Investment Committee

Dave Alison, CFP®, EA, BPC

President | Founding Partner

Stoyan Petev

Stoyan Petev, CFA, CFP®, CLU, ChFc

Senior VP of Advanced Markets

Dave Panko

Dave Panko III, CFP®

VP of Business Development and RIA Platform

Wayne Barker, ChFC®

Vice President of Investment Platform

Ryan Warner

Ryan Warner, CFP®

Investment Committee Member

Don Chamberlin III

Don Chamberlin III, CFP®, CFF®

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