Mark is a senior level sales executive with over 30 years’ experience in the financial services industry. He has extensive experience working with RIA's, brokers, and various financial institutions. Prior to his current role, Mark served as the VP of National Sales at Shareholders Service Group where he directed all sales efforts to financial advisors. He has also held several other positions throughout his career including Head of Sales for the Advisor Services Division of Fiserv Investment Support Services, Director of Sales at Alternative Investment Partners, and Senior VP of National Sales for TD Waterhouse Institutional Services. Mark holds a Bachelor’s degree in Finance and a minor in Economics from Western New England College.

Jason has over 20 years of industry experience and has spent much of that time consulting to advisors and RIA firms in the areas of investment management, fee-based advisory, and practice management. He has spent time with LPL and more recently with a start-up firm in the software & custody solutions space. Jason is adept at forging solid partnerships with advisors and helping them create efficient technology solutions. Jason has a Bachelor’s degree from Bowling Green State University and resides in Ohio with his wife and teenage son.

Kim Merriman has almost 20 years of sales & industry experience working with advisors, RIAs and Asset Managers. Prior to her current role, Kim served as a Vice President of Business Development for Goldman Sachs Advisor Solutions. She has held several other positions in her career including Co-Founder of A3 Financial Investments, Client Advisor at J.P. Morgan’s Private Bank, and Financial Investment Professional within the Private Wealth Management Division of Goldman Sachs. Kim excels at creating long lasting partnerships with firms allowing for firms to focus on growth acceleration, technology efficiency and deepening their practice management to name just a few. Kim received a Juris Doctorate from New York Law School and a B.S. in Pre-Law with a minor in Sociology from The Pennsylvania State University. Kim resides in Colorado with her husband and two dogs and is a passionate yoga teacher in her free time.

Mark is a senior level sales executive with over 30 years’ experience in the financial services industry. He has extensive experience working with RIA's, brokers, and various financial institutions. Prior to his current role, Mark served as the VP of National Sales at Shareholders Service Group where he directed all sales efforts to financial advisors. He has also held several other positions throughout his career including Head of Sales for the Advisor Services Division of Fiserv Investment Support Services, Director of Sales at Alternative Investment Partners, and Senior VP of National Sales for TD Waterhouse Institutional Services. Mark holds a Bachelor’s degree in Finance and a minor in Economics from Western New England College.

Jason has over 20 years of industry experience and has spent much of that time consulting to advisors and RIA firms in the areas of investment management, fee-based advisory, and practice management. He has spent time with LPL and more recently with a start-up firm in the software & custody solutions space. Jason is adept at forging solid partnerships with advisors and helping them create efficient technology solutions. Jason has a Bachelor’s degree from Bowling Green State University and resides in Ohio with his wife and teenage son.

Kim Merriman has almost 20 years of sales & industry experience working with advisors, RIAs and Asset Managers. Prior to her current role, Kim served as a Vice President of Business Development for Goldman Sachs Advisor Solutions. She has held several other positions in her career including Co-Founder of A3 Financial Investments, Client Advisor at J.P. Morgan’s Private Bank, and Financial Investment Professional within the Private Wealth Management Division of Goldman Sachs. Kim excels at creating long lasting partnerships with firms allowing for firms to focus on growth acceleration, technology efficiency and deepening their practice management to name just a few. Kim received a Juris Doctorate from New York Law School and a B.S. in Pre-Law with a minor in Sociology from The Pennsylvania State University. Kim resides in Colorado with her husband and two dogs and is a passionate yoga teacher in her free time.