Meet Our Team

Jennifer Mastrud

DIRECTOR OF MARKETING

a.k.a. Director of Sharing the Movement

Team: XYPN Marketing

Read Jen's Blog

Travis Johnson

Director of COMPLIANCE

a.k.a. Director of Rule Following

Team: XYPN Compliance

Carrie Frye

XYIS PLATFORM MANAGER

a.k.a. Implementation Artist

Team: XY Investment Solutions

Kate Ross

XYPN ACADEMY SPECIALIST

a.k.a. Learning Leader

Team: XYPN Advisor Success

Read Kate's Blog

Amy Roderer

ADMINISTRATIVE ASSISTANT

a.k.a. TBA

Team: XYPN Operations

Mario Nardone

CHIEF INVESTMENT STRATEGIST

a.k.a. Investment Guru

Team: XY Investment Solutions

Read Mario's Blog 

Jeff Snodgrass

Orion specialist

a.k.a. TBD

Team: XY Investment Solutions

Scott Gill

Senior compliance consultant

a.k.a. Expert Rule Follower

Team: XYPN Compliance

Read Scott's Blog

Travis Gano

Director of Operations

a.k.a. Director of Heavy Lifting

Team: XYPN Operations

Kelly Moorman

CONTENT MANAGER

a.k.a. Word Whiz

Team: XYPN Marketing

Read Kelly's Blog

Ashley Hunter

COMPLIANCE SPECIALIST

a.k.a. Maestro of Meticulousness

Team: XYPN Compliance

Taylor Deardorff

Member eXPERIENCE specialist

a.k.a. Support Superstar

Team: XYPN Member Services

Kelsey Rich

Compliance Specialist

a.k.a. Compliance Concierge

Team: XYPN Compliance

Sarah Orlando

FINANCIAL OPERATIONS SPECIALIST

a.k.a. Dough Handler

Team: XYPN Operations

Brandon Moss

DIRECTOR OF XYIS

a.k.a. Director of Making Money Grow

Team: XY Investment Solutions

Read Brandon's Blog

Hayley Stewart

Director of FA Bean Counters

a.k.a. Director of Bean Counting

Team: FA Bean Counters

Read the Bean Blog

Arlene Moss

COACHING PROGRAM MANAGER

a.k.a. Head Cheerleader

Team: XYPN Advisor Success

Read Arlene's Blog

Lindsey Harrington

Sales associate

a.k.a. Growth Guru

Team: XYPN Sales

Schedule a Call 

Isabel Leong

MEMBER EXPERIENCE SPECIALIST

a.k.a. Support Superstar

Team: XYPN Member Services

Malcolm Thomas

DIRECTOR OF ADVISOR SUCCESS

a.k.a. Director of Developing Superstars

Team: XYPN Advisor Success

Read Malcolm's Blog

Connor Cavigli

XYIS CLIENT SERVICE MANAGER

a.k.a. Happiness Hero

Team: XY Investment Solutions

Tori Bowerman

Event Coordinator

a.k.a. Planning Wizard

Team: XYPN Events

Carolyn Dalle-Molle

MARKETING COACH

a.k.a. Master Marketer

Team: XYPN Advisor Success

Rhonda Moore

BOOKKEEPER

a.k.a. Onboarding Bean Counter

Team: FA Bean Counters

Dan Keslin

BOOKKEEPER

a.k.a. Bean Counter

Team: FA Bean Counters

Patty Carr

BookKeeper

a.k.a. Bean Counter

Team: FA Bean Counters