Meet the
RIA Advisors Team
Connie Mack
President/Founder, AIF®, AAMS®, CRPS®
Lance Roberts
Chief Investment Strategist
Richard Rosso
Director of Financial Planning, MS, CFP®, CIMA®, CEPA®, TPCP®
Danny Ratliff
Senior Financial Advisor, CFP®, ChFC®
Samantha Samolu
Chief Operating Officer, MBA®
Michole Fields
Chief Compliance Officer
Bing Mei
Chief Technology Officer
Jonathan Penn
Senior Financial Advisor, CFP®, NSSA®
Jonathan McCarty
Senior Financial Advisor, CFA, CFP®, NSSA®
Sarah Buenger
Senior Financial Advisor, CFP®, MSPFP, MPASSM
Frank Marrone
Senior Financial Advisor, CFP®
Adam Cervantes
Comprehensive Wealth Strategist, CFP®, RMA®
Devoda Owens
Senior Financial Advisor, CFP®, MS
Craig Severin
Senior Financial Planner, CFP®, NSSA®
Daniel Whitty
Associate Support Advisor & Financial Paraplanner, AAMS®,FPQP®
Tom Allen
Retirement Plan Consultant
William Lewis
Associate Advisor
Parker McGill
Associate Advisor
Pashaa Simmons-Green
Senior Client Services Administrator, AAMS®
Natalie Evans
Client Services Administrator, AAMS®
Sherri Jones
Client Service Administrator, FPQP®
Michelle Ratliff
Marketing Director
Karen Roan
Director of Investment Relations
Leah Kincaid
IT Business Systems Analyst
Rianne Samlalsingh
Client Relationship Specialist
Michael Lebowitz
Portfolio Manager, CFA®
Nick Lane
Portfolio Manager, MS, CFA®
Chris Behan
Business Development Officer, MBA®
Brent Clanton
Executive Producer – Lance Roberts Show
