Alex Hendler
Head of Fiduciary Oversight
Chad Larson
Strategic Advisor
Joey Martin, J.D.
Strategic Advisory Associate
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
Caroline Sacks, J.D., LLM
Strategic Advisor
Jillian Seifert
Strategic Advisor
Andrew Seiken
Strategic Advisor
John Sharkey, CFP®
Strategic Advisor
Paul Snyder
Strategic Advisor