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Home|About|Your Team
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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, CFPยฎ
Danny Ratliff
Danny Ratliff
Sr. Financial Advisor, CFPยฎ, ChFCยฎ

Your Team

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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
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
Bing Mei array(0) { }
Bing Mei
Chief Technology Officer
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
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
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
Kevin Schmittou array(4) { [0]=> string(6) "invest" [1]=> string(6) "retire" [2]=> string(6) "insure" [3]=> string(8) "benefits" }
Kevin Schmittou
Operations Specialist, AAMSยฎ
Rianne Samlalsingh array(2) { [0]=> string(6) "retire" [1]=> string(6) "insure" }
Rianne Samlalsingh
Client Relationship Specialist

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