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Your Team


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Edward Dare III, CLU, ChFC, CLTC

President & CEO

  • Executive oversight

  • Recruiting

  • Strategic planning & practice development

  • GNL study groups

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Eric Dare, CFP®

Executive Vice President

  • Recruiting & corporate growth strategies

  • Strategic initiatives

  • Risk managment

  • Qualified plans & financial planning

Executive Support


Courtney Schmittle

Chief of Staff

  • Executive leadership support

  • Strategic project detail oversight

  • Corporate team liaison


Tessa Schultz

VP, Office Administrator & Client Experience

  • Executive leadership support

  • GNL coordination & support

  • Business development recruiting & onboarding support

  • Strategic project coordination

Office Support


Holly Kane

Front Office Coordinator

  • Corporate office liaison

  • Administrative support

  • Advisory operations support

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Kim Casner, Esquire

Senior Vice President, General Counsel

  • Broker dealer compliance oversight

  • RIA compliance

  • Legal inquiries


Ben Payne

Compliance Associate

  • Sales material & ad review

  • Compliance supervision

  • Broker dealer liaison

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Robert Pfahl

Senior Compliance Associate

  • Broker dealer & third party money manager new business

  • Suitability review

  • State securities and IAR registration

  • Pershing trading

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Kelly Burger

Compliance Data Analyst

  • Review of Vicus Capital managed accounts

  • Due diligence third party reviews

  • Assistance with IAR audits

Finance & Accounting

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Dawn Kay

Vice President, Finance

  • Associate commissions & payouts

  • Accounts payable & receivable

  • Human resources management & payroll

  • PFG Wealth Management Executive Account Manager

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Mary Fogle

Compensation Manager

  • Gross dealer concessions

  • Life production compilation

  • Production reporting

Information & Technology

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Ron Lutz

Director, Technology

  • IT consulting

  • IT help desk

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Alec Mertz

IT Support Specialist

  • IT help desk

*Employees are not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by them is in no way related to Cetera Advisor Networks LLC or its registered representatives.

Edward Dare, Eric Dare, Kimberli Fleck, Mary Fogle, Ben Payne, & Robert Pfahl are Registered Representatives with Cetera Advisor Networks LLC.

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