We hosted our second investor day on Thursday, December 9, 2021. Members of our senior leadership provided updates on our 2025 strategic objectives, business and financial performance, and outlook. They were joined by a group of our partner firms for panel discussions on various aspects of our business and value proposition.





Rudy Adolf

Founder, CEO and Chairman

Lenny Chang

Co-Founder, Senior Managing Director and Head of M&A

Rajini Kodialam

Co-Founder, Chief Operating Officer

Rusty McGranahan

General Counsel

Jim Shanahan

Chief Financial Officer


Partner Firm Panelists

Tony Abbiati

SCS Financial, Co-Founder & CEO

Tyson Beem

Gelfand, Rennert & Feldman, Managing Director & Partner

Adam Birenbaum

Buckingham Wealth Partners, Chairman & CEO

Mark Delfino

HoyleCohen, CEO & Senior Managing Director

Fred DiSanto

Ancora, Chairman & CEO

Michael Eckton

Crestwood Advisors, CEO & Managing Partner, Portfolio Manager

Michael Gentry

Prairie Capital, Managing Director

Dan Kraninger

Northcoast Asset Management, President & CEO

Tom Myers

Bordeaux Wealth Advisors, CEO & Managing Partner

Michael Nathanson

The Colony Group, Chair & CEO

Steve Phelps

Badgley Phelps Wealth Managers, President, CEO & Chief Investment Officer

Mickey Segal

NKSFB, Founder & Managing Partner

Joe Sweeney

Cornerstone Wealth Group, Managing Partner

Roger Wade

GW & Wade, Principal & Co-Founder