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.

  • Alex Lam
    Alex Lam

    Vice President, Technology Services Team Lead

  • Kim S. Landry
    Kim Landry

    Senior Vice President and Manager, Advisor Development and Growth

  • Nina Law
    Nina Law

    Vice President & Registered Senior Trade Services Specialist

  • Caleb Law
    Caleb Law

    Credit Operations Specialist

  • Sharon Lesch
    Sharon Lesch

    Advisory Services Specialist

  • Jessica Lightfoot

    Concierge Service Specialist

  • Deanna Lindlow
    Deanna Lindlow

    Advisory Services Specialist

  • Yari A. Lindo
    Yari Lindo

    Senior Vice President and Senior Manager, Trading Services

  • Scott Loehring

    Solutions Analyst

  • Eric Loy
    Eric Loy

    Senior Vice President & Chief Supervision Officer

  • Spencer Loy

    Application Engineer

  • Gyde Lund, III

    Data Analyst