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.

  • Jacob Rudolphi

    Direct Business Operations Specialist

  • Matt Salaman
    Matt Salaman

    Executive Vice President, Senior Counsel

  • Alex Sanchez
    Alex Sanchez

    Associate Vice President and Team Leader – Credit & Retirement Operations

  • Sheila Satterfield
    Sheila Satterfield

    Payroll Specialist

  • 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