

    Executive Vice President, Chief Financial Officer

  • Bret Martin
    Bret Martin

    Senior Vice President, Senior Manager, Information & Analytics

  • Jim Masterson
    Jim Masterson

    Vice President, Branch Supervision Specialist