Keith Ellis

Owner / Managing Partner

Nick Nelson

Vice President, Advisory Solutions

Katie Dwyer

Director Of Advisory Billing

Talia Lumley

Lead, Client Services Representative

Laura Russo

Sr. Service Representative

Patti Boardley

Client Services Representative

J. Cawley

Life Solutions Associate

Mike Prescott

Trading Specialist

Owen Imparato

Assistant Director, Advisory Solutions

Mallory Sannella

Vice President Of Operations

Kelly Chadwick

Data Entry Specialist

Tasha Smith

Director Of Business Development

Jamie Mccracken

Director Of Marketing

Zack Ricciardi

Service Representative

Sam Pollack

Data Specialist

David Teittinen

Director - Sales And Operations - Alternative Investments

Michelle Short

Chief Operations Officer (coo)

Aidan Arone

Advisor