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.

  • Scott Schwesig

    Branch Supervision Specialist

  • Shelly Seals

    Vice President – Trading Regulation Supervision Manager

  • Spencer Loy

    Application Engineer

  • Tim Boostrom
    Tim Boostrom

    Senior Vice President, Head of Branch Development

  • Todd Brandstadt, CFP®, CIMA®
    Todd Brandstadt CFP®, CIMA®

    Executive Vice President, Director of Branches, Managing Director – Investments, Grand Rapids, MI

  • Travis Huber

    Vice President – Planning & Productivity Specialist

  • William “Dink” Thompson
    William “Dink” Thompson

    Digital Marketing Manager

  • Yvonne Trentman
    Yvonne Trentman Trentman

    Senior Vice President and Senior Manager, Branch Services