Jason L Smith, CEP®, BPC
Chief Visionary | Executive Chairman & Founder
Stan Milovancev, CPA, QKA
Chief Executive Officer
Dave Alison, CFP®, EA, BPC
President of Wealth Management | Founding Partner
Pablo Terra
Chief People Officer
Jennifer Schell
Chief Technology Officer
Susan Maugeri
Chief of Staff
Matt Seitz
Chief Marketing Officer
Luke Ripienski, CFP®
Chief Compliance Officer
Kalem Mackey, CFP®, BPC
Chief Operations Officer
Rob LaCivita
Head of Advisor Success
Bryan Bibbo, AIF, NSSA, CEPA, BPC
Chief Growth Officer
Greg Dillon, CFA®, CFP®, NSSA®, BPC
Head of Financial Services