Our Crew Members
Our Crew Members
Our Crew Members
Alanah Phillips, MBA
Co-Founder, Next-Gen Advocate, Troublemaker
I was on the brink of firing an intern in 2017. With my help, he turned everything around and generated over $100k in his first year as an advisor. He's now 4 years in and doing close to $400k. That's when I was sure of the power of a great training process and a caring coach.
Lindsey Lewis MBA, ChFC®, CFP®
Co-founder, Recovering Advisor, Trailblazer
I witnessed inequity in the workplace working at financial planning practices and decided to leave to advocate on behalf of marginalized groups. This passion developed from growing up in a state that ranked the lowest for women in the workplace and vowed to never let another advisor feel that way.
Iyana Harris
Co-Founder Catalyst, Solutionologist
Specializing in helping financial advisors navigate career transitions—whether it’s switching firms, launching an RIA, or expanding their practice. She’s got a no-nonsense, results-driven approach that turns complex challenges into smooth, strategic wins. When she’s not strategizing, she’s making sure everyone around her is energized and supported—because for Iyana, problem-solving is a contact sport!
Brody Luebkeman
Recovering advisor back advising, Words guy
I was in line to take over a successful financial planning practice but decided to leave to improve my mental health. I joined a smaller team, got my master's in financial planning, and vowed never to let another advisor feel the way I did before. I love writing, teaching, and coaching.
Sarah Rad
Business Development Partner, Exercise Enthusiast
A blend of soul cycle, yoga, beauty and finance with a sharp focus on business strategy. With experience leading top teams in wellness and beauty, she now helps clients unlock their potential in the financial sector. Driven by curiosity and personal growth, Sarah uses her expertise to inspire others.
Mallory Hughes
Business Development Partner, Boy Mama
I’m an expert in some areas, a perpetual learner in most, and curious about everything. My journey spans from selling cars and managing top-performing dealership teams to recruiting financial advisors, crafting million-dollar business strategies, and leading in healthcare tech sales.
Alisha Cook
Project Manager, CFP® Candidate, Research Nerd
Blending finance, anthropology, and project management to take an interdisciplinary approach to business, I am eager to bring my skills in ethnography, data analytics, and managing projects into the workforce, helping companies better understand trends, markets, and consumer behavior.
Alanah Phillips, MBA
Co-Founder, Next-Gen Advocate, Troublemaker
I was on the brink of firing an intern in 2017. With my help, he turned everything around and generated over $100k in his first year as an advisor. He's now 4 years in and doing close to $400k. That's when I was sure of the power of a great training process and a caring coach.
Lindsey Lewis MBA, ChFC®, CFP®
Co-founder, Recovering Advisor, Trailblazer
I witnessed inequity in the workplace working at financial planning practices and decided to leave to advocate on behalf of marginalized groups. This passion developed from growing up in a state that ranked the lowest for women in the workplace and vowed to never let another advisor feel that way.
Iyana Harris
Co-Founder Catalyst, Solutionologist
Specializing in helping financial advisors navigate career transitions—whether it’s switching firms, launching an RIA, or expanding their practice. She’s got a no-nonsense, results-driven approach that turns complex challenges into smooth, strategic wins. When she’s not strategizing, she’s making sure everyone around her is energized and supported—because for Iyana, problem-solving is a contact sport!
Brody Luebkeman
Recovering advisor back advising, Words guy
I was in line to take over a successful financial planning practice but decided to leave to improve my mental health. I joined a smaller team, got my master's in financial planning, and vowed never to let another advisor feel the way I did before. I love writing, teaching, and coaching.
Sarah Rad
Business Development Partner, Exercise Enthusiast
A blend of soul cycle, yoga, beauty and finance with a sharp focus on business strategy. With experience leading top teams in wellness and beauty, she now helps clients unlock their potential in the financial sector. Driven by curiosity and personal growth, Sarah uses her expertise to inspire others.
Mallory Hughes
Business Development Partner, Boy Mama
I’m an expert in some areas, a perpetual learner in most, and curious about everything. My journey spans from selling cars and managing top-performing dealership teams to recruiting financial advisors, crafting million-dollar business strategies, and leading in healthcare tech sales.
Alisha Cook
Project Manager, CFP® Candidate, Research Nerd
Blending finance, anthropology, and project management to take an interdisciplinary approach to business, I am eager to bring my skills in ethnography, data analytics, and managing projects into the workforce, helping companies better understand trends, markets, and consumer behavior.
Alanah Phillips, MBA
Co-Founder, Next-Gen Advocate, Troublemaker
I was on the brink of firing an intern in 2017. With my help, he turned everything around and generated over $100k in his first year as an advisor. He's now 4 years in and doing close to $400k. That's when I was sure of the power of a great training process and a caring coach.
Lindsey Lewis MBA, ChFC®, CFP®
Co-founder, Recovering Advisor, Trailblazer
I witnessed inequity in the workplace working at financial planning practices and decided to leave to advocate on behalf of marginalized groups. This passion developed from growing up in a state that ranked the lowest for women in the workplace and vowed to never let another advisor feel that way.
Iyana Harris
Co-Founder Catalyst, Solutionologist
Specializing in helping financial advisors navigate career transitions—whether it’s switching firms, launching an RIA, or expanding their practice. She’s got a no-nonsense, results-driven approach that turns complex challenges into smooth, strategic wins. When she’s not strategizing, she’s making sure everyone around her is energized and supported—because for Iyana, problem-solving is a contact sport!
Brody Luebkeman
Recovering advisor back advising, Words guy
I was in line to take over a successful financial planning practice but decided to leave to improve my mental health. I joined a smaller team, got my master's in financial planning, and vowed never to let another advisor feel the way I did before. I love writing, teaching, and coaching.
Sarah Rad
Business Development Partner, Exercise Enthusiast
A blend of soul cycle, yoga, beauty and finance with a sharp focus on business strategy. With experience leading top teams in wellness and beauty, she now helps clients unlock their potential in the financial sector. Driven by curiosity and personal growth, Sarah uses her expertise to inspire others.
Mallory Hughes
Business Development Partner, Boy Mama
I’m an expert in some areas, a perpetual learner in most, and curious about everything. My journey spans from selling cars and managing top-performing dealership teams to recruiting financial advisors, crafting million-dollar business strategies, and leading in healthcare tech sales.
Alisha Cook
Project Manager, CFP® Candidate, Research Nerd
Blending finance, anthropology, and project management to take an interdisciplinary approach to business, I am eager to bring my skills in ethnography, data analytics, and managing projects into the workforce, helping companies better understand trends, markets, and consumer behavior.