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Kristen Cordell, CPFA®

Wealth Advisor, Retirement Plans

Portage

Kyle Dodrill

Wealth Advisor

Portland, Portland – South

Kyle Nadler

Sr. Wealth Advisor

Atlanta

Laura Rowley, CFP^®, CTFA

Sr. Wealth Advisor

Austin, Houston

Lauren Kaniuk, CFP®

Wealth Advisor

West Des Moines

Lauren Rosberg, CFP®, CRPC®, CDFA®, AEP®

Wealth Advisor

Schaumburg

Lawrence Solomon, MBA, CFP^®

Sr. Wealth Advisor

McLean

Leigh Shimamoto, JD, CFP®

Sr. Wealth Advisor

Menlo Park

Lisa Pastushok

Wealth Advisor

Atlanta

Liz Yunker, CFP®

Wealth Advisor

Portage

Logan Donovan, CFP®

Wealth Advisor

Boulder, Green Bay

Logan L. Baker, JD, LL.M., MBA

Lead, Sr. Wealth Strategist

Lorenzo Riley, CFP®, CIMA®

Wealth Advisor, Director

Woodland Hills

Lori (Lo) M. Fellows, CRPC®, CPFA®, AIF®

Director, Retirement Plan Operations

Columbus

Lorraine Eugenio, CFP®

Wealth Advisor

Morristown

Luc Ceci, CFP®, EA

Wealth Advisor

Newport Beach

Maeve Lehman, CFP^®

Wealth Advisor

Boulder, Denver, Omaha

Marcus Cooper

Wealth Advisor

Richmond

Mariana Battista, CFP®

Wealth Advisor

Atlanta

Marissa Nece

Wealth Advisor

New York

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Meet our Advisory Team

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Kristen Cordell, CPFA®

Kyle Dodrill

Kyle Nadler

Laura Rowley, CFP^®, CTFA

Lauren Kaniuk, CFP®

Lauren Rosberg, CFP®, CRPC®, CDFA®, AEP®

Lawrence Solomon, MBA, CFP^®

Leigh Shimamoto, JD, CFP®

Lisa Pastushok

Liz Yunker, CFP®

Logan Donovan, CFP®

Logan L. Baker, JD, LL.M., MBA

Lorenzo Riley, CFP®, CIMA®

Lori (Lo) M. Fellows, CRPC®, CPFA®, AIF®

Lorraine Eugenio, CFP®

Luc Ceci, CFP®, EA

Maeve Lehman, CFP^®

Marcus Cooper

Mariana Battista, CFP®

Marissa Nece

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