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.

  • Shelby Schagrin
    Shelby Schagrin

    Senior Vice President, Head of Investment Banking and Managing Director

  • Daniel J. “Dan” Schulte
    Daniel Schulte

    Senior Vice President and Manager, Annuities and Insurance

  • Jennifer Schultze
    Jennifer Schultze

    Vice President, Compliance Employee Activities Manager

  • Charlie Schwartz
    Charlie Schwartz

    Senior Vice President, Advisor Development

  • Scott Schwesig

    Branch Supervision Specialist

  • Shelly Seals

    Vice President – Trading Regulation Supervision Manager

  • Alana Seamon
    Alana Seamon

    Associate Vice President, Internal Branch Development Coordinator

  • Maggie Shank
    Maggie Shank

    Associate Vice President, Transition Relationship Coordinator

  • Megan Shroff
    Megan Shroff

    Planning Applications Associate

  • Daniel Singer
    Daniel Singer

    Associate Vice President, Senior Accountant

  • Diane Singler
    Diane Singler

    Associate Vice President, Senior Client Operations Specialist

  • Dani Smith
    Dani Smith

    Technology Engineer