Skip to main content
855-742-7526
Upcoming Event
Savvy Medicare Planning
Sep 18, 2025 at 12:00 pm
Savvy Medicare Planning
Sep 18, 2025 at 12:00 pm
Connect With Us
Home|About|Your Team
blur_circle 1 blur_circle 2
YOur Team

Meet Your Team of
Financial Experts.

Meet the team behind RIA Advisors โ€“ a diverse group of knowledgeable professionals committed to your financial success. From financial planners to investment strategists, each member of our team offers a unique perspective and expertise.

Leadership Team

Connie Mack
Connie Mack
President/Founder, AIFยฎ, AAMSยฎ, CRPSยฎ
Lance Roberts
Lance Roberts
Chief Investment Strategist
Richard Rosso
Richard Rosso
Director of Financial Planning, MS, CFPยฎ, CIMAยฎ, CEPAยฎ, TPCPยฎ
Danny Ratliff
Danny Ratliff
Sr. Financial Advisor, CFPยฎ, ChFCยฎ

Your Team

INVEST
RETIRE
INSURE
BENEFITS
CLEAR ALL FILTERS
invest
retire
insure
benefits
Michael Lebowitz array(2) { [0]=> string(6) "invest" [1]=> string(6) "insure" }
Michael Lebowitz
Portfolio Manager, CFAยฎ
Nick Lane array(1) { [0]=> string(6) "insure" }
Nick Lane
Portfolio Manager, MS, CFAยฎ
Frank Marrone array(1) { [0]=> string(8) "benefits" }
Frank Marrone
Senior Financial Advisor, CFPยฎ
Jonathan McCarty array(1) { [0]=> string(6) "insure" }
Jonathan McCarty
Sr. Financial Advisor, CFA, CFPยฎ,NSSAยฎ
Jonathan Penn array(1) { [0]=> string(8) "benefits" }
Jonathan Penn
Senior Financial Advisor, CFPยฎ, NSSAยฎ
Sarah Buenger array(1) { [0]=> string(8) "benefits" }
Sarah Buenger
Senior Financial Advisor, CFPยฎ, MSPFP, MPASSM
Matt Doyle array(2) { [0]=> string(6) "insure" [1]=> string(8) "benefits" }
Matt Doyle
Senior Relationship Manager, CFPยฎ
Tom Allen array(2) { [0]=> string(6) "invest" [1]=> string(6) "retire" }
Tom Allen
Retirement Plan Consultant
Devoda Owens array(4) { [0]=> string(6) "invest" [1]=> string(6) "retire" [2]=> string(6) "insure" [3]=> string(8) "benefits" }
Devoda Owens
Relationship Manager, CFPยฎ
Craig Severin array(1) { [0]=> string(8) "benefits" }
Craig Severin
Sr. Financial Planner, CFPยฎ, NSSAยฎ
Daniel Whitty array(2) { [0]=> string(6) "retire" [1]=> string(6) "insure" }
Daniel Whitty
Financial Paraplanner, Client Service Administrator, AAMSยฎ,FPQPยฎ
Steve Radusch array(1) { [0]=> string(8) "benefits" }
Steve Radusch
Chief Financial Officer
Chris Behan array(1) { [0]=> string(8) "benefits" }
Chris Behan
Business Development Officer, MBAยฎ
Michole Fields array(1) { [0]=> string(6) "retire" }
Michole Fields
Compliance Manager & Controller, AAMSยฎ
Bing Mei array(0) { }
Bing Mei
Chief Technology Officer
Brent Clanton array(1) { [0]=> string(6) "retire" }
Brent Clanton
Executive Producer โ€“ โ€จLance Roberts Show
Samantha Samolu array(2) { [0]=> string(6) "invest" [1]=> string(6) "insure" }
Samantha Samolu
Client Services Manager, MBAยฎ
Pashaa Simmons-Green array(1) { [0]=> string(6) "invest" }
Pashaa Simmons-Green
Senior Client Services Administrator, AAMSยฎ
Natalie Evans array(2) { [0]=> string(6) "retire" [1]=> string(6) "insure" }
Natalie Evans
Client Services Administrator, AAMSยฎ
Sherri Jones array(2) { [0]=> string(6) "invest" [1]=> string(8) "benefits" }
Sherri Jones
Client Service Administrator
Karen Roan array(1) { [0]=> string(6) "invest" }
Karen Roan
Director of Investment Relations
Michelle Ratliff array(4) { [0]=> string(6) "invest" [1]=> string(6) "retire" [2]=> string(6) "insure" [3]=> string(8) "benefits" }
Michelle Ratliff
Marketing Director
Leah Kincaid array(0) { }
Leah Kincaid
IT Business Systems Analyst
Rianne Samlalsingh array(2) { [0]=> string(6) "retire" [1]=> string(6) "insure" }
Rianne Samlalsingh
Client Relationship Specialist

Never miss our content again!

Subscribe Now

Daily-Market-Commentary
the-bull-bear-report