— The People Behind The Process
Meet Your Team of Financial Experts
A diverse group of knowledgeable professionals committed to your financial success — the advisors, analysts, and strategists managing real portfolios through every cycle.
— The Full Roster
Est. 1995 · Houston, TX
The Whole Team
Connie Mack
President/Founder, AIF®, AAMS®, CRPS®Lance Roberts
Chief Investment StrategistRichard Rosso
Director of Financial Planning, MS, CFP®, CIMA®, CEPA®, TPCP®Danny Ratliff
Senior Financial Advisor, CFP®, ChFC®
— The Full Roster
25 Professionals
The Whole Team
Samantha Samolu
Chief Operating Officer, MBA®Michole Fields
Chief Compliance OfficerBing Mei
Chief Technology OfficerJonathan Penn
Senior Financial Advisor, CFP®, NSSA®Jonathan McCarty
Senior Financial Advisor, CFA, CFP®, NSSA®Sarah Buenger
Senior Financial Advisor, CFP®, MSPFP, MPASSMFrank Marrone
Senior Financial Advisor, CFP®Adam Cervantes
Comprehensive Wealth Strategist, CFP®, RMA®Devoda Owens
Senior Financial Advisor, CFP®, MSCraig Severin
Comprehensive Wealth Strategist, CFP®, NSSA®Daniel Whitty
Associate Support Advisor & Financial Paraplanner, AAMS®, FPQP®Tom Allen
Retirement Plan ConsultantWilliam Lewis
Associate AdvisorParker McGill
Associate AdvisorPashaa Simmons-Green
Senior Client Services Administrator, AAMS®Natalie Evans
Client Services Administrator, AAMS®Sherri Jones
Client Service Administrator, FPQP®, NSSAMichelle Ratliff
Marketing DirectorKaren Roan
Director of Investment RelationsLeah Kincaid
IT Business Systems AnalystRianne Samlalsingh
Client Relationship SpecialistMichael Lebowitz
Portfolio Manager, CFA®Nick Lane
Portfolio Manager, MS, CFA®Chris Behan
Business Development Officer, MBA®Brent Clanton
Executive Producer – Lance Roberts Show
— Put The Team To Work
Talk to a fiduciary, not a salesperson.
Every advisor at RIA Advisors works for you — not for a commission. Start with a simple message and we’ll route you to the right person.
OR CALL (855) 742-7526 · MON–FRI 8 AM–4 PM CT