Our Team

Team Members In

Leadership

Crissy Antal

CFP®

Vice President, Workplace & Administrative Operations Lead

Mohit Chopra

Senior Vice President, Regional Group Lead

Trevor Chuna

CFP®, AEP®, CTFA, MSFS

Senior Vice President, Chief Technology Officer

Norm Cook

Executive Vice President, Head of Corporate Development

Chris Creahan

MBA

Senior Vice President, Advisor Group Lead

Tom Haught

CFP®, ChFC®

Chairman & CEO

Kelly Irvine

Senior Vice President, Chief Marketing Officer

Brad Kelley

Executive Vice President, Corporate Development

Jennifer Koch

Senior Vice President, Head of Organizational Development

Annie McCauley

CFP®

President

Michael Mordoh

Vice President, Head of Operations

Katie Nentwick

J.D.

Senior Vice President, Regional Group Lead

John Ostrand

CFP®, CTFA®, CAP®

Senior Vice President, Regional Group Lead

Cami Peterson

CPA, CPFA®

Vice President, Head of Retirement Plan Services

Steven Resler

CFP®

Senior Vice President, Regional Group Lead