 |
Greg Allen
DAG Partner
Scottsdale Office
|
|
 |
Zachary Allen
DAG Partner
Dallas Office
|
|
 |
Alexander Aretakis
Vice President - Investments
Scottsdale Office
|
|
 |
Brian Armstrong
CFP®, CRC®
Vice President - Investments and Wealth Advisor
Dallas Office
|
|
 |
Claudia Balcom Milks
MBA
Vice President - Investments
Scottsdale Office
|
|
 |
Christina Becker
Operations
Scottsdale Office
|
|
 |
Steven Beinfest
PFS
Vice President - Investments
Sun City Office
|
|
 |
Sherod Bigelow
Registered Principal for Alliance Financial Group, Inc.
Tempe Office
|
|
 |
John Biggins
Vice President - Investments
Scottsdale Office
|
|
 |
Randy Block
Financial Consultant
Scottsdale Office
|
|
 |
Ted Blood
CFA
Vice President - Investments
Scottsdale Office
|
|
 |
Dieter G. Bollmann
Vice President - Investments
Scottsdale Office
|
|
 |
Adiel Brasov
Downtown Denver
|
|
 |
Tom Bright
Vice President - Investments
Scottsdale Office
|
|
 |
Lee Brown
Vice President - Investments
Sun City Office
|
|
|
Debra Callaway
Vice President - Investments
Dallas Office
|
|
 |
Jesse Cardiel
Senior Financial Advisor
Dallas Office
|
|
|
Lew Carns
Sun City Office
|
|
 |
David Carter
Vice President - Investments
Denver Tech Center
|
|
|
Randall Chenot
Investment Consultant
Dallas Office
|
|
 |
Chris Clark
Principal and Managing Director of Chris Clark Capital Management
Denver Tech Center
|
|
 |
Daniel Cooper
Vice President - Investments
Scottsdale Office
|
|
 |
Ken Corlett
CFP®
Managing Partner of Millennium Wealth Management
Scottsdale Office
|
|
 |
Andre Coudsi
Senior Financial Advisor
Dallas Office
|
|
|
Robert J. Courter
Vice President - Investments
Sun City Office
|
|
 |
Kenneth M. Creta
Vice President - Investments
Scottsdale Office
|
|
 |
N. Jack Dilday
Managing Director of Dilday and Associates
Scottsdale Office
|
|
|
Todd Eric Downing
Sun City Office
|
|
 |
Tom Dunn
Senior Vice President - Investments
Dallas Office
|
|
 |
Greg Eastman
Vice President - Investments
Scottsdale Office
|
|
 |
Bruce Brett Jr. Emmeluth
Vice President - Investments
Denver Tech Center
|
|
 |
Diane Feeney
Vice President - Investments
Scottsdale Office
|
|
 |
Richard Filosi
Vice President - Investments
Scottsdale Office
|
|
 |
George Fischer
MBA, CFA
President
Scottsdale Office
|
|
 |
Richard Franco
VP - Investments & Retirement Plan Specialist
Scottsdale Office
|
|
 |
Jennifer Frey
Sr. Account Executive of Lindau Capital Management (LCM)
Denver Tech Center
|
|
 |
Justin Gedlen
Financial Advisor
Dallas Office
|
|
 |
Robert H. Giauque
Vice President - Investments
Scottsdale Office
|
|
 |
Brandon Gibson
Dallas Office
|
|
 |
George Gonzalez
Vice President - Municipals
Scottsdale Office
|
|
|
Veronica Goodrich
CFP®
Senior Financial Advisor
Denver Tech Center
|
|
 |
Jeffrey Graves
Executive Vice President
Dallas Office
|
|
 |
Christopher Guest
Vice President - Investments
Scottsdale Office
|
|
|
Larry Gutsch
Scottsdale Office
|
|
 |
Betsy Hall
Financial Advisor
Dallas Office
|
|
 |
Russell Harris
Executive Vice President
Sun City Office
|
|
 |
Luci Harty
CFP®, CAP®
President/CEO for Luci Harty Advisory, LLC
Dallas Office
|
|
 |
Geoff Havre
Trader
Scottsdale Office
|
|
|
Gregory Hermes
Senior Vice President - Investments
Scottsdale Office
|
|
 |
Diann Hickman
Senior Financial Consultant
Sun City Office
|
|
 |
Kevin Hicks
Vice President - Investments
Scottsdale Office
|
|
|
Robert E. High II
Vice President - Investments
Scottsdale Office
|
|
 |
L. Kenneth Himelright
Senior Vice President - Investments
Denver Tech Center
|
|
 |
Alan Horwitz
CRPC
Vice President - Investments
Scottsdale Office
|
|
 |
Joe Hubbard
Denver Tech Center
|
|
 |
Rob Huish
Senior Vice President - Investments
Scottsdale Office
|
|
 |
Troy Hunsucker
Vice President - Investments
Denver Tech Center
|
|
|
Carla Jackson
Senior Financial Advisor
Denver Tech Center
|
|
|
Bart Jagodzinski
Billings Office
|
|
 |
Tex Janecek
Vice President - Investments
Billings Office
|
|
 |
Brian H. Johnson
Senior Vice President
Denver Tech Center
|
|
 |
Gary Justice
Vice President - Investments
Scottsdale Office
|
|
 |
Jim Katcher
Vice President - Investments
Scottsdale Office
|
|
 |
Bill Kelso
CFP® CPA
Chief Investment Officer for Alliance Financial Group, Inc.
Tempe Office
|
|
 |
Mark Kennedy
Vice President - Investments
Billings Office
|
|
 |
Robert Kerrigan
Senior Financial Advisor
Scottsdale Office
|
|
|
Jane King
Vice President - Investments
Dallas Office
|
|
|
Larry Kirts
Vice President-Investments
Sun City Office
|
|
 |
George P Lares-Karageorgis
Senior Vice President-Investments
Denver Tech Center
|
|
|
Ted Larsen
Scottsdale Office
|
|
 |
Daniel P. Lawless
Vice President - Investments
Scottsdale Office
|
|
 |
Christian W. LeLash
MBA
Vice President - Investments & Social Investment Consultant
Dallas Office
|
|
 |
Mark Lindau
President of Lindau Capital Management (LCM)
Denver Tech Center
|
|
 |
Nathan Lingwall
Vice President - Investments
Scottsdale Office
|
|
 |
Joe Lowrey
Vice President - Investments
Scottsdale Office
|
|
|
Michael G. Ludig
Vice President - Investments
Scottsdale Office
|
|
 |
John Luk
Vice President - Investments
Scottsdale Office
|
|
 |
Richard McKnight
Vice President - Investments
Scottsdale Office
|
|
 |
Patti Meis
Vice President - Investments
Scottsdale Office
|
|
|
Randy Merrill
Dallas Office
|
|
|
Frank Messano
Client Associate for Dilday and Associates
Scottsdale Office
|
|
 |
G. Brent Morton
MBA, AIF®
Vice President - Investments, Wealth Manager
Dallas Office
|
|
 |
David M. Mowad
Vice President - Investments
Scottsdale Office
|
|
 |
Ed Muhlenfeld
Senior Vice President - Investments
Scottsdale Office
|
|
 |
Matthew Munn
Senior Vice President - Investment and Retirement Planning
Scottsdale Office
|
|
 |
Michael Murphy
Vice President - Investments
Scottsdale Office
|
|
|
Glen Newbury
Vice President-Investments
Sun City Office
|
|
 |
Jesse Norman
Vice President - Investment and Retirement Planning
Billings Office
|
|
|
James Novak
Downtown Denver
|
|
 |
Sarah Nowfel
First Vice President-Investments
Downtown Denver
|
|
 |
Daniel Offen
Vice President - Investments
Scottsdale Office
|
|
|
Ric Panzera
Senior Vice President – Investments
Dallas Office
|
|
 |
Rockwell Pearson
Senior Vice President - Investments
Denver Tech Center
|
|
 |
Paul A. Perreault, Jr.
Vice President-Investments
Scottsdale Office
|
|
 |
William Pluchel
Vice President - Investments
Scottsdale Office
|
|
 |
Michael Prahl
Vice President - Investments
Scottsdale Office
|
|
 |
Michael Pryor
Vice President - Investments
Scottsdale Office
|
|
 |
Shawndi Purselley
CFP®, CRC®
Vice President - Investments and Wealth Advisor
Dallas Office
|
|
 |
Mark Quale
CFP®, CRPC®
Senior Vice President - Investments
Scottsdale Office
|
|
|
Terry Reiff
Senior Vice President - Investments
Denver Tech Center
|
|
 |
Lisa Rizzo
Managing Director - Integrated Wealth Management
Denver Tech Center
|
|
|
Steven Roy
Vice President - Investments
Scottsdale Office
|
|
 |
Steve Rundle
Vice President - Investments
Billings Office
|
|
 |
Brian Saas
Vice President - Investments
Sun City Office
|
|
|
Laine Schoneberger
Scottsdale Office
|
|
 |
John Schooler
CFP®, ChFC
Senior Vice President - Investments
Scottsdale Office
|
|
 |
Paul D. Scott
Vice President - Investments
Scottsdale Office
|
|
 |
Richard E. Scott
Senior Vice President - Investments
Dallas Office
|
|
|
Marty Scramstad
Denver Tech Center
|
|
|
Robert Segura
Senior Financial Advisor
Denver Tech Center
|
|
 |
Michael Self
CFP®
Senior Vice President - Investments
Scottsdale Office
|
|
 |
Adrienne Seybert
Vice President-Investments
Sun City Office
|
|
 |
James Shaver
Vice President - Investments
Billings Office
|
|
 |
David B. Siebert, Jr.
First Vice President - Investments
Denver Tech Center
|
|
 |
Randy Sitzman
Executive Vice President
Billings Office
|
|
 |
Rachel Sitzman Davis
Vice President - Investments
Billings Office
|
|
 |
Lesa Skarlot
Operations Supervisor
Scottsdale Office
|
|
 |
Donell Small
Vice President - Investments
Billings Office
|
|
 |
Jeremy Smith
Managing Partner for Alliance Financial Group, Inc.
Tempe Office
|
|
 |
Rick Smith
Senior Vice President - Investments
Scottsdale Office
|
|
 |
Robert Spicer
Executive Vice President
Denver Tech Center
|
|
 |
Tammy Steffen
Office Manager
Denver Tech Center
|
|
|
Marilee Stephens
Scottsdale Office
|
|
 |
Tom Straight
Denver Tech Center
|
|
 |
Steven L. Stubbs
DAG Partner
Scottsdale Office
|
|
|
Philip S. Taylor
CRPC®
Vice President - Investments
Scottsdale Office
|
|
 |
Rebecca Turnbow
Vice President - Investments
Scottsdale Office
|
|
 |
Douglas Turner
Vice President - Investments
Sun City Office
|
|
 |
Casey Vader
Financial Advisor
Downtown Denver
|
|
|
Kenneth Vargas
Dallas Office
|
|
 |
James Wagner
AIF®
Vice President - Investments, Wealth Advisor and Accredited Investment Fiduciary®
Dallas Office
|
|
|
Victoria Wang
Branch Service Manager & Invesment Assoc. for Dilday & Associates
Scottsdale Office
|
|
|
Randy Watson
Denver Tech Center
|
|
 |
Ron Weddle
Vice President - Investments
Sun City Office
|
|
|
Pearley H. Wells
Senior Financial Advisor
Billings Office
|
|
|
Matthew Wells
Dallas Office
|
|
 |
Dale Westermark
Vice President - Investments
Billings Office
|
|
|
Stephen Whittaker
Vice President-Investments
Sun City Office
|
|
 |
Jeffrey P. Wilcock
RFC
Managing Partner for Alliance Financial Group, Inc.
Tempe Office
|
|
 |
Jim Wilkerson
Financial Advisor
Scottsdale Office
|
|
|
Barbara Williams
Office Manager
Dallas Office
|
|
|
Robert "Tim" Willison
Senior Financial Advisor
Denver Tech Center
|
|
 |
Charles Willoughby
Vice President - Investments
Scottsdale Office
|
|
|
Jason Wise
Vice President-Investments
Billings Office
|
|
 |
Jeff Young
Senior Vice President - Investments
Scottsdale Office
|
|
 |
Ed Zulaica
Vice President - Investments
Scottsdale Office
|
|
