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.

  • Edward “Ed” V. O’Neal
    Edward V. O'Neal

    Senior Vice President and Manager, Retirement Plans

  • Daniel J. “Dan” Schulte
    Daniel Schulte

    Senior Vice President and Manager, Annuities and Insurance

  • Katelyn Stevens
    Katelyn Stevens

    Senior Vice President, Chief Compliance Officer, Brokerage

  • Yvonne Trentman
    Yvonne Trentman

    Senior Vice President and Senior Manager, Branch Services

  • Joanne M. Welker
    Joanne Welker

    Senior Vice President, Senior Manager, Advisory & Investment Solutions

  • Joel A. Wiesehan
    Joel Wiesehan

    Senior Vice President and Manager, Fixed Income

  • Jeffrey R. Wolfe
    Jeffrey Wolfe, Esq.

    Senior Vice President and Manager, Wealth Planning Strategies