Robert Russo
Chief Executive Officer, Founder
David Buzo, MBA
Chief Marketing Officer
Jeff Pitt, MBA
Chief Experience Officer
Jessica Sexton
Chief Compliance Officer
Topaz Morrison, MBA
Chief Operations Officer
Team Members
Caylin Meikrantz
Marketing Coordinator
Charity Brimley
Executive Office Manager
Chris Fallin
Senior Compliance Analyst
Dana Ryan
Director of Corporate Communications & Public Relations
Debbie Re
Trading & Operations Manager
Derek Motto
Director of Surveillance Technology
Devin Stamp
Trading & Operations Associate
Emily Blackwell
Director of Transitions
Gabby Tschirky
Marketing Manager
Jamie Summerlin
Director of Advisor Success
John Kamel
Senior Compliance Analyst
Kenny Hall
Director of Advisor Compensation
Kip Kiser
Director of Insurance & Advanced Planning
Lauren Grames
Director of Advisor Technology
Margot Wade
Business Development Associate
Nate Chambers
Senior Compliance Analyst
Pat Russo
Compliance Associate
