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.

  • Jeff Tanner

    Credit Operations Specialist

  • Gwen Taylor
    Gwen Taylor

    Executive Vice President – Chief Legal Officer

  • William “Dink” Thompson
    William Thompson

    Digital Marketing Manager

  • Brian Todd
    Brian Todd

    Vice President, Sr. Legal Services Specialist

  • 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

  • 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