We support each other — to better support you.

The only thing more valuable than great process and great technology is a great team. Meet ours.

Leadership

Jeff Cullen

Jeff Cullen

Chief Executive Officer

Deane Mayerhofer

Deane Mayerhofer

Chief Operating Officer

Bob Wagner

Bob Wagner

Chief Investment Officer

Jacqui Hendricks

Jacqui Skiffington

Vice President, Business Operations

Managing Directors

Doug Bermudez

Doug Bermudez

Managing Director, Los Angeles

Joe Brummel

Joe Brummel

Managing Director, Upper Midwest

Ric Clouse

Ric Clouse

Managing Director, Great Lakes

Craig Dewey

Craig Dewey

Managing Director, Mid Atlantic

Salvador Diaz the Third

Salvador Diaz III

Managing Director, Las Vegas

Mark Dorman

Mark J. Dorman

Managing Director

Steve Faggiolly

Steve Faggiolly

Managing Director, Northern California

Mark Forbes

Mark Forbes

Managing Director, Oklahoma

Greg Gavran

Greg Gavran

Managing Director, Great Lakes

Fran Gillis

Fran Gillis

Managing Director, Northern Colorado

Lucas Gillis

Lucas Gillis

Managing Director, Northern Colorado

Erin Hall

Erin Hall

Managing Director, Los Angeles

Mike Harvill

Mike Harvill

Managing Director, Fort Wayne

Heather Heron

Heather Heron

Managing Director, Austin

Christopher Kempton

Chris Kempton

Managing Director, Upstate New York

Gregory Koehler

Managing Director

Stacy League

Stacy League

Managing Director, Austin

Regina Lewis

Regina Lewis

Managing Director

Scott Lippa

Scott Lippa

Managing Director, Upstate New York

Todd Lohman

Todd Lohman

Managing Director, Midwest

Shannon Maloney

Shannon Maloney

Managing Director, Michigan; National Practice Leader DB & ESOPs

Brad Morgan

Brad Morgan

Managing Director, Dallas

blake morlet

Blake Morlet

Managing Director, Temecula

Bryan Peebles

Bryan Peebles

Managing Director, Nashville

Mike Pierce

Mike Pierce

Managing Director, Maryland

Jim Robinson

Jim Robison

Managing Director, Great Lakes

Rick Roush

Rick Roush

Managing Director, Fresno

Jonathon Schulthiess

Jonathon Schultheiss

Managing Director, Greensboro

Phil Senderowitz

Phil Senderowitz

Managing Director, Central Florida

Ann-marie Sepuka

Ann-Marie Sepuka

Managing Director, Houston

Sara Strasser

Sara Strasser

Managing Director

Jeanne Sutton

Jeanne Sutton

Managing Director, Nashville

David de Tagyos

David de Tagyos

Managing Director, Great Lakes

Christina Tunison

Christina Tunison

Managing Director

Matt Watson

Matt Watson

Managing Director, South Carolina

Todd White

Todd White

Managing Director, Northern California

Jamie Worrell

James L. Worrell

Managing Director, Northeast

Team

Mikayla Armatoski

Mikayla Armatoski

Relationship Manager, WELLth

Michael Ashby

Michael Ashby

Relationship Manager, Operations

Karsha Banerjee

Karsha Banerjee

Lead Plan Consultant

Jenna Barcley

Jenna Barcley

Marketing Assistant, Greensboro

Marc Beausoleil

Marc Beausoleil

Director, Financial Planning

Rachel Bielefeld

Rachel Bielefeld

Relationship Manager, Operations

John Brosnan

John Brosnan

Plan Consultant

Cheryl Castillo

Senior Relationship Manager, Operations

Lance Clauson

Lance Clauson

Plan Consultant

Kristen Corne

Kristen Corne

Relationship Manager, Operations

Lizzy Cullen

Lizzy Cullen

Business Support Specialist

Noelle Davis

Noelle Daniels

SET Coordinator

Amy Denikas

Amy Denikas

Manager, Marketing

Beth Dettbarn

Beth Dettbarn

Manager, Client Services

Gus Dodge

Gus Dodge

Education Specialist

Clay Downey

Clay Downey

Manager, Client Service

Jennifer Dumas

Jennifer Dumas

Director, IT

Billy Ebersold

Billy Ebersold

Associate Financial Advisor

Mario Echevarria

Mario Echevarria

Senior Wealth Advisor

ashley fairchild

Ashley Fairchild

Manager, Client Services

taylor fairman

Taylor Fairman

Director, Sales & Marketing

Jodi Faivre

Jodi Faivre

Relationship Manager

Karen Forbes

Karen Forbes

Benefits Specialist

Kaitlyn Foust

Kaitlyn Foust

Relationship Manager, Operations

Chris Gehrts

Chris Gehrts

Plan Consultant

Christina Hebert

Christina Gelardi

Relationship Manager, Operations

Sherry Giannone

Sherry Giannone

Relationship Manager, Operations

Molly Gillis

Molly Gillis

Relationship Manager, Operations

Stacy Haaland

Stacy Haaland

Relationship Manager, Operations

Ann Hansen

Ann Hansen

Manager, Client Services

Carin Hansen

Carin Hansen

Manager, Compliance

Colin Hendricks

Colin Hendricks

Product Specialist

Max Horowitz

Max Horowitz

Investment Associate

Sarah Hughes

Sarah Hughes

Chief Compliance Officer

Chris Janowski

Chris Janowski

Manager, IT Development

Jacob Janowski

Jacob Janowski

Marketing Technology Manager

Maxx Kempton

Maxx Kempton

WELLth Advisor & Educator

Joe Kerrigan

Joe Kerrigan

Sales Assistant

Jim Klomparens

Jim Klomparens

Plan Consultant

Megan Kohley

Megan Kohley

Coordinator, Sales Enhancement Team & Specialist, Marketing

Foffee Kotrotsos

Fofee Kotrotsos

Relationship Manager, WELLth

Brandon Lawrence

Brandon Lawrence

Retirement Plan Advisor

Scott Littlewood

Scott Littlewood

Financial Consultant

Jack Lohman

Jack Lohman

Retirement Plan Advisor, Midwest

Nick Lohman

Nick Lohman

Analyst Assistant

Rich Lombard

Rich Lombard

WELLth Advisor & Educator

Amanda Marchocha

Amanda Marnocha

Relationship Manager, Operations

Kate Matier

Kate Matier

Relationship Manager & Plan Consultant

Bert Moody

Bert Moody

Retirement Plan Consultant

Zach Morris

Zach Morris

Financial Advisor

Zachary Nelson

Zachary Nelson

Plan Consultant

Jim Norland

Jim Norland

Financial Advisor, Midwest

Eric Obergfell

Eric Obergfell

Plan Consultant

Morgan Pendleton

Morgan Pendleton

Executive Assistant

Jill Penman

Jill Penman

Manager, Client Services

Shelly Peterson

Shelly Peterson

Manager, Client Services

Amanda Poole

Amanda Poole

Sales Enhancement Team, Coordinator

Brian Quinn

Brian Quinn

Plan Consultant

Alex Racinski

Alex Racinski

System Developer, IT

Mike Rich

Michael Rich

Director, Investment Services

Geoff Roush

Geoff Roush

Financial Advisor

Jessica Roush

Jessica Roush

Regional Director

Tom Sawyer

Tom Sawyer

Plan Consultant

Lisa Schebler

Lisa Schebler

Retirement Plan Consultant

Marie Serchen

Marie Serchen

Manager, Client Services

Sara Seyer

Sara Seyer

Manager, Client Services

Kate Shaver

Kate Shaver

Senior Relationship Manager, Operations

Kevin Skiffington

Kevin Skiffington

Manager, WELLth & Participant Education

Marissa Serrano

Marissa Soto

Relationship Manager, Operations

Matt Stolle

Matt Stolle

Retirement Plan Consultant

Max Taylor

Max Taylor

Manager, IT Operations

Daniel Torres

Daniel Torres

Client Service Associate

Cat Totten

Catarina Totten

Relationship Manager, Operations

Larry Vogt

Plan Consultant

Savannah Waffird

Savannah Waffird

Financial Advisor

Andy Wheeler

Andy Wheeler

Senior Financial Advisor

Laura Woodland

Laura Woodland

Director, Finance

Lisa Wilson

Lisa Wilson

Onboarding & HR Benefits Specialist

Fue Yang

Fue Yang

Retirement Plan Advisor

Tony Zantua

Tony Zantua

Plan Consultant