YOUR TEAM
Our Leadership
Jill Batley
President & Chief Compliance Officer
David Wood
Founder & Chief Visionary Officer
Eric Hall
Chief Executive Officer
Bailey Sutherland
Chief Growth Officer
John Johnson
Chief Strategy Officer
Kristyn Alexson
Director of Premier Advisor Support
Sue Walsh
VP of Business Analytics
Phil Weisbach
Director of Compliance
Alana Williams
Director of Virtual Support
Todd Kuen
Director of Investment Platform Technology
SJ (Sara Jeanne) Caouette
Advisor Integration Manager
Chris Hartmann
Advisor Transition Specialist
Carolyn Aiksnoras
Financial Advisor Support Team Manager
Tricia Hoffman
Operations Specialist
Rebecca Mello
Operations Specialist
Sam Gilmour
Operations Specialist
Tiffany Radziszewski
Operations Specialist
Kaili Ashman
Operations Specialist
Jeremy Ziglar
Operations Specialist
Tom Makela
Operations Specialist
Joel W. Milam
LPL Licensed Administrative Assistant
Michael Kitzman
Chief Engagement Officer
Silvi Weatherill
Chief Experience Officer
Faith Zeller
Director of Digital Strategy
Jessica Irizarry
Director of Social media
Wiktoria Gorzelewska
Graphic Designer
Justin Phillips
Multimedia Specialist
Andrea Kathe
Communications and Marketing Specialist
Calypso
Furnancial Advisor
Maia
Chief Barketing Manager
