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Some of the industry’s most sought-after voices are here to help financial professionals be their best.

Headshot of Doug Ketterer

Doug Ketterer

Chief Executive Officer and Founding Partner

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Headshot of Eugene Elias

Eugene Elias Jr.

Chief Operating Officer and Founding Partner

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Headshot of Kevin Beard

Kevin Beard

Chief Growth Officer and Founding Partner

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Headshot of Valorie Seyfert

Valorie Seyfert

President

CUSO Financial Services / Sorrento Pacific

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Headshot of Don Bizub

Don Bizub

President

Western International Securities

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Headshot of Barry Knight

Barry Knight

President

NEXT Financial Group

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Headshot of Randy Meadows

Randy Meadows

President

SCF Securities

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Headshot of Gary Bender

Gary Bender

New Business Development

Headshot of Brian Bichler

Brian Bichler

Head of Platform Experience

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Tami Cain

New Business Development

Headshot of Travis Grimm

Travis Grimm

Head of Program Management

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Amanda Hawley

General Counsel

Headshot of Bob Holcomb

Bob Holcomb

Chief Marketing Officer

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Jason Lewis

Co-Head of Operations

Headshot of Sean Meighan

Sean Meighan

Head of Advisory Services

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Chris Mueller

Co-Head of Operations

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Kevin Mummau

Chief Relationship Officer

Headshot of Brian Nelson

Brian Nelson

Head of Practice Management

Headshot of John Picone

John Picone

Head of Investment Solutions

Headshot of John Reinhardt

John Reinhardt

Chief Technology Officer

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