Your Team

Executives

Nelly Carson

Chief Comfort Officer

Human Resources & Events

Kristen Buell

Executive Assistant

Jill Hamilton

Events Coordinator

JoDee Klinker

Director of Talent Acquisition

Leadership

Eric Wishan

M.A.
Managing Director, Partner & Wealth Advisor

Wealth Advisors

Ted DeLisi

AIF®, CKA®
Partner & Wealth Advisor

Eric Wishan

M.A.
Managing Director, Partner & Wealth Advisor

James "Jim" Anderson

CFP®
Senior Wealth Advisor

Joe Del Monte

Wealth Advisor

Justin Ehle

CFP®, CLU®
Wealth Advisor

Matthew Gomoll

Partner, Wealth Advisor

John Harty

Wealth Advisor

Shane Heizer

Wealth Advisor

Matt Hinz

Wealth Advisor

Mike Kabarec

CPA, CFP®, EA, PFS
Senior Wealth Advisor

Emily Lee

CFP®
Wealth Advisor

Jonathan Mullins

CFP®
Wealth Advisor

Milo Park

Wealth Advisor

KC Pochobradsky

Wealth Advisor

John Saunders II

EA
Senior Wealth Advisor

Michael Spiegler

CPA
Private Wealth Advisor

Scott Toms

CIMA®
Senior Wealth Advisor

Client Services

Patty Jaramillo

Client Service Associate

Makayla Bowman

Client Relationship Manager

Travis Ely

Client Relationship Manager

Mia Kitner

Director of Client Services

Kayla Matney

Client Services Specialist

Peggy Monahan

Private Client Manager

Tracy Shuler

Director of First Impressions

Sherin Storm Whitfield

Registered Representative
Director of Finance

Philip Vann

Client Service Associate

Andrew Walsh

Client Service Associate

Operations

Saylor

Chief Comfort Officer

Donna Anderson

Client Service Associate

Susan Arsenault

FPQP™
Operations Manager

Sophie and Molly Cadwell

Chief Comfort Officers

Jenni Cheney

Director of Partnership Operations

Zach DeLisi

Relationship Manager

Jess Holler

Director of Operations

Maggie Kass

Client Service Manager

Ronda Moats

Director of Operations

Kristen Rainone

Director of Operations

Reina Sandler

Transformation Manager

Mariya Scarborough

Partner Success Coordinator

Erica Shaw

Director of First Impressions

Deann Showalter

Client Service Associate

Pete Zielinski

Senior Operations Manager

Investments

Saumen Chattopadhyay

CFA®, CPA
Chief Investment Officer, Carson Partners

Scott Kubie

CFA®
Senior Investment Strategist

Greg DeGennaro

CFA®, CAIA
Client Portfolio Manager

Jessica Golson

CIPM
Vice President, Investment Operations and Performance

Mike Lawrence

Portfolio Manager

Vishnu Lekraj

Co-Portfolio Manager

Josh Russell

Portfolio Manager

Patrick Sittner

Portfolio Strategist

Sonu Varghese

Senior Investment Analyst

Research Department

Saumen Chattopadhyay

CFA®, CPA
Chief Investment Officer, Carson Partners

Brett Carson

CFA®
Director of Research

Alex Blankenburg

Associate Trader

Jake Bleicher

CFA®
Co-Portfolio Manager

Kellie L. Duffy

Senior Trade Operations Analyst

Todd Knott

Senior Institutional Trader

Jordan Pieper

Trading Specialist

Drew Reisdorff

Senior Trader

Kaleigh Sanders

Trading Operations Analyst

Matthew (Matt) Smith

Senior Trader

Kevin Zlomke

Director of Trading

Alyssa Zuck

Senior Trade Support Specialist

Advanced Solutions Team

Sarah Duey

JD, CTFA, CAPⓇ
Vice President, Trust Services

Michael Gruidel

Paraplanner

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Managing Partner of Wealth Solutions

Jody Jackson

FPQP™
Paraplanner

Mark Petersen

CPA, CFP®
Vice President, Affluent Wealth Planning

Beth Schanou

JD
Senior Wealth Planner

Krista Thompson

CPA
Senior Wealth Planner

Erin Wood

CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning and Advanced Solutions

Ryan Yamada

CFP®
Planner