| Name | Department | Number |
| Jennifer Bement-Coon | Client Accounting | 888-337-3720 Ext. 137 |
| Kathleen B. Bliss | Client Accounting | 888-337-3720 Ext. 141 |
| Michael B Bono | Associate Account Executive | 888-337-3720 Ext. 182 |
| Todd A. Brost | Associate Account Executive | 888-337-3720 Ext. 170 |
| Pasquale J Cardinale II | Tax Department | 888-337-3720 Ext. 168 |
| Laurie L. Crane | Tax Department | 888-337-3720 Ext. 158 |
| Sarah J. Creath | Account Executive | 888-337-3720 Ext. 142 |
| James D Epp | Associate Account Executive | 888-337-3720 Ext. 183 |
| Kathryn W. Gerwig | Account Executive | 888-337-3720 Ext. 130 |
| Brandi B Graham | Group Financial Planning Associate | 888-337-3720 Ext. 163 |
| Paula L. Graham | Client Accounting | 888-337-3720 Ext. 129 |
| Dora B. Hankey | Administrative Assistant to Karen Meriwether Financial ParaPlanner | 888-337-3720 Ext. 143 |
| James D. Hankey | Operations | 888-337-3720 Ext. 165 |
| Amanda L. Herrick | Assistant | 888-337-3720 Ext. 178 |
| Jerry L. Horton | Corporate Accounting | 888-337-3720 Ext. 131 |
| Donald A. Huff | Tax Department | 888-337-3720 Ext. 173 |
| Melissa A Johnson | Client Accounting | 888-337-3720 Ext. 161 |
| James A. Kaffenbarger | Account Executive | 888-337-3720 Ext. 139 |
| Steven A. Kauffman | Information Technology | 888-337-3720 Ext. 159 |
| Donna J. Kelly | Special Projects Assistant | 888-337-3720 Ext. 149 |
| Jennifer E. Krasnansky | Compliance / Client Accounting | 888-337-3720 Ext. 132 |
| David Labato | Trading Department | 888-337-3720 Ext. 122 |
| Mary E. Lattin | Administrative Assistant to Tom Snow Financial ParaPlanner | 888-337-3720 Ext. 160 |
| Ann P. Leisure | Corporate Accounting | 888-337-3720 Ext. 176 |
| Barbara B. Markell | Account Executive, Rhinebeck | 845-876-4499 866-819-5046 |
| Carl Masler | Tax Department | 888-337-3720 Ext. 147 |
| Karen B. Meriwether | Account Executive | 888-337-3720 Ext. 128 |
| David B. Mirsky | Financial Consultant | 800-810-8869 585-271-8869 |
| Cary A. Muggleton | Marketing | 888-337-3720 Ext. 156 |
| Jason D. Nickerson | Account Executive/Tax Department | 888-337-3720 Ext. 124 |
| J. Jerome Nykiel | Trading Department | 888-337-3720 Ext. 123 |
| Wendy R Oman | Corporate Accounting | 888-337-3720 Ext. 275 |
| Julie A. Owen | Client Accounting | 888-337-3720 Ext. 140 |
| Paul L. Peck | Manager of Building Operations, Purchasing | 800-936-3785 |
| Phillip Peck | Casual Cleaning Assistant | 888-936-3785 |
| Sharon L. Peck | Cleaning/Office Assistant | 800-936-3785 |
| Paulette E. Peterson | Corporate Accounting | 888-337-3720 Ext. 150 |
| Kim M. Puffer | Data Entry | 888-337-3720 Ext. 148 |
| Lily M. Quattrini | Trading Department | 888-337-3720 Ext. 134 |
| Timothy E. Sallade | Trading/Research | 888-337-3720 Ext. 172 |
| Edward H. Schusler | Account Executive | 888-337-3720 Ext. 125 |
| Karen L. Shirley | Tax Department | 888-337-3720 Ext. 151 |
| Nora A. Smith | Information Technology | 888-337-3720 Ext. 145 |
| Thomas G. Snow | Account Executive | 888-337-3720 Ext. 127 |
| Amy Stark | Marketing Assistant | 888-337-3720 Ext. 181 |
| Sue L. Stephens | Executive Secretary | 888-337-3720 Ext. 133 |
| Jennifer Sweet | Client Accounting | 800-936-3785 ext 121 |
| John G. Ullman | President | 888-337-3720 Ext. 135 |
| Darren L. Wilcox | Financial Planner | 888-337-3720 Ext. 153 |
| Peter J. Winnett | Senior Financial Planner | 888-337-3720 Ext. 157 |
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