Charissa Anderson, CFP®

Charissa Anderson, CFP®

Charissa Anderson, CFP®
Senior Vice President

Nathan Ayotte, CFP®

Nathan Ayotte, CFP®

Nathan Ayotte, CFP®
Executive Vice President

Joe Brooks

Joe Brooks

Joe Brooks
Vice President

Beth Brown

Beth Brown

Beth Brown
Client Relationship Associate

Timothy D. Carkin, CAIA, CMT

Timothy D. Carkin, CAIA, CMT

Timothy D. Carkin, CAIA, CMT
Senior Vice President

Scott Christianson, CFP®

Scott Christianson, CFP®
Senior Vice President

James A. Coats

James A. Coats

James A. Coats
Executive Vice President

Ralph Cole, CFA

Ralph Cole, CFA

Ralph Cole, CFA
Executive Vice President of Research

Dean Dordevic

Dean Dordevic

Dean Dordevic
Principal

Mary Faulkner

Mary Faulkner

Mary Faulkner
Senior Vice President, Branding & Communications

Sandy Fendall

Sandy Fendall

Sandy Fendall
Client Relationship Associate

Lori A. Ferraro

Lori A. Ferraro

Lori A. Ferraro
Administrative Associate

Lyndsi Fink

Lyndsi Fink

Lyndsi Fink
Investment Associate, West Bearing Investments

Lori Flexer, CFA

Lori Flexer, CFA

Lori Flexer, CFA
Executive Vice President

Marc F. Fovinci, CFA

Marc F. Fovinci, CFA

Marc F. Fovinci, CFA
Principal

Melanie Franck

Melanie Franck

Melanie Franck
Front Office Coordinator

Josh Frankel, CFP®

Josh Frankel, CFP®

Josh Frankel, CFP®
Executive Vice President, West Bearing Investments

Robin Freeman

Robin Freeman

Robin Freeman
Vice President of Administrative Services

Luz Garcia

Luz Garcia

Luz Garcia
Client Relationship Associate

Michael Garcia

Michael Garcia

Michael Garcia
Chief Technology Officer