Eli brings more than 30 years of experience in the financial services industry via sales and strategy roles at TD Ameritrade Institutional and most recently, LPL Financial. Prior to TD Ameritrade Institutional, he had 10 years of management experience at U.S. Global Investors mutual funds. His 30 years’ experience of working with RIAs, has helped him understand the complexity of an advisor's business and your client needs, how technology plays an integral role in our industry, and how a platform can be leveraged to provide solutions & benefits to an RIA business. Eli holds a bachelor’s degree in Finance from Texas A &M University in Corpus Christi, along with his series 7 and 63 licenses.

Ryan brings more than 17 years’ experience in the financial services industry via sales and service roles. He spent 10 years at TD Ameritrade Institutional helping independent RIAs choose proper custody and technology solutions to generate more efficiency and grow their practice. Ryan obtained his Bachelor of Science degree in Finance from Arizona State University and holds his Series 7, 6, and 63 licenses. In his spare time, Ryan enjoys spending time with his wife and son and pursuing the finest craft beer in San Diego.

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Tom brings 18 years of sales experience in the financial services industry, including 15 years on the Fintech side working for MoneyGuidePro, Naviplan, Advizr and Docupace, before joining TD Ameritrade. With Tom’s in-depth knowledge and experience, he understands the value of helping advisors utilize technology to streamline and grow their practices. Tom holds a bachelor’s degree in Communications from Liberty University and maintains the series 7, 63, and 65 licenses. When not working, Tom loves playing golf and traveling with his wife, Amanda, and his two boys, Waylon and Cash.

Six years of financial industry experience from both the sales and service side allows Bret Hunt to better understand the needs of financial advisors. He is consistently in communication with new firms that are looking for an improved experience over their current custodian. Previously, Bret served as Client Services and Operations Specialist with an independent RIA and Financial Advisor with Axa Equitable. Bret has a Bachelor of Arts degree in Economics from the University of Colorado and holds the Series 7 and 66 securities licenses. In his free time he enjoys playing golf, tennis, and hiking with his wife and two daughters.

Robert Nagle brings his 30 plus years of experience in the financial services sector, including 16 years at Axos Advisor Services, to his business consulting role. His prior experience in both the sales and service side in the financial services world allows him to use his experience to work with RIA firms to help them plan for their business development needs. He currently works with more than 50 financial advisors to help them get the most of the technology and services that Axos provides. Robert’s expertise includes helping financial advisors unlock revenue through data analysis, strategy development, execution, and change management. His unique set of skills helps both clients and team members simplify processes and enhance efficiencies. In his years with Axos, he has managed and created its current onboarding process, managed teams of client service individuals, served as a wholesaler and consulted with a variety of firms on their business management goals.

Ryan has over 20 years of experience working directly with Financial Advisors. Viewed as a market knowledge leader by colleagues, peers, and clients, alike, Ryan truly understands how Independent Financial Advisors work and how the right platform and solutions can bring positive change to both their firms and their clients. Prior to joining Axos Advisor Services, Ryan spent quality time at both TD Ameritrade Institutional and LPL Financial. Ryan has an undergraduate degree in business from Augustana College and an MBA from Kellogg School of Management at Northwestern University and holds FINRA Series 7 and 63 licenses.

Beau has over 15 years of experience in financial services, primarily focused on the financial technology sector. He spent 10 years with Envestnet, Inc., helping expand the successful platform to the RIA segment, and 5 years with SS&C Advent | Black Diamond, supporting enterprise-level RIAs as a Director of Relationship Management. Before joining Axos, he spent two years running business development for a startup Turnkey Asset Management Platform. This blend of experience in both sales and relationship management capacities has allowed him to fine-tune his ability to identify and understand the unique needs of each individual RIA and craft solutions that fit their specific needs. Beau holds a bachelor’s degree in Marketing and a minor in Economics from Illinois State University. In his spare time, he enjoys playing soccer with his daughter, mountain biking with his son, and motorcycling with his wife.

Andrew is an accomplished financial services professional with more than 18 years of experience in sales and relationship management with TD Ameritrade Institutional and, most recently, Charles Schwab. In these roles, Andrew excelled as a Sales Vice President working with some of the largest independent Registered Investment Advisors (RIAs) and Broker-Dealers across the country. Andrew holds a BSBA in Finance from Creighton University and Series 7 and 66 securities licenses.

John has spent over 5 years working directly with RIAs and their clients. Before joining Axos, he worked in various relationship management and sales roles at TD Ameritrade Institutional and Goldman Sachs. He understands the importance of exceptional client service and how it plays into running a successful practice. John has a bachelor’s degree in Business from the University of Maine and holds his FINRA Series 7 and 63 licenses. In his spare time, John enjoys spending time with his family on the water or on the nearest golf course.

Sam brings more than 28 years of experience in the financial services industry via sales and strategy roles at TD Ameritrade Institutional and most recently, Goldman Sachs. Prior to his 20+ years of tenure in the RIA custody space, Sam was employed with one of the largest independent broker dealers in the country. He understands the nuances of advisor's business and how a platform can be leveraged to provide efficiencies, solutions and benefits. Sam holds a bachelor’s degree in Finance from St. John’s University along with his series 7 and 63 licenses.

Kevin has a passion in helping advisor teams prosper in the RIA space by aiding them in achieving their individualized business and end-client goals. With more than 15 years of financial services experience primarily focused on the RIA marketplace, he has had several positions in sales and relationship management. Prior to joining Axos Advisor Services, Kevin recently held the position of Business Development Officer for Schwab Advisor Services and the Vice President of Institutional Sales at TD Ameritrade prior to that. Kevin holds a MBA in Finance from Montclair State University and a bachelor’s degree in Finance from Stockton University along with his series 7 and 66 licenses.

Jason is a seasoned professional with over two decades of dedicated experience helping guide Registered Investment Advisors (RIAs) toward the realization of their business visions. His profound expertise, embodied by working at organizations such as Pershing LLC, TD Ameritrade Institutional, and most recently Goldman Sachs, has positioned him as a trusted advisor and mentor within the RIA community. His passion for the fiduciary standard and roll-up-his-sleeves attitude have helped drive positive change and foster growth for the RIAs he has supported. Jason graduated cum laude from Berkeley College and currently holds his FINRA series 6, 7, 63, and 24.

Dan is a seasoned professional with over 20 years of experience in the financial services industry. He has worked for firms such as Moody’s Analytics and Prudential Securities. During his career, he made significant contributions during his 10-year tenure at TD Ameritrade and Schwab, where he served as a strategic partner, collaborating closely with financial advisors in the custody space. Beyond his successful career, he shares his life with his wife, Courtney, and is the proud father of two sons, Connor and Danny. Outside the world of finance, Dan is an avid sports enthusiast, truly a dedicated "hockey dad" who enjoys supporting his sons' athletic pursuits.

Rochelle Greenfield brings more than 20 years of experience in the financial services industry. In her role, Rochelle consults with clients to strategically service the principals of the firm, help to gather assets, and ensure cohesive communication. Working with clients and employees to create mutually beneficial results and relationships is key to her success. Rochelle holds the series 7 and 63 licenses.

Brandon brings over five years of experience in the financial services industry via sales and client service roles at Axos Advisor Services. He understands the day-to-day challenges faced via an advisor's business and how the Axos Advisor Services platform can be leveraged to provide solutions and benefits to the firm as well as the end investor. Brandon holds a bachelor’s degree in Business Administration and a minor in Finance from the University of Wyoming along with his series 7 and 63 licenses.