Meet our leadership team Anders Jones Chief Executive Officer Linkedin-in Brent Weiss, CFP®, ChFC® Head of Financial Wellness Linkedin-in Patrick McKenna Executive Chairman Linkedin-in Shruti Joshi President & Chief Operating Officer Linkedin-in Vicki Ryan Interim Chief Human Resources Officer Linkedin-in Paul Martin Chief Technology Officer Linkedin-in Chris Hufman Chief Administrative Officer & Chief Compliance Officer Linkedin-in Darshan Patel Chief Financial Officer Linkedin-in Bini Lee, CFP® Head of Planning & Advice Linkedin-in Tom Graff, CFA® Chief Investment Officer Linkedin-in Paul Stasiuk, CISSP Head of Cybersecurity Linkedin-in
