Leadership Team

Jason L Smith

Jason L. Smith, CEP®, BPC
Founder | CEO

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Dave Alison

Dave Alison, CFP®, EA, BPC
President | Co-Chair Investment Committee | Founding Partner

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Pablo Terra
Chief People Officer & Founding Partner

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Matt Seitz

Matt Seitz
Chief Marketing Officer | Partner

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Luke Ripienski

Luke Ripienski, CFP®
Chief Compliance Officer

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Stoyan Petev

Stoyan Petev, CFA, CFP®, CLU, ChFc
Senior VP of Advanced Markets

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Dave Panko

Dave Panko III, CFP®
VP of Business Development and RIA Platform

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Wayne Barker, ChFC®
VP of Investment Platform

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