Serving Excellence Through Teamwork Meet the passionate and dedicated individuals who form the foundation of our organization, bringing together years of experience, diverse skills, and a shared commitment to delivering excellence in everything we do, driven by purpose. Leadership Joe Maas CFA, CFP, CLU, ChFC, MSFS, CCIM, CVA, ABAR, CM&AA Founder/Chief Investment Officer Todd Jessup CFA, CFP President/Chief Compliance Officer Investment Tim Nyland CFA Co-Chief Investment Officer Frank Roman Chief Technology Officer, Trading Manager, Portfolio Manager Alex Kopel CFA Portfolio Manager Van Nguyen CFA Senior Investment Associate Alexander Wheatley Investment and Trading Associate Kellie Chandler CFA Investment Associate Joe Phillips Investment Advisor Representative Kevin Williams Investment Advisor Representative Business Development Jason Zalarick Vice President of Advisor Services Julia Bauman Marketing Coordinator Operations Mary Kate Robertson Director of Operations Susan Katris Sr. Operations Associate Cassidy Huckabay Operations Associate Let’s Talk PHONE 206-386-5455 OFFICE 13215 SE Mill Plain Blvd Suite C8-321 Vancouver, WA 98684 Youtube Linkedin-in Name*Email* Phone Number* What is the name of your Financial Advisor, if any? City*State*