Leadership Team
Jason L Smith, CEP®, BPC
Founder | CEO
Dave Alison, CFP®, EA, BPC
President | Founding Partner
Clint Pelfrey, AIF®, MBA
President of Institutional Asset Mgmt.
Pablo Terra
Chief People Officer & Founding Partner
Matt Seitz
Chief Marketing Officer | Partner
Luke Ripienski, CFP®
Chief Compliance Officer
Kalem Mackey, CFP®, BPC
Executive VP & Partner
Stoyan Petev, CFA, CFP®, CLU, ChFc
Senior VP of Advanced Markets
Wayne Barker, ChFC®
Vice President of Investment Platform
Dave Panko III, CFP®
VP of Business Development and RIA Platform
Ryan Asher
Director of Investment Operations