Regional Contact Information

To find a regional director, select your state on the map below.

rdmap Lynne Lynne Mountain South Central Southeast MidAtlantic-South Great Lakes SouthernCaliforniaandHawaii MidAtlantic-North SouthernCaliforniaandHawaii
Northern California and Nevada
Lynne Mosier
Northern California and Nevada
Lynne Mosier

Mountain Territory
Ben Slater
Central Territory
Mike Nixon
South Territory
Trey Nelson
Southeast Territory
Mike Ozburn

Mid Atlantic Territory
Shane Schofield
Great Lakes Territory
Sean Brooks
New England Territory
TBH
Southern California and Hawaii
Panch Romero
Southern California and Hawaii
Panch Romero
Northeast Territory
James Boylan

Panch Romero
Regional Director
Southern California and Hawaii

Lynne Mosier
Regional Director
Northern California and Nevada

Ben Slater
Regional Director
Mountain Territory

Trey Nelson
VP – Regional Director
South Territory

Mike Nixon
Regional Director
Central Territory

Mike Ozburn
VP – Regional Director
Southeast Territory

Sean Brooks
Regional Director
Great Lakes Territory

Shane Schofield
Regional Director
Mid-Atlantic Territory
Phone: 669.226.6342

James Boylan
Regional Director
Northeast Territory
Phone: 267.626.4165

Main Advisor Relations Number
800.366.7266 – Option 6

Steve Atkinson
Head of Advisor Relations
669.226.6302

Vince Crivello
VP, Practice Management
669.226.6327