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Our advisors

Raymond Messenbrink

BFA, CRPC

Product Specialist

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Amber Yun

Client Relationship Manager

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Benjamin Theis

BFA, CRPC

Client Support Associate

Experienced 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

Experienced Client Support Associate
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Greg Whalen

CFP®, BFA, CRPC, ChFC®, CLU®

Manager AAC

Learn more about Greg Whalen Visit Greg Whalen's website

Jack Hudnut

Client Support Associate

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Jackson Sosnowski

CRPC

Client Support Associate

Experienced Client Support Associate
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Jacob Adams

Client Support Associate

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Madalyn Allison

BFA, CRPC

Product Specialist

Lead Client Support Associate
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Maddy Rice

CRPC

Client Support Associate

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Michael Gontarek

Client Support Associate

Experienced Client Support Associate
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Sam Schraut

Client Support Associate

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Spencer Draghi

Client Support Associate

Learn more about Spencer Draghi