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
Alex Moore, CFA, CPA
Vice President, M&A Partner Development
Carrie Ohm
VP, M&A Partner Development
Greg Mayes
Vice President, M&A Partner Development
Joe Pellizzari, CFP®
Vice President, M&A Partner Development
Kate Shackleton
Executive Managing Partner, Head of New Partner Success
Randy Magdaluyo
Vice President, M&A Program Management
Richard W. Weyers, CFP®
VP, M&A Integration
Amanda James
Client Service Specialist, Broker Dealer
Casey Dever
Operations Specialist
Erin Olsen
M&A Sr. Integration Portfolio Data Analyst
Ryan Weichman
M&A Int Port Consultant
Tristan Pohren
M&A Int Port Consultant
Sherise Johnson
Sr. Retirement Plan Specialist
Courtney Clifford
Retirement Planning Specialist

