Robert Russo
Chief Executive Officer, Founder
Dale Riley, II CFP®
Chief Growth Officer
David Buzo, MBA
Chief Marketing Officer
Jessica Sexton
Chief Compliance Officer
Team Members
Brandon Hall
Trading & Operations Assistant
Caylin Meikrantz
Marketing Coordinator
Charity Brimley
Executive Office Manager
Chris Fallin
Senior Compliance Analyst
Dana Ryan
Director of Corporate Communications & Public Relations
Derek Motto
Director of Surveillance Technology
Devin Stamp
Trading & Operations Sr. Associate
Dominic DiNardi
Content Creator
Gabby Tschirky
Marketing Manager
Jamie Summerlin
Director of Advisor Success
John Kamel
Senior Compliance Analyst
Kip Kiser
Director of Insurance & Advanced Planning
Lauren Grames
Director of Advisor Technology
Nate Chambers
Senior Compliance Analyst
Pat Russo
Compliance Associate
Paul Nashawaty
Marketing Associate
Stefan Kotevski
Internal Relationship Manager
