Meet The Advisory Board

Great organizations are shaped by visionary leadership, diverse perspectives, and a deep commitment to excellence. That’s why we’re proud to showcase our Advisory Board—a group of industry leaders, innovators, and trusted experts who share our mission to unlock RIA growth.

James Cantwell
Founder at WealthTech Select
Joanna Ehresman
CEO, Momentum Growth Solutions
Farbod Nowzad
Founder & CEO at Cashmere
Farbod Nowzad
Founder & CEO at Cashmere
Andrew Johnson
Founder & CEO at Testimonial IQ
Robert Hostetter, CFA, CAIA
Managing Partner of Institutional Client Solutions (ICS)
Mike Casciano
Founder and President, EVO Wealth Consulting and RIA C-Suite
Dan Lidawer
President & CEO | Lids Consulting, LLC
Charlie Arestia
Managing Director at CION Investments
Nic Amaroli
Director at Selby Lane Capital
David DeCelle
CEO of Model FA and co-founder of The Exchange
Mike Veith
Founding General Partner of eGateway Capital