We’re excited to celebrate Glenn McKee’s achievement of his Master of Science in Financial Management, with a concentration in Investment Analysis, from Boston University. Glenn is a research analyst on our investment and trading team, and this milestone is a testament to his hard work, dedication, and commitment to excellence. Your perseverance has truly paid…

Congratulations to Gunnar Harrison for passing his Accredited Financial Counselor® exam. He constantly strives to expand his knowledge and skills to serve clients better. Great job, Gunnar!   Congratulations to Ellie Buntin for passing her Series 65 test and becoming an advisor. Ellie has been studying hard, transitioning from the accounting world to financial advising!…