Anthony Whitbeck, CFP®, CLU®
Chief Executive Officer

Stephen Bratta, CMFC®, AAMS®
Chief Financial Officer

Nicholas Tucker, CRPC®, APMA®
Chief Operating Officer

John Sullivan, CFP®
Director, Coach

Nicholas Tucker, CRPC®, APMA®
Chief Operating Officer

Anthony Whitbeck, CFP®, CLU®
Chief Executive Officer

Dawn Rem
Coach

Eric Lejeune
Coach

Brett Macauley, CRPC®
Coach

Dave Detjen, CFP®
Coach

Ben Thelen
VP of Key Management Group, Coach

Dawn Rem
Coach

Brogan Probert
Coach

Brandon Smith
Coach

Paige Kosmynka
Recruiting Coordinator

Jessica Walla
Team Leader

Andrea Cwiklinski
Financial Analyst

Frank Stover
Financial Analyst

Natasha Lynn
Data Analyst

Rachel Gibson
Data Analyst

Melissa Johnson
Team Leader, Analyst

Andrew Alltop
Analyst

William Stephenson
Analyst

Sierra Mendoza
Analyst

Stephen Sleva
Intern

Zacchary Jurek
Intern

Todd Doherty
Vice President, Acquisition and Legacy Planning

Alan Salomon, CPA
M&A Expert

Jeff Sternberg
Attorney

Anthony Whitbeck, CFP®, CLU®
M&A Expert

Nicholas Tucker, CRPC®, APMA®
M&A Expert

John Sullivan, CFP®
M&A Expert

Travis Liedke
Analyst

Marie Tysick
Operations Manager

Nathan Morrison
Valuation Analyst

MaryAnn Hutchinson
VP of Internal Operations

Shennandoah Connor, MSODL
VP of Revenue Operations

Rhegan Jones
RevOps Specialist

Anne Whitbeck
Assistant