Addepar Fidelity Net X Investor MoneyGuide
 

Meet Our Team

 
Featured
Ben Gordon, CIMA®
Ben Gordon, CIMA®

Managing Partner and Founder

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Ryan Maynard, CFA, CFP®
Ryan Maynard, CFA, CFP®

Managing Partner

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Laura Blair
Laura Blair

Chief Compliance Officer and Director of Operations

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Paul W. Harvey, CFA, CPWA®
Paul W. Harvey, CFA, CPWA®

Private Wealth Advisor

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Loree Cullum, CTFA, AEP®
Loree Cullum, CTFA, AEP®

Director – Wealth Management Services

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Jason Morton, CFA, CFP®
Jason Morton, CFA, CFP®

Director – Wealth Management

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Daniel Carlton
Daniel Carlton

Financial Analyst

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Risa Kiser
Risa Kiser

Business Manager

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