Business Development & Marketing

Haley Adam

Marketing Coordinator

Andy Barton

Head of Partnerships

Randi Charles

Head of Marketing

Kayla Kennelly

Director of Advisor Partnerships

David Sattler

Content Specialist

Leigh Anna Sodac

Director of Marketing

Courtney Stansbury

Digital Marketing Manager

Brent Weiss, CFP®, ChFC®

Chief Evangelist

Engineering & Data

Lauren Adabie

Data Analyst

Jen Airoldi

Director of Analytics

Christina Arick

Sales Enablement Analyst

Wallace Brown

Software Engineer

Chandler Dibble

Software Engineer

Ryan Faulhaber

Full Stack Engineer

JoDee Fields

Chief of Staff

Davis Donald Hesler

Full Stack Engineer

Matt Holdefer

Software Engineer

Chris Kaczenski

Business Applications Developer

Alex Krupey

Sales Enablement Manager

Ben Lande

Engineering Team Lead

Matt Loppatto

Senior Software Engineer

Paul Martin

Chief Technology Officer

Kevin Miller

Software Engineer

Blake Pucsek

Senior Software Engineer

Andrew Stewart

Software Engineer

Brock Stone

Front-End Engineer

Jason Valenzuela

Full Stack Engineer

Diana Winger

Database Engineer


Don Butler


Lauren DeMarzo

Director of Finance

Anthony Egan

Senior Accountant

Lisa Rapuano


Operations & Human Resources

Kaitlyn Cabrera


Julia Chrisopoulos

Human Resources Coordinator

Grace Falvey

Human Resources Assistant

Jewell Fears

Director, Compliance & Administration

Alex Hernandez

Investment Operations Specialist

Tim Herrmann

Director, Trading Operations

Chris Hufman


Jen Lackmann

Human Resources Manager

Anders Jones


Harry Kirkpatrick

Chief Revenue Officer

Patrick McKenna

Executive Chairman

Rayan Oueini

Investment Operations Specialist

Claudia Rosenbaum

Investment Operations Specialist

Afton Smead

Investment Operations Specialist

Maria Sparr

Investment Operations Specialist

Elizabeth Strock

Executive Administrative Assistant

Glenn Stroud

Director of Innovation & Change

Katrina Sullivan-Mat

Investment Operations Specialist


Adeel Afshar

Product Analyst

Dan Dingus

Head of UX & Design

Marcus Hadley

Head of Product

Kim Johnson

Product Owner

Jason McIlwan


Scott Spann, CFP®

Product Owner

The Pack


Head of Strategic Vision


Chief Barketing Officer


Head of Pawblic Relations