Behind every deal is a story: thoughtful discovery calls, strategic demos, cross-functional teamwork, follow-ups (and follow-ups to the follow-ups), and a whole lot of persistence. These wins don’t just grow revenue – they expand our footprint, strengthen our brand in the market, and create momentum that fuels every part of the business.
To our Sales team: thank you for turning conversations into commitments and opportunities into impact. Your hustle, collaboration, and ability to connect our solutions to real client needs make a measurable difference – not just in the numbers, but in the advisors and firms who rely on us every day!
Take a moment to check out the highlighted deals below and help us celebrate the teammates who made them happen.
To learn more about the Sales team, click here.
Client: Old National Bank
Sales Rep: Lisamarie Roberto
Deal Amount: $24,000
Client: CIBC Private Wealth Group
Sales Rep: Shannon Granahan
Deal Amount: $28,503
Client: Credent Wealth Management, dba CX Institutional, LLC
Sales Rep: Eric Levy
Deal Amount: $16,524
Client: Neuberger Berman Group LLC
Sales Rep: Justin Houchens
Deal Amount: $16,262
Client: Equitable Advisors, LLC
Sales Rep: Lisamarie Roberto
Deal Amount: $24,600
Client: Exencial Wealth Advisors
Sales Rep: Larry Romano
Deal Amount: $15,000
Client: NorthRock Partners, LLC
Sales Rep: Eric Murphy
Deal Amount: $44,632
Client: Archford Capital Strategies, LLC
Sales Rep: Thomas Cetina
Deal Amount: $40,325
Client: Arax Advisory Partners, LLC
Sales Rep: Eric Murphy
Deal Amount: $44,179
Client: Providence Wealth Planning
Sales Rep: Jeff DiGiovanni
Deal Amount: $18,833
Client: Bloomfield Hills Advisory
Sales Rep: Jeff DiGiovanni
Deal Amount: $26,558
Client: SHJ Wealth Advisors
Sales Rep: John Caputo
Deal Amount: $22,572
Client: Creative Investment Group
Sales Rep: Jonathan Karp
Deal Amount: $15,174
Client: Sanctuary Wealth Group
Sales Rep: Anthony DeMarco
Deal Amount: $50,274
Client: Global Wealth Solutions Group of Raymond James
Sales Rep: Casey Eddy
Deal Amount: $21,120
Client: St. Germain Investments
Sales Rep: Ned Donovan
Deal Amount: $19,320
Client: Blueprint Financial Advisors
Sales Rep: Jonathan Karp
Deal Amount: $16,047
Client: Wealth Enhancement Group
Sales Rep: Megan Murphy
Deal Amount: $18,357
Enterprise Sales
Client: Cerity Partners, LLC
Sales Rep: Justin Houchens
Deal Amount: $65,902
Client: Merit Financial Advisors
Sales Rep: Eric Levy
Deal Amount: $26,488
Client: Homrich Berg
Sales Rep: Lisamarie Roberto
Deal Amount: $24,038
Client: Savant Wealth Management
Sales Rep: Lisamarie Roberto
Deal Amount: $49,897
Client: Moneta Group Investment Advisors, LLC
Sales Rep: Eric Levy
Deal Amount: $21,200
Client: Frost Bank
Sales Rep: Justin Houchens
Deal Amount: $16,755
Client: JPMorgan Chase Bank, NA
Sales Rep: Eric Levy
Deal Amount: $89,080
Client: OnePoint BFG Wealth Partners
Sales Rep: Shannon Granahan
Deal Amount: $87,844
Advisor Sales
Client: SignatureFD
Sales Rep: Eric Murphy
Deal Amount: $19,500
Client: Brown Advisory
Sales Rep: Hunter Campbell
Deal Amount: $15,435
Client: Accredited Investors, Inc.
Sales Rep: Katheryn Valdez
Deal Amount: $41,548
Client: CWM, LLC
Sales Rep: Anthony DeMarco
Deal Amount: $21,483
Client: Ritter Daniher Financial Advisory, LLC
Sales Rep: Megan Murphy
Deal Amount: $16,905
Client: Prosperity | OneTeam Financial LLC Merge
Sales Rep: Nick Sabo
Deal Amount: $26,066
Client: Mutual Advisors, LLC
Sales Rep: Liem Nguyen
Deal Amount: $21,000
Client: M Holdings Securities, Inc.
Sales Rep: Liem Nguyen
Deal Amount: $61,000
Client: Pure Financial
Sales Rep: Liem Nguyen
Deal Amount: $24,600
Client: Modera Wealth Management
Sales Rep: Shannon Granahan
Deal Amount: $20,500
Client: Annex Wealth Management, LLC
Sales Rep: Justin Houchens
Deal Amount: $29,300
Client: Walser Wealth Management
Sales Rep: Jonathan Karp
Deal Amount: $41,500
Client: Astoria Strategic Wealth
Sales Rep: Lucas Flavin
Deal Amount: $26,500
Client: Pinnacle Associates, Ltd.
Sales Rep: Hunter Campbell
Deal Amount: $21,300
Client: Alpha Core Capital LLC
Sales Rep: Julie Walker
Deal Amount: $15,600
Client: Veranovia OSJ Services
Sales Rep: Julie Walker
Deal Amount: $18,000
Client: Integrated Wealth Concepts, LLC
Sales Rep: Hank Cassa
Deal Amount: $20,200
Client: LPL Financial Corporation
Sales Rep: Sarah Burson
Deal Amount: $19,125
Client: Merit Financial Advisors
Sales Rep: Anthony DeMarco
Deal Amount: $15,251
Client: Valeo Financial Advisors, LLC
Sales Rep: Anthony DeMarco
Deal Amount: $20,875
Client: Legacy Partners Financial Group
Sales Rep: Stephanie Giles
Deal Amount: $22,047
Client: MONECO Advisors
Sales Rep: Edward Donovan
Deal Amount: $32,941
Client: Apella Capital
Sales Rep: Larry Romano
Deal Amount: $24,600
Client: Arax Advisory Partners, LLC
Sales Rep: Eric Murphy
Deal Amount: $26,208
Client: Casron Wealth Management Group – Renewal
Sales Rep: Eric Levy
Deal Amount: $20,232
Client: Raymond James & Associates, Inc. – Renewal
Sales Rep: Shannon Granahan
Deal Amount: $61,616
Client:OneDigital Investment Advisors, LLC
Sales Rep: Liem Nguyen
Deal Amount: $27,660
Client:Capital Group
Sales Rep: Shannon Granahan
Deal Amount: $38,342
Client: &Partners
Sales Rep: Eric Murphy
Deal Amount: $58,068
Client: Q3 Advisors, LLC
Sales Rep: John Caputo
Deal Amount: $22,572
Client: Q3 Advisors, LLC
Sales Rep: John Caputo
Deal Amount: $51,660
Client: Aprio Wealth Management, LLC
Sales Rep: Eric Murphy
Deal Amount: $30,350
Client: Asset Management Group, Inc.
Sales Rep: Stephanie Giles
Deal Amount: $35,000
Client: Boden Wealth
Sales Rep: Hunter Campbell
Deal Amount: $21,005
Client: Waverly Advisors
Sales Rep: Julie Walker
Deal Amount: $56,068
Client: Sahara Investment Group
Sales Rep: Lucas Flavin
Deal Amount: $28,475
Client:Avenue Wealth Partners
Sales Rep: Hunter Campbell
Deal Amount: $16,669
Client: Canandaigua National Bank & Trust
Sales Rep: Hunter Campbell
Deal Amount: $15,435
Client: Composition Wealth, LLC
Sales Rep: Anthony DeMarco
Deal Amount: $30,334
Client: Harding Financial and Insurance
Sales Rep: Cassandra Bahne
Deal Amount: $22,836
Client: Coldstream Wealth Management
Sales Rep: Eric Murphy
Deal Amount: $20,780
Client: Modern Wealth Management
Sales Rep: Edward Donovan
Deal Amount:$19,804
Client: Treasure Valley Planning
Sales Rep: Lucas Flavin
Deal Amount: $19,231
Client: Johnson Investment Council, Inc.
Sales Rep: Julie Walker
Deal Amount: $17,100
Client: MDF Financial Advisors
Sales Rep: Lucas Flavin
Deal Amount: $16,792
Client: RFP Advisory
Sales Rep: Anthony DeMarco
Deal Amount: $16,445
Client: Hapanowicz Financial
Sales Rep: Nick Sabo
Deal Amount: $16,139
Client: Fremont Bank (LPL Financial)
Sales Rep: Sarah Burson
Deal Amount: $15,300
Client: New York Life Insurance Company
Sales Rep: Megan Murphy
Deal Amount:$18,400
Client: Signature FD
Sales Rep: Eric Murphy
Deal Amount:$51,660
Client: Leo Operations Americas, LLC
Sales Rep: Lucas Flavin
Deal Amount:$15,909
Client:Lyon Wealth Advisors Group
Sales Rep: Jonathan Karp
Deal Amount:$15,549
Client: JET Wealth Advisors
Sales Rep: Lucas Flavin
Deal Amount:$18,252
Client: CWM, LLC
Sales Rep: Anthony DeMarco
Deal Amount:$16,978
Client:Hoffman Financial Group
Sales Rep: Stepahnie Giles
Deal Amount:$19,413
Client: Tenet Wealth Partners
Reps/SDRs: Thomas Cetina
Deal Amount:$16,183
Client: Apella Capital
Reps/SDRs: Larry Romano
Deal Amount: $19,400
Client: Bridlewood Private Wealth
Reps/SDRs: Edward Donovan
Deal Amount: $24,600
Client: The Financial Advisory Group, Inc.
Reps/SDRs: Megan Murphy
Deal Amount: $20,980
Client: Beacon Pointe Advisors, LLC
Reps/SDRs: Hank Casa
Deal Amount: $19,650
Client: Perigon Wealth Management, LLC
Reps/SDRs: Casey Eddy
Deal Amount: $26,444.52
Client: Defined Wealth Management
Reps/SDRs: Lucas Flavin
Deal Amount: $16,598.76
Client: Busey Bank
Reps/SDRs: Katheryn Valdez
Deal Amount: $24,454.56
Client: Merit Financial Advisors
Reps/SDRs: Anthony DeMarco
Deal Amount: $15,250.00
Client: Innovative Advisory Group
Reps/SDRs: Larry Romano
Deal Amount: $15,343.08
Client: Coldstream Wealth Management
Reps/SDRs: Cassandra Bahne
Deal Amount: $50,170.68
Client: Aprio Wealth Management, LLC
Reps/SDRs: Stephanie Giles
Deal Amount: $19,372.56
Client: Apollon Wealth Management
Reps/SDRs: Patrick Kennedy
Deal Amount: $19,711
Client: Legacy Private Trust Company
Reps/SDRs: Thomas Cetina
Deal Amount: $16,824.36
Client: Seros Financial
Reps/SDRs: Cassandra Bahne
Deal Amount: $15,189
Client: Eagle Rock Wealth Management
Reps/SDRs: Hunter Campbell
Deal Amount: $45,650.02
Client: Networth Advisors, LLC
Reps/SDRs: Hunter Campbell
Deal Amount: $22,493.64
Client: Savvy Wealth, Inc.
Reps/SDRs: Julie Walker
Deal Amount: $17,860.56
Client: Beacon Pointe Advisors, LLC
Reps/SDRs: Hank Cassa
Deal Amount: $19,599.96
Client: Merit Financial Advisors
Reps/SDRs: Anthony DeMarco
Deal Amount: $22,650
Client: Eagle Legacy Wealth
Reps/SDRs: Sarah Burson
Deal Amount: $18,660
Client: PWS Group NJ
Reps/SDRs: Paul DiGiovanni
Deal Amount: $15,998.61
Client: Sanctuary Wealth Group, LLC
Reps/SDRs: Katheryn Valdez
Deal Amount: $25,628.04
Client: Sequioa Financial Group, LLC
Reps/SDRs: Ned Donovan
Deal Amount: $23,334
Client: New Perspective Financial Services
Reps/SDRs: Jonathan Karp
Deal Amount: $21,013.68
Client: Sanctuary Wealth Group, LLC
Reps/SDRs: Katheryn Valdez
Deal Amount: $15,861
Client: Brown Brothers Harriman & Co.
Reps/SDRs: Hank Cassa
Deal Amount: $33,750
Client: Allworth Financial
Reps/SDRs: Hank Cassa
Deal Amount: $24,600
Client: Secure Planning Group
Reps/SDRs: Nick Sabo
Deal Amount: $16,212
Client: Strategic Advisory Partners
Reps/SDRs: Jonathan Karp
Deal Amount: $15,608.40
Client: Channel Wealth
Reps/SDRs: Sara Mangum
Deal Amount: $30,513
Client: Assetmark, Inc.
Reps/SDRs: John Caputo
Deal Amount: $17,768.76
Client: Beacon Pointe Advisors, LLC
Reps/SDRs: Hank Cassa
Deal Amount: $16,400.04
Client: Equitable Distributors
Reps/SDRs: Jeff DiGiovanni
Deal Amount: $27,300
Client: Eagle Legacy Wealth
Reps/SDRs: Jonathan Karp
Deal Amount: $18,331.32
Client: Harding Financial and Insurance
Reps/SDRs: Hunter Campbell
Deal Amount: $22,330.92
Client: RWA Wealth Partners, LLC
Reps/SDRs: Larry Romano
Deal Amount: $23,291
Client: Alpha Core Capital LLC
Reps/SDRs: Casey Eddy
Deal Amount: $98,609.96
Client: EQV Advisory
Reps/SDRs: Jonathan Karp
Deal Amount: $21,480.12
Client: Prosperity
Reps/SDRs: Jeff DiGiovanni
Deal Amount: $16,936.32
Client: Nvest Financial LLC
Reps/SDRs: Dustin Berberabe
Deal Amount: $24,319.32
Client: Credent Wealth Management
Reps/SDRs: Katheryn Valdez
Deal Amount: $18,885.96
Client: Reliance Retirement Services
Reps/SDRs: John Caputo
Deal Amount: $17,769.24
Client: XY Planning Network, LLC
Reps/SDRs: Sara Mangum
Deal Amount: $38,850
Client: Merit Financial Advisors
Reps/SDRs: Anthony DeMarco
Deal Amount: $29,092.44
Client: Carson Wealth Management Group
Reps/SDRs: Eric Murphy
Deal Amount: $32,455.56
Client: Beacon Pointe Advisors, LLC
Reps/SDRs: Hank Cassa
Deal Amount: $15,600
Client: Horizon Wealth Strategies
Reps/SDRs: John Caputo
Deal Amount: $15,789.60
Client: LPL Financial Corporation
Reps/SDRs: Sarah Burson
Deal Amount: $57,024.02
Client: Align Impact
Reps/SDRs: John Caputo
Deal Amount: $33,605
Client: J. Safra Asset Management
Reps/SDRs: Jonathan Karp
Deal Amount: $19,764.84
Client: Friday Financial
Reps/SDRs: Thomas Cetina
Deal Amount: $17,186.88
Client: EP Wealth Advisors, LLC
Reps/SDRs: Hank Cassa
Deal Amount: $26,000.04
Client: Lee Sipe & Associates
Reps/SDRs: Jonathan Karp
Deal Amount: $20,570
Client: Credent Wealth Management
Reps/SDRs: Katheryn Valdez
Deal Amount: $47,700.60
Client: Andersen Tax LLC
Reps/SDRs: Nick Sabo
Deal Amount: $21,601.56
Client: NorthRock Partners, LLC
Reps/SDRs: Eric Murphy
Deal Amount: $46,785
Client: The Colony Group, LLC
Reps/SDRs: Hank Cassa
Deal Amount: $50,309.64
Client: Lido Advisors, LLC
Reps/SDRs: Hank Cassa
Deal Amount: $26,112.84
Client: Connecticut Wealth Management, LLC
Reps/SDRs: Julie Walker
Deal Amount: $31,423.68
Client: Dogwood Wealth Management
Reps/SDRs: John Caputo
Deal Amount: $16,818.72
Client: Cetera Financial Group, Inc.
Sales Rep: Hank Cassa
Deal Amount: $16,000
Client: Busey Bank
Sales Rep: Katheryn Valdez
Deal Amount: $18,873.72
Client: One Capital
Sales Rep: Casey Eddy
Deal Amount: $19,750.56
Client: Savvy Wealth, Inc.
Sales Rep: Julie Walker
Deal Amount: $15,462.96
Client: Cerity Partners, LLC
Reps/SDRs: Julie Walker
Deal Amount: $21,390.12
Client: Lido Advisors, LLC
Reps/SDRs: Hank Cassa
Deal Amount: $16,320.60
Client: Juno Financial Group
Reps/SDRs: Jonathan Karp
Deal Amount: $15,476.28
Client: Composition Wealth
Reps/SDRs: Anthony DeMarco
Deal Amount: $24,724.08
