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

Bryan Bibbo

Bryan Bibbo, AIF, NSSA, CEPA, BPC

John DelGreco

John DelGreco

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

Greg Hammer

Greg Hammer, BPC

Jennifer Mackert

Jennifer Mackert, MBA

Kalem Mackey

Kalem Mackey, CFP®, BPC

Gina Pellegrini

Gina Pellegrini

Glen Pier

Glen Pier, BPC

Joe Salerno

Joe Salerno

Matt Seitz

Matt Seitz

Carl Smith

Carl Smith

Pablo Terra

OneTeam Financial

OneTeam Financial

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