Ryan Wibberley CEO Michael Fein President Frank Cappadora Chief Compliance Officer Judy Ann Byrd Senior Vice President of Operations Andy Smith Director of Advanced Planning Rich Sebastian Director of Financial Planning Malcolm Ethridge Executive Vice-President James Pessagno Financial Advisor Austin Pearl Financial Advisor Dawn Wright Financial Advisor and Planning Strategist Jaimee Wibberley Client Relations Manager Amanda Johnston Senior Operations Manager Heather Betz Client Services Administrator
