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.

  • James Goldwasser
    James Goldwasser

    Continuing Education Coordinator

  • Terra Gordon
    Terra Gordon

    Associate Vice President, Trading Services Specialist

  • Abel Green
    Abel Green

    Advisory Services Specialist

  • Axayacatl Guerra-Mojarro

    Compliance Associate – Sales & Supervisory

  • Angie Hanneken
    Angie Hannekin

    Associate Vice President, Senior Human Resources Business Partner

  • Justin Harder
    Justin Harder

    Associate Vice President – Application Engineering Team Lead

  • Craig Harrison
    Craig Harrison

    Senior Vice President & Manager, Sr. Registration Manager

  • Josh Hayes
    Josh Hayes

    Vice President, National Branch Development

  • Chad Haynes
    Chad Haynes

    Vice President, Transition Team Project Manager

  • Jay Herman
    Jay Herman

    Associate Vice President – Senior Application Architect

  • Adam Hill
    Adam Hill

    Senior Application Engineer

  • Ben Holman
    Ben Holman

    Vice President, Branch Development