Leadership Team

Jason L Smith

Jason L Smith, CEP®, BPC

Founder | CEO

Dave Alison

Dave Alison, CFP®, EA, BPC

President | Founding Partner

Clint Pelfrey, AIF®, MBA

President of Institutional Asset Mgmt.

Pablo Terra

Chief People Officer & Founding Partner

Matt Seitz

Matt Seitz

Chief Marketing Officer | Partner

Luke Ripienski

Luke Ripienski, CFP®

Chief Compliance Officer

Kalem Mackey

Kalem Mackey, CFP®, BPC

EVP of Insurance Distribution & Partner

Stoyan Petev

Stoyan Petev, CFA, CFP®, CLU, ChFc

Senior VP of Advanced Markets

Wayne Barker, ChFC®

Vice President of Investment Platform

Dave Panko

Dave Panko III, CFP®

VP of Business Development and RIA Platform

Ryan Asher

Ryan Asher

Director of Investment Operations