Gerald RouleauBranch Manager,Financial Advisor, QPFC® Managing Director – Investments |
Brian BevansFinancial Advisor, AIF®Managing Director - Investments |
Dominic CorletoPrivate Wealth Advisorc(k)P®, CRPS®, CRPC®, AIF®, IPFC® Senior Institutional Consultant Managing Director – Investments |
Lucas WidoffFinancial Advisor, CFP®Institutional Consultant First Vice President – Investment Officer |
Haley ThomasFinancial Advisor, CFP®Institutional Plan Fiduciary Consultant Vice President – Investment Officer |
Tom BirkFinancial AdvisorFirst Vice President – Investment Officer |
Tyler BevansFinancial Advisor, CRPC®Associate Vice President – Investment Officer |
Frederick SernatingerFinancial Advisor, CRPC®, CRPS®. |
Wendy CheneySenior Registered Client AssociateVice President |
Stephanie SpriggsSenior Registered Client AssociateAssistant Vice President |
Julie SkinnerSenior Registered Client AssociateAssistant Vice President |
Allison NelsonSenior Registered Client AssociateOfficer |
Howard WidoffFinancial AdvisorFirst Vice President Investment Officer |
Terry EyreSenior Registered Client Associate – Retired. |