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The UWC Team

John Harline

Chief Executive Officer

Ken Rivera

Chief Operations Officer

Michael Coffee

Chief Investment Officer - Real Estate

Alex Green

Executive Consultant - Portfolio Manager

Bill Ogle

Executive Consultant - Investment Committee Member

Blake Zegarelli

Vice President of Wholesale Distribution – TX,OK,AR,LA

Chad Bystedt

Financial Consultant

Chad Christensen

Executive Consultant - Capital Advisor & Government Relations

Chat Goben

Executive Vice President - Operations, Logistics & Technology

Darci Severinsen

Director of Advisor Relations

Hannah Phillippi

Assistant Vice President - Wholesale Distribution

Jacob Pacini

Chief Investment Officer - Specialized Equities and Derivatives

Jake Martin

President of UWC Wealth Management

Jeff Wallner

Executive Consultant- Strategic Capital Advisor

John Williams

Executive Consultant - Mergers & Acquisitions

Lisa Harline

Executive Vice President- Controller

Mark Prossner

Senior Vice President - Strategic Capital

Mason Harline

Vice President - Operations, Logistics & Technology

Michael Iscove

Strategic Capital Advisor

Paige Hauschild

Assistant Vice President - Wholesale Distribution

Patrick Laning

Vice President - Wholesale Distribution

Simeon Nestorov

Executive Consultant - Capital Advisor

Tom Valverde

Executive Vice President - Wholesale Distribution and Wealth Management

Tom Zheng

Executive Consultant

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