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
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

