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.

  • Jason Walter
    Jason Walter

    Vice President, Internal Examinations 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

  • Joel A. Wiesehan
    Joel Wiesehan

    Senior Vice President and Manager, Fixed Income

  • Lisa Wieseman
    Lisa Wieseman

    Senior Marketing & Communications Coordinator

  • Travis Wilkinson
    Travis Wilkinson

    Vice President, Senior Technical Engineer

  • Barbra Wilkinson
    Barbra Wilkinson

    Senior Technology Services Specialist

  • Elliott Williams

    Data Research and Support Consultant