Leadership Team

Jason L Smith

Jason L Smith, CEP®, BPC

Founder | CEO

Stan Milovancev

Stan Milovancev, CPA, QKA

Co-CEO

Dave Alison, CFP®, EA, BPC

President | Founding Partner

Scott Rister

Scott Rister

Co-President | Chief Financial Officer

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

Executive Vice President | Partner

Stoyan Petev

Stoyan Petev, CFA, CFP®, CLU, ChFc

Senior Vice President of Advanced Markets

Wayne Barker, ChFC®

Vice President of Investment Platform

Ryan Asher

Ryan Asher

Director of Investment Operations

Our Partners

Jason L Smith

Jason L Smith, CEP®, BPC

Dave Alison, CFP®, EA, BPC

Jennifer Mackert

Jennifer Mackert, MBA

Kalem Mackey

Kalem Mackey, CFP®, BPC

Gina Pellegrini

Gina Pellegrini

Matt Seitz

Matt Seitz

Carl Smith

Carl Smith

Pablo Terra

John DelGreco

John DelGreco

Greg Hammer

Greg Hammer

Dave Buckwald

Dave Buckwald, CFP®, BPC

Greg Dillon

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

Drew Serzan

Drew Serzan, CLTC

Tony Engrassia

Tony Engrassia, ChFC®, LUTCF®, NSSA®, CF2, BPC

Glen Pier

Glen Pier, CFF®, BPC

Joe Salerno

Joe Salerno

These are partners of C2P Enterprises LLC, our parent company.