Kimberly Anderson
Nexus Specialist
Michelle Atlas-Quinn, J.D.
Vice President of RIA Operations
Noah Baum
Administrative
Law Assistant
Erika Binnix, J.D.
Associate
Michele Dallman
Senior Compliance Analyst
Christina Duncan
Compliance Analyst
Jhansi Fusco, J.D.
Associate
Wren Green
Compliance Analyst Manager
Joel Hergenreter
Senior Compliance Analyst
Jake Jacobsen, J.D.
Associate
Michael James
Compliance Analyst
Amy Luna
Account Development
Representative
Liz Manteau
Senior Compliance Analyst
Christopher Marks
Compliance Analyst
Janet Messer
Senior Compliance Analyst & Senior Nexus Specialist
Timothy Monaco
Compliance Analyst
Joseph Read
Compliance Analyst
Courtney Raymond
Director of
RIA Development
Dave Reichert
Senior Compliance Analyst
Nathan Roberson, J.D.
Contract Specialist Associate
Ruth Thortvedt
Compliance Analyst
Katie Smith
Compliance Analyst
Molly Wheeler
Compliance Analyst
Tad Burton, J.D.
Managing Director
of Client Relations
Nichole Clark
Account Development
Representative
Austin Davis, J.D.
Associate
Harris Freedman, J.D.
Senior Associate
Dalton Hodges
Administrative
Law Assistant
Lisa Hurtado
Account Development
Representative
Josephine Jiron
Account Development
Representative
Doc Kennedy, MBA, J.D.
President & Founder
Jason Kirkland
Executive Director
Tessa Kopp
Account Development
Representative
Belle Kraxberger
Administrative
Law Assistant
Peter Lindholm, J.D.
Associate
Desirae Martinez
Account Development
Representative
Meredith McNulty
Account Development
Manager
Alex Padla, J.D.
Associate
Sheyla Serrano
Client Relations
Manager
Janay Simmons
Administrative
Law Assistant
Carla Smith
Account Development
Representative
Michael Wunderlich
Discovery & Investor
Services Manager
Josh Barber
CIO & Co-Founder
Veronica Canto, SPHR
Case Director of
Mergers & Acquisitions
Matt Durr, E.A.
Vice President of
Mergers & Acquisitions
Anthony Novelle
RIA M&A Account
Development
Chris Cross
Director of Analytics
Ashley Eubanks
Onboarding Specialist
Francesca Forcinito
Director of Marketing
Kerry Foster
Human Resources &
Payroll Specialist
Kenneth Garcia
Document Processing
Coordinator
Becca Malone
Director of Operations
Stacy Santmyer, E.A.
Executive Vice President
Annie Springer
Senior System Administrator
Kitty St. Laurent
Executive Editor