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.

  • Lisa Murphy
    Lisa Murphy

    Vice President, Executive Assistant, Team Leader

  • Lisa Myer
    Lisa Myer

    Associate Vice President, Branch Transition Specialist

  • Ben Norris
    Ben Norris

    Senior Vice President, Senior Investment Strategist

  • Courtney O’Dell
    Courtney O'dell

    Associate Vice President – Senior Business Analyst

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

    Senior Vice President and Manager, Retirement Plans

  • Dan O’Very
    Dan O'Very

    Vice President, Compliance Communications Manager

  • Michael Oelkers
    Michael Oelkers

    Data Architect

  • Ashlee Ogrzewalla
    Ashlee Ogrzewalla

    Vice President, Wealth & Client Strategy Manager

  • Mike Olbrys
    Mike Olbrys

    Senior Application Engineer

  • Danielle Papproth
    Danielle Papproth

    Branch Transition Specialist

  • Daniel Parish
    Daniel Parish

    Vice President, Lead Financial Analyst

  • Murali Parthasarathy
    Murali Parthasarathy

    Associate Vice President – Senior Data Analyst