Our

Advisors

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.

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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