OUR TEAM OUR TEAM Jason Brown Founder and CEO Eric Knauss President and CIO Cheryl Ackerman CFO John Krasich VP Technology Marissa Frizzell VP Client Experience Molly Herendeen VP Operations Luke Collins Business Development Director Patrick Keane Business Development Director Dave Rankin Director of Advisor Development Jonathan Bradley Relationship Manager Paul Francis Relationship Manager Melissa Gallagher CSCP Jack Linke Junior Investment Analyst Gage Jones Junior Software Developer