Matt Regan

Matt Regan

President
Jim Krause

Jim Krause

Chief Compliance Officer
Brandy Weiberg

Brandy Weiberg

Managing Director/Head of Operations
Eric Yancey

Eric Yancey

Chief Technology Officer/Senior Vice President
Justin DuBrueler

Justin DuBrueler

Chief Financial Officer
Ron Madey, CFA®

Ron Madey, CFA®

Chief Investment Officer
Russ Reinhart, CFP®

Russ Reinhart, CFP®

Managing Director of Advisor Development
Michael Murray

Michael Murray

Managing Director/Head of Business Development
Ken Kideckel, CFA®, CFP®

Ken Kideckel, CFA®, CFP®

VP, Portfolio Manager

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