Joel L. Schaller

President & CEO

Timothy D. O'Hara

Chief Operating Officer

Kelly A. Anderson

Senior Vice President

Investment Services Group

Brian C. Cuneo

Senior Vice President

Encompass

Sheri L. Lyons

Senior Vice President

Human Resources

Robert F. Bacon

Senior Vice President

Counseling - Illinois Region

Jason M. Frieder

Senior Vice President

Goldman Sachs Family Office

John P. Mastriani

Senior Vice President

Investment Services Group

Daniel J. (Din) Cahill

Senior Vice President

Strategic Alliances

Robert F. Fritz

Senior Vice President

Counseling - New York Region

Kathryn L. Matthews

Senior Vice President

Operations and Tax

Mae A. Cavoli

Senior Vice President

General Counsel

Eric J. Gordon

Senior Vice President

Counseling – Michigan and Pennsylvania Regions

David M. Quinn

Senior Vice President and Chief

Policy Officer - Technical Groups

Emmett T. Clancy

Senior Vice President

Counseling - California Region

Jacqueline Dunbar Grande

Senior Vice President

Public Relations

Randy D. Roe

Senior Vice President

Counseling - Texas Region

Paul L. Clickman

Senior Vice President

Financial Related Services Sales and Marketing

Patrick J. Joynt

Senior Vice President

Wealth Strategies Group

James H. (Chip) Wilkes

Senior Vice President

Counseling - New Jersey Region

John J. Collins

Senior Vice President & COO

Investment Services Group

Margaret M. Keyes

Senior Vice President

Financial Related Services

Kenneth A. Willetts

Senior Vice President

Counseling - Georgia Region