Eric Arnold

CEO

Cody P.

Digital Marketing Manager

Aditya B.

Data Analyst

Angie Scott

Business Development Representative

Ayodipo Ajayi Bsc, LTC,

Business Development Representative

Braedon Freel

Account Executive

Cody Boekestyn

AI Revops Specialist

Conor Murphy

Manager, Partner Success

Craig Wark

Account Executive

Dalton White

Senior Account Executive

Darnell Bartholomew

Account Executive

Darren Churaman

Business Development Representative

Ferdianto Ferdianto

Business Development Representative

Hunter Kramer

Account Executive

Jeremy Ugro

Account Executive

Jonathan Inada

Sales Manager

Mark Maynard

Advisor Consultant

Ace Studios

Business Development Representative

Swapnil Darekar

Sales Operations Consultant

Scott Wetton

COO

Andy Cosby

Sales And Partner Success Coach

Dave Taylor

Helping Financial advisors build consistent and predictable pipeline

Franklin Vickers

Account Executive

Paul Bae

Account Executive

Roshan Chandrasena

Account Executive