Leadership Team
- Conor DelaneyFounder & CEO
- Lee AlcornChief Financial Officer
- Nick LoPrestiChief of Staff
- Steve NicholasExecutive Vice President, Human Resources
- Lauren Hoyt-WilliamsExecutive Vice President, Marketing & Communication
Accounting
- Lee AlcornChief Financial Officer
- Aelish BrooksDirector, Accounting Operations
- Andrew SteersVice President, Finance
Administrative Support
- Stacey WescheExecutive Assistant
- Abby PfaffmanReceptionist
- Sir Finnegan BrooksDirector of Happiness
Advisor Services
- Sean MestDirector, Advisor Service
- 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
- Christopher BegbieDirector of Business Development
- Gonen ErgasRegional Director, East
- Amanda SchultzBusiness Development Coordinator
- Aaron StantonInternal Regional Director
Compliance
- Lisa EvansVice President, Compliance
- Dan RomeCompliance Consultant & Legal Counsel
- Alexa MiddletonCompliance Administrator
- Shane DannerPrincipal Delegate, Lead Compliance Consultant
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, CIPMDirector, Investments & Chief Investment Strategist
- Rachel SheelerInvestment Coordinator
- Kanon ReamResearch Analyst
- Chris NeedsResearch Analyst
Marketing
- Lauren Hoyt-WilliamsExecutive Vice President, Marketing & Communication
- Kayla GettleMarketing Manager
- Becky NyeMarketing Specialist
Real Estate + Technology
- George LennertDirector, Real Estate
- Dillon GuiseIT Manager