Our Team

With a team of seasoned professionals and a deep understanding of the securities industry, we work closely with our clients to develop customized solutions and provide guidance to ensure they are structured for success.

Leadership Team

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Harry McMillan

Founder & Sr. Consultant

Meet Harry ➔

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David Delaney

President / Chief Compliance Officer

Meet David ➔

 

 

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Breanna Helsley

Legal Assistant & Due Diligence

Meet Breanna ➔

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Donna Brown

Client Communications

Meet Donna ➔

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Vince D'Antonio

Legal and M&A

Meet Vince ➔

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Kevin Blackwell

Head of Human Resources

Meet Kevin ➔

Affiliate Team

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Richard Barth

Founder & Managing Partner

Meet Richard ➔

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Greg Scheig

Managing Partner

Meet Greg ➔

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Richard Berman

Managing Partner

Meet Richard ➔

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Harvey Kesner

Managing Partner

Meet Harvey ➔

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Denise Lubaway

Sales & Marketing

Meet Denise ➔