Our Team

Team Members In

Integration Team

Chris Bentley

PMP, LSSGB

Senior Director, Digital Skills Specialist

Zach Chubbuck

Associate Director, M&A Project Manager

Al Kantra

Executive Vice President, Head of Advisors & Business Development

Shaun Kapusinski

Senior Director, Technology / Infrastructure Onboarding

Jennifer Koch

Senior Vice President, Head of Organizational Development

John Marchand

CFP®, ChSNC®

Senior Vice President, Head of Advisor Training and Development

Tom Neroni

Head of Advisor Integrations and Operations

Tom Walsh

Head of Financial Planning & Analytics

Heather Walters

Senior Director, Client Service & Process Innovation Lead

Heather Welsh

CFP®, AEP®

Senior Vice President, Wealth Planning Department Leader