Scott Grenier, CFP®, AEP®
Manager, Tax & Estate Planning
Laura Ames, JD
Senior Estate Planner
Ron Freisleben, CPA
Equity and Fixed Income Research Senior Equity Analyst
Erica Kroll, CLU®
Insured Solutions Sr Consultant
Geofrey Banda, CIMA®
Senior Portfolio Consultant Vice President | Asset Manager Research
Eric Sobczak
Senior Retirement Plans Consultant
Maggie Kordash
Investment Products Consultant - Annuities
James Guckenberg, JD, CTFA
Vice President, Senior Estate Planner