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.

  • Bob Patrick
    Bob Patrick

    Vice President – Branch Supervision Unit Manager

  • Adam Peiffer
    Adam Peiffer

    Credit Operations Specialist

  • Christie Phelan

    Associate Vice President – Client Workflow Team Lead

  • Debi Pickler
    Debi Pickler

    Associate Vice President, Graphic Designer

  • Brian Politte
    Brian Politte

    Client Workflow Specialist

  • Matthew Potzman
    Matthew Potzman

    Technology Services Specialist

  • Jake Radermacher

    Sr. Financial Advisor Payroll Specialist

  • Brian Randall CFP®
    Brian Randall

    Vice President, Advisory Portfolios Strategist

  • Matt Ratterree

    Senior Trading Services Specialist

  • John Reidy

    Compliance Associate, Surveillance

  • Michelle Reilly

    Associate Vice President – Senior Accounting Specialist

  • Cheryl Renth
    Cheryl Renth

    Senior Credit Operations Specialist