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.

  • Yvonne Trentman
    Yvonne Trentman

    Senior Vice President and Senior Manager, Branch Services

  • Chris Trovitch
    Chris Trovitch

    Associate Vice President, Branch Supervision Associate

  • Andrew Turnquist

    Compliance Communications Associate

  • Brian Turntine
    Brian Turntine

    Vice President & Sr. Fixed Income Trader

  • Chuck VanGronigen
    Chuck VanGronigen

    Senior Vice President, Branch Strategy

  • Jason Walter
    Jason Walter

    Vice President, Central Supervision Unity Manager

  • Matt Waltrop
    Matt Waltrop

    Vice President, Branch Development

  • Allison Washausen
    Allison Washausen

    Technology Services Specialist

  • Jacob Washausen
    Jacob Washausen

    Accountant

  • Joanne M. Welker
    Joanne Welker

    Senior Vice President, Senior Manager, Advisory & Investment Solutions

  • Chris Whiting
    Chris Whiting

    Executive Vice President, Director, Financial Strategies Group, CFP®

  • Evan Whiting

    Part-Time – Sales & Marketing