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Meet Our Team

At Dynasty, our Network of advisors does not work for us – we work and advocate for them. The integrity and experience of our team is dedicated to supporting our advisors and, in turn, their clients.

People-Focused People

We surround our advisors with people who have the skills, commitment, and integrity to inspire and deliver a relationship-based experience.

Leadership Team

Our Team

Investments Team

Board of Directors

Investment Committee

man in white button up with a blue vest

Shirl Penney

President and CEO

Justin Weinkle

Justin Weinkle

Chief Financial Officer

financial advisor in green tie

Jonathan Morris

Chief Legal and Governance Officer

Man in black suit smiling

Marc Hineman

Chief Operating Officer

Andrew Marsh

Vice Chairman and Head of Core Services

Tim Oden 3

Tim Oden

Chief Growth Officer

Bob Shea

Bob Shea

Chief Investment Officer

Leslie Dentinger

Leslie Norman

Chief Technology Officer

financial advisor in spotted blue tie

Gordon Abel

Chief Marketing Officer

Sally Cates

Managing Director, Head of Public Relations and Communications

financial advisor in gray suit with blue pocket square

Gordon Ross

Chief Client Officer

financial advisor with city street in background

Jeremy Zoladz

Managing Director, Co-Head of Relationship Management

sitting financial advisor in blue jeans

Sam Anderson

Chief Capital Officer

Harris Baltch smiling

Harris Baltch

Managing Director, Head of Investment Banking

financial advisor in pink shirt

Jennifer Dorgan

Managing Director, Chief Administrative Officer

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Mason Salit

Managing Director, Chief Talent Officer – Dynasty Network

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Marcus Wilson

Head of Implementation

Pam Stross

Executive in Residence

Frank Coates

Executive in Residence

financial advisor outside

John Sullivan

Managing Director, Head of Business Development, Central Division

smiling financial advisor looking at camera

Ben Bines

Director of Business Development, Northeastern Division

Sean Lindenbaum

Sean Lindenbaum

Director of Business Development, Southeast Division

smiling financial advisor with light colored shirt

James Gardiner

Director of Business Development

TJay Kowalchuk Senior Vice President, Business Development West Coast

TJay Kowalchuk

Senior Vice President of Business Development, Western Division

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Brendan Bell

Head of Dynasty Connect

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Jeremy Gilbert

Senior Vice President, Chief of Staff

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Katie Cook

Vice President, Chief of Staff to Chief Operating Officer

financial advisor smiling in black suit

Samantha Sullivan

Director, Operations

Torie Von Alt

Public Relations Consultant

Cameron Bullock

Cameron Bullock

Senior Vice President, Finance

Andrew Butte

Andrew Butte

Senior Vice President, Compliance

Elizabeth Cancelosi

Elizabeth Cancelosi

Senior Vice President, Transition Services

Zong Chen

Zong Chen

Senior Vice President, Information Technology

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Michael D’Agostino

Senior Vice President, Platform Operations

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AJ Emanuele

Senior Vice President, Senior Product Manager

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Erica Sperber Gillard

Senior Vice President, Platform Operations

Casey Jorgensen

Senior Vice President, Head of Dynasty Institute for Adaptive Leadership

Catherine Mitchell

Catherine Mitchell

Senior Vice President, Network Marketing

smiling financial advisor near windows

Chris O’Brien

Senior Vice President, Legal

Ryan O’Connell

Senior Vice President, Product Specialist CRM

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Jordan Ownby

Senior Technology Product Manager

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Tim Reinhart

Senior Vice President, Senior Product Manager

Matt Shute

Matt Shute

Senior Vice President, Relationship Management

Nicholas Stile

Senior Vice President, Community Marketing

Ashli Tomas

Senior Vice President, Head of Account Management

Vladimir Voyuts

Vladimir Voyuts

Senior Vice President, Engineering

Carolyn Boyce

Carolyn Boyce

Vice President, Technology

Dylan Dierig

Vice President, Investment Banking

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Amanda Evans

Vice President, Finance

financial advisor in blue suit and tie

Nick Faccenda

Vice President, Platform Operations

Porter Fraser

Porter Fraser

Vice President, Dynasty Connect

Garrett Grafton

Garrett Grafton

Vice President, Compliance

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Bonnie Hill

Vice President, Vendor Management Coordinator

Elisa Hirschfield

Vice President, Data Operations System Analyst

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Phoebe Holman

Vice President, Transition Services

Gabby Hurtado

Vice President, Relationship Management

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Allison Marshall

Vice President, Controls & Reconciliation Manager

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Kenneth Martino

Vice President, Network Marketing

Steve Rusnak

Steve Rusnak

Vice President, Finance Consultant

financial advisor in gray suit with blue shirt

Clay Simon

Vice President, Platform Operations

financial advisor in gray suit with gray tie

Cole Turner

Vice President, Network Development

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Mac del Valle

Vice President, Data Engineering

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Jonathan Van Eaton

Vice President, Relationship Management

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Aaron Zander

Vice President, Platform Operations

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Lauren Bryant

Assistant Vice President, Dynasty Marketing Services

Tyler Campbell

Assistant Vice President, Change Management Specialist, Platform Operations

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Christopher Costanza

Assistant Vice President, Software Engineer

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Alexis Franco

Assistant Vice President, Transition Services

Noble Harris

Noble Harris

Assistant Vice President, OCFO

Bailee Hill

Assistant Vice President, Investment Analyst

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Jayson Keller

Assistant Vice President, Operations Coordinator

sitting financial advisor

Luke Leskanic

Assistant Vice President, Operations Billing

Gabby Martinez

Assistant Vice President, Network Compliance

William Ross

Assistant Vice President, Capital Strategies

Brittanie Stilwell

Assistant Vice President, Deputy Head of Corporate Marketing

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Jeff Thomas

Assistant Vice President, Platform Operations

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Trang Tran

Assistant Vice President, Finance

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Tony Wood

Assistant Vice President, Network Technology

Victoria Cangero

Victoria Cangero

Senior Associate, Investment Banking

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Declan Cleary

Senior Associate, Platform Service

Gary Farnham

Gary Farnham

Senior Associate, Platform Operations

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Courtney Hartmann

Senior Associate, Client Success Manager

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Ryan Hoddinott

Senior Graphic Designer

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Michele Hopstetter

Senior Associate, Human Resources Generalist

Benjamin Lu

Senior Associate, Platform Operations

Tate Miller

Tate Miller

Senior Associate, Network Compliance

Alex Perdue

Alex Perdue

Senior Associate, OCFO

Alexxis Powell

Alexxis Powell

Senior Associate, Compliance

Amelie Russo

Senior Associate, Investment Banking

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Madonna Henry-Ryan

Senior Associate, OCFO

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Nathan Saragoza

Senior Associate, Service Team

Anna Schrank

Anna Schrank

Senior Associate, Network Marketing

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Conor Shaughnessy

Senior Associate, Platform Operations

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Ryan Tabris

Senior Associate, Technology Network Services

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Liz Tarnof

Senior Associate, Operations Generalist

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Jaclyn Wall

Senior Associate, Corporate Marketing

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Kylee Brenenborg

Executive Assistant, Office of the CEO

Maggie Massengill

Executive Assistant

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Rachel Cardenas

Investment Product Analyst

Joseph Carvin

Associate, Dynasty Connect

Carson Demberger

Carson Demberger

Associate, Business Development

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Sean Dingle

Associate, Platform Operations

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Mary Katherine Dunleavy

Associate, Compliance Advisor

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Brady Durkin

Associate, OCFO

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Liliana Echeverria

Associate, Billing Reconciliation Analyst

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CJ Ferro

Associate, Sales Development Respresentative, Dynasty Connect

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Grant Fiema

Associate, Network Marketing

Hanna Gade

Associate, Account Executive

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Jason Geronimo

Associate, Advisory Billing Platform

Alexa Hann

Associate, Product Manager

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Vishnu Jayakumar

Associate, Data Engineer

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Giovanni Mannino

Associate, Technology Network Services

Cassidy Myers

Cassidy Myers

Associate, Network Technology

Blake Neely

Associate, Billing Analyst and Operations

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Haleigh Rogers

Associate, Public Relations and Communications

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Ava Setteducato

Associate, Dynasty Marketing Services

Sam Souder

Samuel Souder

Associate, Finance

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Alexander Swan

Associate, Wealth Management Technology

TJ Thomas

TJ Thomas

Associate, Wealth Management Technology

women in black blazer with arms crossed

Maria Tsolakis

Associate, Advisory Billing

Jack Waltman

Associate, Sales Development Respresentative, Dynasty Connect

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Laura Young

Associate, Billing Platform Operations

Bob Shea

Bob Shea

Chief Investment Officer

Peter Greenberger

Peter M. Greenberger CFA, CFP®

Senior Vice President, Manager Product Administration

Pat Nerney

Pat Nerney

Senior Vice President, Investments

Jaycee Kertzman, CFA

Vice President, Investments

Harvey Golub

Todd Thomson

Jerrold Eberhardt

Sam Levinson

Avery Johnson

John Seifert

James Scola

Shirl Penney

President and CEO

Bob Shea

Bob Shea

Chief Investment Officer

Todd Thomson

Todd Thomson

financial advisor with pink tie

David Darst, CFA

Senior Investment Advisor

financial advisor in green tie

Jonathan Morris

Chief Legal and Governance Officer

Jaycee Kertzman, CFA

Vice President, Investments

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Brian Reich

Vice President, Investment Committee