Leadership
Jesse Christensen
Private Wealth Advisor
Ella Buckley
MANAGER
Client Operations
Business Support
Will Brand, CRCP®
Chief Compliance Officer
Ryan Geschke
Director of Investments
Erin Corbett
Director of Finance & Human Capital
Jenny Kurz
Marketing Coordinator
Lauren Lehman, CFA®, CFP®
Head of Portfolio Management
Arianna Rodriguez, CIMA®
Senior Portfolio Manager
Professional Partnerships
Boomer Saraga
Founder
@ Khelp Financial
Crypto & Digital Asset Strategy
www.khelpfinancial.
Darius Dale
Founder & CEO
@ 42 Macro
Macro–Market Strategy & Research
www.42macro.com
Resource Partners
Charles Schwab
* March, 2023
Fidelity Investments
Fidelity is also a custodian for our client assets and represents one of the largest and most stable financial firms in the world. *Serving over 3,700 independent advisory firms like ours and managing $3.1 trillion in assets, Fidelity has a customer base exceeding 50 million. Fidelity is an essential resource for our team and clients, offering a differentiated technology platform with advanced trading and portfolio management capabilities.
* June, 2023
NewEdge Advisors
NewEdge Advisors, formerly Goss Advisors, is a registered investment advisor (RIA) supporting 285+ financial advisors across the country, who collectively service over $22 billion in combined brokerage and advisory assets. NewEdge Advisors was built by advisors, for advisors to give independent advisory practices a better way to serve clients, and to manage time and expenses more effectively than they could on their own.
* June, 2023