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.

  • Chad Haynes
    Chad Haynes

    Vice President, Transition Team Project Manager

  • Jay Herman
    Jay Herman

    Senior Data Architect

  • Adam Hill
    Adam Hill

    Senior Application Engineer

  • Ben Holman
    Ben Holman

    Vice President, Branch Development

  • Bill Hornbarger
    Bill Hornbarger

    Senior Vice President – Chief Investment Officer

  • Nick Hornbarger
    Nick Hornbarger

    Marketing & Data Support Associate

  • Alex Howard

    Senior Accountant

  • Travis Huber

    Vice President – Planning & Productivity Specialist

  • Michelle Hucke
    Michelle Hucke

    Direct Business Operations Specialist

  • Peter Hudlow
    Peter Hudlow

    Associate Vice President, Advisor Directed Portfolio Analyst

  • Chris Husted
    Chris Husted

    Senior Application Engineer

  • Anna Hutchinson
    Anna Hutchinson

    Registration Specialist