Matt Cole

Chief Executive Officer

Ben Pham

Chief Financial Officer

Gary Dorfman

President, Wealth Management

Randol Curtis, CFA

Chief Investment Officer, Wealth Management

Laura Brady

Executive Vice President, Business Development - Wealth Management

Alex Xethalis

Executive Vice President, Wealth Management Distribution

Jared Teach

Executive Vice President, Wealth Management Distribution

Chris Nicholson, Ph.D.

Senior Vice President, Research

Alex Stone

Chief Administrative Officer

Justin Danhof

Executive Vice President,
Corporate Governance

Alexandra Gaiser

General Counsel

Don McArdle

Chief Compliance Officer

Jeff Sherman

Senior Vice President, Portfolio Manager

Ryan Thomas

Chief of Staff

Zach Stevens

Senior Vice President, Strategic Finance

Luke Daigneault

Senior Vice President, Business Development

James McQuade

Senior Vice President, Controller

Matt Sullivan

Director, Marketing

Eric Callahan

Director, Financial Planning

John Bell

Financial Advisor

Mike Spector

Regional Director

Ben McFaul

Regional Director

Sarah Rehberg

Director, Corporate Governance

Nicole Saragosa

Senior Associate Client Services

Greyson Hoye

Associate, Corporate Governance

Olivia Carroll

Associate, Corporate Governance

Shreyans Bafna

Associate, Strategic Finance

Randy Mueller

Associate, IT Project Manager

Christopher Neathery

Associate, Operations

Nolan Westfall

Associate, Sales Operations

Ashton Riley

Associate, People Operations

Dawson Boys

Regional Consultant

Anthony Dunn

Regional Consultant

Matt Cole

Chief Executive Officer

Ben Pham

Chief Financial Officer

Gary Dorfman

President, Wealth Management

Randol Curtis, CFA

Chief Investment Officer, Wealth Management

Laura Brady

Executive Vice President, Business Development - Wealth Management

Alex Xethalis

Executive Vice President, Wealth Management Distribution

Jared Teach

Executive Vice President, Wealth Management Distribution

Chris Nicholson, Ph.D.

Senior Vice President, Research

Alex Stone

Chief Administrative Officer

Justin Danhof

Executive Vice President,
Corporate Governance

Alexandra Gaiser

General Counsel

Don McArdle

Chief Compliance Officer

Jeff Sherman

Senior Vice President, Portfolio Manager

Ryan Thomas

Chief of Staff

Zach Stevens

Senior Vice President, Strategic Finance

Luke Daigneault

Senior Vice President, Business Development

James McQuade

Senior Vice President, Controller

Matt Sullivan

Director, Marketing

Eric Callahan

Director, Financial Planning

John Bell

Financial Advisor

Mike Spector

Regional Director

Ben McFaul

Regional Director

Sarah Rehberg

Director, Corporate Governance

Nicole Saragosa

Senior Associate Client Services

Greyson Hoye

Associate, Corporate Governance

Olivia Carroll

Associate, Corporate Governance

Shreyans Bafna

Associate, Strategic Finance

Randy Mueller

Associate, IT Project Manager

Christopher Neathery

Associate, Operations

Nolan Westfall

Associate, Sales Operations

Ashton Riley

Associate, People Operations

Dawson Boys

Regional Consultant

Anthony Dunn

Regional Consultant