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.

  • Brett Edwards
    Brett Edwards

    Senior Vice President, Sales Productivity Strategist

  • Ben Edwards
    Ben Edwards

    Senior Vice President, Assistant Director of Branches

  • Feliesha Edwards

    Client Workflow Specialist

  • Brooke Eggleston
    Brooke Eggleston

    Executive Vice President, Chief Human Resources Officer

  • Barb Epperly
    Barb Epperly

    Vice President, Executive Assistant

  • Josh Erni
    Josh Erni

    Associate Vice President – Sales Practice Manager

  • Jennifer Espinoza

    Associate Vice President, Branch Supervision Specialist

  • Katrina Flacke

    Compliance Associate

  • Sarah Flynn
    Sarah Flynn

    Vice President & Manager, Human Resources – People & Talent Solutions

  • Charlotte Foley
    Charlotte Foley

    Associate Vice President and Team Leader, Concierge Service

  • Chris Foster

    Branch Supervision Specialist

  • Nick Frigerio
    Nick Frigerio

    Senior Vice President, Manager, Planning Applications