Leadership Team

Jason L Smith

Jason L Smith, CEP®, BPC

Chief Visionary | Executive Chairman & Founder

Stan Milovancev

Stan Milovancev, CPA, QKA

Chief Executive Officer

Dave Alison, CFP®, EA, BPC

President of Wealth Management | Founding Partner

Clint Pelfrey, AIF®, MBA

President of Institutional Asset Mgmt.

Pablo Terra

Pablo Terra

Chief People Officer

Matt Seitz

Matt Seitz

Chief Marketing Officer

Luke Ripienski

Luke Ripienski, CFP®

Chief Compliance Officer

Kalem Mackey

Kalem Mackey, CFP®, BPC

Executive Vice President

Wayne Barker, ChFC®

Vice President of Investment Platform

Ryan Asher

Ryan Asher

Vice President of Fintech

Our Partners

Jason L Smith

Jason L Smith, CEP®, BPC

Dave Alison, CFP®, EA, BPC

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

Bryan Bibbo, Prosperity Capital Advisors

Bryan Bibbo, AIF, NSSA, CEPA, BPC

James Comblo

James Comblo, CFF®, BPC

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.