Global Distribution Team

Sales Managers

Jesse Brownell
Divisional Sales Manager
Andrew Rice
Divisional Sales Manager

Investment Consultants

William R. Chisholm
Senior Investment Consultant
New Jersey and Eastern Pennsylvania Region
Joseph T. Daly
Senior Investment Consultant
New England Region
Greg Feldman
Senior Investment Consultant
Florida Region
Ian Hass
Senior Investment Consultant
Texas and Oklahoma Region
James Humpherson
Senior Investment Consultant
Midwest Region
Jon Jurus
Senior Investment Consultant
Great Lakes Region
Laura Kling
Senior Investment Consultant
New York Metro Region
Troy Mosconi
Senior Investment Consultant
Ohio Valley Region
Kevin Parent
Senior Investment Consultant
Northern California Region
Kosal Prum
Senior Investment Consultant
Upper Midwest Region
Brian Ridgeway
Senior Investment Consultant
Mountain States Region
Matthew Seiter
Senior Investment Consultant
Carolinas-Tennessee Region
Hal Whalen
Senior Investment Consultant
Mid-Atlantic Region
Greg Whitaker
Senior Investment Consultant
Southeast Region
Keegan Parker
Investment Consultant
Kansas/Missouri Region
Zachary Schweiss
Investment Consultant

Bill Eberle
Investment Consultant
New Jersey, Eastern Pennsylvania, New York and Connecticut Region

Advisor Solutions Consultants

April Adams
Advisor Solutions Consultant
Southeast Region
Florida Region
Lucinda Candal
Manager of Internal Sales
Tony Davis
Advisor Solutions Consultant
New Jersey and Eastern Pennsylvania Region
Long Island Region
Teri Hirshey
Advisor Solutions Consultant
New York Metro Region
Mid-Atlantic Region
Kaitlyn Kimzey
Advisor Solutions Consultant
Carolinas and Tennessee Region
Mountain States Region
Michelle Nowfel
Advisor Solutions Consultant
New England Region
Great Lakes Region
Isabel Ozechowski
Advisor Solutions Consultant
Kansas and Missouri Region
Ohio Valley Region
Tanya Schlingman
Advisor Solutions Consultant
Midwest Region
Upper Midwest Region
Bryan Treadway
Advisor Solutions Consultant
Southern California Region
San Diego Desert Region

Client Service Specialists

Catherine Ish
Senior Client Service Specialist
Quinn Smith
Client Service Specialist