Intermediary

Sales Managers

Jesse Brownell

Divisional Sales Manager

Andrew Rice, CIMA^®

Divisional Sales Manager

Lucinda Candal

Director of Internal Sales

Investment Consultants

William R. Chisholm, CIMA^®

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, CRPC^®

Senior Investment Consultant
Great Lakes Region

Laura Kling

Senior Investment Consultant
New York Metro Region

Troy Mosconi, CIMA^®

Senior Investment Consultant
Ohio Valley Region

Kevin Parent, CPWA®

Senior Investment Consultant
Northern California Region

Kosal Prum

Senior Investment Consultant
Upper Midwest Region

Brian Ridgeway, CPWA®

Senior Investment Consultant
Mountain States Region

Matthew Seiter, CIMA^®

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
Pacific Northwest

Bill Eberle, CAIA

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

Cole Kopacek

Investment Consultant
San Diego Desert Region

Jesse Neerdaels, CFP, CFS, CIMA

Senior Investment Consultant
Southern California Region

Advisor Solutions Consultants

April Adams, CFS^®

Advisor Solutions Consultant
Southeast Region
Florida Region
Carolinas and Tennessee Region

Tony Davis, CIMA^®

Advisor Solutions Consultant
New Jersey and Eastern Pennsylvania Region
Long Island Region

Teri Hirshey

Advisor Solutions Consultant
New York Metro Region
Mid-Atlantic Region

Tyler Jenkins, CIMA

Advisor Solutions Consultant
Texas and Oklahoma Region

Isabel Ozechowski

Advisor Solutions Consultant
Kansas and Missouri Region
Ohio Valley Region

Alex Salidas

Advisor Solutions Consultant
Northern California Region and Pacific Northwest Region

Tanya Schlingman

Advisor Solutions Consultant
Midwest Region
Upper Midwest Region

Bryan Treadway

Advisor Solutions Consultant
Southern California Region
San Diego Desert Region

Global Distribution Team