Workplace Financial Wellness

Improve your employees productivity and engagement while enhancing your benefits investment

Questions on Financial Wellness Education? We can help. Click Here

A financial wellness program can help increase your employees' financial confidence and improve their engagement and productivity while enhancing your benefits investment

Improve the well-being and productivity of your employees	Drive employee engagement	Enhance your benefits investment
50% of employees believe employers have a responsibility for the financial well-being of their employees¹	53% of employees would be more loyal to their current employer when financial planning programs were offered²	1 in 4 employees ranks a financial wellness benefit with access to unbiased counselors as the most desirable employer benefit¹
84% of employees say financial wellness program/planning/ education/workshops/tools are a must have /nice to have¹	51% of employees are more likely to accept a job with a new employer when financial planning programs are offered²	91% of employees who participate in a workplace financial wellness program say these resources have been effective³
Financial wellness programs provide tangible benefits to the businesses that offer them, including greater employee satisfaction, improved productivity, lower turnover rates and potentially decrease company healthcare costs.		95% of employers who offer them agree that their financial wellness program has been effective in reaching its companies goals³

Ameriprise Financial is uniquely positioned to offer financial wellness programs to companies like yours. Our financial planning, education, tools and resources can help employees develop good financial habits and make smarter long-term decisions.

1. Financial planning

We offer personal financial advice with a road map to help employees achieve their financial goals.

Adding financial planning to your benefits can help:

Provide personal support for employees
Provide planning services that address your business objectives
Extend benefits to all employees to select groups

2. Financial education

Our group education programs cover key financial topics to help employees with financial planning and benefit decisions.

We can offer:

Seminars, events and complimentary initial consultations
Topics relevant to your employee needs and culture
Practical, actionable financial conversations

3. Financial tools and resources

A full suite of financial resources gives your employees the tools to do their own research and analysis.

Adding financial planning to your benefits can help:

Provide 24/7 access to the Ameriprise financial wellness website
Get easy access to online market updates and calculators

The list of Ameriprise financial advisors selected and trained for this program, by state, is below. Please review this list of advisors to determine who is best suited to work with your financial planning needs.

For questions about Ameriprise, or if your state is not listed below, send email to workplace.solutions@ampf.com.

Alaska, AK

City	Advisor Name	Advisor Title
Anchorage	Ryan Callaway	Private Wealth Advisor

Alabama, AL

City	Advisor Name	Advisor Title
Birmingham	Jason Cork	Financial Advisor
Birmingham	John Williamson	Financial Advisor
Birmingham	Michael Sheehan	Financial Advisor
Tuscaloosa	Jack Evans	Financial Advisor
Tuscaloosa	John Barrow	Associate Financial Advisor
Tuscaloosa	Ted Jackson	Private Wealth Advisor
Tuscaloosa	William Burkhalter	Associate Financial Advisor
Birmingham	Donna Cates	Financial Advisor

Arkansas, AR

City	Advisor Name	Advisor Title
Hot Springs Village	Christopher Mc Keown	Associate Financial Advisor
Hot Springs Village	Ryan Bartholomew	Associate Financial Advisor
Little Rock	Joey Small	Private Wealth Advisor
Little Rock	Kymberlie Reed	Associate Financial Advisor

Arizona, AZ

City	Advisor Name	Advisor Title
Mesa	Joseph Barkat	Private Wealth Advisor
Peoria	Craig Landers	Associate Financial Advisor
Peoria	Kevin Ehlers	Private Wealth Advisor
Peoria	Kyle Riley	Associate Financial Advisor
Peoria	Todd Sulzer	Associate Financial Advisor
Phoenix	Adam Yekin	Associate Financial Advisor
Phoenix	Dale Shafer	Associate Financial Advisor
Phoenix	Dennis Snoozy	Associate Financial Advisor
Phoenix	Matt Hanna	Associate Financial Advisor
Phoenix	Peter Girgis	Associate Financial Advisor
Phoenix	Renee Hanson	Private Wealth Advisor
Phoenix	Robert Larsen	Associate Financial Advisor
Phoenix	Scott Taubman	Financial Advisor
Scottsdale	Brian Juda	Financial Advisor
Scottsdale	Chris Kandas	Financial Advisor
Scottsdale	Dewey Darwin	Private Wealth Advisor
Scottsdale	Eric Gill	Associate Financial Advisor
Scottsdale	Karekin Kaprelian	Private Wealth Advisor
Scottsdale	Kristi Morrow	Associate Financial Advisor
Scottsdale	Kyle Edsall	Associate Financial Advisor
Scottsdale	Michael Otradovec	Financial Advisor
Scottsdale	Nayan Ranchhod	Private Wealth Advisor
Scottsdale	Nick Dyer	Financial Advisor
Scottsdale	Sarah Schmidt	Associate Financial Advisor
Scottsdale	Stephen Lomsdalen	Financial Advisor
Scottsdale	Steven Binder	Associate Financial Advisor
Scottsdale	Wayne Kandas	Private Wealth Advisor
Tucson	Alan Willenbrock	Field Vice President
Tucson	Jerry O'neill	Financial Advisor
Peoria	Garrett Smith	Associate Financial Advisor
Scottsdale	Carl Anderson	Financial Advisor

California, CA

City	Advisor Name	Advisor Title
Arcadia	Bradley Scott	Private Wealth Advisor
Arcadia	Ian O'Dwyer	Associate Financial Advisor
Campbell	Cherene Wong	Financial Advisor
Campbell	Eric Han	Associate Financial Advisor
Campbell	Henry Plata	Private Wealth Advisor
Campbell	Rich Bologna	Financial Advisor
Carlsbad	Jose Vicente Jr	Financial Advisor
Diamond Bar	Andre Logan	Financial Advisor
El Segundo	Robert Smotherman	Private Wealth Advisor
El Segundo	Ryan Narasaki	Associate Financial Advisor
Fair Oaks	Dominick Anton	Associate Financial Advisor
Fair Oaks	Douglas Crumley Jr	Private Wealth Advisor
Fallbrook	Deborah Haydis	Financial Advisor
Irvine	Norannsy Chieuchin	Financial Advisor
Irvine	Victoria Barbisan	Financial Advisor
Irvine	John Doty	Financial Advisor
Lodi	Terry Hickey	Financial Advisor
Los Angeles	Carl Davis	Financial Advisor
Los Angeles	Alex Schams	Associate Financial Advisor
Los Angeles	Anthony Perez	Private Wealth Advisor
Los Angeles	Eric Smutko	Associate Financial Advisor
Los Angeles	Jose Quintanilla	Associate Financial Advisor
Los Angeles	Joseph Lavitt	Associate Financial Advisor
Los Angeles	Kristie Liuag	Associate Financial Advisor
Los Angeles	Richard Brende	Private Wealth Advisor
Los Angeles	Ryan Onishi	Private Wealth Advisor
Los Angeles	Travis Gabler	Private Wealth Advisor
Newport Beach	Kris De La Pena	Private Wealth Advisor
Newport Beach	Stephen McGuirk	Associate Financial Advisor
Redwood Shores	Qiumei Sun	Financial Advisor
Redwood Shores	Shayna Forbes Felix	Private Wealth Advisor
Roseville	Heather Smart	Associate Financial Advisor
Roseville	Aaron Karr	Financial Advisor
Roseville	Kenneth Charles	Associate Financial Advisor
San Diego	Cheryl Lopez	Associate Financial Advisor
San Diego	Dennis Hennings	Associate Financial Advisor
San Diego	Jessica Simmons	Associate Financial Advisor
San Diego	Kent Thompson	Private Wealth Advisor
San Diego	Leah Serrano	Private Wealth Advisor
San Diego	Richard Vertucci	Associate Financial Advisor
San Dimas	Mark Tolan	Private Wealth Advisor
San Dimas	Ryan Tolan	Associate Financial Advisor
San Francisco	Mark Porter	Private Wealth Advisor
San Jose	Adam Ward	Financial Advisor
San Jose	David Cooper	Private Wealth Advisor
San Jose	Nick Hunt	Associate Financial Advisor
San Jose	Robert Graham	Associate Financial Advisor
San Mateo	George Papadoyannis	Private Wealth Advisor
San Mateo	Joshua Lelchook	Associate Financial Advisor
San Mateo	Natalia Koritskaya	Associate Financial Advisor
San Mateo	Ryan Lee	Associate Financial Advisor
Woodland Hills	Brett Dalton	Private Wealth Advisor
San Jose	Clive Pollard	Associate Financial Advisor
Arcadia	Jean Koehler	Financial Advisor

Colorado, CO

City	Advisor Name	Advisor Title
Colorado Springs	Kimberly Maez	Private Wealth Advisor
Colorado Springs	Lisa Forbes	Financial Advisor
Colorado Springs	Terry Bevan	Associate Financial Advisor
Denver	Amy Berk	Financial Advisor
Denver	Kristen Wenaas	Associate Financial Advisor
Englewood	Cheryl Nelson Boyd	Associate Financial Advisor
Grand Junction	Ryan Ahlstrom	Associate Financial Advisor
Thornton	Adam Strickman	Private Wealth Advisor
Thornton	Adam Thein	Associate Financial Advisor
Thornton	Jack Venable	Associate Financial Advisor
Thornton	Todd Doleshal	Associate Financial Advisor
Thornton	Wayne Verity	Associate Financial Advisor

Connecticut, CT

City	Advisor Name	Advisor Title
Hartford	Jonathan Ingalls	Private Wealth Advisor
Middlebury	Michael Riley	Associate Financial Advisor
New Preston	Mark Jones	Private Wealth Advisor
Oxford	Anthony Williams	Associate Financial Advisor
Oxford	Nancy Daoud	Private Wealth Advisor
Oxford	Philip Bensley	Associate Financial Advisor
Southbury	Derek Packett	Associate Financial Advisor
Southbury	Joe Cullen	Associate Financial Advisor
Southbury	Nicholas Guiditta	Associate Financial Advisor
Southbury	Steven Haas	Private Wealth Advisor

District of Columbia, DC

City	Advisor Name	Advisor Title
Washington	Andrew Paulson	Associate Financial Advisor
Washington	Dickinson Miller	Private Wealth Advisor
Washington	Michelle Mancari	Associate Financial Advisor

Delaware, DE

City	Advisor Name	Advisor Title
Rehoboth Beach	Matthew Dunphy	Associate Financial Advisor
Rehoboth Beach	Robert Gildea	Associate Financial Advisor
Wilmington	Arlene Wilson	Financial Advisor

Florida, FL

City	Advisor Name	Advisor Title
Boca Raton	Albert Bevilacqua	Private Wealth Advisor
Boca Raton	Jeffrey Eagle	Financial Advisor
Boca Raton	Jeffrey Feldman	Associate Financial Advisor
Boca Raton	Kelly Boyle	Financial Advisor
Brandon	Clyde Jensen	Associate Financial Advisor
Port Charlotte	Nancy Onderko	Associate Financial Advisor
Tampa	David Newhard	Associate Financial Advisor
Tampa	Lauren Silva	Private Wealth Advisor
Tampa	Nathan Helms	Associate Financial Advisor
Tampa	Philip Nelson	Financial Advisor
Wesley Chapel	Cheryl Burbano	Financial Advisor
Ft Lauderdale	John Piotrowski	Private Wealth Advisor
Vero Beach	Eric Storberg	Financial Advisor

Georgia, GA

City	Advisor Name	Advisor Title
Atlanta	Jay Geaslen	Financial Advisor
Atlanta	Susan Riley - Hayes	Private Wealth Advisor
Cumming	Deborah Thomas	Financial Advisor
Gainesville	John Sulhoff	Associate Financial Advisor
Gainesville	Rick Young	Associate Financial Advisor
Gainesville	Roger Sulhoff	Financial Advisor
Peachtree Corners	Christopher Reynolds	Financial Advisor
Roswell	Audrey Croft	Financial Advisor
Roswell	Mark Kiser	Associate Financial Advisor
Roswell	Vernon Thornton	Associate Financial Advisor

Hawaii, HI

City	Advisor Name	Advisor Title
Aiea	Ken Kondo	Financial Advisor
Hilo	Alika Garcia	Financial Advisor
Honolulu	Eric Fujimoto	Private Wealth Advisor
Honolulu	Jarik Higa	Associate Financial Advisor
Honolulu	Matthew McConnell	Financial Advisor
Honolulu	Michael China	Associate Financial Advisor

Iowa, IA

City	Advisor Name	Advisor Title
Chariton	Alyse Hunter	Financial Advisor
Chariton	Mariah Pierschbacher	Associate Financial Advisor
Clive	Jay Bollman	Private Wealth Advisor
Council Bluffs	R Darrah	Private Wealth Advisor
Iowa City	Nick Leyden	Associate Financial Advisor
West Des Moines	Chris Korte	Private Wealth Advisor
Humboldt	James Brandt	Associate Financial Advisor

Idaho, ID

City	Advisor Name	Advisor Title
Boise	Chris Crosby	Associate Financial Advisor
Boise	Eugene Delarosa	Associate Financial Advisor
Boise	Justin Samples	Private Wealth Advisor
Boise	Robert Bothmer	Associate Financial Advisor
Coeur d Alene	Thomas Frame	Associate Financial Advisor

Illinois, IL

City	Advisor Name	Advisor Title
Barrington	Eric Schneider	Associate Financial Advisor
Bloomington	Dee Wilson	Financial Advisor
Burr Ridge	Thomas Nolan	Private Wealth Advisor
Chicago	David Winekoff	Private Wealth Advisor
Chicago	George Connor	Financial Advisor
Chicago	Justine Berger	Associate Financial Advisor
Chicago	Rosendo Garcia	Financial Advisor
Chicago	Tyler Geik	Associate Financial Advisor
Chicago	William Lowe	Associate Financial Advisor
Deerfield	Ryan May	Financial Advisor
Northfield	Gary London	Financial Advisor
Schaumburg	Scott Grady	Associate Financial Advisor
Schaumburg	Steven Adams	Private Wealth Advisor
Woodridge	Gabriel Chavez	Private Wealth Advisor
Woodridge	Sandra McClanahan	Associate Financial Advisor

Indiana, IN

City	Advisor Name	Advisor Title
Bloomington	Randy Shewmaker	Financial Advisor
Evansville	Kurt Willard	Associate Financial Advisor
Evansville	Liz Alles	Associate Financial Advisor
Evansville	Mark Powers	Financial Advisor
Evansville	Ryan Hayes	Associate Financial Advisor
Evansville	Scott Scales	Financial Advisor
Fort Wayne	Robert Polston	Financial Advisor
Greenwood	Albert Rahman	Financial Advisor
Greenwood	Joseph Stafford	Associate Financial Advisor
Indianapolis	Andrew Herron	Associate Financial Advisor
Indianapolis	Angela Grabovsky	Private Wealth Advisor
Indianapolis	Cody McFarland	Associate Financial Advisor
Indianapolis	Eric Bilitz	Private Wealth Advisor
Indianapolis	Lawrence Turow	Associate Financial Advisor
Indianapolis	Thomas Tucker	Associate Financial Advisor
Indianapolis	Vince Kaiser	Associate Financial Advisor
Indianapolis	Jimmy Pike	Associate Financial Advisor
Indianapolis	Joyce Foster	Financial Advisor

Kentucky, KY

City	Advisor Name	Advisor Title
Crestview Hills	David Girmann	Associate Financial Advisor
Crestview Hills	Doug Kisker	Private Wealth Advisor
Crestview Hills	Edward Shernoff	Associate Financial Advisor
Crestview Hills	Geoffrey Scanlon	Associate Financial Advisor
Crestview Hills	James Strauss	Associate Financial Advisor
Crestview Hills	John Wallace	Associate Financial Advisor
Crestview Hills	Matthew Poulos	Associate Financial Advisor
Edgewood	Melissa Kelly	Associate Financial Advisor
Edgewood	Scott Osborne	Associate Financial Advisor
Louisville	Glenn Taylor	Associate Financial Advisor
Louisville	Amy Wiitala	Financial Advisor
Louisville	Chris Mallory	Financial Advisor
Louisville	Dean Donohue	Private Wealth Advisor
Louisville	Greg Mullaney	Private Wealth Advisor
Louisville	Jeff Burnett	Associate Financial Advisor
Louisville	Wesley Gersh	Associate Financial Advisor
Owensboro	Brian Wilborn	Associate Financial Advisor
Owensboro	Burns Mackey	Associate Financial Advisor
Owensboro	Debra Woodard	Associate Financial Advisor
Owensboro	Drew Watson	Private Wealth Advisor
Owensboro	Suresh Sallan	Associate Financial Advisor

Louisiana, LA

City	Advisor Name	Advisor Title
Metairie	Ralph Leopold	Financial Advisor
Metairie	Rufus Cressend	Private Wealth Advisor
Metairie	Theresa Barnard	Associate Financial Advisor
New Orleans	Greg Hildebrand	Financial Advisor
New Orleans	Scot Billeaudeau	Associate Financial Advisor
Metairie	Hammond Scott	Associate Financial Advisor
Metairie	James Ray	Associate Financial Advisor
Metairie	John Gin	Private Wealth Advisor

Massachusetts, MA

City	Advisor Name	Advisor Title
Auburndale	Daniel Wilson	Private Wealth Advisor
Auburndale	Jacqueline Blau	Associate Financial Advisor
Auburndale	Joshua Sokol	Associate Financial Advisor
Edgartown	Jay Woerdeman	Private Wealth Advisor
Hingham	Alison Meade	Private Wealth Advisor
Hopkinton	Connell McNamara	Associate Financial Advisor
Hopkinton	Daniel Omogrosso Jr	Financial Advisor
Hopkinton	Dawn Smith	Private Wealth Advisor
Hopkinton	Lars Lambrecht	Associate Financial Advisor
Hopkinton	Michele Colarusso	Associate Financial Advisor
Middleton	Domenic Maitino	Financial Advisor
Raynham	Rhoda Christmas	Financial Advisor
Sagamore Beach	Adrienne Rowles	Associate Financial Advisor
Sagamore Beach	Jeffrey Woerdeman	Associate Financial Advisor
Sagamore Beach	Joshua Woerdeman	Associate Financial Advisor
Sagamore Beach	Richard Feraulo	Associate Financial Advisor
Wellesley	Samuel Lookner	Financial Advisor
Worcester	Caitlin Peloquin	Associate Financial Advisor
Worcester	Karen Maloney-Hagel	Private Wealth Advisor

Maryland, MD

City	Advisor Name	Advisor Title
Annapolis	Christopher McGarvey	Private Wealth Advisor
Bethesda	Adam Goddard	Financial Advisor
Bethesda	Andrew Gibson	Associate Financial Advisor
Bethesda	Brian Thoms	Private Wealth Advisor
Bethesda	Steven Vozenilek	Financial Advisor
Owings Mills	Brad Davis	Associate Financial Advisor
Owings Mills	Brad Schwartz	Private Wealth Advisor
Owings Mills	Jason Zephir	Associate Financial Advisor
Timonium	Vincent Hackler	Field Vice President
Bethesda	David Weinstein	Associate Financial Advisor

Maine, ME

City	Advisor Name	Advisor Title
Jay	Michelle Maki	Private Wealth Advisor
Scarborough	John Hughes	Private Wealth Advisor
Scarborough	Lisa Brislin	Associate Financial Advisor

Michigan, MI

City	Advisor Name	Advisor Title
Bloomfield Hills	Christopher Martin	Financial Advisor
Brownstown Township	Chuck Moyer	Financial Advisor
Caro	Jon Sabo	Associate Financial Advisor
Caro	Kevin Hepner	Associate Financial Advisor
East Lansing	Aaron Irving	Associate Financial Advisor
Grand Blanc	Ted Himelhoch	Financial Advisor
Grand Rapids	Chance Coda	Financial Advisor
Grand Rapids	Chase Carpenter	Associate Financial Advisor
Grand Rapids	David Dilley	Associate Financial Advisor
Grand Rapids	Eric Deuker	Associate Financial Advisor
Grand Rapids	Jack Hendon	Private Wealth Advisor
Grand Rapids	Olga Hejl	Associate Financial Advisor
Mt Pleasant	Steven Campbell	Associate Financial Advisor
Northville	Elizabeth Deutch	Private Wealth Advisor
Pleasant Ridge	Adam Cousino	Associate Financial Advisor
Pleasant Ridge	Jason Coldicott	Associate Financial Advisor
Pleasant Ridge	Lee Hart	Private Wealth Advisor
Portage	AJ Srmek	Associate Financial Advisor
Portage	Jason Klein	Financial Advisor
Troy	Barbara Buschen	Associate Financial Advisor
Troy	Charles Belfiori	Associate Financial Advisor
Troy	David Brazen	Private Wealth Advisor
Troy	Graff Kennelly	Associate Financial Advisor
Troy	Jeffrey Linska	Financial Advisor
Troy	Mark Ivezaj	Financial Advisor
Troy	Meg Brandt	Associate Financial Advisor
Troy	Michael Coffield	Private Wealth Advisor
Caro	Denise Steffen	Associate Financial Advisor
Greenville	Cory Preuss	Associate Financial Advisor

Minnesota, MN

City	Advisor Name	Advisor Title
Edina	Bennett Cooper	Associate Financial Advisor
Edina	Jacob Stark	Associate Financial Advisor
Edina	Leisa Olson	Associate Financial Advisor
Edina	Robert Shinar	Associate Financial Advisor
Edina	Timothy Werner	Private Wealth Advisor
Golden Valley	Paul Rampetsreiter	Associate Financial Advisor
Minneapolis	Tyler Sevlie	Financial Consultant
Minnetonka	Jill Lawrence	Private Wealth Advisor
Plymouth	Isaac Wales	Private Wealth Advisor
Rochester	Barbara O'connor	Associate Financial Advisor

Missouri, MO

City	Advisor Name	Advisor Title
Chesterfield	Robert Mac Donald	Private Wealth Advisor
Springfield	Dylan Ross	Associate Financial Advisor
Springfield	Joseph Taylor	Associate Financial Advisor
Springfield	Samuel Ackerman	Associate Financial Advisor

North Carolina, NC

City	Advisor Name	Advisor Title
Charlotte	Becky Johnson	Private Wealth Advisor
Charlotte	Michael Phillips	Financial Advisor
Charlotte	Scott Serfass	Private Wealth Advisor
Durham	Blake Gaulden	Associate Financial Advisor
Durham	Gary Gaulden	Private Wealth Advisor
Greensboro	Randal Sipkema	Associate Financial Advisor
High Point	Brad Clasby	Financial Advisor
Huntersville	Alex Bishop	Private Wealth Advisor
Huntersville	Mel Miller	Associate Financial Advisor
Huntersville	Scott Robinson	Associate Financial Advisor
Raleigh	Craig Miller	Associate Financial Advisor
Raleigh	James Richardson	Private Wealth Advisor
Raleigh	Jason Curfman	Associate Financial Advisor
Raleigh	Jeff Mc Claugherty	Private Wealth Advisor
Raleigh	Rebecca Tolbert	Associate Financial Advisor
Raleigh	Richard Robinson	Associate Financial Advisor
Raleigh	Timothy Rutt	Associate Financial Advisor

North Dakota, ND

City	Advisor Name	Advisor Title
Bismarck	Joel Bird	Private Wealth Advisor
Fargo	Angela Mc Carthy	Private Wealth Advisor
Fargo	Ben Ankrum	Associate Financial Advisor
Fargo	Ed Ankrum	Private Wealth Advisor
Fargo	Teri Verduyn	Financial Advisor
Jamestown	CJ Hager	Associate Financial Advisor

Nebraska, NE

City	Advisor Name	Advisor Title
Omaha	Angelia Thomas	Financial Advisor
Omaha	Bret Salomon	Financial Advisor
Omaha	John Leyden	Financial Advisor
Omaha	Michael Thomas	Associate Financial Advisor

New Hampshire, NH

City	Advisor Name	Advisor Title
Bedford	Brian Caldwell	Financial Advisor
Henniker	Deborah Nitzschke	Financial Advisor
Nashua	Frederick Boucher	Private Wealth Advisor
Portsmouth	Anthony Zanetti	Field Vice President
Portsmouth	Dan Thompson	Financial Advisor
Portsmouth	Wheeler Crowley	Financial Advisor

New Jersey, NJ

City	Advisor Name	Advisor Title
Bedminster	Jim Fahey	Financial Advisor
Bridgewater	Susan Sandman	Financial Advisor
East Brunswick	Matthew Garber	Associate Financial Advisor
East Brunswick	Robert Rafano	Private Wealth Advisor
Flanders	Gene Spitzer	Associate Financial Advisor
Flanders	Lawrence Lawson	Associate Financial Advisor
Flemington	Stephen Croghan	Private Wealth Advisor
Lawrenceville	Ira Krulik	Financial Advisor
Mount Laurel	Eric Guggenheim	Financial Advisor
Mount Laurel	Peter Berlin	Financial Advisor
Princeton	Daniel Clifford	Associate Financial Advisor
Princeton	Hyder Agha	Associate Financial Advisor
Princeton	John Hanft	Associate Financial Advisor
Princeton	Karamjeet Mangat	Associate Financial Advisor
Princeton	Paul Burcher	Associate Financial Advisor
Princeton	Saji Philip	Associate Financial Advisor
Princeton	Simmerpal Bains	Associate Financial Advisor
Saddle Brook	Eric Friedman	Financial Advisor
Voorhees	Joseph Skwara Jr	Financial Advisor
Flemington	Brian Reiss	Associate Financial Advisor
Paramus	Frederick Schuldt	Financial Advisor

New Mexico, NM

City	Advisor Name	Advisor Title
Albuquerque	Lee Allbright	Associate Financial Advisor
Albuquerque	Brian Spinnato	Associate Financial Advisor

Nevada, NV

City	Advisor Name	Advisor Title
Las Vegas	Evan Newton	Associate Financial Advisor
Las Vegas	Lori Bean	Private Wealth Advisor
Las Vegas	Samuel Powers	Associate Financial Advisor
Reno	Christopher Mulloy	Financial Advisor
Reno	Jacklyn Lynch	Associate Financial Advisor
Reno	Kenneth Bickford Jr	Associate Financial Advisor
Reno	Kevin Harrell	Associate Financial Advisor
Reno	Matthew Jeannes	Associate Financial Advisor
Reno	Michael Angier	Private Wealth Advisor

New York, NY

City	Advisor Name	Advisor Title
Albany	Maria Natarelli	Associate Financial Advisor
Albany	Sasa Mirkovic	Private Wealth Advisor
East Meadow	Jeffrey London	Private Wealth Advisor
East Meadow	Jonathan London	Associate Financial Advisor
Garden City	John Yohe	Associate Financial Advisor
Garden City	Philip Andriola	Private Wealth Advisor
Goshen	Jennifer Paolicelli	Associate Financial Advisor
Hauppauge	Evan Branfman	Associate Financial Advisor
Hauppauge	Jason Harris	Associate Financial Advisor
Hauppauge	Mark Harris	Financial Advisor
Hauppauge	Richard Rosenberg	Associate Financial Advisor
Mitchel Field	Quin Ciuffetelli	Private Wealth Advisor
New York	Christopher Copenhaver	Associate Financial Advisor
New York	Jagdip Bakshi	Financial Advisor
New York	Joseph Soranno	Financial Advisor
New York	Michael Cooper	Private Wealth Advisor
New York	Michael Sangirardi	Private Wealth Advisor
New York	Paul Donas	Financial Advisor
New York	Philip Mattera	Associate Financial Advisor
New York	Joseph Candela	Private Wealth Advisor
Plainview	George Crowley	Associate Financial Advisor
Plainview	Jeffrey Seitz	Associate Financial Advisor
Plainview	Louis Ciliberti	Financial Advisor
Saratoga Springs	Darryl Teal	Private Wealth Advisor
Saratoga Springs	Dedra Brust	Associate Financial Advisor
Saratoga Springs	Keith Cunningham	Associate Financial Advisor
Tarrytown	Jason Savey	Associate Financial Advisor
Valhalla	David Lasco	Associate Financial Advisor
Valhalla	Donald Amoruso	Financial Advisor
Valhalla	Jak Cukaj	Private Wealth Advisor
White Plains	Robert Berard	Private Wealth Advisor
White Plains	Robert Berard Jr	Associate Financial Advisor
Albany	Derek Shoden	Associate Financial Advisor

Ohio, OH

City	Advisor Name	Advisor Title
Akron	John Trecaso	Associate Financial Advisor
Avon	Brandon Hull	Associate Financial Advisor
Avon	Denise Shafer	Associate Financial Advisor
Avon	Gregory Helms	Associate Financial Advisor
Avon	James Bingham	Associate Financial Advisor
Avon	Joe Flinner	Private Wealth Advisor
Avon	Michael Powers	Associate Financial Advisor
Avon	Susan Vasu	Associate Financial Advisor
Avon	Tom Asimou	Associate Financial Advisor
Beavercreek	Randall Helt	Associate Financial Advisor
Beavercreek	Scott Edwards	Private Wealth Advisor
Bellevue	Don Berkey	Associate Financial Advisor
Bellevue	Kevin Young	Associate Financial Advisor
Cincinnati	Derek Hassenpflug	Field Vice President
Cincinnati	Jerry Wagner	Associate Financial Advisor
Cincinnati	Kathleen Laverde	Associate Financial Advisor
Cincinnati	Laurel Markley	Associate Financial Advisor
Cincinnati	Zack Peretzky	Associate Financial Advisor
Columbus	Randy Ryan	Associate Financial Advisor
Columbus	Warren Seeley	Private Wealth Advisor
Dublin	Margaret McLurg	Financial Advisor
Dublin	Steve Rand	Financial Advisor
Gahanna	Jeff Chaddock	Private Wealth Advisor
Mason	Roderick Gosa	Financial Advisor
Maumee	David McWhinnie	Associate Financial Advisor
Maumee	David Sluss	Financial Advisor
Pepper Pike	Robert Zaremba	Financial Advisor
Perrysburg	Christopher Walker	Private Wealth Advisor
Perrysburg	Daniel Kunos	Financial Advisor
Perrysburg	John Lung	Associate Financial Advisor
Piqua	Craig Mullenbrock	Private Wealth Advisor
Piqua	Justin Wurster	Associate Financial Advisor
Tiffin	Pamela Mason	Associate Financial Advisor
Tiffin	Sarah Porter	Associate Financial Advisor
Westlake	Aaron Vaughn	Associate Financial Advisor

Oklahoma, OK

City	Advisor Name	Advisor Title
Tulsa	Brandt Brock	Private Wealth Advisor
Tulsa	Brooklyn Brock	Associate Financial Advisor
Tulsa	Daniel Bickerstaff	Associate Financial Advisor
Tulsa	David Cottrell	Associate Financial Advisor
Tulsa	Wendy Gregory	Associate Financial Advisor

Oregon, OR

City	Advisor Name	Advisor Title
Bend	Mark Greaney	Associate Financial Advisor
Corvallis	Michael Hill	Associate Financial Advisor
Corvallis	Sten Carlson	Private Wealth Advisor
Corvallis	Tiffany Chona-Giessinger	Associate Financial Advisor
Grants Pass	Richard Wilson	Financial Advisor
Hillsboro	Jeffrey Eischen	Financial Advisor
Hillsboro	Nathan Bauer	Associate Financial Advisor
Lake Oswego	Joseph Williams	Financial Advisor
Portland	Brandon Jochim	Private Wealth Advisor
Portland	Steve Peterman	Associate Financial Advisor
Salem	Bob Welle	Private Wealth Advisor
Salem	William Anderson	Associate Financial Advisor
Salem	Zachary Blalack	Associate Financial Advisor

Pennsylvania, PA

City	Advisor Name	Advisor Title
Conshohocken	Massimo Magliari	Private Wealth Advisor
Conshohocken	Steven Krzywicki	Private Wealth Advisor
Lancaster	Lucas Kauffman	Associate Financial Advisor
Langhorne	Brendan O Reilly	Associate Financial Advisor
Langhorne	John Shimp	Private Wealth Advisor
Plymouth Meeting	Abigail Vachon	Associate Financial Advisor
Plymouth Meeting	Alan Barlow	Private Wealth Advisor
Plymouth Meeting	Justin Dipasquale	Associate Financial Advisor
Plymouth Meeting	Shawn Smith	Associate Financial Advisor
Plymouth Meeting	Thomas Minger	Associate Financial Advisor
Sewickley	Peter Schlicht	Financial Advisor
Wexford	Jared Scholl	Associate Financial Advisor
Wexford	Jill Baker	Associate Financial Advisor
Wexford	Kiersten McCort	Private Wealth Advisor
Williamsport	Ron Cioffi	Private Wealth Advisor
Nanticoke	Brent Makarczyk	Financial Advisor
Plymouth Meeting	Diann Slavinski	Associate Financial Advisor
Plymouth Meeting	Eric Kelman	Private Wealth Advisor

South Carolina, SC

City	Advisor Name	Advisor Title
Greenville	Brandon Leonard	Associate Financial Advisor
Greenville	Michele Huddleston	Private Wealth Advisor
Mt Pleasant	Rudy Hein	Private Wealth Advisor
Mt Pleasant	Thomas Gallant	Associate Financial Advisor

South Dakota, SD

City	Advisor Name	Advisor Title
Aberdeen	Joshua Bowen	Associate Financial Advisor
Milbank	Dennis Mears	Associate Financial Advisor
Pierre	Joel Leyden	Private Wealth Advisor
Pierre	Karen Authier	Associate Financial Advisor
Pierre	Rick Dockter	Associate Financial Advisor
Rapid City	Pat Wolff	Private Wealth Advisor
Sioux Falls	Chris Limmer	Associate Financial Advisor
Sioux Falls	Joshua Hoffman	Associate Financial Advisor
Sioux Falls	Steven Larsen	Financial Advisor
Winner	Candice Sachtjen	Associate Financial Advisor

Tennessee, TN

City	Advisor Name	Advisor Title
Cordova	Andrew Tillett	Associate Financial Advisor
Cordova	Brian Douglas	Associate Financial Advisor
Cordova	Bud Milligan	Associate Financial Advisor
Cordova	Darrell Douglas	Private Wealth Advisor
Cordova	Michael Turner	Associate Financial Advisor
Germantown	Angela Smith	Associate Financial Advisor
Germantown	Chris Murray	Associate Financial Advisor
Knoxville	Lee Roberts	Financial Advisor
Knoxville	Mark Stooksbury	Associate Financial Advisor

Texas, TX

City	Advisor Name	Advisor Title
McKinney	Andrew Douthit	Associate Financial Advisor
Arlington	Margaret Capehart	Associate Financial Advisor
Austin	B Seastone	Financial Advisor
Austin	Chris Taylor	Associate Financial Advisor
Austin	David Martinez	Private Wealth Advisor
Austin	Laura Parker	Associate Financial Advisor
Austin	Neil Walters	Financial Advisor
Austin	Walter Reep	Private Wealth Advisor
Austin	William Martinez	Associate Financial Advisor
Dallas	Aubrey Nestman	Financial Advisor
Dallas	Blake Harris	Field Vice President
Dallas	Carol Harper	Private Wealth Advisor
Dallas	Joe Scott	Financial Advisor
Dallas	Michael Degroat	Financial Advisor
Edinburg	Alexis Villarreal	Associate Financial Advisor
Edinburg	Jim Tabak	Financial Advisor
Fort Worth	Brooks Danley	Financial Advisor
Fort Worth	Edward Estes	Associate Financial Advisor
Fort Worth	Jason Fisk	Associate Financial Advisor
Fort Worth	Justin Nnabuife	Associate Financial Advisor
Fort Worth	Michael Halloran	Associate Financial Advisor
Fort Worth	Sanger Smith	Associate Financial Advisor
Fort Worth	Shawn Smith	Private Wealth Advisor
Fort Worth	Steve Tawadrous	Associate Financial Advisor
Fort Worth	William Campbell	Associate Financial Advisor
Fort Worth	William Elsesser	Associate Financial Advisor
Houston	David Covington	Associate Financial Advisor
Houston	David Hergert	Associate Financial Advisor
Houston	La Prestage	Financial Advisor
Houston	Matthew Landry	Associate Financial Advisor
Houston	Mike Garofalo	Financial Advisor
Houston	Priscilla Vazquez	Associate Financial Advisor
Houston	R Judah	Private Wealth Advisor
Houston	Rashonner Lillie	Financial Advisor
Houston	Scott Bowers	Associate Financial Advisor
Houston	Scott Tiras	Private Wealth Advisor
Houston	Thomas Doggett	Associate Financial Advisor
Plano	Chris Black	Associate Financial Advisor
Plano	Travis Federick	Financial Advisor
Richardson	Nicholas Adamson	Private Wealth Advisor
Sealy	Mark Miller	Associate Financial Advisor
The Woodlands	James Boston	Private Wealth Advisor
Webster	Brian Strawn	Financial Advisor
Austin	Brianna Kuehmstedt	Associate Financial Advisor
Houston	Cathy Buchanan	Private Wealth Advisor
Houston	Crystal Garrett	Associate Financial Advisor
McKinney	Herbert Poledna	Associate Financial Advisor

Utah, UT

City	Advisor Name	Advisor Title
Clearfield	Brian Walker	Associate Financial Advisor
Salt Lake City	Rex Baxter	Private Wealth Advisor
Sandy	Dorne Hall	Financial Advisor
Sandy	Lynne Anderson	Associate Financial Advisor
Sandy	Mindy Cespedes	Associate Financial Advisor

Virginia, VA

City	Advisor Name	Advisor Title
Lake Ridge	Benjamin Hazekamp	Associate Financial Advisor
Lake Ridge	Bennett Whitlock	Private Wealth Advisor
Lake Ridge	Eric Olson	Associate Financial Advisor
Lake Ridge	Garry Klegin	Associate Financial Advisor
Lake Ridge	Sung Lee	Associate Financial Advisor
Manassas	Robert Briscoe	Associate Financial Advisor
Manassas	Thomas Huszcza	Associate Financial Advisor

Washington, WA

City	Advisor Name	Advisor Title
Bellevue	Adam Costarella	Associate Financial Advisor
Bellevue	Andrew Norman	Financial Advisor
Richland	Robert Fix	Associate Financial Advisor
Seattle	Don Safstrom	Associate Financial Advisor
Vancouver	Devlin Carothers	Associate Financial Advisor
Vancouver	Joseph Ridinger	Associate Financial Advisor
Yakima	Dylan Brown	Private Wealth Advisor
Yakima	Isaac Walter	Associate Financial Advisor

Wisconsin, WI

City	Advisor Name	Advisor Title
Brookfield	Brandon Andreasen	Associate Financial Advisor
Brookfield	Carol Busche	Private Wealth Advisor
Brookfield	Dana Felton	Associate Financial Advisor
La Crosse	Timothy Gillespie	Private Wealth Advisor
La Crosse	Vincent Ruger	Associate Financial Advisor
Stevens Point	Kim Angell	Associate Financial Advisor
Stevens Point	Michael Nerdahl	Associate Financial Advisor
Stevens Point	Michael Wolbers	Associate Financial Advisor
Stevens Point	Mike Smith	Private Wealth Advisor
Stevens Point	Tracey Stalter	Associate Financial Advisor
Stevens Point	Travis Rucinski	Associate Financial Advisor
Wausau	Ted Fox	Private Wealth Advisor
Charleston	Brian Floyd	Associate Financial Advisor

Contact Us

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