Leadership Team
- Conor DelaneyFounder & CEO
- Lee AlcornChief Financial Officer
- Nick LoPrestiChief of Staff
- Rob EngleChief Revenue Officer
- Steve NicholasExecutive Vice President, Human Resources
- Sean MestSenior Director, Operations
- Lisa EvansVice President, Compliance
Accounting
- Lee AlcornChief Financial Officer
- Aelish BrooksDirector, Accounting Operations
- Jason WilsonAccountant
- Amber ParkerAccounting Coordinator
Administrative Support
- Stacey LittlesExecutive Assistant
- Cynthia VersluisExecutive Assistant
- Sir Finnegan BrooksDirector of Happiness
Advisor Relations
- Josh ChaseRelationship Manager, Advisor Relations
Advisor Services
- Alison HowellsSupervisor, VPM
- Betty WinsorService Coordinator
- Kamisha McKnightService Coordinator
- Tim DennerService Coordinator
- Aisha Kamanu-VicenteService Associate
Advisor Transitions
- Terri MoyerSupervisor, Transitions
- Monica MoodyTransitions Consultant
- Hunter RiceTransitions Associate
Business Development
- Rob EngleChief Revenue Officer
- Gonen ErgasRegional Director
- Austin ShivesRegional Director
- Jay LenaghanRegional Director
- Madison RothschildSales Enablement Manager
Compliance
- Lisa EvansVice President, Compliance
- Dan RomeCompliance Consultant & Legal Counsel
- Shane DannerPrincipal Delegate, Lead Compliance Consultant
- Alexa MiddletonCompliance Administrator
Human Resources
- Steve NicholasExecutive Vice President, Human Resources
- Bryan RocksDirector, Human Resources
Insurance
- Fred ClaghornExecutive Vice President
- Andrew HoffmanDirector of Insurance/National Trainer
- Bridget GrossmanNational Support Specialist
Investment Research
- Noah Brooks, CMT, CIPM®Director, Investments & Chief Market Strategist
- Rachel SheelerInvestment Coordinator
- Kanon Ream, CIPM®Performance Analyst
- Chris NeedsSenior Research Analyst
Marketing
- Chris MaierDirector, Marketing Services
- Kayla GettleMarketing Manager
- Becky NyeMarketing Specialist
- Britt FayeSenior Marketing Strategist
Operations
- Sean MestSenior Director, Operations
- George LennertDirector, Real Estate
- Sandra BennettReal Estate & Operations Coordinator
- Kelly OstrowskiProject Manager
- Aaron RichardsSalesforce Administrator
- Davonte BrunsonIT Specialist
- Dillon GuiseIT Vendor