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Distribution & Advisor Services
Jenna Kepner
Platform Consultant
Chris Wadley
Client Portfolio Analyst
Dominique Bell
Client Portfolio Management Coordinator
Steve Versage, CFA®
Associate Client Portfolio Manager
Pat Camilli
Tax Transition Specialist
Aaron Hin
Client Portfolio Analyst
Pearse Hobson
Platform Consultant
Nick Frese
Marketing Tech Specialist
Yash Rane
Client Portfolio Analyst
Shannon Spillman
Distribution Intelligence Administrator
Alison Cuneo
Events Manager
Alena Chau
Marketing Specialist
Kristin Fink
Director of Marketing Communications
Tom Finnegan
Director of Design and Production
Ryan Steele, CFA®
Investment Consultant
Ryan Schnittker, CFP®
Platform Investment Consultant
Jason Alexander
Platform Investment Consultant
Jeffrey Daigneault
Investment Consultant
Kade Vasi, CPWA®, CIMA®
Investment Consultant
Frank Little
Platform Investment Consultant
