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

Drew Ellis

Director, Institutional Partnerships

Alex Moore, CFA, CPA

Vice President, M&A Partner Development

Brody Faltermeyer

Partner Integration Associate Project Manager

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
Casey-Dever

Casey Dever

Operations Specialist

Erin Olsen

M&A Sr. Integration Portfolio Data Analyst
Ryan Weichman - M&A Int Port Consultant

Ryan Weichman

M&A Int Port Consultant

Tristan Pohren

M&A Int Port Consultant
Sherise Johnson - Sr. Retirement Plan Specialist

Sherise Johnson

Sr. Retirement Plan Specialist

Courtney Clifford

Retirement Planning Specialist

Courtney Foley

Sr. Retirement Plan Manager

Kelly Ranck

Retirement Plan Specialist

Obed Garcia

Retirement Plan Specialist

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