Advisory Board

Alli Jordan
President & COO, LibertyFi

Kimberly Beck
Head of Client Marketing Strategy, Janney Montgomery Scott

Jay Hummel
Partner & Co-Founder, Wealth Advisor Growth Network

John Phoenix
Partner & Co-Founder, Wealth Advisor Growth Network

Jesse Lewis
Strategic Account Executive, Advisor360°

Phil Buchanan
Executive Chairman, Cannon Financial Institute

Chad Byers
Founder and Managing Partner, The Symmetrical Group

Jesse Lewis
SVP, Client Engagements & Partnerships, UPTIQ

Phil Buchanan
Executive Chairman, Cannon Financial Institute

One of the things I think our team does particularly well is test and pivot. If we’re trying something new with a client, we’re constantly watching the results. If it goes well, we’ll do more. If the performance drops, we adjust. We don’t pretend something is working when it could be better.
Lisa Graham
Co-Founder and CEO, Graham Media Partners