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Spencer Sherman

Spencer Sherman

Founder and Executive Chairman
Darius Gagne
Brent Kessel

Brent Kessel

Founder and CEO
Neela Hummel

Neela Hummel

Financial Advisor
J.D. Bruce
David DeWolf

Gabriel Brenner

Financial Advisor
Barrett Porter

Barrett Porter

Financial Advisor
Susan Olson

Susan Olson

Financial Advisor

Barbara Wolf

Financial Advisor

Jason Cole

Financial Advisor
Lara Lamb

Lara Lamb

Financial Advisor
Brian Canning

Brian Canning

Financial Advisor
Greg Aloia

Gregory Aloia

Financial Advisor
Kari Jean Glosser

Kari Jean Glosser

Financial Advisor
Kyle Williams

Kyle Williams

Financial Advisor
Wende Headley

Wende Headley

Financial Advisor

Beth Greulich

Financial Advisor

John Eing

Financial Advisor
Alan Ungar

Alan Ungar

Financial Advisor
Eileen Freiburger

Eileen Freiburger

Financial Advisor

Scott Swanson

Financial Advisor

Jana Davis

Financial Advisor

Laura Morganelli

Financial Advisor
Jessica Lu

Jessica Lu

Director of Operations

Matt Higgins

Financial Advisor
Annemarie Happee

Annemarie Happée

Database Administrator

Lael Robinson

Bookkeeper
Kelly Acheson

Kelly Acheson

Lead Client Service Associate

Kathryn Peyton

Financial Advisor
Zivia Beniflah

Zivia Beniflah

Client Service Associate
Angela Grainger

Angela Spirrison

Client Service Associate

Matt Rivera

Financial Advisor

Joann Melancon

Client Service Associate

Daria Victorov

Financial Advisor

Allie Long

Client Service Associate

Ashlyn McIntosh

Director of Human Resources

Brenda Chatman

Client Service Associate

Danielle Onesto

Executive Assistant

Rachel Sever

Client Service Associate

Brooke Mease

Creative Catalyst
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