Leadership
Meet our exceptional team of leaders.
Our leadership team is dedicated to delivering what matters to our Financial Professionals and their clients. We remain committed to a culture built on independence, integrity, professionalism and support for the entire ·¬ÇÑÊÓƵapp family.
Executive Leadership Team
Chris Walters
Chief Executive Officer
Todd Mackay
President, Wealth Management
Blynn Austin
VP, Communications
Tabitha Bailey
Chief Legal Officer
Erin Gajdalo
Chief Delivery Officer
Chris McClellen
Chief Technology Officer
Marc Mehlman
Chief Financial Officer
Beckey Woodard Cole
Chief Human Resource Officer
Business Leaders
Suman Aluru
VP, Software Engineering
Nate Biddick, CFP®
VP, Community & Advisor Engagement
Andrew Duggan
VP, Finance
Christine Golden
VP, Marketing
Ivan Gruhl, CFA®
VP, Co-Chief Investment Officer
Jennifer Hutchins, CFA®
Co-Chief Investment Officer
Michael Kobs
VP, Enterprise Relationships & Business Consulting
Dan Kocher
VP, Service Excellence
Melissa Loner
Chief Compliance Officer
Holly Manton, CFP®
VP, Product Management
Michael Molnar
SVP, Corporate Development, M&A and Succession Planning
Louie Rosalez
SVP, ·¬ÇÑÊÓƵapp Planning Partners
Tim Stewart, CFP®
VP, Business Development
Andy Watts, CFP®
VP, Planning & Growth Solutions