Team

People Driven by Purpose

With roots in the cooperative community, we have held the same mindset since inception: Work hard every day to strive to bring the benefits of smart investing to those we serve. Such dedication to a common cause has allowed us to find and retain talented, purpose-driven individuals who care deeply about the individuals and families they work with. These are our people.

Check the background of our registered representatives and registered principals on FINRA’s BrokerCheck.

  • All
  • Investment Management
  • Sales & Client Services
  • Marketing & Operations
Agudelo

Mauricio Agudelo, CFA®

HEAD OF FIXED-INCOME INVESTMENTS
Allen

Brian Allen

SENIOR INSTITUTIONAL SALES CONSULTANT, INVESTMENT ADVISOR REPRESENTATIVE AND REGISTERED REPRESENTATIVE
Anderson

Thaddeus Anderson

INVESTMENT OPERATIONS SPECIALIST
Awamleh

Dima Awamleh

SENIOR CLIENT ENGAGEMENT ASSOCIATE AND REGISTERED REPRESENTATIVE
Bishop

Tamika Bishop, CFP®

SENIOR CONSULTANT, DEFERRED COMPENSATION PRODUCTS
Carpenter

Prabha Carpenter, CFA®

SENIOR EQUITY PORTFOLIO MANAGER
Cavanaugh

Sarah Cavanaugh

DIGITAL MARKETING ASSOCIATE
Civerolo

Beth Civerolo

DIRECTOR, MUTUAL FUND OPERATIONS AND REGISTERED PRINCIPAL
Corea

David Corea

INVESTMENT ANALYST
DiMauro

Amy DiMauro

BOARD TREASURER AND FINANCIAL OPERATIONS PRINCIPAL
Edwards

Mark Edwards

FINANCIAL COUNSELOR AND REGISTERED REPRESENTATIVE
Ellis

Keith Ellis

SENIOR CLIENT SERVICES ASSOCIATE AND REGISTERED REPRESENTATIVE
Gardner

Kara Gardner

RELATIONSHIP MANAGER AND REGISTERED PRINCIPAL
Hailemeskel

Michael Hailemeskel

MARKETING AUTOMATION/CRM SPECIALIST
Iong

Mark Iong, CFA®

EQUITY PORTFOLIO MANAGER
Irving

Cindy Irving, CFP®, RICP®

SENIOR CONSULTANT, DEFERRED COMPENSATION PRODUCTS
King

Michelle King

EXECUTIVE ADMINISTRATIVE ASSISTANT
McCaskill

Dave McCaskill

SENIOR CLIENT SERVICES ASSOCIATE AND REGISTERED REPRESENTATIVE
McFarland

Megan McFarland, CFP®

SENIOR CLIENT RELATIONSHIP ADVISOR, INVESTMENT ADVISOR REPRESENTATIVE AND REGISTERED REPRESENTATIVE
Moat

Quintanya Moat

INVESTMENT OPERATIONS SPECIALIST AND REGISTERED REPRESENTATIVE
Naranjo

Ivan Naranjo, CFA®, FRM®

FIXED-INCOME PORTFOLIO MANAGER
Ollivierre

Monica Ollivierre, CRCP®, IACCP®

MANAGER, SECURITIES COMPLIANCE AND REGISTERED PRINCIPAL
Parks

Wayne Parks

INVESTMENT TECHNOLOGY & TRADING SPECIALIST AND REGISTERED REPRESENTATIVE
Polk

Jim Polk, CFA®

HEAD OF EQUITY INVESTMENTS
Rosenberg

Rachel Rosenberg

SENIOR ASSOCIATE, MARKETING PROGRAMS
Santero

Mark Santero

DIRECTOR, PRESIDENT AND CEO; REGISTERED REPRESENTATIVE
Sieverling

Danielle Sieverling, IACCP®, QKA®

CHIEF COMPLIANCE OFFICER AND REGISTERED PRINCIPAL
Tillman

Makia Tillman

MUTUAL FUNDS OPERATIONS SPECIALIST AND REGISTERED REPRESENTATIVE
Tillman

Laura Tillman

CHIEF MARKETING OFFICER
Webster

Laurie Webster, CFA®

VICE PRESIDENT AND CHIEF OPERATIONS OFFICER; REGISTERED PRINCIPAL