Our people are the foundation of our client-centric approach and advisory model. Our financial advisors and staff are passionate about helping people successfully manage their financial lives and building solid relationships with our clients. Everything we do is grounded in our core values and investment philosophy. We count on each team member to consistently deliver high quality service and demonstrate the value of our principles and philosophy.

Our Team

Leadership

Brad Mueller Headshot Photo
Brad Mueller
Principal
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Gennady Bekasov_Headshot_Photo circle
Gennady Bekasov
Chief Compliance Officer
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Gretchen Halpin Headshot Photo
Gretchen Halpin
Principal, Chief Strategy Officer
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John Bussel Headshot Photo
John Bussel
Principal, co-Chief Investment Officer, Regional Director
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Julie Nichols Headshot Photo
Julie Nichols
Principal, Chief Financial Officer, Senior Financial Advisor
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Martha Post Headshot Photo
Martha Post
Principal, Chief Operating Officer
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Rafia Hasan Headshot Photo
Rafia Hasan
co-Chief Investment Officer, Financial Advisor
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Roger Hewins Headshot Photo
Roger Hewins
President
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Investment Committee

John Bussel Headshot Photo
John Bussel
Principal, co-Chief Investment Officer, Regional Director
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Martha Post Headshot Photo
Martha Post
Principal, Chief Operating Officer
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Patrick Brault Headshot Photo
Patrick W. Brault
Principal, Regional Director
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Rafia Hasan Headshot Photo
Rafia Hasan
co-Chief Investment Officer, Financial Advisor
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Roger Hewins Headshot Photo
Roger Hewins
President
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Principals

Amy Libertoski Headshot Photo
Amy Libertoski
Principal, Senior Financial Advisor
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Benjamin Hayes Headshot Photo
Benjamin Hayes
Principal, Senior Financial Advisor
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Brad Mueller Headshot Photo
Brad Mueller
Principal
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Dean Stange Headshot Photo
Dean Stange
Principal, Senior Financial Advisor
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Erika Young Headshot Photo
Erika Young
Principal, Director of Employer Plan Services
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Greg Sintow Headshot Photo
Greg Sintow
Principal, Regional Director
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Gretchen Halpin Headshot Photo
Gretchen Halpin
Principal, Chief Strategy Officer
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Jandy Rowe Headshot Photo
Jandy Rowe
Principal, Director of Client Service
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John Bussel Headshot Photo
John Bussel
Principal, co-Chief Investment Officer, Regional Director
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Julie Nichols Headshot Photo
Julie Nichols
Principal, Chief Financial Officer, Senior Financial Advisor
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Karl Schwartz Headshot Photo
Karl Schwartz
Principal, Senior Financial Advisor
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Ka-Tye Koo Headshot Photo
Ka-Tye Koo
Principal, Operations Manager
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Lora Murphy Headshot Photo
Lora Murphy
Principal, Senior Financial Advisor
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Mark Albers Headshot Photo
Mark Albers
Principal, Senior Financial Advisor
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Martha Post Headshot Photo
Martha Post
Principal, Chief Operating Officer
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Mikhael Balachov Headshot Photo
Mikhael Balachov
Principal, Director of Operations
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Nate Wenner Headshot Photo
Nate Wenner
Regional Director
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Patrice Cresci Headshot Photo
Patrice Cresci
Principal, Regional Director
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Patrick Brault Headshot Photo
Patrick W. Brault
Principal, Regional Director
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Roger Hewins Headshot Photo
Roger Hewins
President
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Thuong Thien Headshot Photo
Thuong Thien
Principal, Senior Financial Advisor
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Advisors

Amanda Molin Headshot Photo
Amanda Molin
Associate Advisor
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Amy Libertoski Headshot Photo
Amy Libertoski
Principal, Senior Financial Advisor
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Anthony Perillo Headshot Photo
Anthony Perillo
Financial Advisor
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Benjamin Hayes Headshot Photo
Benjamin Hayes
Principal, Senior Financial Advisor
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Blake Faust Headshot Photo
Blake Faust
Financial Advisor
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Brad Mueller Headshot Photo
Brad Mueller
Principal
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Camille Kroncke Headshot Photo
Camille Kroncke
Associate Advisor
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Carolyn Kelly Headshot Photo
Carolyn Kelly
Financial Advisor
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Cassandra Latsios Headshot Photo
Cassandra McNulty
Financial Advisor
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Christina Gann Munguia Headshot Photo
Christina Gann Munguia
Associate Advisor
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Christine Armstrong Headshot Photo
Christine Armstrong
Family Office Specialist
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Connie Roedel Headshot Photo
Connie Roedel
Private Client Services
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Daniel Holdridge Headshot Photo
Daniel Holdridge
Associate Advisor
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Dean Stange Headshot Photo
Dean Stange
Principal, Senior Financial Advisor
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Derec Mieden Headshot Photo
Derec Mieden
Financial Advisor
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Eric Donner Headshot Photo
Eric Donner
Senior Financial Advisor, Business Exit Planner
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Erika Young Headshot Photo
Erika Young
Principal, Director of Employer Plan Services
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Greg Sintow Headshot Photo
Greg Sintow
Principal, Regional Director
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Jedd Nicolas Headshot Photo
Jedd Nicolas
Financial Advisor
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Jim Quinlan Headshot Photo
Jim Quinlan
Senior Financial Advisor
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John Bussel Headshot Photo
John Bussel
Principal, co-Chief Investment Officer, Regional Director
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Jojo Li Headshot Photo
Jojo Li
Associate Advisor
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Jordan Mills Headshot Photo
Jordan Lochner Mills
Senior Financial Advisor
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Julie Nichols Headshot Photo
Julie Nichols
Principal, Chief Financial Officer, Senior Financial Advisor
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Karl Schwartz Headshot Photo
Karl Schwartz
Principal, Senior Financial Advisor
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Kevin Paul Headshot Photo
Kevin Paul
Financial Advisor
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Kimberly Velasco Headshot Photo
Kimberly Velasco
Associate Advisor
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Kyle Gensrick Headshot
Kyle Gensrick
Associate Advisor
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Lacey Fisher Headshot Photo
Lacey Fisher
Associate Advisor
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Leah Schmid Headshot Photo
Leah Schmid
Associate Advisor
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Lora Murphy Headshot Photo
Lora Murphy
Principal, Senior Financial Advisor
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Mark Albers Headshot Photo
Mark Albers
Principal, Senior Financial Advisor
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Marshall Lund Headshot Photo
Marshall Lund
Financial Advisor
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McKenna Girtz Headshot Photo
McKenna Girtz
Associate Advisor
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Nate Wenner Headshot Photo
Nate Wenner
Regional Director
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Nathan Digmann Headshot Photo
Nathan Digmann
Associate Advisor
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Noah Marell Headshot Photo
Noah Marell
Senior Financial Advisor
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Patrice Cresci Headshot Photo
Patrice Cresci
Principal, Regional Director
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Patrick Brault Headshot Photo
Patrick W. Brault
Principal, Regional Director
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Patrick Krieger Headshot Photo
Patrick Krieger
Associate Advisor
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Rafia Hasan Headshot Photo
Rafia Hasan
co-Chief Investment Officer, Financial Advisor
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Roger Hewins Headshot Photo
Roger Hewins
President
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Ryan McGuire Headshot Photo
Ryan McGuire
Financial Advisor
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Samantha Stark Headshot Photo
Samantha Stark
Associate Advisor
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Sara Rookaird Headshot Photo
Sara Rookaird
Associate Advisor
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Scot Roche Headshot Photo
Scot Roche
Regional Director
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Stephanie Forrester Headshot Photo
Stephanie Forrester
Associate Advisor
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Thomas Vukodinovich Headshot Photo
Thomas Vukodinovich
Associate Advisor
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Thuong Thien Headshot Photo
Thuong Thien
Principal, Senior Financial Advisor
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TJ Larson Headshot Photo
Timothy Larson
Retirement Plan Services Associate
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Client Services

Beth Gillihan Headshot Photo
Beth Gillihan
Client Service Specialist
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Cary Rogers Headshot Photo
Cary Rogers
Client Service Specialist
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Chelsea Blakeley Headshot Photo
Chelsea Blakeley
Client Service Specialist
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Heather Wenta Headshot Photo
Heather Wenta
Client Service Specialist
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Jandy Rowe Headshot Photo
Jandy Rowe
Principal, Director of Client Service
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Jesika Cole Headshot Photo
Jesika Cole
Client Service Specialist
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Julie Brown Headshot Photo
Julie Brown
Client Service Specialist
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Kris Mauger Headshot Photo
Kris Mauger
Senior Client Service Specialist
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Sarah Bregman
Client Service Representative
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Operations

Andrew Harkin Headshot Photo
Andrew Harkin
Operations Associate
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Ben Watson Headshot Photo
Ben Watson
Technology Manager
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Chris Anderson Headshot Photo
Chris Anderson
Senior Operations Associate
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Denise Rodriguez Headshot Photo
Denise Rodriguez
Insurance Operations Associate
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Derek France Headshot Photo
Derek France
Trading Associate
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Jian Zhang Headshot Photo
Jian Zhang
Investment Associate
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Ka-Tye Koo Headshot Photo
Ka-Tye Koo
Principal, Operations Manager
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Martha Post Headshot Photo
Martha Post
Principal, Chief Operating Officer
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Mary Jo Galle Headshot Photo
Mary Jo Galle
Insurance and Brokerage Operations Manager
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Michele Connick Headshot Photo
Michele Connick
Reporting Analyst
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Mikhael Balachov Headshot Photo
Mikhael Balachov
Principal, Director of Operations
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Compliance

Clay Iwanaga-Friedman Headshot Photo
Clay Iwanaga-Friedman
Compliance Associate
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Gennady Bekasov_Headshot_Photo circle
Gennady Bekasov
Chief Compliance Officer
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Marketing

Amanda Liberatore Headshot Photo
Amanda Liberatore
Content Marketing Specialist
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Brendan Gallagher Headshot
Brendan Gallagher
Strategic Marketing Manager
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Gretchen Halpin Headshot Photo
Gretchen Halpin
Principal, Chief Strategy Officer
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Jennifer McEachin Headshot Photo
Jennifer McEachin
Marketing Associate
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Julie Honness
Julie Honness
Creative Director
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Shaina Nonato Headshot Photo
Shaina Nonato
Marketing Operations Specialist
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Talent & HR

Abeer Hamdan Headshot Photo
Abeer Hamdan
Administrative Assistant
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Geri Hastings Headshot Photo
Geri Hastings
Staff Accountant
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Gloria Klimeck Headshot Photo
Gloria Klimeck
HR Generalist
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Katie Calagui Headshot Photo
Katie Calagui
Director of Talent Management
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Rachel Acosta Headshot Photo
Rachel Acosta
Office Coordinator
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