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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

J.D. Bruce

President
David DeWolf
Gabriel Brenner

Gabriel Brenner

Financial Advisor
Barrett Porter

Barrett Porter

Financial Advisor
Susan Olson

Susan Olson

Financial Advisor
Barbara Wolf

Barbara Wolf

Financial Advisor
Jason Cole

Jason Cole

Financial Advisor
Lara Lamb

Lara Lamb

Financial Advisor
Brian Canning

Brian Canning

Financial Advisor
Gregory 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

Beth Greulich

Financial Advisor
John Eing

John Eing

Financial Advisor
Alan Ungar

Alan Ungar

Financial Advisor
Eileen Freiburger

Eileen Freiburger

Financial Advisor
Scott Swanson

Scott Swanson

Financial Advisor
Jana Davis

Jana Davis

Financial Advisor
Laura Morganelli

Laura Morganelli

Financial Advisor
Jessica Lu

Jessica Lu

Director of Operations
Matt Higgins

Matt Higgins

Financial Advisor
Annemarie Happée

Annemarie Happée

Database Administrator
Lael Robinson

Lael Robinson

Bookkeeper
Kelly Acheson

Kelly Acheson

Lead Client Service Associate
Kathryn Peyton

Kathryn Peyton

Financial Advisor
Zivia Beniflah

Zivia Beniflah

Client Service Associate
Angela Spirrison

Angela Spirrison

Client Service Associate
Matt Rivera

Matt Rivera

Financial Advisor
Joann Melancon

Joann Melancon

Client Service Associate
Daria Victorov

Daria Victorov

Financial Advisor
Ryan Balderian
Allie Long

Allie Long

Client Service Associate
Ashlyn McIntosh

Ashlyn McIntosh

Director of Human Resources
Brenda Chatman

Brenda Chatman

Client Service Associate
Danielle Onesto

Danielle Onesto

Executive Assistant
Rachel Sever

Rachel Sever

Client Service Associate
Jorge Paganín

Jorge Paganín

Controller
Brooke Mease

Brooke Mease

Creative Catalyst
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