Advisors Principal/CEOAnthony Cecchini Principal/PresidentJason O’Hallen Principal/Co-CIOWilliam Waight Principal/Co-CIOBill German Principal/Chief Client Sols OfficerOscar Cantu PrincipalEric Berkowitz PrincipalJohn Bollweg PrincipalWilliam Dever PrincipalErik Faust PrincipalJaclyn Garcia PrincipalMatthew Grubb PrincipalTony Kozaili PrincipalJustin Lesch PrincipalBrett Ludwig PrincipalDavid Morgan PrincipalAaron Niec PrincipalMichelle Rozsypal PrincipalTim Stringer Principal/Director FASBrian VanBuren PrincipalMarcus Velasco Principal/VP of Finance/TreasurerMelissa Walsh PrincipalJohn White AdvisorAaron Ahlstrom AdvisorWill Alexander AdvisorMichael Bellah AdvisorMeggan Carroll AdvisorChloe Fakhouri AdvisorKirk Hackbarth AdvisorJohn Karavouzis AdvisorJosh Kowalczyk AdvisorBobby Lively AdvisorChristy Pedersen AdvisorKevin Ryan AdvisorMatt Sorenson AdvisorJake Stanczyk
