NOTE FROM THE TEAM

We're the analysts, researchers, and managers who got tired of watching people lose money the old way. So we built something better. With decades of combined experience in quantitative finance and active portfolio management, our team doesn't just understand markets — we've engineered a smarter way to navigate them. We're trusted by advisors and their clients alike. And we back our work with the same system we use to manage our own money.

Colorado Advisors

  • Two business professionals, one Caucasian man and one African American man, sitting at a table in a modern office, smiling and engaging in conversation. They are dressed in formal business attire, and there are documents, laptops, and coffee cups on the table.

    Jordan Gallacher >> MSAQF

    Founder, CEO

    Jordan oversees management functions and contributes to the development and delivery of comprehensive wealth-management solutions that extend beyond traditional advisory services. His focus includes offering integrated investment, retirement, estate, insurance, tax and lifestyle planning to help clients build and preserve wealth.

  • Two men in business attire smiling and talking at a table in a modern office or cafe. One man is wearing a black suit, white shirt, and black tie, the other is in a light shirt with a striped tie. They have cups of coffee or tea in front of them, and a notebook, documents, and a laptop are also on the table.

    Quentin Stoker >> CPA, PFS

    Wealth Advisor, CCO

    With experience as a Senior Manager at Deloitte and Thomas Doll, Quentin delivers industry-best results for a growing number of new investors while finding great satisfaction with everyday financial problem solving.

  • Two men in suits sitting at a table, smiling and talking in a professional office setting. There are coffee cups, a tablet, papers, and a blue book on the table.

    Jeff Wray >> CFA

    Wealth Advisor

    Jeff is passionate about today’s complex financial markets. As technology advances and datasets grow, he helps clients make sense of dense data to create a comprehensible and actionable financial game plan.

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    Boman Stacy >> CRPC, MBA

    Wealth Advisor

    Boman’s passions include empowering Financial Advisors, Certified Financial Planners, Investment Advisor Representatives, and Wealth Managers by helping them grow their practices, adopt the innovative technological solutions.

  • Two men in business attire are smiling and talking to each other at a table in a modern office or cafe setting, with laptops, notebooks, coffee cups, and documents on the table.

    Austin Chambers >> CRPC, MBA

    Wealth Advisor

    Austin helps clients achieve clear and concise long-term investment objectives to assist in achieving their financial goals. Relying on a systematic quantitative approach, he leverages factor investing to craft custom portfolios for clients — keeping them ahead of the curve while delivering portfolios they can be proud of.

ARIZONA ADVISORS

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    John Gillespie >> MBA

    Wealth Advisor

    Serving as an Investment Consultant for Charles Schwab for 7+ years, John delivers analysis and construction of client portfolios, including the selection of investment managers. He also serves as the head of the firm’s investment committee, which meets regularly to discuss market conditions and determine asset allocation strategies.

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    Shawn Jones >> CFP®

    Wealth Advisor

    Shawn is deeply committed to cultivating long-term partnerships with our clients, offering innovative strategies and custom processes.

  • Two businessmen, one in a black suit and tie and the other in a white shirt and tie, are smiling and engaged in conversation at a table in a modern office or cafe setting.

    Ron Bringhurst

    Wealth Advisor

California Advisors

  • A woman with short blonde hair sitting on a cushioned bench, reading a book, in a room with a wooden wall and a large green plant, sunlight casting shadows.

    Jill Ditter >> CFP®

    Wealth Advisor