Executives
Marc S. Schliefer

Marc S. Schliefer

CFP®, RICP®

President and Financial Planner
Arlene Schliefer

Arlene Schliefer

Corporate Secretary/Treasurer
Wealth Advisors
Hunter Hart

Hunter Hart

CFP®, ChFC®

Financial Planner
Operations
Farahnaz Paksima

Farahnaz Paksima

Operations Manager
Jennifer Park

Jennifer Park

Operations Associate
Eugene Daniller

Eugene Daniller

Registered Representative

Client Services Associate
Wealth Enhancement Group
Patrick Carter

Patrick Carter

CPA

Private Client Planning Manager
Sarah Duey

Sarah Duey

JD, CTFA, CAPⓇ

Vice President, Trust Services
Jamie Hopkins

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®

Director of Retirement Research
Chris Oppliger

Chris Oppliger

CPA

Director of Tax Planning
Mark Petersen

Mark Petersen

CPA, CFP®

Vice President, Affluent Wealth Planning
Erin Wood

Erin Wood

CFP®, CRPC®, FBS®

Vice President, Wealth Planning
Ryan Yamada

Ryan Yamada

Planner
Research Department
Saumen Chattopadhyay

Saumen Chattopadhyay

CFA®, CPA, FCA

Senior Vice President, Investment Platform
Brett Carson

Brett Carson

CFA®

Director of Research
Alex Blankenburg

Alex Blankenburg

Associate Trader
Jake Bleicher

Jake Bleicher

CFA®

Equity Analyst
Jeff Harris

Jeff Harris

Mergers & Acquisitions Analyst
Todd Knott

Todd Knott

Senior Institutional Trader
Jordan Pieper

Jordan Pieper

Trading Specialist
Kaleigh Sanders

Kaleigh Sanders

Trading Operations Analyst
Matthew (Matt) Smith

Matthew (Matt) Smith

Senior Trader
Alyssa Zuck

Alyssa Zuck

Trading Specialist, Registered Rep.
Investments
Saumen Chattopadhyay

Saumen Chattopadhyay

CFA®, CPA, FCA

Senior Vice President, Investment Platform
Scott Kubie

Scott Kubie

CFA®

Senior Investment Strategist
Jessica Golson

Jessica Golson

CIPM

Director of Platform Operations
Rick Jaster

Rick Jaster

CFA®

Director, Systematic Equities
Nick Joyner

Nick Joyner

Senior Investment Analyst
Patrick Sittner

Patrick Sittner

Portfolio Strategist