Spencer Sherman
Founder and Executive Chairman
Darius Gagne
CIO
Brent Kessel
Founder and CEO
Neela Hummel
Financial Advisor
J.D. Bruce
President
David DeWolf
CFO
Gabriel Brenner
Financial Advisor
Barrett Porter
Financial Advisor
Susan Olson
Financial Advisor
Barbara Wolf
Financial Advisor
Jason Cole
Financial Advisor
Lara Lamb
Financial Advisor
Brian Canning
Financial Advisor
Gregory Aloia
Financial Advisor
Kari Jean Glosser
Financial Advisor
Kyle Williams
Financial Advisor
Wende Headley
Financial Advisor
Beth Greulich
Financial Advisor
John Eing
Financial Advisor
Alan Ungar
Financial Advisor
Eileen Freiburger
Financial Advisor
Scott Swanson
Financial Advisor
Jana Davis
Financial Advisor
Laura Morganelli
Financial Advisor
Matt Higgins
Financial Advisor
Kathryn Peyton
Financial Advisor
Matt Rivera
Financial Advisor
Daria Victorov
Financial Advisor
Lindsey Woodward
Financial Advisor