Robert E. Appel, J.D.*, LL.M., M.B.A.
Second Vice President of National Design/Advanced Planning
Christopher M. Fromm CFP®, ChFC®, CBEC®
Director of Planning
Ben T. Huddle, CFP®, M.B.A., CRPC®
Director of Financial Advisory Services
Timothy S. Johnson, J.D.*, CRPC®
Chief Investment Strategist
Russell G. Jones
Executive Director, Sagemark Consulting Private Wealth Services
Donna L. Rowan, J.D.*, LL.M., CLU®, CHFC®
National Design/Advanced Planning Attorney
Mary Young
Director of Financial Advisory Services