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Greg Singer

Investment Director, Capital Group Private Client Services, New York City

Martin Schamis

VP, Head of Wealth Planning, Janney Montgomery Scott, Philadelphia

Johnne Syverson

President, Syverson Strege & Co., Des Moines

Bill Ringham

VP & Director, RBC, Minneapolis, MN

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number of columns: 4 – posts to show: 4

Karen Heath-Wade

Chief Business Development Officer

Johnne Syverson

President, Syverson Strege & Co., Des Moines

Greg Singer

Investment Director, Capital Group Private Client Services, New York City

Martin Schamis

VP, Head of Wealth Planning, Janney Montgomery Scott, Philadelphia

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Carl Zipfel

Board Director and a management consultant with BVU: Center of Nonprofit Excellence

Rebecca Morgan

Board Director and President & CEO of Fulcrum Consulting Works

Justin Horton

Board Director and Wealth Advisor and Founding Partner of Stratos Wealth Partners

Karen Heath-Wade

Chief Business Development Officer

Johnne Syverson

President, Syverson Strege & Co., Des Moines

Greg Singer

Investment Director, Capital Group Private Client Services, New York City

Martin Schamis

VP, Head of Wealth Planning, Janney Montgomery Scott, Philadelphia

Bill Ringham

VP & Director, RBC, Minneapolis, MN

Gavin Morrissey

Managing Partner, FSA Wealth Management, Boston

David A. Levitt

Attorney & Principal, Adler & Colvin, San Francisco

Steve Lear

Principal, Affiance Financial, St. Louis Park, MN

Rebekah Kohmescher

Chief Executive Officer, Altair Advisers LLC, Chicago

Dawn Jinsky

CPA & Partner, Plante Moran Wealth Management, Southfield, MI

Kirk Hoopingarner

Attorney & Partner, Quarles & Brady, Chicago

Paige Goepfert

Managing Director, Andersen, Chicago

Adam Damerow

Attorney & Partner, Katten, Chicago, IL

Patrick Heddleston

Board Director and Vice President for Business Affairs and Treasurer of the University of Mount Union

Timothy (Ty) Hogan

Board Director and formerly with Fort Washington Investment Advisors, Inc. He is currently a graduate student at the Harvard Kennedy School

Justin Horton

Board Director and Wealth Advisor and Founding Partner of Stratos Wealth Partners

Rebecca Morgan

Board Director and President & CEO of Fulcrum Consulting Works

Carl Zipfel

Board Director and a management consultant with BVU: Center of Nonprofit Excellence

Martin Hall

Board Director and Partner at Hall & Diana

Janet A. Gosche

Janet A. Gosche is retired as Senior Executive from Accenture and Global Practice Leader from Avasant. She currently provides executive advisory services.

Brian Broadbent

Board Director and retired CEO of Business Volunteers Unlimited.

Joseph Betro

Board Chairman and recently retired as Vice President from Robert Half International

Ben Beckman

Board Director and President of Seaton Woods Ventures, LLC

Ted Austin

Board Director and CFP Senior Vice President & Market Leader at U.S. Bank Private Wealth Management

Mark Manning

Chief Technology and Innovation Officer

Tyana Smith

Chief Business Development Officer

Paula Hogan

Chief People and Culture Officer

Noel Juguilon

Chief Investment and Oversight Officer

Michele Hoza

General Counsel

Stephen W. Jones

Executive Vice President / Chief Financial Officer

Ron Ransom

Ron Ransom

Chief Executive Officer