John Wight

John Wight

John’s role includes providing national support to the business development team and serving as an Advisor Advocate. As a dedicated Advisor Advocate, John partners with affiliated advisor firms in the Mid-Atlantic/Southeast territory to provide strategic business and...
Zach Clemons

Zach Clemons

As a dedicated Advisor Advocate, Zach partners with affiliated advisor firms in the West/Central territory to provide strategic business and practice management support. In his role, Zach is a trusted resource responsible for advisor satisfaction, engagement, and...
Paul Polese

Paul Polese

As a dedicated Advisor Advocate, Paul partners with affiliated advisor firms in the Northeast/Gulf South territory to provide strategic business and practice management support. In his role, Paul is a trusted resource responsible for advisor satisfaction, engagement,...