Meet the Leadership Team

Our executive management team has deep industry experience and an obsessive focus on the unique needs of our financial professionals. Each company in the ecosystem had dedicated leadership, creating a culture for all to thrive in.

James Poer

James Poer

Chief Executive Officer

Bredt Norwood

BREDT NORWOOD, J.D.

Executive Vice President
and General Counsel

Joel Bennett

Joel Bennett

Chief Financial Officer

Nick Harness

Nick Harness

Chief Information Officer

Amy Gordona

Amy Gordona

Executive Vice President
and Chief Marketing Officer

Kara Murphy

Kara Murphy, CFA®

EVP, Chief Investment Officer

Stephen Langlois

Stephen Langlois

President of Kestra Financial

Michelle Barry

Michelle Barry

President of Grove Point Financial

Stuart Silverman

Stuart Silverman

President of Bluespring Wealth Partners

Doug Sherry

Doug Sherry

President of Arden Trust