We are experienced advisors who have your best interests in mind. We leverage in-depth, comprehensive investment research, tools and resources designed to give you unbiased, unparalleled financial advice and services that meet your unique needs. Meet our team.


Executive Team

Executive Team

P. David Soliman

Chief Executive Officer

Sarah Pais

Chief Officer of Compliance & Operations

Sean Kernan, CFP®

Chairman of Compliance, Managing Partner

Jean Paul Lagarde

Chief Investment Officer

Brandon Day, CFP®

Chief Market Strategist

Chad Atkins, CFP®, CRPC

Chief Business Acquisitions

W. Tyson Vanlandingham

Chief of Practice Management