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Chris Abbruzzese

Senior Vice President

Mukul Agarwal

Senior Vice President

Mary Alpers, CFP®, EA, MBA

Managing Director, Principal

Daniel Arcos, CFA®, CFP®

Managing Director

Dylan Ballard

Senior Vice President

John Bernabei, CFP®

Managing Director, Principal

Raj Bhattacharyya

Chief Executive Officer, Board Member

Bryce Black

Senior Vice President

Erik R. Boe

Managing Director, Principal

Annelise Bovet, CFP®

Vice President

Tom Bruno

Managing Director, Principal

Louis Calabrese

Chief Marketing Officer

Diana Cason

Vice President

Tom Chernesky, CFP®

Managing Director, Principal

Vikram Chugh, CFA®, CFP®

Chief Operating Officer

Alina Churakova

Analyst

Yvette Clark

Vice President

Kiarra Coke

Associate

Dane Colin

Associate

Frankie Corrado, CFP®, RLP®

Managing Director, Principal

Michael J. Curley, CFA®

Chief Compliance Officer

Joe Delaney, RLP®

Managing Director, Principal

Alicia Denton, CFP®, CLU®

Senior Vice President

Avi Deutsch

Managing Director, Principal

Jack Donnelly

Analyst

John Dorn, CFP®, CPA

Senior Vice President

David Ebbins

Vice President

Abril Espinoza, ChFC®, CDS®

Associate

Theresa Everett

Vice President

Gary T. Fitzgerald

Managing Director

Mallon FitzPatrick, CFP®, CLU®, AEP®

Head of Wealth Planning

Anthony Foti

Associate

Josh Freedman, CFA®

Managing Director

Pam Friedman, CFP®, CDFA®

Managing Director, Principal

Brandon Frye, CFP®

Senior Vice President

Luz Garcia

Associate

Jeanette Garretty

Chief Economist & Head of Advisor Experience

Graham C. Gerlach, CFP®, AEP®

Managing Director, Principal

Jack Gilligan, CFA®

Senior Vice President

Megan Grandmaison, MBA

Vice President of Client Service

Thomas Hagerstrom

Managing Director, Principal

Greg Halzack

Vice President

Leah Hokenson, J.D.

Managing Director, Principal

Jairo Jimenez

Vice President

Victoria Jung, CFP®

Vice President

Stuart Katz

Chief Investment Officer

Courtney Kelly

Vice President

Eric Kiel

Vice President

Ellen Kim

Managing Director, Principal

Nancy Kimball

Associate

Christopher L. Knapp

Managing Director, Principal

Pavan Kumar

Associate

Nithin Kumar

Associate

Keith Larkin

Managing Director, Principal

Helen Lau

Senior Vice President

John Lau, CPA, CFP®

Managing Director, Principal

Matthew Lau, CFP®, EA

Managing Director

Richard Lewis, AIF®

Managing Director, Principal

Matthew Lim

Vice President

Jialin Liu

Analyst

Wendy Maroun

Associate

Ian Marshall

Associate

David Matias, MS, CPA

Managing Director, Principal

Karen McClintock, CFA®, CIC

Managing Director, Principal

Megan Mikusa

Vice President

Rohan Motwani, CFA®

Senior Vice President

John Murray

Managing Director, Principal

Becky Neils, CFP®

Vice President

Hunter Norte, CFA®

Vice President

Carol Nulman

Managing Director, Principal

Charlie O’Brien

Associate

Jen Padgett

Vice President

Matthew Parrish

Analyst

Kartikay Pathak

Analyst

Zack Perry, CFA®

Managing Director, Principal

Rick Polenske, CFP®, CTFA®

Managing Director, Principal

Brian W. Post, CFA®

Managing Director

Sandhyaa Ram

Tax Associate

Nageshwar Reddy

Associate

David Reichle

Managing Director, Principal

Michael Ridgeway

Managing Director, Principal

Anne Robertson

Vice President

Shilpi Roy

Analyst

Danny Rozansky

Managing Director, Principal

Meghan Rump, CFP®, CRPC®

Managing Director, Principal

Vimarsh Saxena

Senior Vice President

Derek J. Scarth

Managing Director, Principal

Steve Sears

Senior Compliance Officer

Jack Seavall

Analyst

Janet Shetty

Associate

Lauren Sigman, CFP®

Managing Director, Principal

Charles Simmonds

Associate

Evan Small

Analyst

Jennifer Spence

Vice President

Julie Steinman, CFP®

Managing Director

Michael Stephens

Vice President

Sam Sullivan

Vice President

Kevin Talty, CFP®, EA

Managing Director

Rick Tasker, GFS®, AIF®

Managing Director, Principal

William Thrush

Managing Director, Principal

Grace Tierney

Associate

J. Michael Tierney, Jr.

Managing Director, Principal

Michael Tong

Vice President

Mahir Vora

Managing Director, Principal

Shawn Wallace

Managing Director

Patty Wanandi

Senior Vice President

Ashley Watson

Vice President

Ben Weisel

Associate

Dinah Wellington

Vice President

David Westbrook

Chief Financial Officer

Chanda Wilcox

Vice President

Michelle Williamson

Vice President, Office Manager

Kelly Woodward

Vice President

Kapril Wooley

Vice President

Michael Zaninovich

Managing Director, Principal

Dan Zarzynski, CFP®

Vice President