Name Location Contact
Eric Anderson Anderson, Eric
Waterford, CA eanderson@verityinvest.com
209-840-0501
Sujatha R. Avutu Avutu, Sujatha R.
Portfolio Manager
Durham, NC savutu@verityinvest.com
(919) 490-6717 ext.201
Ellen Bailey, CFP® Bailey, Ellen
Financial Advisor
Raleigh, NC ebailey@verityinvest.com
919.809.3424
James Bischoff Bischoff, James
Las Vegas, NV jbischoff@verityinvest.com
702-325-7654
Christopher C. Bolles Bolles, Christopher C.
Financial Advisor
Wilmington, NC cbolles@verityinvest.com
(910) 264-5939
Joshua Brown Brown, Joshua
Clovis, CA
559-916-2915
Lorren M. Bryant Bryant, Lorren M.
Financial Advisor
Carrboro, NC lbryant@verityinvest.com
(919) 923-1333
Richard Cecchi Cecchi, Richard
Financial Advisor
Ronkonkoma, NY rcecchi@verityinvest.com
631.943.5739
Brad Corbett Corbett, Brad
Director of Fixed Income and Alternative Investments
Durham, NC bcorbett@verityinvest.com
(919) 490-6717 x121
David Cox Cox, David
Grapevine, TX dcox@verityinvest.com
281-253-8576
Gary D’Alessio D'Alessio, Gary
Berlin, NJ gdalessio@verityinvest.com
609-618-9006
John Davis Davis, John
New Braunfels, TX jdavis@verityinvest.com
916-945-6388
William Durham Durham, William
Financial Advisor
Tallahassee, FL wdurham@verityinvest.com
850.385.3578
Karen Ferrell Ferrell, Karen
Coppell, TX kferrell@verityinvest.com
512-773-7268
Clayton Fillian Fillian, Clayton
Perrineville, NJ cfillian@verityinvest.com
732-496-1965
Rachel Gentz Gentz, Rachel
Financial Advisor
Ronkonkoma, NY rgentz@verityinvest.com
631-605-8400 ext 104
Ronald W. Gibbs Gibbs, Ronald W.
Financial Advisor
Blacksburg, VA rgibbs@verityinvest.com
(540) 443-3612
(800) 247-6717 ext.151
(540) 900-3483
Jason Golhofer Golhofer, Jason
Greeley, CO jgollhofer@verityinvest.com
970-590-0016
Christopher Harrison Harrison, Christopher
Financial Advisor
Tallahassee, FL charrison@verityinvest.com
800.396.3420
Michael Hazen Hazen, Michael
Director of Compliance
Durham, NC mhazen@verityinvest.co
919-490-6717 x117
Lorren M. Bryant Hollar, Kurt C.
Financial Advisor / Advisor Consultant
Durham, NC khollar@verityinvest.com
(919) 490-6717 x137
William R. Hopwood Hopwood, William R.
Director, Workplace Savings
Durham, NC bhopwood@verityinvest.com
(919) 490-6717 x150
Lorren M. Bryant Huggins, Neal
Financial Advisor
Wilmington, NC nhuggins@verityinvest.com
(910) 262-6203
Peter G. Klas Klas, Peter G.
Registered Fiduciary, Financial Advisor
Durham, NC pklas@verityinvest.com
(919) 490-6717 x123
Lorren M. Bryant Komsky, Greg
Financial Advisor
Oakdale, CA gkomsky@verityinvest.com
916.719.6644
Daniel Krause Krause, Daniel
Oakdale, CA dkrause@verityinvest.com
209-765-0592
Brian R. Kurtzer Kurtzer, Brian R.
Senior Portfolio Manager
Durham, NC bkurtzer@verityinvest.com
(919) 490-6717 ext. 124
Steven J. Lewis Lewis, Steven J.
Portfolio Manager
Durham, NC slewis@verityinvest.com
(919) 490-6717 ext. 115
Amy S. Lindros Lindros, Amy S.
Director, Business Development
Durham, NC alindros@verityinvest.com
(919) 490-6717 x107
Dominik Luiz Machado Machado, Dominik Luiz
Roseville, CA dmachado@verityinvest.com
279-235-4035
James Mallinson Mallinson, James
Holtsville, NY jimmymallinson@verityinvest.com
631-790-3746
Jacqueline Mallinson Malllinson, Jacqueline
Financial Advisor
Ronkonkoma, NY jmenna@verityinvest.com
631.605.8400 ext.102
Lee Martin Martin, Lee
Wilmington, NC lmartin@verityinvest.com
910-471-2365
Sean J. McGill McGill, Sean J.
Vice President, Director of Advisor Services
Durham, NC smcgill@verityinvest.com
(800) 247-6717 x105
(919) 451-1253
Ray Menna, CFP® Menna, Ray
Senior Financial Advisor
Ronkonkoma, NY rmenna@verityinvest.com
516.658.5321
Nicolas Moes Moes, Nicolas
Argyle, TX nmoes@verityinvest.com
682-557-9603
Jo Beth Mullens, Ph.D., CFP® Mullens, Ph.D., Jo Beth
Financial Advisor
Durham, NC jmullens@verityinvest.com
(603) 769-1345
Alexander Munsey Munsey, Alexander
Technology Support
Raleigh, NC amunsey@verityinvest.com
919.802.9441
Jeffrey A. Munsey Munsey, Jeffrey A.
Vice President, Chief Information Officer
Durham, NC jmunsey@verityinvest.com
(919) 490-6717 x140
Erik NeVille NeVille, Erik
Highland, UT eneville@verityinvest.com
209-321-1134
Randy Olfers Olfers, Randy
Boerne,TX rolfers@verityinvest.com
210-392-6416
Lorren M. Bryant Potter, Jeffrey C.
Financial Advisor
Dallas, TX Area jpotter@verityinvest.com
(412) 563-1188
Lorren M. Bryant Preble, Kurt D.
Senior Financial Advisor
Durham, NC kpreble@verityinvest.com
(919) 490-6717 x116
Wesley Ratelle Ratelle, Wesley
Roseville, CA wratelle@verityinvest.com
805-705-4470
Lorren M. Bryant Rudd, John
CPA / Financial Advisor
Blacksburg, VA jrudd@verityinvest.com
(540) 230-7725
(540) 900-3483
Victor Sanchez Sanchez, Victor
Justin, TX vsanchez@verityinvest.com
505-306-8468
Amy L. Simonson Simonson, Amy L.
Vice President, Finance and Operations
Durham, NC asimonson@verityinvest.com
(800) 247-6717 x100
Lorren M. Bryant Somers, Ronald
Financial Advisor
Tallahassee, FL rsomers@verityinvest.com
321.230.9849
Todd Steck Steck, Todd
Oakdale, CA tsteck@verityinvest.com
209-531-3664
Lorren M. Bryant Timofeeff, Michael N.
Financial Advisor
Elmira, NY Area mtimofeeff@verityinvest.com
(607) 215-1412
Caeleb Trace Trace, Caeleb
Sanger, CA ctrace@verityinvest.com
559-940-6013
KC Trace Trace, KC
Sanger, CA ktrace@verityinvest.com
559-309-9763
Gerardo Vergara Vergara, Gerardo
Sacramento, CA
gvergara@verityinvest.com
Conrad Walker Walker, Conrad
Danville, CA cwalker@verityinvest.com
925-785-9603
Gordon T. Wegwart Wegwart, Gordon T.
President and Chief Investment Officer
Durham, NC gwegwart@verityinvest.com
(919) 490-6717 ext. 109