Specialist Consulting Group

Our Specialists

Advisors at the center

Whether you’re seeking technical guidance or trying to build skills and implement better processes, our Specialist Consulting Group is here to support you. With more than 20 dedicated specialists and consultants, we strive to help you tackle challenges and implement solutions across key practice areas.

Specialist Consulting Group chart

Wealth Strategists

Expertise in wealth transfer, family governance, business succession, philanthropy and charitable planning and tax strategies.

Specialist Consulting Group
Jeffrey R. Brooks, JD

Senior Wealth Strategist

Specialist Consulting Group
Ben Rizzuto, CFP®, CRPS®

Wealth Strategist

Practice Management Consultants

Insights on client engagement, team performance, and the management and governance of your practice.

Specialist Consulting Group
Bryan Powell, PCC, CPBA, CPMA

Senior Director, Practice Management

Specialist Consulting Group
Marquette Payton, CRPS®, CDFA®

Director, Practice Management Consultant

Defined Contribution Specialists

ERISA expertise, thorough knowledge of plan design and implementation, and partners in plan sponsor engagement.

Specialist Consulting Group
Eric Magyar, CFP®, AIF®

Defined Contribution Specialist

Specialist Consulting Group
Ruben Gonzalez, CPFA

Defined Contribution Specialist

Specialist Consulting Group
Taylor Pluss, CFP®, CRPS®, APMA®, CDFA®

Defined Contribution Specialist

Investment Specialists

Differentiated perspectives on macroeconomic issues and insights on asset classes and sub-asset classes.

Specialist Consulting Group
Amer Hasan, CFA

Equity Investment Specialist

Specialist Consulting Group
Erika Oquist 

Fixed Income Investment Specialist

Specialist Consulting Group
Michael McNurney

Equity Investment Specialist

Specialist Consulting Group
Roberto Langstroth

Fixed Income Investment Specialist

SMA Model Specialists

Expertise on separately managed accounts and model portfolio capabilities.

Specialist Consulting Group
Kirk Leslie

SMA & Models Portfolio Specialist

ETF Specialists

Deep understanding of exchange-traded funds (ETFs) and strategic guidance on implementation and portfolio construction.

Specialist Consulting Group
Dan Aronson

Senior Director, ETF Client Product Specialist

Specialist Consulting Group
Craig Dehner

Director, ETF Client Product Specialist

Specialist Consulting Group
Lee Gross, CFA

Director, ETF Client Product Specialist

Specialist Consulting Group
Jake Kreiter

ETF Client Product Specialist

Annuity Specialists

Insurance and annuities expertise and how to best leverage these products in a portfolio.

Specialist Consulting Group
CJ Nizich

Director, Variable Annuities & Insurance

Specialist Consulting Group
Sheila Jelinek

Director, Variable Annuities & Insurance

Portfolio Construction and Strategy

Expert strategists that deliver custom portfolio insights and risk-modeling to help you meet your clients’ needs.

Specialist Consulting Group
Lara Castleton, CFA

U.S. Head of Portfolio Construction and Strategy

Specialist Consulting Group
Peter Harrington-Howes

Senior Portfolio Strategist

Specialist Consulting Group
Andrew Molinet, CFA

Senior Portfolio Strategist

Specialist Consulting Group
CJ Van Dyke

Portfolio Strategist

Insights

Beyond HAL 9000: Integrating AI into your advisory practice

What financial advisors should consider before implementing AI in their practices.

Does your team have grit?

How grit and its related competencies can help teams overcome setbacks and achieve their goals.

To create WOW experiences, understand clients’ personality styles

How gaining a better understanding of clients’ uniqueness can help advisors create memorable experiences tailored to their preferences.

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