Leadership Team

  • Conor Delaney
    Founder & CEO
  • Lee Alcorn
    Chief Financial Officer
  • Nick LoPresti
    Chief of Staff
  • Rob Engle
    Chief Revenue Officer
  • Steve Nicholas
    Executive Vice President, Human Resources
  • Sean Mest
    Senior Director, Operations
  • Lisa Evans
    Vice President, Compliance

Accounting

  • Lee Alcorn
    Chief Financial Officer
  • Aelish Brooks
    Director, Accounting Operations
  • Jason Wilson
    Accountant
  • Amber Parker
    Accounting Coordinator

Administrative Support

  • Stacey Littles
    Executive Assistant
  • Cynthia Versluis
    Executive Assistant
  • Sir Finnegan Brooks
    Director of Happiness

Advisor Relations

  • Josh Chase
    Relationship Manager, Advisor Relations

Advisor Services


  • Alison Howells
    Supervisor, VPM
  • Betty Winsor
    Service Coordinator
  • Kamisha McKnight
    Service Coordinator
  • Tim Denner
    Service Coordinator
  • Aisha Kamanu-Vicente
    Service Associate

Advisor Transitions


  • Terri Moyer
    Supervisor, Transitions
  • Monica Moody
    Transitions Consultant
  • Hunter Rice
    Transitions Associate

Business Development

  • Rob Engle
    Chief Revenue Officer
  • Gonen Ergas
    Regional Director
  • Austin Shives
    Regional Director
  • Jay Lenaghan
    Regional Director
  • Madison Rothschild
    Sales Enablement Manager

Compliance

  • Lisa Evans
    Vice President, Compliance
  • Dan Rome
    Compliance Consultant & Legal Counsel
  • Shane Danner
    Principal Delegate, Lead Compliance Consultant
  • Alexa Middleton
    Compliance Administrator

Human Resources

  • Steve Nicholas
    Executive Vice President, Human Resources
  • Bryan Rocks
    Director, Human Resources

Insurance

  • Fred Claghorn
    Executive Vice President
  • Andrew Hoffman
    Director of Insurance/National Trainer
  • Bridget Grossman
    National Support Specialist

Investment Research

  • Noah Brooks, CMT, CIPM®
    Director, Investments & Chief Market Strategist
  • Rachel Sheeler
    Investment Coordinator
  • Kanon Ream, CIPM®
    Performance Analyst
  • Chris Needs
    Senior Research Analyst

Marketing

  • Chris Maier
    Director, Marketing Services
  • Kayla Gettle
    Marketing Manager
  • Becky Nye
    Marketing Specialist
  • Britt Faye
    Senior Marketing Strategist

Operations

  • Sean Mest
    Senior Director, Operations
  • George Lennert
    Director, Real Estate
  • Sandra Bennett
    Real Estate & Operations Coordinator
  • Kelly Ostrowski
    Project Manager
  • Aaron Richards
    Salesforce Administrator
  • Davonte Brunson
    IT Specialist
  • Dillon Guise
    IT Vendor

Join the team that’s making a difference in the way in which financial products, services and advice are distributed to everyday clients in communities across the country.