Senior Leadership
Robert Russo
Chief Executive Officer, Founder
Dale Riley, II CFP®
Chief Growth Officer
David Buzo, MBA
Chief Marketing Officer
Jamie Summerlin
Chief Experience Officer
Jessica Sexton
Chief Compliance Officer
Team Members
Brandon Hall
Trading and Operations Assistant
Caylin Meikrantz
Marketing Coordinator
Charity Brimley
Executive Office Manager
Chris Fallin
Senior Compliance Analyst
Dana Ryan
Director of Corporate Communications and Public Relations
Derek Motto
Director of Surveillance Technology
Devin Stamp
Custodian and Platform Manager
Dominic DiNardi
Content Creator
Gabby Tschirky
Marketing Manager
Jacob Robak
Trading and Operations Associate
Joan Chepkwemoi
Transition Support Analyst
John Kamel
Senior Compliance Analyst, Advisor Integration and Experience Lead
Kip Kiser
Director of Insurance and Advanced Planning
Lauren Grames
Director of Advisor Technology
Natalie Scruggs
Relationship Manager
Nate Chambers
Senior Compliance Analyst
Pat Russo
Compliance Associate
Paul Nashawaty
Marketing Associate
Richard Neff
Relationship Associate
Stefan Kotevski
Relationship Manager
