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Jeff Clark, CFP®, RICP®, MBA
Senior Financial Planner
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Hanna Kennedy
Client Service Representative
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Don Reilly
Chairman Emeritus
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Frank Reilly, MIBA
Cofounder & President
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Dean Peabody
Managing Director of Trading & Research
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Christina Dodge
Managing Director - Marketing & Special Projects
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Sonja Larimore, IACCP®, AIF®
Managing Director - Operations & Compliance
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Tom Weary, CFA
Chief Investment Officer
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Damian Dufour, CRPS
Director – Retirement Services
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Paul Villanueva
Vice President- Retirement Services
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Scott Martineau
Vice President - Plan Management
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Jackson Miller, CRPS, AIF®
Participant Specialist II
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Taher Saleh Ali
Head Research Analyst/Portfolio Manager
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Dr. Dan Seiver
Chief Economist
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Jason Brothers, , MBA, MS
Securities Trader
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Scott Fortney
Vice President – Wealth Management
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Erin Paulson
Vice President – Wealth Management
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Larry Yanoff, CFP®
Vice President – Financial Education and Wealth Management
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Nate Nieri, CFP®, MSBA
Director - Financial Planning
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Andrew Demos, CFP®
Senior Financial Planner
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Bradley Johnston, CFP®, MSBA
Senior Wealth Advisor
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Christopher Drake
Wealth Advisor
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Shanda Simmons
Administrative Services Manager
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Michele Tagney
Client Service Representative
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Elmira Arthur
Executive Assistant to the President
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Lindsey Boyd
Marketing Specialist II
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Rebecca Ybarra
Receptionist & Client Service Specialist
Your Team
The Professionals Helping You Achieve Success