Our advisors

Amber Yun

Client Relationship Manager

Experienced Client Support Associate
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Benjamin John Theis

BFA, CRPC

Client Support Associate

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Brett Watercott

BFA, CRPC

Client Support Associate

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Brittany Edwards

BFA, CRPC

Client Relationship Manager

Retirement Specialist
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Gisella Hernandez

CRPC

Client Support Associate

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Greg Whalen

CFP®, BFA, CRPC, ChFC®, CLU®

Manager AAC

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Jackson Sosnowski

CRPC

Client Support Associate

Experienced Client Support Associate
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Jake Nordly

Client Support Associate

Experienced Client Support Associate
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Madalyn Allison

BFA, CRPC

Client Support Associate

Lead Client Support Associate
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Maddy Rice

CRPC

Client Support Associate

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Michael j Gontarek

Client Support Associate

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Michael Muyale

CRPC

Client Support Associate

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Sam Schraut

Client Support Associate

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Spencer Draghi

Client Support Associate

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Tristyn McMillen

Client Support Associate

Learn more about Tristyn McMillen