John Pesce

CEO

Cfp® Christopher Jamail

Executive Vice President

Rey Cepeda

Marketing Director

Meredith Schiele

Marketing Coordinator

Nyein Gray

Account Executive, Institutional Advisory

Ryan Swayze

Chief Technology Officer

Kirk Culp

Senior System Administrator

Simon Miselis

VP Of Erisa Compliance/account Executive

Melissa Kirk

Chief Operating Officer

Anthony Lockridge

Financial Reporting Accountant

Sarah Blank

Remittance Specialist

Julie Lane

Team Lead Manager

Cristhian Gonzales

Associate

Keaton Christian

Associate Wealth Advisor

Sandra Stauffer

Senior Vice President Business Development

Steve Orta

Managing Director & Partner

Eric Light

Director Of Investments And Trading

Dakota Rapstine

Senior Financial Reporting Accountant

Cab Gilbreath

Partner

Mike Cochran

Partner

Scott Hauptmann

President

Yamillee Brown

Executive Assistant