Leadership Team
- Conor DelaneyFounder & CEO
- Lee AlcornChief Financial Officer
- Nick LoPrestiChief of Staff
- Rob EngleChief Revenue Officer
- Steve NicholasExecutive Vice President, Human Resources
- Lauren Hoyt-WilliamsExecutive Vice President, Marketing & Communication
Accounting
- Lee AlcornChief Financial Officer
- Aelish BrooksDirector, Accounting Operations
- Jason WilsonAccountant
Administrative Support
- Stacey LittlesExecutive Assistant
- Cynthia VersluisExecutive Assistant
- Sir Finnegan BrooksDirector of Happiness
Advisor Services
- Sean MestSenior Director, Operations
- Aisha Kamanu-VicenteAssociate, Advisor Service
- Betty WinsorCoordinator, Advisor Service
- Terri MoyerCoordinator, Advisor Service
- Hunter RiceAssociate, Advisor Service
- Alison HowellsConsultant, Advisor Service
- Kelly OstrowskiProject Manager
- Monica MoodyConsultant, Advisor Service
Advisor Relations
- Josh ChaseRelationship Manager, Advisor Relations
Business Development
- Rob EngleChief Revenue Officer
- Gonen ErgasRegional Director, East
- Amanda SchultzBusiness Development Coordinator
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
- Francheska WatsonHuman Resources Generalist
- Bryan RocksHuman Resources Generalist
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 NeedsResearch Analyst
Marketing
- Lauren Hoyt-WilliamsExecutive Vice President, Marketing & Communication
- Chris MaierDirector, Marketing Services
- Kayla GettleMarketing Manager
- Becky NyeMarketing Specialist
Real Estate + Technology
- George LennertDirector, Real Estate
- Dillon GuiseIT Manager