Broker Check
About Us

Meet Our Team

Meet our leaders… an experienced team that combines strong functional expertise and diverse perspectives to set strategic direction and meet emergent challenges.

SagePoint Financial Executives

Desireé Sii
President and Chief Executive Officer—SagePoint Financial, Inc.
Show More

Advisor Group Executives

Jamie Price
President and Chief Executive Officer—Advisor Group, Inc.
Show More
Greg Cornick
President, Advice and Wealth Management—Advisor Group, Inc.
Show More
Larry Fisher
Chief Human Resources Officer—Advisor Group, Inc.
Show More
Erinn Ford
Executive Vice President, Advisor Engagement—Advisor Group, Inc.
Show More
Jon Frojen
Chief Financial Officer—Advisor Group, Inc.
Show More
Cindy Hamel
Executive Vice President, Business Transformation—Advisor Group, Inc.
Show More
Tim Hodge
Executive Vice President, Trading & Operations—Advisor Group, Inc.
Show More
Amy Hamilton
Chief of Staff and Head of Internal Audit & ERM—Advisor Group, Inc.
Show More
Kristen Kimmell
Executive Vice President, Business Development—Advisor Group, Inc.
Show More
Nina McKenna
Chief Legal Officer and General Counsel—Advisor Group, Inc.
Show More
Ed Obuchowski
Chief Technology Officer—Advisor Group, Inc.
Show More
Matthew Schlueter
President, Products and Platforms—Advisor Group, Inc.
Show More
Dimple Shah
Executive Vice President, Corporate Strategy—Advisor Group, Inc.
Show More
Steve Wastek
Chief Risk Officer—Advisor Group, Inc.
Show More
Proud Supporter of

Advisor Group and SagePoint Financial are proud to have taken a corporate “Parity Pledge,” publicly committing to interview at least one qualified woman candidate for every open position, vice president and above.

Learn more about the Parity Pledge

Ready for an Extraordinary Partnership?

Contact us


20 E. Thomas Road
Suite 2000
Phoenix, AZ 85012

If you are an existing financial professional interested in joining our firm, please complete the form below. All information is confidential.