Leadership Team


  • Conor Delaney
    Founder & CEO
  • Lee Alcorn
    Chief Financial Officer
  • Nick LoPresti
    Chief of Staff
  • Steve Nicholas
    Executive Vice President, Human Resources
  • Lauren Hoyt-Williams
    Executive Vice President, Marketing & Communication

Accounting

  • Lee Alcorn
    Chief Financial Officer
  • Aelish Brooks
    Director, Accounting Operations

Administrative Support

  • Stacey Wesche
    Executive Assistant
  • Cynthia Versluis
    Executive Assistant
  • Abby Pfaffman
    Receptionist
  • Sir Finnegan Brooks
    Director of Happiness

Advisor Services


  • Sean Mest
    Director, Advisor Service
  • Aisha Kamanu-Vicente
    Associate, Advisor Service
  • Betty Winsor
    Coordinator, Advisor Service
  • Terri Moyer
    Coordinator, Advisor Service
  • Hunter Rice
    Associate, Advisor Service
  • Alison Howells
    Consultant, Advisor Service
  • Kelly Ostrowski
    Project Manager
  • Monica Moody
    Consultant, Advisor Service

Advisor Relations

  • Josh Chase
    Relationship Manager, Advisor Relations

Business Development

  • Christopher Begbie
    Director of Business Development
  • Gonen Ergas
    Regional Director, East
  • Amanda Schultz
    Business Development Coordinator

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
  • Francheska Watson
    Human Resources Generalist
  • Bryan Rocks
    Human Resources Generalist

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 Investment Strategist
  • Rachel Sheeler
    Investment Coordinator
  • Kanon Ream
    Research Analyst
  • Chris Needs
    Research Analyst

Marketing

  • Lauren Hoyt-Williams
    Executive Vice President, Marketing & Communication
  • Chris Maier
    Director, Marketing Services
  • Kayla Gettle
    Marketing Manager
  • Becky Nye
    Marketing Specialist

Real Estate + Technology

  • George Lennert
    Director, Real Estate
  • Dillon Guise
    IT Manager

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.