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Advisor

Grant Verhaeghe

Senior Director,
Asset-Liability Practice Leader

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Advisor

Hunter Brackett, CFA®

Senior Manager,
Investment Research

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Advisor

Jason Stephens, ARPS, CIMA®, CFS®

Senior Director,
Nonqualified Executive Benefits Practice Leader

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Advisor

Jennifer Doss, ARPS

Director,
Institutional Solutions

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Advisor

John Halk, Jr.

Manager,
Participant Advice Services

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Advisor

John Leissner, ARPS, CFS®

Director,
Defined Contribution Services

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Advisor

Kevin Barry, CFA®, PRM™

Chief Investment Officer

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Advisor

Nick DeCenso, CFP®

Senior Manager,
Wealth Solutions

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Advisor

Nick Paleocrassas, CLU®

Senior Manager,
Nonqualified Executive Benefits

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Advisor

Phyllis Klein, CFPA, PRP

Senior Director,
Consulting Research Group

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Advisor

Sam Kirby, CFA®

Senior Director,
Investment Strategist

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Advisor

Scott T. Matheson, CFA®, CPA

Managing Director,
Defined Contribution Practice Leader

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Advisor

Wes Collins

Senior Manager,
Participant Advice Services

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