Georgina Guy
Head of International Strategic Advisory
Ty Hamil
Business Analyst
Alex Hendler
Head of Fiduciary Oversight
Reed Hurt, CFP®
Strategic Advisor
Chad Larson
Strategic Advisor
Bailey Logan, CFP®
Strategic Advisor
Joey Martin, J.D.
Strategic Advisory Associate
Christopher McLean, J.D.
Strategic Advisor
Matt Metsch
Strategic Advisor
Greta Meytin
Fiduciary Advisor
Alexa Model
Strategic Advisor
Sandi Moffet
Co-Head of Strategic Advisory
Alice Paik
Chief Strategic Advisory Officer
Griffin Pichetti
Strategic Advisory Associate
John Poulton
Strategic Advisor