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(614) 344-1454
Email
UIT Specialist
Ed Koncel
External Regional Vice President
Ohio
OH
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(630) 297-4643
Email
Internal
Nicolas Werthman
Rhode Island
RI
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nevada
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south
wisconsin
north
wisconsin
South wisconsin
EAST
MASSACHUSETTS
WEST
MASSACHUSETTS
West Massachusetts
East Massachusetts
TEXAS
El Paso
(210) 383-6732
Email
External
Kevin Pena
(210) 630-6385
Email
Internal
Dustin Allred
UITs, Mutual Funds, ETFs, SMAs
Asset Management
(561) 208-7301
Email
External
Jason Hagemann
Structured Products
Capital markets
Central Texas
TEXAS
CENTRAL
TEXAS
El Paso
TEXAS
NE
TEXAS
se
TEXAS
External Regional Vice President
Northern Texas
El Paso Texas
CALIFORNIA
NORTHERN
CALIFORNIA
SAN FRANCISCO
/ MONTERAY
CALIFORNIA
Central
CALIFORNIA
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(916) 224-4597
Email
UIT Specialist
Richard Johnson
Northern California
CALIFORNIA
NORTHern
CALIFORNIA
SAN FRANCISCO
/ MONTERAY
CALIFORNIA
Central
CALIFORNIA
San Diego / Orange County
UITs, Mutual Funds, ETFs, SMAs
Asset Management
(206) 580-1018
Email
External
Steven Conn
NORTHERN CALIFORNIA
Central California
san diego / orange county
florida
NORTH
florida
Panhandle
florida
Central
florida
South
Panhandle Florida
florida
Panhandle
florida
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florida
Central
florida
South
Puerto Rico
NORTH Florida
Central Florida
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New York
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EAST
MASSACHUSETTS
EAST
MASSACHUSETTS
WEST
MASSACHUSETTS
WEST
MASSACHUSETTS
PR
Puerto Rico
PR
ME
South
Delaware
North
Delaware
North Delaware
South Delaware
TEXAS
CENTRAL
TEXAS
El Paso
TEXAS
NE
TEXAS
se
TEXAS
TEXAS
CENTRAL
TEXAS
El Paso
TEXAS
NE
TEXAS
se
TEXAS
TEXAS
CENTRAL
TEXAS
El Paso
TEXAS
NE
TEXAS
se
TEXAS
CALIFORNIA
NORTHern
CALIFORNIA
SAN FRANCISCO
/ MONTEReY
CALIFORNIA
Central
CALIFORNIA
San Diego / Orange County
CALIFORNIA
NORTHERN
CALIFORNIA
SAN FRANCISCO
/ MONTERAY
CALIFORNIA
Central
CALIFORNIA
San Diego / Orange County
CALIFORNIA
NORTHERN
CALIFORNIA
SAN FRANCISCO
/ MONTERAY
CALIFORNIA
Central
CALIFORNIA
San Diego / Orange County
New York
Upstate
New York
Westchester
New York
Manhattan
New York
Long Island
New York
Upstate
New York
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New York
Manhattan
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Long Island
south
illinois
florida
Panhandle
florida
NORTH
florida
Central
florida
South
florida
Panhandle
florida
NORTH
florida
Central
florida
South
florida
Panhandle
florida
NORTH
florida
Central
florida
South
South
Delaware
North
Delaware
South
Delaware
North
Delaware
CO
(561) 208-7218
Email
Internal
Fernando Melo
(561) 208-7207
Email
Internal
Caleb Avant
TEXAS
El Paso
TEXAS
northern
TEXAS
southern
TEXAS
TEXAS
El Paso
TEXAS
northern
TEXAS
southern
TEXAS
TEXAS
El Paso
TEXAS
northern
TEXAS
southern
TEXAS
Southern Texas
Austin
Austin
Austin
Austin
Oklahoma
Including St. Louis Metro Area Within S. Illinois
Excluding St. Louis Metro Area Within S. Illinois
(415) 326-2955
Email
Jason Stewart
(415) 326-2955
Email
External - MFs. ETFs, SMAs
Jason Stewart
(916) 224-4597
Email
External - UITs
Richard Johnson
(214) 216-0993
Email
UIT Specialist
Kevin Zellers
Internal Regional Sales Consultant
(317) 406-7233
Email
ETF Specialist
Robert Kruse
External Regional Vice President
Internal Regional Sales Consultant
(313) 355-7539
Email
ETF Specialist
Sean McLoughlin
(312) 212-6065
Email
Jim Barclay
(630) 297-4483
Email
Internal
Terry Ward
External Regional Vice President
Internal Regional Sales Consultant
External Regional Vice President
Internal Regional Sales Consultant
(210) 630-6385
Email
ETF, MF, SMA, UIT
Dustin Allred
Internal Regional Sales Consultant
(210) 630-6385
Email
ETF, MF, SMA, UIT
Dustin Allred
(214) 216-0993
Email
UIT Specialist
Kevin Zellers
(469) 704-1944
Email
Troy Evans
External Regional Vice President
Internal Regional Sales Consultant
(614) 344-1454
Email
UIT Specialist
Ed Koncel
(317) 406-7233
Email
ETF Specialist
Robert Kruse
Internal Regional Sales Consultant
(614) 344-1454
Email
UIT Specialist
Ed Koncel
(317) 406-7233
Email
ETF Specialist
Robert Kruse
External Regional Vice President
Internal Regional Sales Consultant
(339) 329-6556
Email
UIT Specialist
Luke Lavin
(860) 969-3899
Email
ETF Specialist
Derek Januario
External Regional Vice President
Internal Regional Sales Consultant
(339) 329-6556
Email
UIT Specialist
Luke Lavin
(848) 468-5748
Email
ETF Specialist
Dwayne Javier
External Regional Vice President
Internal Regional Sales Consultant
(339) 329-6556
Email
UIT Specialist
Luke Lavin
(860) 969-3899
Email
ETF Specialist
Derek Januario
External Regional Vice President
(617) 227-4800
Email
Joseph Keniston
Internal Regional Sales Consultant
(339) 329-6556
Email
UIT Specialist
Luke Lavin
(781) 757-4711
Email
Danny Iandoli
(860) 969-3899
Email
ETF Specialist
Derek Januario
External Regional Vice President
(631) 296-0949
Email
UIT
Justin Marcus
Internal Regional Sales Consultant
(475) 282-5293
Email
Ken Dougherty
(860) 969-3899
Email
ETF Specialist
Derek Januario
External Regional Vice President
(561) 717-0520
Email
ETF Specialist
Bryon Walker
External Regional Vice President
(866) 606-7220
Email
SMA, UIT, MF, ETF
Open
(609) 853-2816
Email
SMA, UIT, MF, ETF
John DeVries
Internal Regional Sales Consultant
(866) 606-7220
Email
MF, SMA, UIT
Open
(856) 430-5098
Email
Generalist: SMA, UIT, MF, ETF
Dan Swallow
External Regional Vice President
(210) 630-6413
Email
SMA, UIT, MF
Paul Bulyalert
(210) 630-6413
Email
SMA, UIT, MF
Paul Bulyalert
Internal Regional Sales Consultant
External Regional Vice President
(630) 297-4483
Email
SMA, UIT, MF, ETF
Terry Ward
Internal Regional Sales Consultant
(317) 406-7233
Email
ETF Specialist
Robert Kruse
External Regional Vice President
(616) 207-7752
Email
SMA, UIT, MF
Katie Kettenhofen
Internal Regional Sales Consultant
(616) 430-8002
Email
Generalist: SMA, UIT, MF, ETF
Greg Clarkin
External Regional Vice President
(317) 406-7233
Email
ETF Specialist
Robert Kruse
Michigan
(631) 390-2245
Email
UIT
Joe Buonocore
(630) 296-2326
Email
SMA, UIT, MF, ETF
Jon Ladenheim
Internal Regional Sales Consultant
(631) 390-2245
Email
UIT
Mike Pucci
(470) 866-3466
Email
Alan Panzer
External Regional Vice President
Internal Regional Sales Consultant
(631) 390-2245
Email
UIT
Mike Pucci
(210) 630-6457
Email
SMA, UIT, MF
Jenni Van Alstyne
Internal Regional Sales Consultant
Email
Andrew Zimmerman
(727) 350-1236
Email
ETF Specialist
Jason Hyland
External Regional Vice President
(210) 630-6457
Email
SMA, UIT, MF
Jenni Van Alstyne
Internal Regional Sales Consultant
(954) 740-2847
Email
Andrew Zimmerman
(561) 717-0520
Email
ETF Specialist
Bryon Walker
External Regional Vice President
(210) 943-9778
Email
SMA, UIT, MF, ETF
Gina Rogers
Internal Regional Sales Consultant
(866) 606-7220
Email
MF, SMA, UIT
Open
(913) 837-0073
Email
Tad Geiman
External Regional Vice President
Internal Regional Sales Consultant
(866) 606-7220
Email
MF, SMA, UIT
Open
(913) 837-0073
Email
Tad Geiman
External Regional Vice President
Internal Regional Sales Consultant
(866) 606-7220
Email
MF, SMA, UIT
Open
(913) 837-0073
Email
Tad Geiman
External Regional Vice President
(631) 390-2275
Email
SMA, UIT, MF, ETF
Leo Cormier
Internal Regional Sales Consultant
(866) 606-7220
Email
MF, SMA, UIT
Open
(913) 837-0073
Email
Tad Geiman
External Regional Vice President
(630) 297-4644
Email
SMA, UIT, MF, ETF
Banji Kanaris
Internal Regional Sales Consultant
(866) 606-7220
Email
MF, SMA, UIT
Open
(612) 704-7263
Email
Ryan Dahl
External Regional Vice President
(630) 297-4644
Email
SMA, UIT, MF, ETF
Internal Regional Sales Consultant
(866) 606-7220
Email
MF, SMA, UIT
Open
(612) 704-7263
Email
Ryan Dahl
External Regional Vice President
(630) 297-4644
Email
Internal Regional Sales Consultant
(866) 606-7220
Email
MF, SMA, UIT
Open
(612) 704-7263
Email
Ryan Dahl
External Regional Vice President
(630) 297-4644
Email
SMA, UIT, MF, ETF
Internal Regional Sales Consultant
(866) 606-7220
Email
MF, SMA, UIT
Open
(612) 704-7263
Email
Ryan Dahl
External Regional Vice President
(630) 297-4634
Email
SMA, UIT, MF, ETF
Tim Boecker
Internal Regional Sales Consultant
(866) 606-7220
Email
MF, SMA, UIT
Open
(615) 440-8313
Email
Andy Goodenough
External Regional Vice President
Banji Kanaris
Banji Kanaris
Banji Kanaris
Internal Regional Sales Consultant
(866) 606-7220
Email
MF, SMA, UIT
Open
External Regional Vice President
Internal Regional Sales Consultant
(866) 606-7220
Email
MF, SMA, UIT
Open
External Regional Vice President
(210) 630-6448
Email
SMA, UIT, MF, ETF
Angelique Alvarado
Internal Regional Sales Consultant
(267) 366-7591
Email
Shane Brennan
External Regional Vice President
(210) 630-6448
Email
SMA, UIT, MF, ETF
Angelique Alvarado
Internal Regional Sales Consultant
(866) 606-7220
Email
MF, SMA, UIT
Open
(267) 366-7591
Email
Shane Brennan
External Regional Vice President
(210) 630-6454
Email
SMA, UIT, MF, ETF
Shawn Shepherd
Internal Regional Sales Consultant
(866) 606-7220
Email
MF, SMA, UIT
Open
(404) 309-4337
Email
Larry Stone
External Regional Vice President
Internal Regional Sales Consultant
(404) 309-4337
Email
Larry Stone
External Regional Vice President
Internal Regional Sales Consultant
(866) 606-7220
Email
MF, SMA, UIT
Open
(404) 309-4337
Email
Larry Stone
Internal Regional Sales Consultant
(866) 606-7220
Email
MF, SMA, UIT
Open
(404) 309-4337
Email
Larry Stone
External Regional Vice President
(630) 297-4567
Email
SMA, MF, ETF
Tony Crudele
Internal Regional Sales Consultant
(516) 317-4717
Email
UIT Specialist
Mike Pucci
External Regional Vice President
(210) 630-6385
Email
UIT
Dustin Allred
(210) 630-6453
Email
SMA, MF, ETF
Jack Visser
(214) 216-0993
Email
UIT Specialist
Kevin Zellers
(832) 622-8557
Email
External Regional Vice President
Internal Regional Sales Consultant
Casey Gage
(210) 630-6385
Email
UIT
Dustin Allred
(210) 630-6453
Email
SMA, MF, ETF
Jack Visser
Internal Regional Sales Consultant
(214) 216-0993
Email
UIT Specialist
Kevin Zellers
External Regional Vice President
External Regional Vice President
Internal Regional Sales Consultant
(480) 206-5580
Email
UIT Specialist
Pete Catalano
(720) 544-3719
Email
Dave Kuzia
External Regional Vice President
External Regional Vice President
External Regional Vice President
External Regional Vice President
External Regional Vice President
External Regional Vice President
External Regional Vice President
(704) 839-2482
Email
SMA, UIT, MF
Mike DeMeritt
Internal Regional Sales Consultant
(980) 433-1793
Email
Jim Warfield
(919) 296-0777
Email
ETF Specialist
Michael Colonna
External Regional Vice President
(704) 839-2482
Email
SMA, UIT, MF
Mike DeMeritt
Internal Regional Sales Consultant
External Regional Vice President
Internal Regional Sales Consultant
(617) 894-4155
Email
Francesco Leigh
(310) 400-3380
Email
ETF Specialist
Andrew Lakind
External Regional Vice President
Internal Regional Sales Consultant
(424) 202-4170
Email
(310) 400-3380
Email
ETF Specialist
Andrew Lakind
External Regional Vice President
Tomer Yabrov
External Regional Vice President
(630) 297-4644
Email
SMA, UIT, MF
Banji Kanaris
(630) 297-4644
Email
SMA, UIT, MF
Banji Kanaris
External Regional Vice President
External Regional Vice President
(630) 297-4644
Email
SMA, UIT, MF
Banji Kanaris
Internal Regional Sales Consultant
External Regional Vice President
(312) 212-6065
Email
Jim Barclay
(310) 400-3380
Email
ETF Specialist
Andrew Lakind
(781) 757-4711
Email
Danny Iandoli
(781) 757-4711
Email
Danny Iandoli
(781) 757-4711
Email
Danny Iandoli
(470) 866-3466
Email
Alan Panzer
UIT
Generalist: SMA, UIT, MF, ETF
Generalist: SMA, UIT, MF, ETF
Generalist: SMA, UIT, MF, ETF
Generalist: SMA, UIT, MF, ETF
Generalist: SMA, UIT, MF, ETF
Generalist: SMA, UIT, MF, ETF
Generalist: SMA, UIT, MF, ETF
Generalist: SMA, UIT, MF, ETF
Generalist: SMA, UIT, MF, ETF
Generalist: SMA, UIT, MF, ETF
Generalist: SMA, UIT, MF, ETF
Generalist: SMA, UIT, MF, ETF
Generalist: SMA, UIT, MF, ETF
Generalist: SMA, UIT, MF, ETF
Generalist: SMA, UIT, MF, ETF
Generalist: SMA, UIT, MF, ETF
Generalist: SMA, UIT, MF, ETF
Generalist: SMA, UIT, MF, ETF
Generalist: SMA, UIT, MF, ETF
Generalist: SMA, UIT, MF, ETF
Generalist: SMA, UIT, MF, ETF
Generalist: SMA, UIT, MF, ETF
Generalist: SMA, UIT, MF, ETF
Generalist: SMA, UIT, MF, ETF
Asset Management Specialist: SMA, MF, ETF
SMA, UIT, MF, ETF
Asset Management Specialist: SMA, MF, ETF
Asset Management Specialist: SMA, MF, ETF
Asset Management Specialist: SMA, MF, ETF
Asset Management Specialist: SMA, MF, ETF
Asset Management Specialist: SMA, MF, ETF
(513) 362-4696
Email
Asset Management Specialist: SMA, MF, ETF
Steve Schwanekamp
Asset Management Specialist: SMA, MF, ETF
(469) 704-1944
Email
Asset Management Specialist: SMA, MF, ETF
Troy Evans
Asset Management Specialist: SMA, MF, ETF
(832) 622-8557
Email
Asset Management Specialist: SMA, MF, ETF
Casey Gage
Asset Management Specialist: SMA, MF, ETF
(862) 204-4451
Email
Asset Management Specialist: SMA, MF, ETF
Mike Petrucelli
(813) 545-8718
Email
Generalist: SMA, UIT, MF, ETF
Mark Barausky
(210) 630-6386
Email
SMA, UIT, MF, ETF
Suzy Fletcher
(516) 556-8195
Email
ETF Specialist
Robert Rosso
(630) 981-0491
Email
ETF
German Diaz
(631) 296-2326
Email
SMA, MF, ETF
Jon Ladenheim
(630) 297-4737
Email
ETF
Jason Willyard
(630) 297-4569
Email
ETF
Brad Brondsema
(630) 297-4569
Email
ETF
Brad Brondsema
(630) 297-4569
Email
ETF
Brad Brondsema
(630) 297-4569
Email
ETF
Brad Brondsema
(630) 297-4569
Email
ETF
Brad Brondsema
(630) 297-4569
Email
ETF
Brad Brondsema
(630) 297-4569
Email
ETF
Brad Brondsema
(630) 297-4569
Email
ETF
Brad Brondsema
(630) 981-0491
Email
ETF
German Diaz
(630) 297-4634
Email
ETF
Tim Boecker
(630) 297-4566
Email
SMA, UIT, MF, ETF
Brandon Hoyos
Internal Regional Sales Consultant
(210) 630-6453
Email
SMA, MF, ETF
Jack Visser
Internal Regional Sales Consultant
(475) 282-5293
Email
Asset Management Specialist: SMA, MF, ETF
Ken Dougherty
(860) 969-3899
Email
ETF Specialist
Derek Januario
External Regional Vice President
Internal Regional Sales Consultant
(475) 282-5293
Email
Asset Management Specialist: SMA, MF, ETF
Ken Dougherty
External Regional Vice President
Internal Regional Sales Consultant
(475) 282-5293
Email
Asset Management Specialist: SMA, MF, ETF
Ken Dougherty
External Regional Vice President
Internal Regional Sales Consultant
(630) 981-0491
Email
ETF
German Diaz
(516) 201-5878
Email
UIT Specialist
Rich Jaeger
(475) 282-5293
Email
Asset Management Specialist: SMA, MF, ETF
Ken Dougherty
(860) 969-3899
Email
ETF Specialist
Derek Januario
External Regional Vice President
(513) 362-4696
Email
Asset Management Specialist: SMA, MF, ETF
Steve Schwanekamp
(513) 362-4696
Email
Asset Management Specialist: SMA, MF, ETF
Steve Schwanekamp
(630) 296-2326
Email
SMA, UIT, MF, ETF
Jon Ladenheim
(630) 297-4643
Email
SMA, MF, ETF
Morgan Parisi
(630) 297-4643
Email
SMA, MF, ETF
Morgan Parisi
(630) 297-4634
Email
ETF
Tim Boecker
(630) 297-4634
Email
ETF
Tim Boecker
(631) 296-0949
Email
UIT
Justin Marcus
(630) 297-4634
Email
ETF
Tim Boecker
(630) 297-4634
Email
ETF
Tim Boecker
(210) 630-6450
Email
SMA, UIT, MF, ETF
Rene Ramirez
(617) 227-4800
Email
UIT
Joseph Keniston
(631) 296-2326
Email
SMA, MF, ETF
Jon Ladenheim
(617) 227-4800
Email
UIT
Joseph Keniston
(631) 296-2326
Email
SMA, MF, ETF
Jon Ladenheim
(617) 227-4800
Email
UIT
Joseph Keniston
(631) 296-2326
Email
SMA, MF, ETF
Jon Ladenheim
(630) 297-4570
Email
SMA, UIT, MF
Jose Cervantes
(310) 400-3380
Email
SMA, UIT, MF, ETF
Kurt Wessner
(617) 227-4800
Email
UIT
Joseph Keniston
(630) 297-4510
Email
UIT Specialist
Lloyd Pegues
(866) 606-7220
Email
SMA, MF, ETF
Open
(630) 297-4483
Email
Asset Management Specialist: SMA, MF, ETF
Terry Ward
(210) 630-6413
Email
UIT Specialist
Paul Bulyalert
(630) 297-4644
Email
SMA, MF, ETF
Banji Kanaris
(630) 297-4634
Email
SMA, UIT, MF, ETF
Tim Boecker
(615) 440-8313
Email
Generalist: SMA, UIT, MF, ETF
Andy Goodenough
(630) 297-4644
Email
SMA, MF, ETF
Banji Kanaris
(630) 297-4644
Email
SMA, MF, ETF
Banji Kanaris
(631) 390-2275
Email
SMA, UIT, MF, ETF
Leo Cormier
(631) 390-2275
Email
SMA, UIT, MF, ETF
Leo Cormier
(631) 390-2275
Email
SMA, UIT, MF, ETF
Leo Cormier
(704) 839-2482
Email
UIT
Mike DeMeritt
(630) 297-4569
Email
ETF
Brad Brondsema
Internal Regional Sales Consultant
(916) 224-4597
Email
UIT Specialist
Richard Johnson
(415) 326-2955
Email
Asset Management Specialist: SMA, MF, ETF
Jason Stewart
(310) 400-3380
Email
ETF Specialist
Andrew Lakind
External Regional Vice President
(630) 297-4569
Email
ETF
Brad Brondsema
Internal Regional Sales Consultant
(916) 224-4597
Email
UIT Specialist
Richard Johnson
(415) 326-2955
Email
Asset Management Specialist: SMA, MF, ETF
Jason Stewart
(310) 400-3380
Email
ETF Specialist
Andrew Lakind
External Regional Vice President
(210) 630-6413
Email
UIT Specialist
Paul Bulyalert
(630) 297-4483
Email
Asset Management Specialist: SMA, MF, ETF
Terry Ward
(210) 630-6413
Email
UIT Specialist
Paul Bulyalert
(630) 297-4483
Email
Asset Management Specialist: SMA, MF, ETF
Terry Ward
(210) 630-6448
Email
Asset Management Specialist: SMA, MF, ETF
Kevin Holleron
(630) 981-0491
Email
UIT Specialist
German Diaz
Internal Regional Sales Consultant
(630) 297-4569
Email
ETF
Brad Brondsema
(630) 981-0491
Email
German Diaz
Internal Regional Sales Consultant
(630) 297-4569
Email
ETF
Brad Brondsema
(630) 981-0491
Email
German Diaz
UIT Specialist
UIT Specialist
(630) 297-4569
Email
ETF
Brad Brondsema
(630) 981-0491
Email
UIT Specialist
German Diaz
(630) 297-4566
Email
UIT
Brandon Hoyos
(630) 297-4566
Email
UIT
Brandon Hoyos
(630) 297-4634
Email
SMA, UIT, MF, ETF
Tim Boecker
(630) 297-4634
Email
SMA, UIT, MF, ETF
Tim Boecker
(206) 437-4395
Email
Asset Management Specialist: SMA, MF, ETF
Steven Flewelling
(310) 400-3380
Email
ETF Specialist
Andrew Lakind
(630) 297-4634
Email
Tim Boecker
SMA, UIT, MF, ETF
(630) 297-4634
Email
SMA, UIT, MF, ETF
Tim Boecker
(630) 297-4634
Email
SMA, UIT, MF, ETF
Tim Boecker
(630) 297-4634
Email
SMA, UIT, MF, ETF
Tim Boecker
(210) 630-6453
Email
SMA, MF, ETF
Jack Visser
(210) 630-6453
Email
SMA, MF, ETF
Jack Visser
(210) 630-6453
Email
SMA, MF, ETF
Jack Visser
(210) 630-6453
Email
SMA, MF, ETF
Jack Visser
(631) 296-0949
Email
UIT
Justin Marcus
(704) 839-2482
Email
UIT
Mike DeMeritt
(704) 839-2482
Email
UIT
Mike DeMeritt
(704) 839-2482
Email
UIT
Mike DeMeritt
(704) 839-2482
Email
UIT
Mike DeMeritt
(704) 839-2482
Email
UIT
Mike DeMeritt
(704) 839-2482
Email
UIT
Mike DeMeritt
(616) 207-7752
Email
UIT
Katie Kettenhofen
(631) 296-1416
Email
UIT Specialist
Joe Buonocore
Email
UIT Specialist
Joe Buonocore
(631) 296-1416
Email
UIT Specialist
Joe Buonocore
(631) 390-2245
Email
UIT Specialist
Joe Buonocore
(631) 296-1416
Email
UIT Specialist
Joe Buonocore
(619) 935-5405
Email
ETF Specialist
Dennis MacDonald
(619) 935-5405
Email
ETF Specialist
Dennis MacDonald
(619) 935-5405
Email
ETF Specialist
Dennis MacDonald
(619) 935-5405
Email
ETF Specialist
Dennis MacDonald
(619) 935-5405
Email
ETF Specialist
Dennis MacDonald
(848) 468-5748
Email
ETF Specialist
Dwayne Javier
(848) 468-5748
Email
ETF Specialist
Dwayne Javier
(848) 468-5748
Email
ETF Specialist
Dwayne Javier
(848) 468-5748
Email
ETF Specialist
Dwayne Javier
Internal Regional Sales Consultant
(617) 227-4800
Email
UIT
Joseph Keniston
External Regional Vice President
(848) 468-5748
Email
ETF Specialist
Dwayne Javier
(630) 297-4510
Email
UIT Specialist
Lloyd Pegues
Internal Regional Sales Consultant
(617) 227-4800
Email
UIT
Joseph Keniston
(210) 630-6448
Email
SMA, MF, ETF
Angelique Alvarado
External Regional Vice President
(848) 468-5748
Email
ETF Specialist
Dwayne Javier
(630) 297-4510
Email
UIT Specialist
Lloyd Pegues
(720) 613-8345
Email
ETF Specialist
Daric Olson
Internal Regional Sales Consultant
(616) 207-7752
Email
UIT
Katie Kettenhofen
(720) 613-8345
Email
ETF Specialist
Daric Olson
Internal Regional Sales Consultant
(480) 206-5580
Email
UIT Specialist
Pete Catalano
(720) 544-3719
Email
Asset Management Specialist: SMA, MF, ETF
Dave Kuzia
(720) 613-8345
Email
ETF Specialist
Daric Olson
Internal Regional Sales Consultant
(616) 207-7752
Email
UIT
Katie Kettenhofen
(480) 206-5580
Email
UIT Specialist
Pete Catalano
(720) 544-3719
Email
Asset Management Specialist: SMA, MF, ETF
Dave Kuzia
(720) 613-8345
Email
ETF Specialist
Daric Olson
Internal Regional Sales Consultant
(480) 206-5580
Email
UIT Specialist
Pete Catalano
Internal Regional Sales Consultant
(480) 206-5580
Email
UIT Specialist
Pete Catalano
(720) 544-3719
Email
Asset Management Specialist: SMA, MF, ETF
Dave Kuzia
(720) 613-8345
Email
ETF Specialist
Daric Olson
Internal Regional Sales Consultant
(480) 206-5580
Email
UIT Specialist
Pete Catalano
(720) 613-8345
Email
ETF Specialist
Daric Olson
(720) 613-8345
Email
ETF Specialist
Daric Olson
(480) 206-5580
Email
UIT Specialist
Pete Catalano
(720) 544-3719
Email
Asset Management Specialist: SMA, MF, ETF
Dave Kuzia
Internal Regional Sales Consultant
(720) 613-8345
Email
ETF Specialist
Daric Olson
(727) 350-1236
Email
ETF Specialist
Jason Hyland
(727) 350-1236
Email
ETF Specialist
Jason Hyland
(727) 350-1236
Email
ETF Specialist
Jason Hyland
(727) 350-1236
Email
ETF Specialist
Jason Hyland
(313) 355-7539
Email
ETF Specialist
Sean McLoughlin
(313) 355-7539
Email
ETF Specialist
Sean McLoughlin
(313) 355-7539
Email
ETF Specialist
Sean McLoughlin
(313) 355-7539
Email
ETF Specialist
Sean McLoughlin
(313) 355-7539
Email
ETF Specialist
Sean McLoughlin
(313) 355-7539
Email
ETF Specialist
Sean McLoughlin
(313) 355-7539
Email
ETF Specialist
Sean McLoughlin
(313) 355-7539
Email
ETF Specialist
Sean McLoughlin
(313) 355-7539
Email
ETF Specialist
Sean McLoughlin
(313) 355-7539
Email
ETF Specialist
Sean McLoughlin
(313) 355-7539
Email
ETF Specialist
Sean McLoughlin
(313) 355-7539
Email
ETF Specialist
Sean McLoughlin
(313) 355-7539
Email
ETF Specialist
Sean McLoughlin
(313) 355-7539
Email
ETF Specialist
Sean McLoughlin
(720) 613-8345
Email
ETF Specialist
Daric Olson
(630) 297-4565
Email
SMA, MF, ETF
Jonah Beauduy
(848) 468-5748
Email
ETF Specialist
Dwayne Javier
(720) 613-8345
Email
ETF Specialist
Daric Olson
(720) 613-8345
Email
ETF Specialist
Daric Olson
(720) 613-8345
Email
ETF Specialist
Daric Olson
(727) 350-1236
Email
ETF Specialist
Jason Hyland
(727) 350-1236
Email
ETF Specialist
Jason Hyland
(630) 297-4566
Email
ETF
Brandon Hoyos
(630) 297-4566
Email
ETF
Brandon Hoyos
(630) 297-4566
Email
ETF
Brandon Hoyos
(630) 297-4566
Email
ETF
Brandon Hoyos
(630) 297-4567
Email
ETF
Tony Crudele
(630) 297-4567
Email
ETF
Tony Crudele
(630) 297-4567
Email
ETF
Tony Crudele
(630) 297-4567
Email
ETF
Tony Crudele
(954) 740-2847
(210) 630-6448
Email
Asset Management Specialist: SMA, MF, ETF
Kevin Holleron
(630) 297-4510
Email
Internal
Lloyd Pegues
(630) 297-4510
Email
Internal
Lloyd Pegues
Structured Products
Capital markets
(877) 769-7031
Email
SP Sales Team
(470) 866-3466
Email
Generalist: SMA, MF, ETF
Alan Panzer
(630) 296-2326
Email
SMA, MF, ETF
Jon Ladenheim
(415) 326-2955
Email
Asset Management Specialist: SMA, MF, ETF
Jason Stewart
(630) 297-4567
Email
SMA, MF, ETF
Tony Crudele
(913) 837-0073
Email
Asset Management Specialist: SMA, MF, ETF
Tad Geiman
(631) 390-2275
Email
SMA, MF, ETF
Leo Cormier
(424) 202-4170
Email
Asset Management Specialist: SMA, MF, ETF
Tomer Yabrov
(210) 630-6454
Email
SMA, MF, ETF
Shawn Shepherd
(210) 630-6454
Email
SMA, MF, ETF
Shawn Shepherd
(424) 202-4170
Email
Asset Management Specialist: SMA, MF, ETF
Tomer Yabrov
(210) 630-6385
Email
SMA, MF, ETF
Dustin Allred
(210) 630-6385
Email
SMA, MF, ETF
Dustin Allred
(469) 704-1944
Email
Asset Management Specialist: SMA, MF, ETF
Troy Evans
(612) 704-7263
Email
Generalist: SMA, UIT, MF, ETF
Ryan Dahl
(630) 297-4644
Email
SMA, MF, ETF
Banji Kanaris
(631) 296-0949
Email
UIT
Justin Marcus
(631) 296-0949
Email
UIT
Justin Marcus
(631) 296-0949
Email
UIT
Justin Marcus
(631) 296-0949
Email
UIT
Justin Marcus
(631) 296-0949
Email
UIT
Justin Marcus
(630) 297-4643
Email
SMA, MF, ETF
Morgan Parisi
(630) 297-4643
Email
SMA, MF, ETF
Morgan Parisi
(630) 297-4565
Email
SMA, UIT, MF, ETF
Jonah Beauduy
(210) 630-6450
Email
UIT
Rene Ramirez
(210) 630-6450
Email
UIT
Rene Ramirez
(210) 630-6450
Email
UIT
Rene Ramirez
(210) 630-6450
Email
UIT
Rene Ramirez
(210) 630-6450
Email
UIT
Rene Ramirez
(630) 297-4567
Email
SMA, MF, ETF
Tony Crudele
(630) 297-4567
Email
SMA, MF, ETF
Tony Crudele
(630) 297-4567
Email
SMA, MF, ETF
Tony Crudele
(630) 297-4567
Email
SMA, MF, ETF
Tony Crudele
(415) 326-2955
Email
Asset Management Specialist: SMA, MF, ETF
Jason Stewart
(630) 297-4567
Email
SMA, MF, ETF
Tony Crudele
(630) 297-4567
Email
SMA, MF, ETF
Tony Crudele
(415) 326-2955
Email
Asset Management Specialist: SMA, MF, ETF
Jason Stewart
(210) 630-6450
Email
SMA, MF, ETF
Rene Ramirez
(210) 630-6450
Email
UIT
Rene Ramirez
(631) 390-2275
Email
SMA, MF, ETF
Leo Cormier
(913) 837-0073
Email
Asset Management Specialist: SMA, MF, ETF
Tad Geiman
(210) 630-6450
Email
UIT
Rene Ramirez
(631) 390-2275
Email
SMA, MF, ETF
Leo Cormier
(913) 837-0073
Email
Asset Management Specialist: SMA, MF, ETF
Tad Geiman
(210) 630-6450
Email
UIT
Rene Ramirez
(210) 630-6450
Email
UIT
Rene Ramirez
(210) 630-6450
Email
UIT
Rene Ramirez
(630) 297-4731
Email
ETF
Jake White
(409) 515-4355
Email
ETF Specialist
John Blanton
(630) 297-4731
Email
ETF
Jake White
(409) 515-4355
Email
ETF Specialist
John Blanton
(630) 297-4731
Email
ETF
Jake White
(409) 515-4355
Email
ETF Specialist
John Blanton
(630) 297-4731
Email
ETF
Jake White
(409) 515-4355
Email
ETF Specialist
John Blanton
(630) 297-4731
Email
ETF
Jake White
(409) 515-4355
Email
ETF Specialist
John Blanton
(630) 297-4731
Email
ETF
Jake White
(409) 515-4355
Email
ETF Specialist
John Blanton
(720) 613-8345
Email
ETF Specialist
Daric Olson
(720) 613-8345
Email
ETF Specialist
Daric Olson
(619) 935-5405
Email
ETF Specialist
Dennis MacDonald
(619) 935-5405
Email
ETF Specialist
Dennis MacDonald
(630) 297-4569
Email
ETF
Brad Brondsema
(630) 297-4569
Email
ETF
Brad Brondsema
(631) 390-2245
(210) 630-6454
Email
UIT Specialist
Shawn Shepherd
(210) 630-6454
Email
UIT Specialist
Shawn Shepherd
(210) 630-6385
Email
UIT
Dustin Allred
(210) 630-6385
Email
UIT
Dustin Allred
(630) 297-4565
Email
SMA, MF, ETF
Jonah Beauduy
(630) 297-4565
Email
SMA, MF, ETF
Jonah Beauduy
(310) 400-3380
Email
SMA, MF, ETF
Kurt Wessner
(310) 400-3380
Email
SMA, MF, ETF
Kurt Wessner
(210) 943-9778
Email
Asset Management Specialist: SMA, UIT, MF, ETF
Gina Rogers
(210) 943-9778
Email
SMA, UIT, MF, ETF
Gina Rogers
(210) 943-9778
Email
SMA, UIT, MF, ETF
Gina Rogers
(210) 943-9778
Email
Asset Management Specialist: SMA, MF, ETF
Gina Rogers
(210) 630-6453
Email
SMA, MF, ETF
Jack Visser
(210) 630-6453
Email
SMA, MF, ETF
Jack Visser
(630) 297-4731
Email
SMA, MF, ETF
Jake White
(630) 297-4731
Email
SMA, MF, ETF
Jake White
(630) 297-4731
Email
SMA, MF, ETF
Jake White
(630) 297-4731
Email
SMA, UIT, MF, ETF
Jake White
(630) 297-4731
Email
SMA, UIT, MF, ETF
Jake White
(630) 297-4731
Email
SMA, UIT, MF, ETF
Jake White
(630) 297-4731
Email
SMA, UIT, MF, ETF
Jake White
(630) 297-4569
Email
SMA, UIT, MF, ETF
Brad Brondsema
(630) 297-4569
Email
SMA, UIT, MF, ETF
Brad Brondsema
(630) 297-4569
Email
SMA, MF, ETF
Brad Brondsema
(630) 297-4569
Email
SMA, MF, ETF
Brad Brondsema
(630) 297-4569
Email
SMA, MF, ETF
Brad Brondsema
(630) 297-4569
Email
SMA, MF, ETF
Brad Brondsema
(630) 297-4569
Email
SMA, MF, ETF
Brad Brondsema
(630) 297-4633
Email
ETF Specialist
Matt Wilke
(619) 935-5405
Email
ETF Specialist
Dennis MacDonald
(630) 297-4633
Email
ETF Specialist
Matt Wilke
(619) 935-5405
Email
ETF Specialist
Dennis MacDonald
(619) 935-5405
Email
ETF Specialist
Dennis MacDonald
(619) 935-5405
Email
ETF Specialist
Dennis MacDonald
(619) 935-5405
Email
ETF Specialist
Dennis MacDonald
(630) 297-4633
Email
ETF Specialist
Matt Wilke
(210) 630-6448
Email
Asset Management Specialist: SMA, MF, ETF
Kevin Holleron
(210) 630-6448
Email
Asset Management Specialist: SMA, MF, ETF
Kevin Holleron
(630) 297-4633
Email
ETF Specialist
Matt Wilke
(630) 297-4633
Email
ETF Specialist
Matt Wilke
(630) 297-4633
Email
ETF Specialist
Matt Wilke
(630) 297-4633
Email
ETF Specialist
Matt Wilke
(630) 297-4633
Email
ETF Specialist
Matt Wilke
(630) 297-4633
Email
ETF Specialist
Matt Wilke
(630) 297-4633
Email
ETF Specialist
Matt Wilke
(619) 935-5405
Email
ETF Specialist
Dennis MacDonald
(619) 935-5405
Email
ETF Specialist
Dennis MacDonald
(630) 297-4633
Email
ETF Specialist
Matt Wilke
(630) 297-4633
Email
ETF Specialist
Matt Wilke
(630) 297-4633
Email
ETF Specialist
Matt Wilke
(630) 297-4634
Email
SMA, UIT, MF, ETF
Tim Boecker
(630) 297-4633
Email
ETF Specialist
Matt Wilke
(619) 935-5405
Email
ETF Specialist
Dennis MacDonald
(630) 297-4633
Email
ETF Specialist
Matt Wilke
(630) 297-4633
Email
ETF Specialist
Matt Wilke
(630) 297-4633
Email
ETF Specialist
Matt Wilke
(630) 297-4633
Email
ETF Specialist
Matt Wilke
(630) 297-4633
Email
ETF Specialist
Matt Wilke
(630) 297-4633
Email
ETF Specialist
Matt Wilke
(630) 297-4633
Email
ETF Specialist
Matt Wilke
(630) 297-4633
Email
ETF Specialist
Matt Wilke
(630) 297-4633
Email
ETF Specialist
Matt Wilke
(630) 297-4633
Email
ETF Specialist
Matt Wilke
(619) 935-5405
Email
ETF Specialist
Dennis MacDonald
(619) 935-5405
Email
ETF Specialist
Dennis MacDonald
(619) 935-5405
Email
ETF Specialist
Dennis MacDonald
(619) 935-5405
Email
ETF Specialist
Dennis MacDonald
(630) 297-4633
Email
ETF Specialist
Matt Wilke
(630) 297-4633
Email
ETF Specialist
Matt Wilke
(210) 943-9778
Email
Asset Management Specialist: SMA, MF, ETF
Gina Rogers
(619) 935-5405
Email
ETF Specialist
Dennis MacDonald
(630) 297-4633
Email
ETF Specialist
Matt Wilke
(630) 297-4633
Email
ETF Specialist
Matt Wilke
(630) 297-4633
Email
ETF Specialist
Matt Wilke
(630) 297-4633
Email
ETF Specialist
Matt Wilke
(630) 297-4633
Email
ETF Specialist
Matt Wilke
(619) 935-5405
Email
ETF Specialist
Dennis MacDonald
(619) 935-5405
Email
ETF Specialist
Dennis MacDonald
(210) 630-6385
Email
UIT
Dustin Allred
(619) 935-5405
Email
ETF Specialist
Dennis MacDonald
(630) 297-4633
Email
ETF Specialist
Matt Wilke
(630) 297-4633
Email
ETF Specialist
Matt Wilke
(630) 297-4633
Email
ETF Specialist
Matt Wilke
(619) 935-5405
Email
ETF Specialist
Dennis MacDonald
(630) 297-4633
Email
ETF Specialist
Matt Wilke
(210) 943-9778
Email
Asset Management Specialist: SMA, MF, ETF
Gina Rogers
(619) 935-5405
Email
ETF Specialist
Dennis MacDonald
(619) 935-5405
Email
ETF Specialist
Dennis MacDonald
(619) 935-5405
Email
ETF Specialist
Dennis MacDonald
(210) 630-6385
Email
UIT
Dustin Allred
(619) 935-5405
Email
ETF Specialist
Dennis MacDonald
(630) 297-4633
Email
ETF Specialist
Matt Wilke
(630) 297-4633
Email
ETF Specialist
Matt Wilke
(630) 297-4565
Email
SMA, UIT, MF, ETF
Jonah Beauduy
(630) 297-4565
Email
SMA, UIT, MF, ETF
Jonah Beauduy
(630) 297-4565
Email
SMA, UIT, MF, ETF
Jonah Beauduy
(630) 297-4565
Email
SMA, UIT, MF, ETF
Jonah Beauduy
(619) 935-5405
Email
ETF Specialist
Dennis MacDonald
(630) 297-4633
Email
ETF Specialist
Matt Wilke
(630) 297-4633
Email
ETF Specialist
Matt Wilke
(619) 935-5405
Email
ETF Specialist
Dennis MacDonald
(310) 400-3380
Email
UIT
Kurt Wessner
(310) 400-3380
Email
UIT
Kurt Wessner
(310) 400-3380
Email
UIT
Kurt Wessner
(310) 400-3380
Email
UIT
Kurt Wessner