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.

  • Elliott Williams

    Data Research and Support Consultant

  • Connor Williamson

    Application Engineer Associate

  • Mika Willis

    Advisory Services Specialist

  • Marisa Wilmes

    Technology Business Analyst

  • Julie Wilson

    Vice President, Senior Branch Supervision Specialist

  • Jerry Wingbermuehle
    Jerry Wingbermuehle

    Senior Vice President, Legal Services Manager

  • Bill Wisdom
    Bill Wisdom

    Executive Vice President, Director of Regulatory & Oversight Services

  • Jeffrey R. Wolfe
    Jeffrey Wolfe, Esq.

    Senior Vice President and Manager, Wealth Planning Strategies

  • Aaron Wrigley

    Branch Supervision Specialist

  • Lanna Yatzek

    Technology Services Specialist

  • Shanta Young
    Shanta Young

    Senior Credit Operations Specialist

  • Randy Ziegler
    Randy Ziegler

    Data Analyst