Adnan Siddiqui

Associate Director Of Technology

Nate Lenz

CEO

Joe M.

Chief Operating Officer

Betsy Meagher

Partner, BMR Retirement Group

Matthew Unger

Vp, Head Of Centralized Wealth Advisory Services

Neelab N.

Vice President

Steve Bielke

Managing Director Of Business Development

Tim Bailey

Business Development Officer

Nicholas Hamilton

Regional Partner

Anthony Paul

Regional Partner

Nick Klein

Business Development Officer

Bo Ellison

Chief Financial Officer

Jennifer Root

Finance Associate

Ramin Abrams

Financial Advisor

Daniel Froning

Associate Financial Planner

Hunter Stewart

Associate Director Of Finance

Courtney Haddad

Chief Compliance Officer

Gregory Walt

In-house Counsel

Scott Benson

Senior Vice President, Compliance

Jeremy Massullo

Managing Director, Operations

Alyssa Acosta

Associate Director, Platform Operations

Shaniya Brown

Associate Director Of Operations

Ashley Chaffin

Chief Of Staff

Robert Milligan Jr. Cfp®

Founding Partner

Eddy Augsten

Managing Director, Head Of Investments

Joseph Mooney

Managing Director, Advisor Engagement And Enterprise Development

Art Barno

Advisor Liaison