Org chart
Adam Bruckman
President & CEO
Adam Bruckman
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Mike Sullivan
Chief Growth Officer
Bill Carew
COO
Elizabeth Chrane
Chief People Officer
Marcia Calleja-Matsko
Chief Information Officer
Vinay Gidwaney
Chief Product Officer
Chuck Ristau
CFO
Erica Cordova Zinkie
SVP, Legal & Compliance
Vince Morris
President, OneDigital Retirement & Wealth
Kristine Meuse
Regional Managing Principal, Central Region
Brian Driscoll
Regional Managing Principal, Northeast Region
Pete Gruenberg
Regional Managing Principal, Mid-Atlantic Region
Jeff Fallick
Regional Managing Principal, West Region
Steve Lundin
Regional Managing Principal, Southeast Region
Julie Cape
EVP, Client Services, Enterprise & Select
Adam Pannell
EVP, Mergers & Acquisitions
Chris Thurin
EVP, Organic Growth
Travis Dommert
SVP, Talent
Ragan Fabrici
SVP, Human Resources
Andrew Jefferys
National VP, Wealth Management Solutions
Meagan Karry
SVP, Executive Talent & Operations
Allyson Smith
SVP, Marketing
Damion Thomas
Excite Manager
