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Who we are

Experienced Professionals, customized service.

At AlphaCore we know that our people make our firm exceptional. Our team is comprised of genuinely caring and dedicated individuals who have decades of experience in wealth preservation.

Careers
Lisa Taylor

Lisa Taylor

Senior Manager, Client Service & Operations

As an experienced client service professional with a strong background in the financial...

Nataly King

Nataly King

Compliance Manager

Nataly King serves as Compliance Manager for AlphaCore Wealth Advisory. With over 10...

Fernanda Maldondo

Fernanda Maldondo

Senior Manager - Client Service & Operations

With over 18 years of experience in wealth management and operations, Fernanda Maldonado...

Carl Adams

Carl Adams

Managing Director, Private Client Group, Partner

Carl Adams serves as Managing Director, Private Client Group with AlphaCore Capital.   He...

David Adams

David Adams

Senior Trader

As a Senior Trader at AlphaCore, David leverages his extensive experience in investment...

Lawrence Adamson

Lawrence Adamson

Operations Specialist

Lawrence Adamson is an Operations Specialist at AlphaCore Wealth Advisory, where he supports...

Eden Akana

Eden Akana

Wealth Planner

Eden T. Akana is a Wealth Planner at AlphaCore Wealth Advisory, where she...

Casey Alonso

Casey Alonso

Senior Administrative Assistant & Facility Manager

Casey Alonso is a Senior Administrative Assistant and Facility Manager at AlphaCore Wealth...

Tristine Altamirano

Tristine Altamirano

Wealth Planner

Tristine Altamirano is a Wealth Planner at AlphaCore Wealth Advisory, where she provides...

Daniel A. Ball, JD

Daniel A. Ball, JD

Senior Legal Adviser and Compliance

Daniel A. Ball (Danny) is a Senior Legal Consultant at AlphaCore Wealth Advisory....

Brandon Bol, MSF, CFP®

Brandon Bol, MSF, CFP®

Wealth Advisor

Brandon Bol joins AlphaCore as a Wealth Advisor with a focus on empowering...

Hannah Booher, CFP®

Hannah Booher, CFP®

Wealth Planner

As a Wealth Planner at AlphaCore, Hannah leverages her experience in financial planning...

Alejandra Burbano

Alejandra Burbano

Staff Accountant

Alejandra Burbano is a Staff Accountant at AlphaCore Wealth Advisory, where she brings...

John Burkholder

John Burkholder

Operations & Trading Specialist

John Burkholder serves as an Operation & Trading Specialist at AlphaCore Wealth Advisory,...

Jessica Cafferata – JD, MSA, CFP®, CDFA®

Jessica Cafferata – JD, MSA, CFP®, CDFA®

Managing Director, Financial Planning

As Managing Director, Financial Planning at AlphaCore Wealth Advisory, Jessica leads the firm’s...

Kristina Cagle, CAIA®

Kristina Cagle, CAIA®

Senior Wealth Advisor, Partner

Kristina Cagle is a Senior Wealth Advisor at AlphaCore Wealth Advisory. She has...

Ryan Callan

Ryan Callan

Partner

Ryan is a Partner at AlphaCore Wealth Advisory, where he plays a critical...

Tim Callan, CFP®, CPWA®

Tim Callan, CFP®, CPWA®

Senior Wealth Advisor, Partner

As a Partner, Senior Wealth Advisor at AlphaCore Wealth Advisory, Tim leverages over...

Trevor Callan, CIMA®, CPWA®

Trevor Callan, CIMA®, CPWA®

Managing Partner

As a Managing Partner at AlphaCore Wealth Advisory, Trevor brings extensive experience in...

Steven P. Cimino

Steven P. Cimino

Client Service Specialist

Steven P. Cimino is a Client Service Specialist at AlphaCore Wealth Advisory, where...

Brennan D. Cobb, CFP®

Brennan D. Cobb, CFP®

Wealth Advisor

As a Wealth Advisor at AlphaCore, Brennan is committed to providing comprehensive solutions...

Daniel A. Conners

Daniel A. Conners

Senior Wealth Advisor, Partner

Daniel A. Conners is a seasoned financial professional with over 42 years of...

Michael P. Crawford

Michael P. Crawford

Senior Wealth Advisor, Partner

Michael brings two decades of experience in financial services to his role as...

David Curiel, CFP®

David Curiel, CFP®

Wealth Advisor

David Curiel serves as a Wealth Advisor at AlphaCore Wealth Advisory. David brings...

Jason J. Davis, CFA®, CIMA®

Jason J. Davis, CFA®, CIMA®

Managing Director, Wealth Advisory, Partner

Jason J. Davis is a Partner, Managing Director of Advisory at AlphaCore Wealth...

Tara L. Dekel

Tara L. Dekel

Director of Client Service

In her role as a Director of Client Service at AlphaCore, Tara leverages...

Laura E. Deyo

Laura E. Deyo

Director of Data Solutions

Laura is the Director of Data Solutions at AlphaCore Wealth Advisory. Before joining...

Kris Dickey

Kris Dickey

Senior Client Service Manager

Kris Dickey serves as a Senior Client Service Manager at AlphaCore Wealth Advisory....

Tonya Dupree

Tonya Dupree

Director of Operations

Tonya Dupree serves as AlphaCore’s Director of Operations, where she leads a dedicated...

Ed Durica, CFA®

Ed Durica, CFA®

Senior Wealth Advisor, Partner

Prior to joining AlphaCore, Ed spent over 20 years as the Chief Investment...

Jonathan Elsberry

Jonathan Elsberry

Senior Wealth Advisor

Jonathan Elsberry is a Senior Wealth Advisor with AlphaCore Wealth Advisory and brings...

Dave Engel

Dave Engel

Managing Director

Dave has over 25 years of experience in venture capital, tech, and financial...

Nikki Enright

Nikki Enright

Tax Administration Manager

Nikki Enright is a Tax Administration Manager at AlphaCore Wealth Advisory, where she...

John T. Flynn

John T. Flynn

Wealth Advisor

John T. Flynn is a Wealth Advisor at AlphaCore Wealth Advisory, bringing a...

Maria A. Gaspar

Maria A. Gaspar

Client Service Specialist

Maria A. Gaspar is the Client Service Specialist at AlphaCore Wealth Advisory. She...

Eric Gerster, CFA®

Eric Gerster, CFA®

Chief Investment Officer, Partner

Eric is an accomplished investment professional with over three decades of experience in...

Huckleberry Gibson, CFP®

Huckleberry Gibson, CFP®

Senior Wealth Advisor

Huckleberry Gibson, CFP® is a Senior Wealth Advisor at AlphaCore. After serving in...

Matthew E. Gilchrist, CPA/PFS, CFP®

Matthew E. Gilchrist, CPA/PFS, CFP®

Senior Wealth Advisor, Partner

Matthew E. Gilchrist (Matt) is a Partner, Senior Wealth Advisor at AlphaCore Wealth...

Nicole Graham

Nicole Graham

Senior Client Associate

As a Client Service Associate at AlphaCore, Nicole plays a key role in...

Brian Habas

Brian Habas

Chief Operating Officer, Partner

Brian Habas serves as the Chief Operating Officer for AlphaCore Wealth Advisory and...

Alicia Hamilton

Alicia Hamilton

Tax Processing Specialist

Alicia Harden is a Tax Processing Specialist at AlphaCore Wealth Advisory, where she...

Leah Howard

Leah Howard

Client Service and Operations Specialist

Leah serves as a Client Service and Operations Specialist at AlphaCore Wealth Advisory....

Madeline Hume, CFA®

Madeline Hume, CFA®

Associate Director of Research

Madeline Hume serves as a senior investment research analyst at AlphaCore Wealth Advisory....

Mike Iheme

Mike Iheme

Associate Trader

As a Associate, Portfolio Manager at AlphaCore, Mike brings a wealth of experience...

Christina James, SHRM-CP

Christina James, SHRM-CP

Manager, People & Culture

Christina serves as Manager, People and Culture at AlphaCore, where she plays a...

Jim Johnston

Jim Johnston

Senior Wealth Advisor, Partner

Jim Johnston is a highly experienced professional with 30 years of expertise in...

Samuel F. Jones

Samuel F. Jones

Senior Wealth Advisor, Partner

Sam Jones serves as a Senior Wealth Advisor and Principal at AlphaCore Wealth...

Joan Koss, MBA, CFP®, CHFC®, FSCP®

Joan Koss, MBA, CFP®, CHFC®, FSCP®

Wealth Advisor

As a Wealth Advisor at AlphaCore Wealth Advisory, Joan brings a wealth of...

Kyle Kraus, CFP®, CPWA®

Kyle Kraus, CFP®, CPWA®

Senior Wealth Planner

Kyle Kraus is a Senior Wealth Planner at AlphaCore and is responsible for...

Johann Lee, CFA®

Johann Lee, CFA®

Director of Research, Partner

Johann Lee serves as the Director of Research at AlphaCore Capital.  He is...

Bradley P. Lipman, CPA, CFP®

Bradley P. Lipman, CPA, CFP®

Director of Tax, Partner

Bradley P. Lipman (Brad) is a Partner, Director of Tax at AlphaCore Wealth...

Lillian Lopez

Lillian Lopez

Client Service and Operations Specialist

Lillian Lopez serves as a Client Service and Operations Specialist at AlphaCore Wealth...

Gabriel Lucio

Gabriel Lucio

Client Service Associate

As a Client Service Associate at AlphaCore, Gabriel provides exceptional support to clients...

Meg Machado

Meg Machado

Director of Marketing

Meg Machado is the Director of Marketing at AlphaCore, where she leads strategy...

Philip J. Mantua, Jr., M.B.A., CFP®

Philip J. Mantua, Jr., M.B.A., CFP®

Wealth Advisor

Philip J. Mantua, Jr. is a Wealth Advisor at AlphaCore Wealth Advisory and...

Junjie Maos

Junjie Maos

Tax Preparer

Junjie Mao is a Tax Preparer at AlphaCore Wealth Advisory, where she works...

Kimmy Martin

Kimmy Martin

Senior Manager, Client Service & Operations

Kimmy is a Senior Manager of Client Service and Operations with significant experience...

Brian Marvin, MBA

Brian Marvin, MBA

Senior Wealth Advisor, Partner

Brian Marvin, MBA serves as a Senior Wealth Advisor at AlphaCore Capital.  He...

Chris Maudlin, CAIA®

Chris Maudlin, CAIA®

Senior Wealth Advisor, Partner

Chris Maudlin serves as a Senior Wealth Advisor at AlphaCore Wealth Advisory, where...

Henry McClurg, MBA

Henry McClurg, MBA

Senior Wealth Advisor

Henry “Hank” McClurg, MBA, serves as Senior Wealth Advisor at AlphaCore Wealth Advisory....

Ethel McGlynn

Ethel McGlynn

Senior Business Development Manager

Ethel serves as a Senior Business Development Manager at AlphaCore Wealth Advisory, bringing...

Rory M. McGlynn, CFP®

Rory M. McGlynn, CFP®

Senior Wealth Advisor, Partner

Rory M. McGlynn is a Partner, Senior Wealth Advisor at AlphaCore Wealth Advisory....

Michael McGreevy

Michael McGreevy

Senior Wealth Advisor, Business Development

Located in Southern California, Michael McGreevy (Mike) is a Senior Wealth Advisor specializing...

Robert S. Mikulski

Robert S. Mikulski

Managing Director, Client Service & Operations

Rob serves as the Managing Director, Client Service & Operations at AlphaCore, bringing...

Cole Miller

Cole Miller

Controller

Cole Miller serves as the Controller at AlphaCore Wealth Advisory. In this role,...

Nicole Montes

Nicole Montes

Marketing & Events Coordinator

Nicole Montes serves as AlphaCore’s Office Manager & Marketing Coordinator. Nicole works closely...

Pamela L. Mudd

Pamela L. Mudd

Senior Tax Manager

Pamela L. Mudd is a Senior Tax Manager at AlphaCore Wealth Advisory, having...

Susan von Mueller

Susan von Mueller

Client Service and Operations Specialist

Susan brings over 20 years of valuable experience in the financial services industry...

Walter Murphy

Walter Murphy

Director of Business Development, Northeast

Walter serves as the Northeast Director of Business Development for AlphaCore Wealth Advisory....

Noma Nkala-Hendon, CFP®

Noma Nkala-Hendon, CFP®

Director of Client Service

As a Director of Client Service at AlphaCore, Noma provides clients with personalized...

Erik Nunn

Erik Nunn

IT Manager

Erik Nunn is a seasoned IT professional with 20 years of experience in...

Mike Orav

Mike Orav

Senior Manager, Client Service and Operations

Mike is a Senior Manager of Client Service and Operations with over 20...

Joseph Orta

Joseph Orta

Client Service and Operations Specialist

As a Client Service and Operations Specialist at AlphaCore, Joseph is dedicated to...

Lingling Oum, MSFP

Lingling Oum, MSFP

Senior Manager, Client Service & Operations

As a Senior Manager – Client Service & Operations at AlphaCore, Lingling leverages...

Troy Owens, CFP®, CEPA®

Troy Owens, CFP®, CEPA®

Wealth Advisor

As a Wealth Advisor at AlphaCore, Troy is passionate about helping his clients...

Steve Pedicini, CFP®, CIMA®

Steve Pedicini, CFP®, CIMA®

Senior Wealth Advisor

Steve brings 20 years of financial services experience to AlphaCore, where he values...

Rani R. Pemmarazu

Rani R. Pemmarazu

Operations Specialist

Rani R. Pemmarazu is an Operations Specialist at AlphaCore Wealth Advisory, where she...

Jason C. Perlman, CFP®

Jason C. Perlman, CFP®

Wealth Advisor

Jason C. Perlman is a Wealth Advisor at AlphaCore Wealth Advisory, where he...

Scott A. Peters

Scott A. Peters

CRM Manager

Scott Peters is the CRM Manager at AlphaCore Wealth Advisory, where he plays...

Dick Pfister, CAIA®

Dick Pfister, CAIA®

CEO, Founder

Dick has over 25 years of experience in the wealth advisory and financial...

Matthew C. Plourde, CFP®

Matthew C. Plourde, CFP®

Operations Specialist

Matt is an Operations Specialist at AlphaCore Wealth Advisory, where he is a...

Chrissy Rhamy

Chrissy Rhamy

Client Service and Operations Specialist

Chrissy Rhamy serves as a Client Service and Operations Specialist at AlphaCore Wealth...

Natalie Roberts

Natalie Roberts

Chief Compliance Officer, Partner

Natalie is the Chief Compliance Officer, Partner at AlphaCore, where she leads the...

Brett Roenick, SE-AWMA™

Brett Roenick, SE-AWMA™

Wealth Advisor

Brett Roenick is a wealth advisor at AlphaCore Wealth Advisory. His approach is...

Todd Rundle, CFP®

Todd Rundle, CFP®

Senior Wealth Planner

Todd Rundle is a Senior Wealth Planner at AlphaCore Wealth Advisory, where he...

Edward Sella, CPA/PFS, CFP®

Edward Sella, CPA/PFS, CFP®

Managing Partner

Edward G. “Geoff” Sella is a Managing Partner at AlphaCore Wealth Advisory, bringing...

Nicholas A. Sella

Nicholas A. Sella

Associate Trader

Nicholas Sella is an Associate Trader at AlphaCore Wealth Advisory, where he plays...

Marc Seward, ChFC®, CLU®

Marc Seward, ChFC®, CLU®

Senior Wealth Advisor, Partner

Marc Seward is a Senior Wealth Manager at AlphaCore Capital and an Investment...

Stephen G. Sikes

Stephen G. Sikes

Client Service Specialist

Stephen G. Sikes is a Client Service Specialist at AlphaCore Wealth Advisory, where...

Melissa Silverthorn, IACCP®

Melissa Silverthorn, IACCP®

Director of Compliance & Systems Management

Melissa is the Director of Compliance & Systems Management at AlphaCore, where she...

Nathan Stewart

Nathan Stewart

Director of Business Development

Nate is the Director of Business Development at AlphaCore Wealth Advisory, with two...

Ariana C. Stowe

Ariana C. Stowe

Client Service Specialist

Ariana Stowe is a Client Service Specialist at AlphaCore Wealth Advisory, where she...

Kirk Strawn, CFA®

Kirk Strawn, CFA®

Chief Strategy Officer, Partner

With over 30 years of experience in the wealth management industry, Kirk Strawn...

Keli M. Strickland

Keli M. Strickland

Client Service Specialist

Keli M. Strickland is a Client Service Specialist at AlphaCore Wealth Advisory, where...

David Stubbs, PhD

David Stubbs, PhD

Chief Investment Strategist, Partner

Dr. David Stubbs serves as the Chief Investment Strategist at AlphaCore Wealth Advisory...

David Suckau, CFA®

David Suckau, CFA®

Research Analyst and Trader

David’s focus at AlphaCore Wealth Advisory is investment research analysis and trading operations....

Andrew A. Theobald, CFP®

Andrew A. Theobald, CFP®

Wealth Advisor

Andrew A. Theobald is a Wealth Advisor at AlphaCore Wealth Advisory and a...

Samantha L. Tucker

Samantha L. Tucker

Administrative Assistant

Samantha L. Tucker is an Administrative Assistant at AlphaCore Wealth Advisory, where she...

Gillian E. Vapnek, CFA®

Gillian E. Vapnek, CFA®

Director of Wealth Strategies

Gillian brings a wealth of experience in financial services to her role as...

Aidan Walsh

Aidan Walsh

Head of Corporate Development, Partner

Aidan Walsh serves as the Head of Corporate Development at AlphaCore Wealth Advisory....

Jennifer Ward

Jennifer Ward

Marketing and Events Coordinator

As a Marketing and Events Coordinator at AlphaCore, Jennifer plays a key role...

Elise M. Weinstein

Elise M. Weinstein

Senior Wealth Planner

Elise Weinstein is a Senior Wealth Planner at AlphaCore Wealth Advisory, where she...

Andrew Weschler

Andrew Weschler

Senior Tax Manager

Andrew Weschler is a Senior Tax Manager at AlphaCore Wealth Advisory. Before joining...

Matthew Wiles

Matthew Wiles

Client Service Associate

Matthew Wiles serves as a Client Service Associate at AlphaCore Wealth Advisory, bringing...

Stephanie Williams, CAIA®

Stephanie Williams, CAIA®

Senior Wealth Advisor, Partner

Stephanie Williams, CAIA® is a seasoned Senior Wealth Advisor with over 16 years of experience...

Chris Willingham

Chris Willingham

Wealth Advisor

As a Wealth Advisor at AlphaCore, Chris brings a wealth of experience in...

Samuel J. Woo

Samuel J. Woo

Client Service Specialist

Samuel J. Woo is a Client Service Specialist at AlphaCore Wealth Advisory, where...

Professional Designations

  • CAIA®

    Chartered Alternative Investment Analyst

  • CFA®

    Chartered Financial Analyst

  • CFP®

    Certified Financial Planner

  • CHFC®

    Chartered Financial Consultant

  • CIMA®

    Certified Investment Management Analyst

  • CLU®

    Chartered Life Underwriter

  • IACCP®

    Investment Adviser Certified Compliance Professional

  • MBA

    Master of Business Administration

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