Dave Welling
Chief Executive Officer
Donald Calcagni, MBA, MST, CFP®, AIF®
Chief Investment Officer
Elizabeth Hioe
Chief People Officer
Gary Foodim
Chief Marketing Officer
Gün Keresteci
Chief Financial Officer
Josh Cogan
Chief of Staff
Kim Lorenz
Chief Compliance Officer
Loren Pierson, CFP®, MBA
Chief Operating Officer
Martine Lellis, CPA, CFP®
Executive Managing Partner, M&A Partner Development
Melissa Nims
Chief Solutions Officer
Ted Motheral, JD, MBA
Executive Managing Partner, M&A Partner Development
Alisa Maute
Executive Managing Director, Head of Client Development
David Oh, JD, LLM
VP, Wealth Strategy
Hayley Block, MBA
Executive Managing Partner, Wealth Operations and Experience
Jigisha Dahagam
Vice President, People & Culture
Kara Duckworth, CFP®, CDFA®, CAP
Partner, Regis Group
Mathew Encino, JD
Vice President – General Counsel
Sean Miller
Sr. Director, People Operations
Tim Forest
Vice President of Strategy and Analytics
Drew Ellis
Director, Institutional Partnerships

