David Oh, JD, LLM
VP, Wealth Strategy
Hayley Block, MBA
Sr. Vice President of Wealth Operations and Experience
Jigisha Dahagam
Vice President, People & Culture
Kara Duckworth, CFP®, CDFA®, CAP
Managing Director of Client Experience
Mathew Encino, JD
Vice President – General Counsel
Sean Miller
Sr. Director, People Operations
Tim Forest
Vice President of Strategy and Analytics
Drew Ellis
Director, Institutional Partnerships
Greg Mayes
Vice President, M&A Partner Development
Jay Robinson
Vice President, M&A Partner Development
Joe Pellizzari, CFP®
Vice President, M&A Partner Development
Randy Magdaluyo
Vice President, M&A Program Management
Richard W. Weyers, CFP®
VP, M&A Integration
Amanda James
Client Service Specialist, Broker Dealer
Casey Dever
Operations Specialist
Erin Olsen
M&A Sr. Integration Portfolio Data Analyst
Ryan Weichman
M&A Int Port Consultant
Tristan Pohren
M&A Int Port Consultant
Sherise Johnson
Sr. Retirement Plan Specialist
Courtney Foley
Sr. Retirement Plan Manager
