Meet Our Team Your RPA Service Team Josh Schwartz, AIF Chief Executive Officer person link Ken Mergen President person link Zach Karas Principal person link Caitlin Cunningham Vice President of Marketing & Communications person link Brett Pendleton Vice President of Group Plan Operations person link T.J. Kistner, CFA, CAIA Chief Investment Officer person link Matt Frank Chief Compliance Officer person link Darren Doughty Director of Group Retirement Plans person link Rob Mangano, CFP Director of Client Relations person link Tamme Ford Client Relationship Manager person link Alex Gault, CFA Investment Analyst person link Alisa Thompson Director of Finance person link RPA Financial Advisors Michael Allen Lee’s Summit, MO person link Debra Anton, MBA Wichita, KS person link Jeanne Badeaux-Carnline Alexandria, LA person link Jamilah Brown Royal Oak, MI person link Scott Burbank, CLU, ChFC South Glastonbury, CT person link Jeff Casto New Lenox, IL person link Thomas Clooney Egg Harbor Township, NJ person link Shannon Davis Hinckley, OH person link Edna Delphin, MBA Shreveport, LA person link Dan Dodd, CFP, AIF Janesville, WI person link Dan Harden, CFP, ChFC St. Peters, MO person link Joe Hilliard Newberry, MI person link David Holler Chicago, IL person link Phil Holstrom, MBA Lebanon, OH person link Paul Keough, PhD, MBA Chicago, IL person link Ed Kindler Galloway, OH person link Jim Ladlie St. Peters, MO person link Matthew Martin, CFP Northville, MI person link Eric Mitchell Macomb, MI person link Randy Nelson Northville, MI person link Brett Pendleton Jefferson City, MO person link Duncan Pray Metairie, LA person link James Ray, AIF, CRC Metairie, LA person link Tim Rozelle Comstock Park, MI person link Charles (Andy) Trachsel, CFA, CPA St. Peters, MO person link Ed Tritschler St. Peters, MO person link Angel Tullar, CFP Janesville, WI person link
