
Jason L Smith, CEP®, BPC
Founder | CEO
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Dave Alison, CFP®, EA, BPC
President | Founding Partner
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Jerry Herman, CFA
Co-Chair Investment Committee
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Clint Pelfrey, AIF®, MBA
President of Institutional Asset Mgmt.
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Pablo Terra
Chief People Officer & Founding Partner
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Matt Seitz
Chief Marketing Officer | Partner
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Luke Ripienski, CFP®
Chief Compliance Officer
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Kalem Mackey, CFP®, BPC
EVP of Insurance Distribution & Partner
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Wayne Barker, ChFC®
Vice President – Investment Platform
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Dave Panko III, CFP®
VP of Business Development and RIA Platform
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