For Individuals For Employers For Financial Professionals

Meet Your Planners

Create confidence in your financial future


Brogan O'Connor

VP, Financial Planner, Private Client Group

Tim Payne

Senior Financial Planner

Fabiana Pereira

Senior Financial Wellness Educator

Ryan Petti

ParaPlanner

Sarah Stevens

Financial Wellness Educator

Nikhil Stiff

Investment Operations Associate

Angie Walker

Senior Investment Operations Associate
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