Leadership Team

Jason L Smith

Jason L Smith, CEP®, BPC

Founder | CEO

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

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

DelGreco Tax & Insurance Group

DelGreco Tax & Insurance Group

Greg Hammer

Greg Hammer

Hammer Financial Group

Hammer Financial Group

Infinity Wealth Management

Infinity Wealth Management

JL Smith

JL Smith

OneTeam Financial

OneTeam Financial

Salerno Financial Group

Salerno Financial Group

Wealth Management Strategies

Wealth Management Strategies

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