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About Dynamic

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A Champion for Your Success

Dynamic Advisor Solutions was founded in 2009 by Jim Cannon, a visionary executive and champion for independent financial advisors with a single mission: To advance the cause for independent advisors struggling with the day-to-day minutia of running—and growing—an efficient, productive business in an increasingly complex fiduciary world.

Dynamic has experienced steady growth over the years, working with advisory firms of all types and sizes. We've found the optimal partnership is with advisors who have reached a plateau of success and want to grow their practice, but they are trapped by scalability.

Today, Dynamic supports approximately 75 successful advisory practices—both IARs and RIAs—across the U.S., serving more than 3,600 investor clients.

Recognition and acknowledgements are based upon SEC data and industry participant surveys completed by our firm. It is our understanding and belief that Financial Times, Investment News and Forbes relied upon SEC data and certain other industry information to formulate their selection criteria. Our firm did not pay to participate in the surveys. Dynamic paid $5,000 for the placement of firm services in America’s Best TAMPs. While we are thrilled and proud of the acknowledgements and public relations we enjoy from these third parties, this recognition should not be relied upon for purposes of determining the quality of Dynamic’s investment advice or services.

Our Difference

Approach
  • We’ve built Dynamic as a professional services provider of excellence, supporting your needs through a customized approach.

  • Advisors who onboard with Dynamic work with us to select the services they need, and enjoy 100% ownership of their client relationships and their practices.

  • You decide whether to use our firm name or a DBA, whether to use our RIA or form your own RIA with our support and guidance. The choice is yours.

Knowledge
  • Our team possesses vast industry knowledge and deep practice know-how—at any stage.

  • Have a challenge? Advisors that work with our knowledgeable team members report a high level of satisfaction and issues resolved.

  • Strengthen the brain trust of your practice with Dynamic’s experienced professionals across portfolio management, compliance, business development, practice coaching and more specialty areas.

Execution
  • We do the work and handle the details, so nothing gets in the way of your productivity.

  • Advisors that use our services enjoy simplicity in their practices, allowing them to focus on exceptional client service and strategic growth.

  • Allow Dynamic to alleviate staffing, handle the management of technology, collaborate with our fully integrated fintech partners, work with custodians to resolve account problems and trading issues, and more.

Our team is your team

Melanie Ahlers

Lead, On-boarding Team

Melanie brings over a decade of experience from the financial and insurance industry to Dynamic’s Advisor Support and Advisor On-boarding. Her skill in process enhancement, troubleshooting, and multi-tasking contributes significantly to a superior Advisor experience.

Jim Cannon

Founder & Chief Executive Officer

Jim’s entire career has involved working with and for independent financial advisors to improve their businesses.

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Jennifer DeGroat

Lead, Advisor Support Team

Jennifer DeGroat has been in the Financial Service Industry since 2011. With a broad range of experience in administrations and operations; she excels in communications, accuracy and building relationships, providing you with top rate support for your Advisory business.

Eric Draughon

Manager, Advisor Support Team

Eric’s background includes leading service & operations teams at Charles Schwab for over 5 years and serving as a senior business banker with Bank One.

Amy Eagan

Billing & Reporting Specialist

Amy manages billing and handles client reporting. With 10 years of industry experience, she previously served as Director of Operations and Client Service Manager for three RIA firms.

Tanya Escobedo

Director, On-boarding Team

With a financial service career starting in 1986, Tanya’s scope of experience, including client service, management, and as a financial advisor, provides a unique skill set and perspective when ushering new affiliates into the Dynamic family.

Lucas Felbel

Trading and Portfolio Services Associate/Market Economist

Lucas performs trading and portfolio services at Dynamic. After a successful college hockey career at Arizona State University, where he graduated Magna Cum Laude, Lucas began his trading career with a Scottsdale prime broker. There, he worked with RIAs and hedge funds trading in equity, fixed income, options and other securities.

Marisol Fung, CIMA®

Manager, Portfolio Services Team

Marisol has over 20 years of financial industry experience at major firms with focus in equity research, economic trends, estates/trusts, trading and operations.

Fran Gillis

Managing Director, Retirement Plans

With over 25 years of experience, Fran coaches and trains other financial advisors throughout the U.S. regarding retirement plan management issues and strategies.

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Heather Graham

Associate, Advisor Support Team

Heather brings direct wealth management service experience to her role at Dynamic. Working in a Scottsdale based wealth management practice, she was responsible for client account management, including implementations, service meeting administration, organizing marketing events and handling other direct client relationship requests.

Erin Heffner

Director, Business Systems

Erin specializes in the financial account data arena. She has over 11 years experience helping RIA’s to ensure accuracy and integrity of their information.

Cherie Jolly

Chief Compliance Officer

Cherie’s knowledge of the industry provides her a strong understanding of how to effectively incorporate controls and systems to promote compliance and mitigate risk.

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Kayla Kingseed

Associate, Technical Support Team

Kayla started her career in financial services with Northwestern Mutual as a Financial Representative. With a strong financial mathematics education and attention to detail, she has experience working with clients and preparing financial plans.

Craig Morningstar

Chief Operating Officer

With industry experience at major firms, independent broker-dealers, turn-key asset management providers and RIAs, Craig is an exceptionally capable leader.

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Erin Oldham

Associate, Advisor Support Team

Erin has more than 10 years of industry experience, having worked for Scottrade and Stifel Financial Corporation in client and account service. She is focused on providing exceptional service to her team and advisors.

Jim Palumbo

Principal & Chief Development Officer

Jim Palumbo is a veteran of the financial services industry with over 25 years of creating and managing organizations that create, grow, and preserve wealth.

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Mathew Weiss

Lead, Portfolio Services Team

Mat brings over 8 years of industry experience, including custody, AML and margin responsibilities with Charles Schwab and operations manager and managed account roles with two brokerage firms.

Mamie Winkelman-Pearson

Compliance Officer

Mamie joined Dynamic with risk management and operations experience from an RIA from in Florida. She works with wealth managers on advertising and marketing, and supports testing of our Compliance Program.

Kelly McCarthy

Associate, Advisor Support Team

Kelly brings 10 years of industry experience supporting advisors, managing end-client requests, and working jointly within an IMO. Her diverse background provides the basis for delivering exceptional client engagement while meeting the client’s changing needs.

Independent Professionals

Urban Adams

Business Development Consultant

With industry experience at major firms and RIAs, Urban has over 15 years’ experience consulting to advisors and is a tremendous knowledge resource for advisors at Dynamic.

Dan Solin

Strategic Advisor, Development
& Marketing

Dan Solin is the founder and President of Solin Strategic, LLC and Evidence Based Advisor Marketing, LLC. These entities provide coaching, workshops, content, design and videos for websites, and original blog articles that can be white labeled on a subscription basis, exclusively to evidence-based advisors. Graduated from Johns Hopkins University and the University of Pennsylvania Law School.