Your Team

Wealth Advisors

William C. O’Connor

MS, CFP®, EA
Principal and Wealth Advisor

Sean Walker

MBA
Principal and Wealth Advisor

Marcelo Bernardo

Wealth Advisor

Andrea J. Graham

CRPC®
Wealth Advisor

Steve Henningson

AIF ®, CIMA®
Principal & Wealth Advisor

Spencer Johnston

Associate Wealth Advisor

Client Services

Marie Faulkner

Relationship Manager

Joan Holmes

Client Services Associate, Registered Administrative Assistant

Jonathan Schaeffer

Client Services Associate

Alex Gishwiller

Client Service Associate

Sarah Gatsby

Client Service Associate

Natalie Kiser

Officer Administrator

Michelle Zuniga

Director of First Impressions

Lucia Castaneda

Marketing Assistant

Investments

Burt White

Chief Strategy Officer

Ryan Detrick

Chief Market Strategist

Jessica Golson

CIPM
Vice President, Investment Operations and Performance

Mike Lawrence

CFA®
Portfolio Manager

Patrick Sittner

Director, Portfolio Strategy

Sonu Varghese

Director, Investment Platform

Research Department

Brett Carson

CFA®
Director of Research

Kevin Zlomke

Director of Trading

Jake Bleicher

CFA®
Co-Portfolio Manager

Todd Knott

Senior Institutional Trader

Drew Reisdorff

Senior Trader

Matthew (Matt) Smith

Senior Trader

Kellie L. Duffy

Senior Trade Operations Analyst

Kaleigh Sanders

Trading Operations Analyst

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Managing Partner of Wealth Solutions

Erin Wood

CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning and Advanced Solutions

Matt Lewis

Vice President, Insurance

Mark Petersen

CPA, CFP®
Vice President, Affluent Wealth Planning

Scott Berryman

JD
Director of Trust Services

Tom Fridrich

JD, CLU, ChFC®
Senior Wealth Planner

Patrick Carter

CPA
Director of Tax Planning

Beth Schanou

JD
Senior Wealth Planner

Michael Gruidel

CFP®
Wealth Planner

Jody Jackson

FPQP™
Paraplanner