The National Planners Team

• Adam Roslovic

  Director, Financial Planning

  Columbus

  Read Bio

  

• A.J. Frega

  Director, Financial Planning

  Lynnwood

  Read Bio

  

• Alex Pinn

  Director, Financial Planning

  Albany, Syracuse

  Read Bio

  

• Alex Shurin

  Director, Financial Planning

  Sugar Land, West Houston

  Read Bio

  

• Amanda Salyer

  Director, Financial Planning

  Allentown, Chadds Ford, Conshohocken

  Read Bio

  

• Amanda Scull

  Director, Financial Planning

  Ann Arbor, Brentwood, Memphis, Northville

  Read Bio

  

• Andy Coyne

  Executive Director, Financial Planning

  Annapolis, Howard County

  Read Bio

  

• Andrew Gullion

  Director, Financial Planning

  Alpharetta, Vinings

  Read Bio

  

• Andrew Thomas

  Director, Financial Planning

  Louisville

  Read Bio

  

• Andrew Torres

  Director, Financial Planning

  Read Bio

  

• Anthony Badillo

  Executive Director, Financial Planning

  Fairfax

  Read Bio

  

• Ashley Decker

  Director, Financial Planning

  Lee's Summit, Liberty, Overland Park

  Read Bio

  

• Ashley Zephir

  Director, Financial Planning

  Towson

  Read Bio

  

• Bob Andreola

  Director, Financial Planning

  Norwood

  Read Bio

  

• Brad Holly

  Director, Financial Planning

  Lynnwood

  Read Bio

  

• Brendan McGillick

  Executive Director, Financial Planning

  Costa Mesa, El Segundo, Pasadena, Silicon Valley

  Read Bio

  

• Brett Perlman

  Director, Financial Planning

  Boca Raton, Lynnwood

  Read Bio

  

• Brett Stephens

  Director, Financial Planning

  Knoxville

  Read Bio

  

• Brian Amper

  Executive Director, Financial Planning

  Burlington

  Read Bio

  

• Bruce Alden

  Director, Financial Planning

  Vinings

  Read Bio

  

• Bryan Keorlet

  Director, Financial Planning

  Charleston, Columbia, Raleigh

  Read Bio

  

• Carlos Rodriguez

  Director, Financial Planning

  Boca Raton, Miami-Coral Gables, Miami-Plantation

  Read Bio

  

• Caroline Angell

  Director, Financial Planning

  Long Island

  Read Bio

  

• Carrington Conley

  Director, Financial Planning

  Lexington

  Read Bio

  

• Chad Ernzen

  Executive Director, Financial Planning

  Westminster

  Read Bio

  

• Chance Vogel

  Director, Financial Planning

  Houston-Clear Lake/League City, San Antonio, Sugar Land, The Woodlands, West Houston

  Read Bio

  

• Charles Rapp

  Executive Director, Financial Planning

  Oklahoma City

  Read Bio

  

• Charlie Scott

  Director, Financial Planning

  Paramus, Red Bank, Short Hills

  Read Bio

  

• Chase Gorman

  Director, Financial Planning

  Dallas

  Read Bio

  

• Cheryl Langston

  Director, Financial Planning

  Loudoun County, Raleigh

  Read Bio

  

• Chris Caposey

  Director, Financial Planning

  Lynnwood

  Read Bio

  

• Chris Miller

  Director, Financial Planning

  Birmingham, Huntsville, Memphis

  Read Bio

  

• Clay Ernst

  Executive Director, Financial Planning

  Colorado Springs, Englewood, Silicon Valley

  Read Bio

  

• Dale Hansen

  Executive Director, Financial Planning

  Birmingham, Huntsville, Memphis

  Read Bio

  

• Daniel Humphrey

  Director, Financial Planning

  Charlotte, Raleigh

  Read Bio

  

• Darcey Keller

  Director, Financial Planning

  Greenwood, Indianapolis

  Read Bio

  

• Darrin Wolff

  Director, Financial Planning

  Lee's Summit, Liberty, Overland Park

  Read Bio

  

• David Bailey

  Director, Financial Planning

  Cincinnati, Dayton

  Read Bio

  

• David Sheehan

  Executive Director, Financial Planning

  Fairfax, Loudoun County

  Read Bio

  

• Diana Andersen

  Director, Financial Planning

  Silicon Valley

  Read Bio

  

• Doug Corp

  Director, Financial Planning

  Beachwood, Westlake, Youngstown

  Read Bio

  

• Dylan Barr

  Director, Financial Planning

  Toledo

  Read Bio

  

• Ed Sturdivant

  Director, Financial Planning

  Alpharetta, Atlanta, Duluth, Vinings

  Read Bio

  

• Eddie Lee

  Director, Financial Planning

  Silicon Valley, Walnut Creek

  Read Bio

  

• Erick Rivera

  Director, Financial Planning

  El Segundo

  Read Bio

  

• Fran Petrangelo

  Director, Financial Planning

  Burlington, East Greenwich, Norwood, Springfield

  Read Bio

  

• Frank Barkanic

  Director, Financial Planning

  Loudoun County, Tysons Corner

  Read Bio

  

• Gabe Goodhope

  Director, Financial Planning

  Norwood

  Read Bio

  

• Gary Murphy

  Director, Financial Planning

  Lexington

  Read Bio

  

• Glynis Banhan

  Director, Financial Planning

  Boca Raton, Miami-Coral Gables, Miami-Plantation

  Read Bio

  

• Greg Colonna

  Director, Financial Planning

  Grand Central, Staten Island, White Plains

  Read Bio

  

• Ian Gedminas

  Director, Financial Planning

  Columbus

  Read Bio

  

• Isabel Cooper

  Executive Director, Financial Planning

  Loudoun County

  Read Bio

  

• Jaci Iannello

  Director, Financial Planning

  Anaheim, Costa Mesa, Seal Beach, Woodland Hills

  Read Bio

  

• Javier Lucero

  Director, Financial Planning

  Albuquerque

  Read Bio

  

• Jeffrey Cram

  Director, Financial Planning

  Lee's Summit, Overland Park

  Read Bio

  

• Jennifer Keiling

  Director, Financial Planning

  Grand Central, Paramus, Red Bank, Short Hills, Staten Island

  Read Bio

  

• Jeremy Albrecht

  Executive Director, Financial Planning

  Columbus

  Read Bio

  

• Jim Collicott

  Director, Financial Planning

  Appleton, Glendale, Waukesha

  Read Bio

  

• Jim Halloran

  Director, Financial Planning

  Chandler, Phoenix

  Read Bio

  

• Jon Hemmesch

  Director, Financial Planning

  Minnetonka, Rochester, Woodbury

  Read Bio

  

• Justin Kattau

  Director, Financial Planning

  Cincinnati, Dayton

  Read Bio

  

• Kay Russell

  Director, Financial Planning

  Austin

  Read Bio

  

• Keith Truex

  Director, Financial Planning

  Red Bank

  Read Bio

  

• Kellie Scholes

  Director, Financial Planning

  Las Vegas

  Read Bio

  

• Kevin Hamel

  Director, Financial Planning

  Fairfax, Loudoun County, North Bethesda

  Read Bio

  

• Kyle Nolan

  Director, Financial Planning

  Northbrook, Oak Brook

  Read Bio

  

• Lavonne Patterson

  Director, Financial Planning

  Lynnwood, North Bethesda

  Read Bio

  

• Lori Bensing

  Director, Financial Planning

  Dallas

  Read Bio

  

• Maria Santiago

  Director, Financial Planning

  Cincinnati, Florence, Tampa-East, Tampa-Westshore

  Read Bio

  

• Mark DiGiovanni

  Director, Financial Planning

  The Woodlands

  Read Bio

  

• Mark Ligeski

  Director, Financial Planning

  Grand Rapids, Troy

  Read Bio

  

• Mark Palmer

  Executive Director, Financial Planning

  Danville, San Rafael, Silicon Valley, Walnut Creek

  Read Bio

  

• Mark Rowley

  Director, Financial Planning

  Boca Raton, Miami-Coral Gables, Miami-Plantation, Tampa-Westshore

  Read Bio

  

• Matt Duskey

  Director, Financial Planning

  Oak Brook

  Read Bio

  

• Matt Ganskopp

  Director, Financial Planning

  Colorado Springs, Englewood, Loveland, Westminster

  Read Bio

  

• Matt Ulrick

  Director, Financial Planning

  Austin, Dallas, San Antonio

  Read Bio

  

• Matt Wollick

  Director, Financial Planning

  Chadds Ford, Conshohocken

  Read Bio

  

• Megan Sowinski

  Director, Financial Planning

  Mokena, Oak Brook

  Read Bio

  

• Michael Gnefkow

  Director, Financial Planning

  Miami-Plantation

  Read Bio

  

• Mike Meuse

  Director, Financial Planning

  East Greenwich, Norwood

  Read Bio

  

• Nate Parks

  Director, Financial Planning

  Fairfax

  Read Bio

  

• Nathan Bardin

  Director, Financial Planning

  Phoenix

  Read Bio

  

• Nelson Brown

  Director, Financial Planning

  Baton Rouge, Mandeville, Metairie

  Read Bio

  

• Patrick Durbin

  Director, Financial Planning

  Annapolis, Howard County

  Read Bio

  

• Paul Dau

  Director, Financial Planning

  Melbourne, Orlando

  Read Bio

  

• Paul Raab

  Director, Financial Planning

  Northbrook

  Read Bio

  

• Paul Rubacka

  Director, Financial Planning

  Albany, Syracuse

  Read Bio

  

• Peter Fleming

  Executive Director, Financial Planning

  Minnetonka, Orlando, Rochester, Woodbury

  Read Bio

  

• Peter Hora

  Director, Financial Planning

  Elk Grove, Roseville

  Read Bio

  

• Rebecca Pawuk

  Director, Financial Planning

  Sewickley, South Hills

  Read Bio

  

• Rita Head

  Director, Financial Planning

  Fairfax, Loudoun County

  Read Bio

  

• Robert Barbuto

  Director, Financial Planning

  Paramus

  Read Bio

  

• Rosh Mangalat

  Director, Financial Planning

  Read Bio

  

• Ryan Sullivan

  Director, Financial Planning

  Akron, Beachwood, Westlake

  Read Bio

  

• Sam Mazzola

  Director, Financial Planning

  Naples, Rochester, Tampa-East

  Read Bio

  

• Sara Uh

  Director, Financial Planning

  Novi, Troy

  Read Bio

  

• Scott Garrigus

  Director, Financial Planning

  Greenwood, Indianapolis

  Read Bio

  

• Scott Morrello

  Executive Director, Financial Planning

  Alexandria

  Read Bio

  

• Scott Wolford

  Director, Financial Planning

  Fairview Heights, Wichita

  Read Bio

  

• Sean Glazier

  Director, Financial Planning

  Akron, Westlake

  Read Bio

  

• Sean O'Bannon

  Director, Financial Planning

  San Rafael, Silicon Valley, Walnut Creek

  Read Bio

  

• Seth Gusman

  Director, Financial Planning

  Annapolis, Howard County, Silver Spring

  Read Bio

  

• Shannon Daly

  Director, Financial Planning

  Glendale, Waukesha

  Read Bio

  

• Surendra Dave

  Director, Financial Planning

  North Bethesda

  Read Bio

  

• Ted Borowiak

  Director, Financial Planning

  Amherst, Rochester

  Read Bio

  

• Thomas Colantuno

  Director, Financial Planning

  Howard County, Silver Spring, Towson

  Read Bio

  

• Trent Davidson

  Director, Financial Planning

  Read Bio

  

• Tyler Kraus-Sanders

  Director, Financial Planning

  Minnetonka, Rochester, Woodbury

  Read Bio

  

• Tony Kaba

  Director, Financial Planning

  Paramus, Short Hills

  Read Bio

  

• Wendy Martinez

  Director, Financial Planning

  Loveland, Westminster

  Read Bio

  

• Widmark Cano

  Director, Financial Planning

  Alpharetta, Atlanta, Vinings

  Read Bio

  

• Wilson Mitchell

  Director, Financial Planning

  Chandler

  Read Bio

  

• Yolanda Waters

  Director, Financial Planning

  Chadds Ford, Conshohocken

  Read Bio

  

• Zachery West

  Director, Financial Planning

  Appleton, Glendale, Waukesha

  Read Bio

  

• Alaine MacDougall

  Relationship Planner

  Emerging Investors

  Read Bio

  

• Celine French

  Financial Planner

  Emerging Investors

  Read Bio

  

• Chris McDermott

  Relationship Planner

  Emerging Investors

  Read Bio

  

• Greg Lawrence

  Relationship Planner

  Emerging Investors

  Read Bio

  

• Javan Parks

  Relationship Planner

  Emerging Investors

  Read Bio

  

• Joe Olivo

  Financial Planner

  Emerging Investors

  Read Bio

  

• Joel Koelpin

  Financial Planner

  Emerging Investors

  Read Bio

  

• Jonathan Nida

  Relationship Planner

  Emerging Investors

  Read Bio

  

• Josh Tanata

  Financial Planner

  Emerging Investors

  Read Bio

  

• Kurt Finchum

  Relationship Planner

  Emerging Investors

  Read Bio

  

• Matt Erb

  Financial Planner

  Emerging Investors

  Read Bio

  

• Michael Biancosino

  Relationship Planner

  Emerging Investors

  Read Bio

  

• Mitchel Katz-Winnick

  Relationship Planner

  Emerging Investors

  Read Bio

  

• Bob Kinsella

  Relationship Planner

  Emerging Investors

  Read Bio

  

• Ryan McConnell

  Relationship Planner

  Emerging Investors

  Read Bio

  

• Taylor Hargett

  Relationship Planner

  Emerging Investors

  Read Bio

  

• Travis Adams

  Relationship Planner

  Emerging Investors

  Read Bio

  

• TJ Shull

  Financial Planner

  Emerging Investors

  Read Bio

  

• Marious Yancheson

  Financial Planner

  Emerging Investors

  Read Bio