Investment Committee

Dave Alison, CFP®, EA, BPC

President | Founding Partner

Stoyan Petev

Stoyan Petev, CFA, CFP®, CLU, ChFc

Senior VP of Advanced Markets

Wayne Barker, ChFC®

Vice President of Investment Platform

Ryan Warner

Ryan Warner, CFP®

Investment Committee Member

Luke Ripienski

Luke Ripienski, CFP®

Chief Compliance Officer

Ryan Asher

Ryan Asher

Director of Investment Operations

Kai Prior

Kai Prior

Investment Committee Member

Greg Dillon

Greg Dillon, CFA®, CFP®, CLTC®, NSSA®, BPC

Investment Committee Member

Seth Meisler

Seth Meisler, CFA®, CFP®, CPA, BPC

Investment Committee Member