Our Team

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Leadership


Matt Regan

Matt Regan

President
Ron Madey, CFA®

Ron Madey, CFA®

Chief Investment Officer
Justin DuBrueler

Justin DuBrueler

Chief Financial Officer
Brandy N. Weiberg

Brandy N. Weiberg

Chief Compliance Officer / Vice President / Director of RIA Solutions
Eric Yancey

Eric Yancey

Senior Vice President / Chief Technology Officer