Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

Northeast
Midwest
Southeast
Southwest
West
Martine Lellis Headshot

Martine Lellis, CPA, CFP®

Executive Managing Partner, M&A Partner Development

Melissa Nims

Chief Solutions Officer
Ted Motheral - Principal, M&A Partner Development

Ted Motheral, JD, MBA

Executive Managing Partner, M&A Partner Development
Alisa Maute

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
headshot

Jigisha Dahagam

Vice President, People & Culture
Mathew Encino

Mathew Encino, JD

Vice President – General Counsel
Sean Miller - Sr. Director, People Operations

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 Image

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

Randy Magdaluyo

Vice President, M&A Program Management
Richard Weyers

Richard W. Weyers, CFP®

VP, M&A Integration

Amanda James

Client Service Specialist, Broker Dealer

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