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.

  • Jeannine Mitchell

    Client Workflow Specialist

  • Tim Moran
    Tim Moran

    Vice President, Senior AML Risk Specialist

  • Nicole Morgan
    Nicole Morgan

    Associate Vice President, Senior Client Workflow Specialist

  • Matt Muckler
    Matt Muckler

    Senior Vice President, Chief Compliance Officer, Advisory

  • Carla Munton
    Carla Munton

    Vice President – Financial Planning Associate

  • Lisa Murphy
    Lisa Murphy

    Vice President, Executive Assistant, Team Leader

  • Daniel Murphy, II

    Registered Client Support Associate (National)

  • 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