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271<path fill-rule="evenodd" clip-rule="evenodd" d="M2.55806 6.29544C2.46043 6.19781 2.46043 6.03952 2.55806 5.94189L3.44195 5.058C3.53958 4.96037 3.69787 4.96037 3.7955 5.058L8.00001 9.26251L12.2045 5.058C12.3021 4.96037 12.4604 4.96037 12.5581 5.058L13.4419 5.94189C13.5396 6.03952 13.5396 6.19781 13.4419 6.29544L8.17678 11.5606C8.07915 11.6582 7.92086 11.6582 7.82323 11.5606L2.55806 6.29544Z" fill="currentColor"/>
272</svg></div></div><nav class="dropdown1_dropdown-list w-dropdown-list"><a href="/who-we-serve" class="dropdown1_dropdown-link w-inline-block"><div>Who We Serve</div></a><a href="/alaris-advantage" class="dropdown1_dropdown-link w-inline-block"><div>Alaris Advantage</div></a><a href="/how-it-works" class="dropdown1_dropdown-link w-inline-block"><div>How it Works</div></a><a href="/our-results" class="dropdown1_dropdown-link w-inline-block"><div>Our Results</div></a></nav></div><a href="/lens" class="nav-link w-inline-block"><div>Lens</div></a><a href="/app/m-a-knowledge-center" class="nav-link w-inline-block"><div>Insights</div></a><a href="/about-us" aria-current="page" class="nav-link w-inline-block w--current"><div>About</div></a><a href="/contact-us" class="nav-link w-inline-block"><div>Contact Us</div></a></div></div><div class="navbar9_menu-right"><div class="nav-callout-wrap-new"><a wized-cloak="hide" wized="login_button" id="w-node-_51d7b029-c9cf-00d8-29e2-e18082e312c0-82e312c0" href="/app/login" class="button-text w-inline-block"><div class="txt-color-black"><div class="button-text-container"><div class="button-text-icon-hover-wrap"><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64b7e93f67c9169fd12c3ca3_icon-arrow-branded-black.svg" loading="lazy" alt="Icon of an arrow pointing right" class="button-text-icon-hover"/></div><div class="overline">log in</div></div></div></a><div data-hover="true" data-delay="0" wized-cloak="hide" wized="app_account_dropdown" id="w-node-_794ac646-7aaa-fe7c-c1ee-d088342ac0f4-e9360b70" class="navbar-dropdown1_component w-dropdown"><div class="navbar-dropdown1_dropdown-toggle w-dropdown-toggle"><div class="overline txt-size-s">Account</div><div class="dropdown-chevron w-embed">
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274w, 2880px" srcset="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64d0bdc03ebce02687e85c2d_about-us-hero-img-p-500.webp 500w, https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64d0bdc03ebce02687e85c2d_about-us-hero-img-p-800.webp 800w, https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64d0bdc03ebce02687e85c2d_about-us-hero-img-p-1080.webp 1080w, https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64d0bdc03ebce02687e85c2d_about-us-hero-img-p-1600.webp 1600w, https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64d0bdc03ebce02687e85c2d_about-us-hero-img-p-2000.webp 2000w, https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64d0bdc03ebce02687e85c2d_about-us-hero-img-p-2600.webp 2600w, https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64d0bdc03ebce02687e85c2d_about-us-hero-img.webp 2880w" alt="Some lenses made in 3D with blue shades" class="hero-img"/></div><div class="hero-content-wrap"><div class="hero-content-bg"></div><div class="hero-title-wrap"><h1 class="title-l"><span class="word-span _1">A</span> <span class="word-span _2">true</span><br/><span class="word-span _3">partnership.</span><span class="word-span _4"></span></h1></div><div class="hero-subtitle-wrap"><p>At Alaris, we&#x27;re more than just advisors; we&#x27;re your strategic partners. From start to finish, we&#x27;re there, ensuring every aspect of your deal is executed with precision and expertise. Your success is our mission.</p></div></div></div><div class="who-we-are-intro-section"><div class="glow-default-bg-img-wrap"><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64ca6f2627a583d9f361a769_glow-img.webp" loading="lazy" sizes="(max-width: 2880px) 100vw, 2880px" srcset="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64ca6f2627a583d9f361a769_glow-img-p-500.webp 500w, https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64ca6f2627a583d9f361a769_glow-img-p-800.webp 800w, https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64ca6f2627a583d9f361a769_glow-img-p-1080.webp 1080w, https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64ca6f2627a583d9f361a769_glow-img-p-1600.webp 1600w, https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64ca6f2627a583d9f361a769_glow-img-p-2000.webp 2000w, https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64ca6f2627a583d9f361a769_glow-img-p-2600.webp 2600w, https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64ca6f2627a583d9f361a769_glow-img.webp 2880w" alt="" class="img_cover blend-multiply"/></div><div class="who-we-are-intro-wrap"><div class="who-we-are-content-grid"><div id="w-node-_457cdbcf-882f-ebd1-2775-8d41e989dd06-da3a728a" class="overline txt-align-center">who we are</div><div id="w-node-_457cdbcf-882f-ebd1-2775-8d41e989dd08-da3a728a" class="text-size-xl txt-align-center">At Alaris, we genuinely view ourselves as part of your team. Having lived the roles of both buyers and sellers firsthand, we understand the intricate balance of intellect and emotion in your journey. Allow us to prepare you to be <strong>Deal Ready</strong>.</div></div></div></div><div class="right-fit-section"><div class="right-fit-bg-section-wrap"><div data-poster-url="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64d0a090e318aee0ebacd59d_lens-flip-opti-poster-00001.jpg" data-video-urls="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64d0a090e318aee0ebacd59d_lens-flip-opti-transcode.mp4,https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64d0a090e318aee0ebacd59d_lens-flip-opti-transcode.webm" data-autoplay="true" data-loop="true" data-wf-ignore="true" class="bg-video w-background-video w-background-video-atom"><video id="b952a89d-bc96-b7be-853e-6f6ea0cd8638-video" autoplay="" loop="" style="background-image:url(&quot;https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64d0a090e318aee0ebacd59d_lens-flip-opti-poster-00001.jpg&quot;)" muted="" playsinline="" data-wf-ignore="true" data-object-fit="cover"><source src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64d0a090e318aee0ebacd59d_lens-flip-opti-transcode.mp4" data-wf-ignore="true"/><source src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64d0a090e318aee0ebacd59d_lens-flip-opti-transcode.webm" data-wf-ignore="true"/></video></div><div class="right-fit-video-overlay"></div></div><div class="right-fit-content-grid"><div id="w-node-_89ed3ce2-b7f5-c7ff-99ac-fee6cd35b609-da3a728a" class="button-magnet"><div class="magnet-child"><a data-scroll="stop" id="w-node-_06a1e446-dd8b-98b0-99ad-2f8bb7aa2605-da3a728a" href="#" class="play-button w-inline-block"><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64cbad6964addf492b802388_icon-play-black-48.svg" loading="lazy" alt="Icon of a play symbol" class="button-icon-wrap is-play-button"/></a></div></div><h2 id="w-node-_06a1e446-dd8b-98b0-99ad-2f8bb7aa2607-da3a728a" class="txt-align-center txt-color-white">What are your pathways to partnership?</h2></div></div><div class="team-section"><div id="team-wrap" class="team-wrap"><div class="w-layout-grid team-heading-grid"><div id="w-node-_337a870a-0d81-41cf-61e2-ee8ca3f70b06-da3a728a" class="overline">about us</div><h3 id="w-node-_337a870a-0d81-41cf-61e2-ee8ca3f70b08-da3a728a">Meet your team.</h3><p id="w-node-_84d39848-4cee-1c1c-741a-3a5bb2155446-da3a728a" class="text-size-l txt-color-secondary-500">The Alaris team is composed of diverse professionals with years of experience in the wealth management industry. This includes former owners of RIA&#x27;s and senior members from M&amp;A teams of some of the country&#x27;s largest financial services firms.</p><div id="w-node-_337a870a-0d81-41cf-61e2-ee8ca3f70b0a-da3a728a" class="button-magnet"><div class="magnet-child"><a href="#" class="button-text-icon w-inline-block"><div class="button-icon-wrap"><div class="button-icon-absolute-bg"></div><div class="div-relative div-hide"><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64b7e93f67c9169fd12c3ca3_icon-arrow-branded-black.svg" loading="lazy" alt="Icon of an arrow pointing right" class="button-icon-relative"/><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64b7e93f67c9169fd12c3ca3_icon-arrow-branded-black.svg" loading="lazy" alt="Icon of an arrow pointing right" class="button-icon-absolute"/></div></div><div class="button-text-icon-labels-wrap"><div class="button-label-absolute no-padding"><div class="overline txt-color-black">contact us</div></div><div class="button-label-relative no-padding"><div class="overline txt-color-black">contact us</div></div></div></a></div></div></div><div class="team-list-wrap"><div class="team-member-list-leadership"><div class="team-list-category-overline"><div class="overline">leadership team</div></div><div class="w-dyn-list"><div role="list" class="w-dyn-items"><div data-w-id="4e2c423e-8f86-db27-45f9-c680a58d3698" role="listitem" class="team-member-opened-default w-dyn-item"><div class="team-member-spacer top"></div><div class="team-member-head-wrap"><div class="team-member-head-infos-wrap"><div class="team-member-img-wrap"><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab49691b/6aa1332925e9d974a7e71553_Allen%20Darby%20Headshot%20Updated%208-31-2026%20%20281%2029%20(1).png" loading="lazy" alt="" sizes="100vw" srcset="https://cdn.prod.website-files.com/64b54bd1fc11f64dab49691b/6aa1332925e9d974a7e71553_Allen%20Darby%20Headshot%20Updated%208-31-2026%20%20281%2029%20(1)-p-500.png 500w, https://cdn.prod.website-files.com/64b54bd1fc11f64dab49691b/6aa1332925e9d974a7e71553_Allen%20Darby%20Headshot%20Updated%208-31-2026%20%20281%2029%20(1)-p-800.png 800w, https://cdn.prod.website-files.com/64b54bd1fc11f64dab49691b/6aa1332925e9d974a7e71553_Allen%20Darby%20Headshot%20Updated%208-31-2026%20%20281%2029%20(1)-p-1080.png 1080w, https://cdn.prod.website-files.com/64b54bd1fc11f64dab49691b/6aa1332925e9d974a7e71553_Allen%20Darby%20Headshot%20Updated%208-31-2026%20%20281%2029%20(1).png 1200w" class="team-img"/><div class="team-member-link-wrap"><a href="https://www.linkedin.com/in/allenmylesdarby/" target="_blank" class="team-member-link w-inline-block"><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64d0b10824dd1adcb1dd82e1_linkedin-icon-secondary-500.svg" loading="lazy" alt="Icon of Linkedin" class="img_cover"/></a></div></div><a href="/team/allen-darby" class="team-member-infos-grid w-inline-block"><div id="w-node-_5ba05770-4fcb-4dc0-4dbe-7015382d3cbf-da3a728a" class="team-member-name-text-style">Allen Darby</div><div id="w-node-_21e6b434-d44e-d40d-f317-8a1bafda9c41-da3a728a" class="overline">CEO of Alaris Acquisitions</div></a></div><div class="team-member-icon-wrap"><div style="background-color:rgb(255,255,255)" class="team-member-icon-bg"></div><div style="-webkit-transform:translate3d(0, 0, 0) scale3d(1, 1, 1) rotateX(0) rotateY(0) rotateZ(0deg) skew(0, 0);-moz-transform:translate3d(0, 0, 0) scale3d(1, 1, 1) rotateX(0) rotateY(0) rotateZ(0deg) skew(0, 0);-ms-transform:translate3d(0, 0, 0) scale3d(1, 1, 1) rotateX(0) rotateY(0) rotateZ(0deg) skew(0, 0);transform:translate3d(0, 0, 0) scale3d(1, 1, 1) rotateX(0) rotateY(0) rotateZ(0deg) skew(0, 0)" class="team-member-icon-container"><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64ccbeaf63171ef95138be79_icon-add-black.svg" loading="lazy" style="opacity:0" alt="Icon of an add symbol" class="team-member-icon-relative"/><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64ccbeaf5ed6686e4fa105a9_icon-remove-black.svg" loading="lazy" alt="Icon of a minus symbol" class="team-member-icon-absolute"/></div></div></div><div class="team-member-spacer"></div><div class="team-member-bio-wrap"><div class="team-member-bio-rich-text w-richtext"><p>Allen has been in the wealth management industry for 3 decades. He founded a highly successful firm that was one of the pioneers in assisting accounting firms get into the wealth management business. In 1999, he sold that enterprise to First Global, Inc. of Dallas TX, and subsequently founded a successful RIA in Charlotte, NC. With his own RIA he completed 9 mergers and acquisitions eventually selling his practice in 2009 in order to focus his expertise in the M&amp;A arena.</p><p>Prior to launching Alaris in 2019, Allen led the outbound M&amp;A activities for United Capital from 2012-2019. As a buyer advisor for United, he led the team that sourced over 25 acquisitions culminating in United&#x27;
274s sale to Goldman Sachs.  He has a wife, Jo Ann, of 30 years and two children, Trevor and Alana. Allen lives in Cornelius, NC. He is an avid traveler, enjoys cooking and outdoor activities as well as studying apologetics.</p></div></div></div></div></div></div><div class="team-member-list-leadership"><div class="w-dyn-list"><div role="list" class="w-dyn-items"><div role="listitem" class="team-member w-dyn-item"><div class="team-member-spacer top"></div><div class="team-member-head-wrap"><div class="team-member-head-infos-wrap"><div class="team-member-img-wrap"><div class="team-member-img-wrapclip"><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab49691b/64d0a881e249bc4771cda6fb_jacqueline-martinez.webp" loading="lazy" alt="" class="team-img"/></div><div class="team-member-link-wrap"><a href="https://www.linkedin.com/in/jacqueline-martinez-/" target="_blank" class="team-member-link w-inline-block"><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64d0b10824dd1adcb1dd82e1_linkedin-icon-secondary-500.svg" loading="lazy" alt="Icon of Linkedin" class="img_cover"/></a></div></div><a href="/team/jacqueline-martinez" class="team-member-infos-grid w-inline-block"><div id="w-node-_9de0c520-945a-d446-aab4-048341c6d935-da3a728a" class="team-member-name-text-style">Jacqueline Martinez</div><div id="w-node-_9de0c520-945a-d446-aab4-048341c6d936-da3a728a" class="overline">Managing partner</div></a></div><div class="team-member-icon-wrap"><div class="team-member-icon-bg"></div><div class="team-member-icon-container"><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64ccbeaf63171ef95138be79_icon-add-black.svg" loading="lazy" alt="Icon of an add symbol" class="team-member-icon-relative"/><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64ccbeaf5ed6686e4fa105a9_icon-remove-black.svg" loading="lazy" alt="Icon of a minus symbol" class="team-member-icon-absolute"/></div></div></div><div class="team-member-spacer"></div><div class="team-member-bio-wrap"><div class="team-member-bio-rich-text w-richtext"><p>Jacqueline Martinez is the Managing Partner of Alaris Acquisitions, an M&amp;A advisory firm exclusively dedicated to the wealth management industry. Alaris executes a mission to disrupt the traditional sell-side transaction advisory process by focusing on cultural fit rather than the typical financial auction.</p><p>This conviction stems from her years on United Capital’s M&amp;A team, where the firm added $10.5B in acquisitions in the five years leading up to its 2019 sale to Goldman Sachs. After two years at GS, she joined Allen Darby at Alaris, where they led the team through 50 closed acquisitions in a three-year span with many of the nation’s top wealth management firms. In recognition of her leadership in culture-first M&amp;A, Martinez was named <strong>M&amp;A Executive of the Year</strong> in Wealth Solutions Report’s <strong>Pathfinder Awards – Top Women Industry Leaders of 2025</strong> and was selected by WealthManagement.com among its <strong>“Ten to Watch” in 2025</strong>. As co-host of the podcast <em>The Buyer’s Boardroom</em>, she shares practical insights and best practices to help sellers and buyers execute successful, culture-aligned transactions.</p></div></div></div><div role="listitem" class="team-member w-dyn-item"><div class="team-member-spacer top"></div><div class="team-member-head-wrap"><div class="team-member-head-infos-wrap"><div class="team-member-img-wrap"><div class="team-member-img-wrapclip"><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab49691b/64fb3a3a40e0a5d522c821d7_JSal.webp" loading="lazy" alt="" class="team-img"/></div><div class="team-member-link-wrap"><a href="https://www.linkedin.com/in/johnsalony/" target="_blank" class="team-member-link w-inline-block"><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64d0b10824dd1adcb1dd82e1_linkedin-icon-secondary-500.svg" loading="lazy" alt="Icon of Linkedin" class="img_cover"/></a></div></div><a href="/team/john-salony" class="team-member-infos-grid w-inline-block"><div id="w-node-_9de0c520-945a-d446-aab4-048341c6d935-da3a728a" class="team-member-name-text-style">John Salony</div><div id="w-node-_9de0c520-945a-d446-aab4-048341c6d936-da3a728a" class="overline">Director of valuations</div></a></div><div class="team-member-icon-wrap"><div class="team-member-icon-bg"></div><div class="team-member-icon-container"><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64ccbeaf63171ef95138be79_icon-add-black.svg" loading="lazy" alt="Icon of an add symbol" class="team-member-icon-relative"/><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64ccbeaf5ed6686e4fa105a9_icon-remove-black.svg" loading="lazy" alt="Icon of a minus symbol" class="team-member-icon-absolute"/></div></div></div><div class="team-member-spacer"></div><div class="team-member-bio-wrap"><div class="team-member-bio-rich-text w-richtext"><p>John is an Advisor and Director of Valuations at Alaris assisting in both the deal advocacy and the sell side process, financial analysis, and financial recasts.</p><p>John has vast experience in M&amp;A having been a Vice President in the Global Corporate Investment Banking Group at Bank of America Merrill Lynch and he was a Management Consultant for RGP providing M&amp;A services to clients throughout the southeast. Additionally, John worked at Lowe&#x27;s Home Improvement in their Corporate Finance Department.</p><p>John holds a Master of Business Administration and Bachelor of Science in Accounting from the University of Maryland. John was awarded a Bachelor of Science in Finance from Salisbury State University.</p><p>John and his wife Julie have 2 boys, Jack and Owen. John enjoys anytime with his family, hunting, and shooting sporting clays.</p></div></div></div><div role="listitem" class="team-member w-dyn-item"><div class="team-member-spacer top"></div><div class="team-member-head-wrap"><div class="team-member-head-infos-wrap"><div class="team-member-img-wrap"><div class="team-member-img-wrapclip"><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab49691b/66b224ba3ff79d57952622bd_Ian%20Website%20Photo%20(1).webp" loading="lazy" alt="" class="team-img"/></div><div class="team-member-link-wrap"><a href="https://www.linkedin.com/in/ian-feder/" target="_blank" class="team-member-link w-inline-block"><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64d0b10824dd1adcb1dd82e1_linkedin-icon-secondary-500.svg" loading="lazy" alt="Icon of Linkedin" class="img_cover"/></a></div></div><a href="/team/ian-feder" class="team-member-infos-grid w-inline-block"><div id="w-node-_9de0c520-945a-d446-aab4-048341c6d935-da3a728a" class="team-member-name-text-style">Ian Feder</div><div id="w-node-_9de0c520-945a-d446-aab4-048341c6d936-da3a728a" class="overline">Head of Demand Generation</div></a></div><div class="team-member-icon-wrap"><div class="team-member-icon-bg"></div><div class="team-member-icon-container"><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64ccbeaf63171ef95138be79_icon-add-black.svg" loading="lazy" alt="Icon of an add symbol" class="team-member-icon-relative"/><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64ccbeaf5ed6686e4fa105a9_icon-remove-black.svg" loading="lazy" alt="Icon of a minus symbol" class="team-member-icon-absolute"/></div></div></div><div class="team-member-spacer"></div><div class="team-member-bio-wrap"><div class="team-member-bio-rich-text w-richtext"><p>As the Head of Demand Generation, Ian Feder is at the forefront of driving demand and lead generation. He leads efforts to drive the company&#x27;s growth by generating and nurturing leads through targeted strategies.<br/></p><p>With a proven track record at Amazon.com and in the FinTech, SaaS, and PayTech sectors, Ian has spearheaded initiatives that significantly boosted revenues and market presence. Ian is committed to surpassing conventional goals and driving innovative marketing strategies that deliver exceptional results. His ability to see the &quot;big picture&quot; while maintaining focus on granular details makes him a valuable leader in his demand generation role.</p></div></div></div><div role="listitem" class="team-member w-dyn-item"><div class="team-member-spacer top"></div><div class="team-member-head-wrap"><div class="team-member-head-infos-wrap"><div class="team-member-img-wrap"><div class="team-member-img-wrapclip"><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab49691b/68ca82aaafcf4d500ea77940_Untitled%20design%20%20285%2029.png" loading="lazy" alt="" class="team-img"/></div><div class="team-member-link-wrap"><a href="https://www.linkedin.com/in/tedcullen/" target="_blank" class="team-member-link w-inline-block"><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64d0b10824dd1adcb1dd82e1_linkedin-icon-secondary-500.svg" loading="lazy" alt="Icon of Linkedin" class="img_cover"/></a></div></div><a href="/team/ted-cullen" class="team-member-infos-grid w-inline-block"><div id="w-node-_9de0c520-945a-d446-aab4-048341c6d935-da3a728a" class="team-member-name-text-style">Ted Cullen</div><div id="w-node-_9de0c520-945a-d446-aab4-048341c6d936-da3a728a" class="overline">Head of IT Project Management</div></a></div><div class="team-member-icon-wrap"><div class="team-member-icon-bg"></div><div class="team-member-icon-container"><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64ccbeaf63171ef95138be79_icon-add-black.svg" loading="lazy" alt="Icon of an add symbol" class="team-member-icon-relative"/><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64ccbeaf5ed6686e4fa105a9_icon-remove-black.svg" loading="lazy" alt="Icon of a minus symbol" class="team-member-icon-absolute"/></div></div></div><div class="team-member-spacer"></div><div class="team-member-bio-wrap"><div class="team-member-bio-rich-text w-richtext"><p>
274Ted brings over 15 years of wealth management technology experience to Alaris as Head of IT Project Management. Most recently, at ActiFi, Ted served as a consultant delivering technology solutions to thousands of financial advisors, with expertise in M&amp;A, transitions, and coaching. Prior to ActiFi, he served on the leadership team of a successful Georgia Tech startup, where he led teams of project managers and data analysts. At Interactive Advisory Software, Ted served on the leadership team as Director of Project Management and Transitions, overseeing complex data and technology initiatives. His passion for the industry originated at Wealth Dimensions, where he managed technology for financial advisors and their clients.</p><p>Ted holds a Finance degree from the University of Toledo and maintains certifications as a Chartered Financial Consultant, Project Management Professional, and Certified ScrumMaster.</p></div></div></div><div role="listitem" class="team-member w-dyn-item"><div class="team-member-spacer top"></div><div class="team-member-head-wrap"><div class="team-member-head-infos-wrap"><div class="team-member-img-wrap"><div class="team-member-img-wrapclip"><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab49691b/6a3940c72e322725c84e3fb5_headshot_white_bg.jpg" loading="lazy" alt="" class="team-img"/></div><div class="team-member-link-wrap"><a href="https://www.linkedin.com/in/anthony-tony-leonard-" target="_blank" class="team-member-link w-inline-block"><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64d0b10824dd1adcb1dd82e1_linkedin-icon-secondary-500.svg" loading="lazy" alt="Icon of Linkedin" class="img_cover"/></a></div></div><a href="/team/tony-leonard" class="team-member-infos-grid w-inline-block"><div id="w-node-_9de0c520-945a-d446-aab4-048341c6d935-da3a728a" class="team-member-name-text-style">Tony Leonard</div><div id="w-node-_9de0c520-945a-d446-aab4-048341c6d936-da3a728a" class="overline">Director of Business Development</div></a></div><div class="team-member-icon-wrap"><div class="team-member-icon-bg"></div><div class="team-member-icon-container"><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64ccbeaf63171ef95138be79_icon-add-black.svg" loading="lazy" alt="Icon of an add symbol" class="team-member-icon-relative"/><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64ccbeaf5ed6686e4fa105a9_icon-remove-black.svg" loading="lazy" alt="Icon of a minus symbol" class="team-member-icon-absolute"/></div></div></div><div class="team-member-spacer"></div><div class="team-member-bio-wrap"><div class="team-member-bio-rich-text w-richtext"><p>Tony Leonard brings more than 30 years of financial services experience to his role as Managing Director of Business Development at Alaris Acquisitions, including seven years focused exclusively on advising RIA and IAR firms through buy-side and sell-side transactions. A Notre Dame Economics graduate and Certified Exit Planning Advisor (CEPA), Tony has built a career defined by relationship-driven deal execution, deep market knowledge, and a genuine commitment to getting the right outcome for every firm he represents.</p><p>Prior to joining Alaris, Tony served as Vice President of Mergers &amp; Acquisitions at MidCap Advisors, where he led all aspects of M&amp;A advisory for retirement plan and wealth management firms nationwide closing 14 sell-side transactions, completing 8 buy-side diligence engagements, and orchestrating a roll-up of five RIA firms into a $100M sale. Before that, he co-founded Wise Rhino Group, an M&amp;A advisory firm specializing in the retirement and fiduciary advisory sector. Earlier in his career, Tony held leadership roles at USI Consulting Group, OneAmerica Retirement Services where he grew his territory from 27th to 4th nationally and held key positions at New York Life Investment Management, MFS Retirement Services, Lincoln Financial, and others. Over the course of his career, he has been involved in nearly 60 transactions across the retirement plan and wealth management industry.</p><p>At Alaris, Tony leads the firm&#x27;s business development efforts - originating new advisory mandates, deepening relationships with RIA owners across the country, and assisting firm owners find the right partner at the right time. He is drawn to Alaris&#x27;
274s boutique, fiduciary approach and belief that the best transactions are built on genuine compatibility, not auction dynamics. As Tony has put it: <em>&quot;Alaris occupies a unique position in the market, with a reputation built on genuine relationships, boutique discipline, and a deep understanding of what RIA owners actually need when they consider a transition.&quot;</em></p><p>‍</p></div></div></div></div></div></div><div class="team-member-list-partnership"><div class="team-member-load-more-trigger"><div id="w-node-_694468bd-a08f-67a4-b687-eeeb6e4bc374-da3a728a" class="button-magnet"><div class="magnet-child"><a data-w-id="a1693de8-76a9-1317-9b55-6bfbd6f707d8" href="#" class="button-text-icon is-load-more w-inline-block"><div class="button-icon-wrap"><div class="button-icon-absolute-bg"></div><div class="div-relative div-hide"><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64c90ed0ed3c4d8095625b40_icon-arrow-down-branded-black.svg" loading="lazy" alt="Icon of an arrow pointing down" class="button-icon-relative"/><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64c90ed0ed3c4d8095625b40_icon-arrow-down-branded-black.svg" loading="lazy" alt="Icon of an arrow pointing down" class="button-icon-absolute"/></div></div><div class="button-text-icon-labels-wrap"><div class="button-label-absolute no-padding"><div class="text-style-button">load more</div></div><div class="button-label-relative no-padding"><div class="text-style-button">load more</div></div></div></a></div></div><div class="load-more-panel-stop-click"></div></div><div style="height:0px;opacity:0;-webkit-transform:translate3d(0, 5em, 0) scale3d(1, 1, 1) rotateX(0) rotateY(0) rotateZ(0) skew(0, 0);-moz-transform:translate3d(0, 5em, 0) scale3d(1, 1, 1) rotateX(0) rotateY(0) rotateZ(0) skew(0, 0);-ms-transform:translate3d(0, 5em, 0) scale3d(1, 1, 1) rotateX(0) rotateY(0) rotateZ(0) skew(0, 0);transform:translate3d(0, 5em, 0) scale3d(1, 1, 1) rotateX(0) rotateY(0) rotateZ(0) skew(0, 0)" class="team-member-list-load-more"><div class="team-list-category-overline"><div class="overline">partnership coordinators</div></div><div class="w-dyn-list"><div role="list" class="w-dyn-items"><div role="listitem" class="team-member w-dyn-item"><div class="team-member-spacer top"></div><div class="team-member-head-wrap"><div class="team-member-head-infos-wrap"><div class="team-member-img-wrap"><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab49691b/64fb3a24e53d2c91aa615294_Alana.webp" loading="lazy" alt="" class="team-img circle"/><div class="team-member-link-wrap"><a href="https://www.linkedin.com/in/alanagroulx/" target="_blank" class="team-member-link w-inline-block"><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64d0b10824dd1adcb1dd82e1_linkedin-icon-secondary-500.svg" loading="lazy" alt="Icon of Linkedin" class="img_cover"/></a></div></div><div class="team-member-infos-grid"><div id="w-node-_6764829a-eedd-c2c6-4233-7b102ae85cda-da3a728a" class="team-member-name-text-style">Alana Groulx</div><div id="w-node-_6764829a-eedd-c2c6-4233-7b102ae85cdb-da3a728a" class="overline">Senior Buyer Relations Coordinator</div></div></div><div class="team-member-icon-wrap"><div class="team-member-icon-bg"></div><div class="team-member-icon-container"><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64ccbeaf63171ef95138be79_icon-add-black.svg" loading="lazy" alt="Icon of an add symbol" class="team-member-icon-relative"/><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64ccbeaf5ed6686e4fa105a9_icon-remove-black.svg" loading="lazy" alt="Icon of a minus symbol" class="team-member-icon-absolute"/></div></div></div><div class="team-member-spacer"></div><div class="team-member-bio-wrap"><div class="team-member-bio-rich-text w-richtext"><p>Alana Groulx serves as the Senior Buyer Relations Coordinator at Alaris Acquisitions. Her primary role is to have a deep understanding of all Alaris buyer models and the types of partners they are seeking, enabling her to guide potential sellers through the buyer discovery phase of the Alaris process. You can expect to work closely with Alana after the ideal outcome stage and before the LOI stage, where she will be your go-to person for any questions or concerns regarding buyers during this critical phase of the process.</p><p>Alana brings experience to this role, having successfully onboarded over 70 buyers—a process that entails getting to know each buyer&#x27;s model, understanding what they are looking for in an ideal partner, and building relationships with their teams. She has also assisted on more than 50 deals that have come through the Alaris process, providing her with hands-on experience.</p></div></div></div><div role="listitem" class="team-member w-dyn-item"><div class="team-member-spacer top"></div><div class="team-member-head-wrap"><div class="team-member-head-infos-wrap"><div class="team-member-img-wrap"><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab49691b/64fb3a190b29cd2fccea9fb8_Trevor.webp" loading="lazy" alt="" class="team-img circle"/><div class="team-member-link-wrap"><a href="https://www.linkedin.com/in/trevor-darby-a22145226/" target="_blank" class="team-member-link w-inline-block"><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64d0b10824dd1adcb1dd82e1_linkedin-icon-secondary-500.svg" loading="lazy" alt="Icon of Linkedin" class="img_cover"/></a></div></div><div class="team-member-infos-grid"><div id="w-node-_6764829a-eedd-c2c6-4233-7b102ae85cda-da3a728a" class="team-member-name-text-style">Trevor Darby</div><div id="w-node-_6764829a-eedd-c2c6-4233-7b102ae85cdb-da3a728a" class="overline">Senior Technology Coordinator</div></div></div><div class="team-member-icon-wrap"><div class="team-member-icon-bg"></div><div class="team-member-icon-container"><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64ccbeaf63171ef95138be79_icon-add-black.svg" loading="lazy" alt="Icon of an add symbol" class="team-member-icon-relative"/><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64ccbeaf5ed6686e4fa105a9_icon-remove-black.svg" loading="lazy" alt="Icon of a minus symbol" class="team-member-icon-absolute"/></div></div></div><div class="team-member-spacer"></div><div class="team-member-bio-wrap"><div class="team-member-bio-rich-text w-richtext"><p>As the technology coordinator, Trevor is responsible for maintaining and advancing the suite of Alaris’ technology. Trevor handles the artificial intelligence technology for Alaris and is constantly improving upon it. Trevor may al
274so fill the role of partnership coordinator on an as-needed basis.</p></div></div></div><div role="listitem" class="team-member w-dyn-item"><div class="team-member-spacer top"></div><div class="team-member-head-wrap"><div class="team-member-head-infos-wrap"><div class="team-member-img-wrap"><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab49691b/64fb3a120039c8a48180c174_Ragan.webp" loading="lazy" alt="" class="team-img circle"/><div class="team-member-link-wrap"><a href="https://www.linkedin.com/in/ragan-edwards/" target="_blank" class="team-member-link w-inline-block"><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64d0b10824dd1adcb1dd82e1_linkedin-icon-secondary-500.svg" loading="lazy" alt="Icon of Linkedin" class="img_cover"/></a></div></div><div class="team-member-infos-grid"><div id="w-node-_6764829a-eedd-c2c6-4233-7b102ae85cda-da3a728a" class="team-member-name-text-style">Ragan Edwards</div><div id="w-node-_6764829a-eedd-c2c6-4233-7b102ae85cdb-da3a728a" class="overline">Senior Partnership Coordinator</div></div></div><div class="team-member-icon-wrap"><div class="team-member-icon-bg"></div><div class="team-member-icon-container"><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64ccbeaf63171ef95138be79_icon-add-black.svg" loading="lazy" alt="Icon of an add symbol" class="team-member-icon-relative"/><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64ccbeaf5ed6686e4fa105a9_icon-remove-black.svg" loading="lazy" alt="Icon of a minus symbol" class="team-member-icon-absolute"/></div></div></div><div class="team-member-spacer"></div><div class="team-member-bio-wrap"><div class="team-member-bio-rich-text w-richtext"><p>As a partnership coordinator, Ragan&#x27;s primary focus is to help shepherd potential sellers through the Alaris process, starting from the very first introductory meeting up until an LOI is signed, serving as the main point of contact for them. Through the Alaris Process, Ragan helps with coordinating and facilitating meetings, aggregating and auditing data provided by the sellers, creating and distributing confidential information memorandums (CIM Decks), and serving as a seller&#x27;s confidant and sounding board. Ragan has been with the Alaris team since January of 2022 and has helped shepherd over 20+ acquisitions in his time at Alaris.</p></div></div></div><div role="listitem" class="team-member w-dyn-item"><div class="team-member-spacer top"></div><div class="team-member-head-wrap"><div class="team-member-head-infos-wrap"><div class="team-member-img-wrap"><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab49691b/64fb3a09d3f34b68ec77a7d9_Hana.webp" loading="lazy" alt="" class="team-img circle"/><div class="team-member-link-wrap"><a href="https://www.linkedin.com/in/hana-thomas-919aa2132/" target="_blank" class="team-member-link w-inline-block"><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64d0b10824dd1adcb1dd82e1_linkedin-icon-secondary-500.svg" loading="lazy" alt="Icon of Linkedin" class="img_cover"/></a></div></div><div class="team-member-infos-grid"><div id="w-node-_6764829a-eedd-c2c6-4233-7b102ae85cda-da3a728a" class="team-member-name-text-style">Hana Thomas</div><div id="w-node-_6764829a-eedd-c2c6-4233-7b102ae85cdb-da3a728a" class="overline">Senior Transition Coordinator</div></div></div><div class="team-member-icon-wrap"><div class="team-member-icon-bg"></div><div class="team-member-icon-container"><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64ccbeaf63171ef95138be79_icon-add-black.svg" loading="lazy" alt="Icon of an add symbol" class="team-member-icon-relative"/><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64ccbeaf5ed6686e4fa105a9_icon-remove-black.svg" loading="lazy" alt="Icon of a minus symbol" class="team-member-icon-absolute"/></div></div></div><div class="team-member-spacer"></div><div class="team-member-bio-wrap"><div class="team-member-bio-rich-text w-richtext"><p>As the Senior Transitions Coordinator and primary point of contact for all data-related work throughout the deal lifecycle, Hana specializes in data collection and analysis. She has supported over 40 deals to date. As deals progress to the Letter of Intent (LOI) stage, Hana plays a key role in driving the transition and due diligence process—gathering critical deliverables and working closely with both buyers and sellers to maintain momentum and ensure alignment through to closing.</p></div></div></div><div role="listitem" class="team-member w-dyn-item"><div class="team-member-spacer top"></div><div class="team-member-head-wrap"><div class="team-member-head-infos-wrap"><div class="team-member-img-wrap"><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab49691b/662bd2c8e8b5d53311d27a32_Faith.webp" loading="lazy" alt="" sizes="100vw" srcset="https://cdn.prod.website-files.com/64b54bd1fc11f64dab49691b/662bd2c8e8b5d53311d27a32_Faith-p-500.webp 500w, https://cdn.prod.website-files.com/64b54bd1fc11f64dab49691b/662bd2c8e8b5d53311d27a32_Faith.webp 800w" class="team-img circle"/><div class="team-member-link-wrap"><a href="https://www.linkedin.com/in/faithtaylor55/" target="_blank" class="team-member-link w-inline-block"><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64d0b10824dd1adcb1dd82e1_linkedin-icon-secondary-500.svg" loading="lazy" alt="Icon of Linkedin" class="img_cover"/></a></div></div><div class="team-member-infos-grid"><div id="w-node-_6764829a-eedd-c2c6-4233-7b102ae85cda-da3a728a" class="team-member-name-text-style">Faith Taylor</div><div id="w-node-_6764829a-eedd-c2c6-4233-7b102ae85cdb-da3a728a" class="overline">Partnership Coordinator</div></div></div><div class="team-member-icon-wrap"><div class="team-member-icon-bg"></div><div class="team-member-icon-container"><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64ccbeaf63171ef95138be79_icon-add-black.svg" loading="lazy" alt="Icon of an add symbol" class="team-member-icon-relative"/><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64ccbeaf5ed6686e4fa105a9_icon-remove-black.svg" loading="lazy" alt="Icon of a minus symbol" class="team-member-icon-absolute"/></div></div></div><div class="team-member-spacer"></div><div class="team-member-bio-wrap"><div class="team-member-bio-rich-text w-richtext"><p>As a Partnership Coordinator, Faith serves as the primary contact for advisors entering the Alaris process, guiding them from the first call to the LOI signing. Faith’s duties include data collection, maintaining a healthy deal cadence through effective meeting coordination, and a keen focus on understanding advisors&#x27; partnership motivations.</p><p>Faith guides sellers through the front end of the Alaris process, serving as their primary point of contact from the initial call through the signing of an LOI. She is responsible for coordinating meetings, managing deal cadence, and collecting key data to support a smooth and efficie
274nt process. Faith also collaborates on the creation and distribution of each firm’s confidential Deal Brief, highlighting its unique story and value. She works closely with sellers to understand their partnership goals and set the foundation for a successful outcome.</p></div></div></div><div role="listitem" class="team-member w-dyn-item"><div class="team-member-spacer top"></div><div class="team-member-head-wrap"><div class="team-member-head-infos-wrap"><div class="team-member-img-wrap"><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab49691b/6a39777c87418506ee467fae_Untitled%20design%20(11).png" loading="lazy" alt="" sizes="100vw" srcset="https://cdn.prod.website-files.com/64b54bd1fc11f64dab49691b/6a39777c87418506ee467fae_Untitled%20design%20(11)-p-500.png 500w, https://cdn.prod.website-files.com/64b54bd1fc11f64dab49691b/6a39777c87418506ee467fae_Untitled%20design%20(11)-p-800.png 800w, https://cdn.prod.website-files.com/64b54bd1fc11f64dab49691b/6a39777c87418506ee467fae_Untitled%20design%20(11)-p-1080.png 1080w, https://cdn.prod.website-files.com/64b54bd1fc11f64dab49691b/6a39777c87418506ee467fae_Untitled%20design%20(11).png 1200w" class="team-img circle"/><div class="team-member-link-wrap"><a href="https://www.linkedin.com/in/chelsey-donnahoo-ba8964344/" target="_blank" class="team-member-link w-inline-block"><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64d0b10824dd1adcb1dd82e1_linkedin-icon-secondary-500.svg" loading="lazy" alt="Icon of Linkedin" class="img_cover"/></a></div></div><div class="team-member-infos-grid"><div id="w-node-_6764829a-eedd-c2c6-4233-7b102ae85cda-da3a728a" class="team-member-name-text-style">Chelsey Donnahoo</div><div id="w-node-_6764829a-eedd-c2c6-4233-7b102ae85cdb-da3a728a" class="overline">Partnership Coordinator</div></div></div><div class="team-member-icon-wrap"><div class="team-member-icon-bg"></div><div class="team-member-icon-container"><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64ccbeaf63171ef95138be79_icon-add-black.svg" loading="lazy" alt="Icon of an add symbol" class="team-member-icon-relative"/><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64ccbeaf5ed6686e4fa105a9_icon-remove-black.svg" loading="lazy" alt="Icon of a minus symbol" class="team-member-icon-absolute"/></div></div></div><div class="team-member-spacer"></div><div class="team-member-bio-wrap"><div class="team-member-bio-rich-text w-richtext"><p>As a Partnership Coordinator, Chelsey serves as a primary point of contact throughout the Alaris process, guiding clients from the initial introduction through key milestones leading up to an LOI signing. She coordinates meetings, manages communication, maintains deal cadence, and organizes essential details to support a seamless and efficient experience. </p><p>Chelsey collaborates closely with sellers to understand their goals and priorities while ensuring every interaction is thoughtful, organized. and responsive. Her background in client relationship management and hospitality brings a high-touch, service oriented approach to the partnership process, helping create a positive experience for sellers every step of the way.</p><p>‍</p></div></div></div><div role="listitem" class="team-member w-dyn-item"><div class="team-member-spacer top"></div><div class="team-member-head-wrap"><div class="team-member-head-infos-wrap"><div class="team-member-img-wrap"><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab49691b/6a26bfc491cc265cfc7f64bd_Untitled%20design%20%20289%2029.png" loading="lazy" alt="" class="team-img circle"/><div class="team-member-link-wrap"><a href="https://www.linkedin.com/in/milletgilmore" target="_blank" class="team-member-link w-inline-block"><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64d0b10824dd1adcb1dd82e1_linkedin-icon-secondary-500.svg" loading="lazy" alt="Icon of Linkedin" class="img_cover"/></a></div></div><div class="team-member-infos-grid"><div id="w-node-_6764829a-eedd-c2c6-4233-7b102ae85cda-da3a728a" class="team-member-name-text-style">Millet Gilmore</div><div id="w-node-_6764829a-eedd-c2c6-4233-7b102ae85cdb-da3a728a" class="overline">AI Data Operations Analyst</div></div></div><div class="team-member-icon-wrap"><div class="team-member-icon-bg"></div><div class="team-member-icon-container"><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64ccbeaf63171ef95138be79_icon-add-black.svg" loading="lazy" alt="Icon of an add symbol" class="team-member-icon-relative"/><img src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/64ccbeaf5ed6686e4fa105a9_icon-remove-black.svg" loading="lazy" alt="Icon of a minus symbol" class="team-member-icon-absolute"/></div></div></div><div class="team-member-spacer"></div><div class="team-member-bio-wrap"><div class="team-member-bio-rich-text w-richtext"><p>Millet brings over six years of data optimization and analytics experience to Alaris as the AI Data Operations Analyst. In this role, he manages the backend data infrastru
274cture that powers Alaris Lens, ensuring the matching application delivers accurate, reliable results for clients. His work spans analyzing, cleaning, and structuring data across applications and databases, as well as building and maintaining the AI agents that drive the matching process. </p><p>Prior to joining Alaris, he spent several years at PIMCO leading data quality initiatives, reporting automation, and workflow optimization at scale. Based in Austin, Texas, Millet holds a Bachelor of Business Administration with a double major in Finance and Accounting from the University of Oklahoma.</p><p>‍</p></div></div></div></div></div></div></div></div></div></div><section class="testimonials-section"><div id="testimonials" class="landing-testimonials-section"><div class="padding-global z-index-2"><div class="padding-section-medium"><div class="align-center"><div class="max-width-custom"><div class="overline">testimonials</div><div class="spacer-xlarge"></div><h2>Sellers who found their perfect match with Alaris</h2></div><div class="spacer-4"></div><div data-lenis-prevent="" data-current="Tab 1" data-easing="ease" data-duration-in="300" data-duration-out="100" class="landing-testimonials-tabs w-tabs"><div id="w-node-_3d07d977-5693-6eed-7845-a0acce59ba6a-4d13efb0" class="landing-testimonials-tabs-menu w-tab-menu"><a data-w-tab="Tab 1" class="landing-testimonials-tab-link w-inline-block w-tab-link w--current"><div class="buyer-logo-wrap"></div><div class="landing-testimonial-tab-link-text"><div class="txt-color-white text-size-medium txt-weight-600">Finney Financial Group</div><div class="txt-color-white text-size-medium">Reed Finney</div></div></a><a data-w-tab="Tab 2" class="landing-testimonials-tab-link w-inline-block w-tab-link"><div class="buyer-logo-wrap"><img loading="lazy" src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/67cae75271c4041f874aa0de_image%20129-1.png" alt="" class="buyer-logo"/></div><div class="landing-testimonial-tab-link-text"><div class="txt-color-white text-size-medium txt-weight-600">Petso Financial Consultants, LLC</div><div class="txt-color-white text-size-medium">David Petso</div></div></a><a data-w-tab="Tab 3" class="landing-testimonials-tab-link w-inline-block w-tab-link"><div class="buyer-logo-wrap"><img loading="lazy" src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/67cae752ccdc6ec829cd8bd7_image%20129-2.png" alt="" class="buyer-logo"/></div><div class="landing-testimonial-tab-link-text"><div class="txt-color-white text-size-medium txt-weight-600">Ledge Wealth Management</div><div class="txt-color-white text-size-medium">Kurt Durrwachter</div></div></a><a data-w-tab="Tab 4" class="landing-testimonials-tab-link w-inline-block w-tab-link"><div class="buyer-logo-wrap"><img loading="lazy" src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/67cae752477e649ca46f0eff_image%20129-3.png" alt="" class="buyer-logo"/></div><div class="landing-testimonial-tab-link-text"><div class="txt-color-white text-size-medium txt-weight-600">Gardey Financial Advisors</div><div class="txt-color-white text-size-medium">Jon and Cheri Gardey</div></div></a><a data-w-tab="Tab 5" class="landing-testimonials-tab-link w-inline-block w-tab-link"><div class="buyer-logo-wrap"><img loading="lazy" src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/67f58a55112897e4460c2848_11zon_cropped.png" alt="" class="buyer-logo"/></div><div class="landing-testimonial-tab-link-text"><div class="txt-color-white text-size-medium txt-weight-600">Ketoret Capital</div><div class="txt-color-white text-size-medium">Kirill Vorobeychik</div></div></a><a data-w-tab="Tab 6" class="landing-testimonials-tab-link w-inline-block w-tab-link"><div class="buyer-logo-wrap"><img sizes="(max-width: 479px) 100vw, (max-width: 637px) 90vw, 574px" srcset="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/68dac134e2e47e3eea2e7c16_aog%20logo-p-500.png 500w, https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/68dac134e2e47e3eea2e7c16_aog%20logo.png 574w" alt="" src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/68dac134e2e47e3eea2e7c16_aog%20logo.png" loading="lazy" class="buyer-logo"/></div><div class="landing-testimonial-tab-link-text"><div class="txt-color-white text-size-medium txt-weight-600">AOG Wealth Management</div><div class="txt-color-white text-size-medium">
274Fred Baerenz</div></div></a><a data-w-tab="Tab 7" class="landing-testimonials-tab-link w-inline-block w-tab-link"><div class="buyer-logo-wrap"><img loading="lazy" src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/68dac16320dd3eb3dae9016f_pvp.webp" alt="" class="buyer-logo"/></div><div class="landing-testimonial-tab-link-text"><div class="txt-color-white text-size-medium txt-weight-600">Prarieview Partners</div><div class="txt-color-white text-size-medium">Matt Weier</div></div></a></div><div class="landing-testimonials-tabs-content w-tab-content"><div data-w-tab="Tab 1" class="landing-testimonials-tab-pane w-tab-pane w--tab-active"><div><div class="landing-testimonials-video-wrap"><video src="https://alaris-public-documents.s3.us-east-1.amazonaws.com/Alaris-SellerTestimonial-Reed.mp4" playsinline="true" poster="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/67d3ffdba8952d765fad6f66_Frame%201484583625.png" controls="" class="landing-testimonials-video testimonial"></video></div><div class="spacer-xlarge"></div><div class="landing-testimonial-video-tag"><div class="overline">Video review</div><div><div class="video-overview-time-wrap landing"><div class="text-size-medium">09:04</div></div></div></div><div class="spacer-xxlarge"></div><div class="button-group"><a wized="" id="w-node-_6be0f3b3-7f5b-e0ea-1ca0-9fdad79bee4b-d79bee4b" href="/app/explore-buyers" class="button-primary w-inline-block"><div class="button-bg-default bg-color-white"></div><div class="button-labels-wrap"><div class="button-label-relative small"><div class="overline txt-color-black">Explore Buyers</div></div><div class="button-label-absolute small"><div class="overline txt-color-black">Explore Buyers</div></div></div></a><a wized="" href="https://meetings.hubspot.com/chelsey-donnahoo/introductory-meeting-with-alaris" target="_blank" class="button-primary border w-inline-block"><div class="button-labels-wrap"><div class="button-label-relative small"><div class="overline">schedule a call</div></div><div class="button-label-absolute small"><div class="overline">schedule a call</div></div></div></a></div></div></div><div data-w-tab="Tab 2" class="landing-testimonials-tab-pane w-tab-pane"><div><div class="landing-video-section testimonials"><video src="https://alaris-public-documents.s3.us-east-1.amazonaws.com/Alaris-SellerTestimonial-Petso.mp4" playsinline="true" poster="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/67d3ffda6505365820183375_Frame%201484583625-1.png" controls="" class="landing-testimonials-video testimonial"></video></div><div class="spacer-xlarge"></div><div class="landing-testimonial-video-tag"><div class="overline">Video review</div><div><div class="video-overview-time-wrap landing"><div class="text-size-medium">09:25</div></div></div></div><div class="spacer-xxlarge"></div><div class="button-group"><a wized="" id="w-node-_6be0f3b3-7f5b-e0ea-1ca0-9fdad79bee4b-d79bee4b" href="/app/buyers-initial" class="button-primary w-inline-block"><div class="button-bg-default bg-color-white"></div><div class="button-labels-wrap"><div class="button-label-relative small"><div class="overline txt-color-black">Start exploring</div></div><div class="button-label-absolute small"><div class="overline txt-color-black">Start exploring</div></div></div></a><a href="https://meetings.hubspot.com/ragan-edwards/introductory-meeting-with-alaris-acquisitions?uuid=f04cf5fb-29b2-4233-adb8-8d9e4d5ac980" target="_blank" class="button-primary border w-inline-block"><div class="button-labels-wrap"><div class="button-label-relative small"><div class="overline">Book a call</div></div><div class="button-label-absolute small"><div class="overline">Book a call</div></div></div></a></div></div></div><div data-w-tab="Tab 3" class="landing-testimonials-tab-pane w-tab-pane"><div><div class="landing-video-section testimonials"><video src="https://alaris-public-documents.s3.us-east-1.amazonaws.com/Alaris-SellerTestimonial-Kurt.mp4" playsinline="true" poster="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/67d3ffdab800ceb0f5ab5bf0_Frame%201484583625-2.png" controls="" class="landing-testimonials-video testimonial"></video></div><div class="spacer-xlarge"></div><div class="landing-testimonial-video-tag"><div class="overline">Video review</div><div><div class="video-overview-time-wrap landing"><div class="text-size-medium">05:53</div></div></div></div><div class="spacer-xxlarge"></div><div class="button-group"><a wized="" id="w-node-_6be0f3b3-7f5b-e0ea-1ca0-9fdad79bee4b-d79bee4b" href="/app/buyers-initial" class="button-primary w-inline-block"><div class="button-bg-default bg-color-white"></div><div class="button-labels-wrap"><div class="button-label-relative small"><div class="overline txt-color-black">Start exploring</div></div><div class="button-label-absolute small"><div class="overline txt-color-black">Start exploring</div></div></div></a><a href="https://meetings.hubspot.com/ragan-edwards/introductory-meeting-with-alaris-acquisitions?uuid=f04cf5fb-29b2-4233-adb8-8d9e4d5ac980" target="_blank" class="button-primary border w-inline-block"><div class="button-labels-wrap"><div class="button-label-relative small"><div class="overline">Book a call</div></div><div class="button-label-absolute small"><div class="overline">Book a call</div></div></div></a></div></div></div><div data-w-tab="Tab 4" class="landing-testimonials-tab-pane w-tab-pane"><div><div class="landing-video-section testimonials"><video src="https://alaris-public-documents.s3.us-east-1.amazonaws.com/Alaris-SellerTestimonial-Gardey.mp4" playsinline="true" poster="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc/67d3ffda8fdfaf1e1214e4f6_Frame%201484583625-3.png" controls="" class="landing-testimonials-video testimonial"></video></div><div class="spacer-xlarge"></div><div class="landing-testimonial-video-tag"><div class="overline">Video review</div><div><div class="video-overview-time-wrap landing"><div class="text-size-medium">10:06</div></div></div></div><div class="spacer-xxlarge"></div><div class="button-group"><a wized="" id="w-node-_6be0f3b3-7f5b-e0ea-1ca0-9fdad79bee4b-d79bee4b" href="/app/buyers-initial" class="button-primary w-inline-block"><div class="button-bg-default bg-color-white"></div><div class="button-labels-wrap"><div class="button-label-relative small"><div class="overline txt-color-black">Start exploring</div></div><div class="button-label-absolute small"><div class="overline txt-color-black">Start exploring</div></div></div></a><a href="https://meetings.hubspot.com/ragan-edwards/introductory-meeting-with-alaris-acquisitions?uuid=f04cf5fb-29b2-4233-adb8-8d9e4d5ac980" target="_blank" class="button-primary border w-inline-block"><div class="button-labels-wrap"><div class="button-label-relative small"><div class="overline">Book a call</div></div><div class="button-label-absolute small"><div class="overline">Book a call</div></div></div></a></div></div></div><div data-w-tab="Tab 5" class="landing-testimonials-tab-pane w-tab-pane"><div><div class="landing-video-section testimonials"><video src="https://alaris-public-documents.s3.us-east-1.amazonaws.com/Alaris-SellerTestimonial-Kirill.mp4" playsinline="true" poster="https://alaris-public-documents.s3.us-east-1.amazonaws.com/Untitled+design+(1).png" controls="" class="landing-testimonials-video testimonial"></video></div><div class="spacer-xlarge"></div><div class="landing-testimonial-video-tag"><div class="overline">Video review</div><div><div class="video-overview-time-wrap landing"><div class="text-size-medium">10:06</div></div></div></div><div class="spacer-xxlarge"></div><div class="button-group"><a wized="" id="w-node-_6be0f3b3-7f5b-e0ea-1ca0-9fdad79bee4b-d79bee4b" href="/app/buyers-initial" class="button-primary w-inline-block"><div class="button-bg-default bg-color-white"></div><div class="button-labels-wrap"><div class="button-label-relative small"><div class="overline txt-color-black">Start exploring</div></div><div class="button-label-absolute small"><div class="overline txt-color-black">Start exploring</div></div></div></a><a href="https://meetings.hubspot.com/ragan-edwards/introductory-meeting-with-alaris-acquisitions?uuid=f04cf5fb-29b2-4233-adb8-8d9e4d5ac980" target="_blank" class="button-primary border w-inline-block"><div class="button-labels-wrap"><div class="button-label-relative small"><div class="overline">Book a call</div></div><div class="button-label-absolute small"><div class="overline">Book a call</div></div></div></a></div></div></div><div data-w-tab="Tab 6" class="landing-testimonials-tab-pane w-tab-pane"><div><div class="landing-testimonials-video-wrap"><video src="https://alaris-public-documents.s3.us-east-1.amazonaws.com/Alaris-SellerTestimonial-Fred.mp4" playsinline="true" 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368        elements.forEach(element => {
369            element.addEventListener('input', function() {
370                autoResize(this);
371            }, false);
372
373            // Auto-resize on load as well, in case there's pre-filled content
374            autoResize(element);
375        });
376
377        function autoResize(element) {
378            const maxHeight = parseInt(getComputedStyle(element).maxHeight, 10) || Infinity;
379            element.style.height = 'auto';
380            element.style.overflow = 'hidden';
381
382            if (element.scrollHeight > maxHeight) {
383                element.style.height = `${maxHeight}px`;
384                element.style.overflow = 'auto';
385            } else {
386                element.style.height = `${element.scrollHeight}px`;
387            }
388        }
389    }, 3000); // Delay execution by 3 seconds
390});
391</script>
391
392
393<script>
394document.addEventListener("DOMContentLoaded", function () {
395  const elements = document.querySelectorAll('.add-leadership-form-wrap');
396
397  elements.forEach((el) => {
398    if (!el.hasAttribute('data-lenis-prevent')) {
399      el.setAttribute('data-lenis-prevent', '');
400    }
401  });
402});
403</script>
403
404
405<script>
406  document.addEventListener('DOMContentLoaded', function () {
407    const navBgs = document.querySelectorAll('.nav-bg-component');
408
409    function handleScroll() {
410      const currentScrollY = window.scrollY || window.pageYOffset;
411
412      // Top of page = 0 opacity, otherwise = 1
413      const opacity = currentScrollY <= 0 ? '0' : '1';
414
415      navBgs.forEach(el => {
416        el.style.opacity = opacity;
417      });
418    }
419
420    window.addEventListener('scroll', handleScroll, { passive: true });
421    handleScroll();
422  });
423</script>
423
424
425<script>
426function addLenisPreventToCookieYes() {
427  const el = document.querySelector('.cky-preference-body-wrapper');
428  if (el && !el.hasAttribute('data-lenis-prevent')) {
429    el.setAttribute('data-lenis-prevent', '');
430  }
431}
432
433// Run once in case the element already exists
434addLenisPreventToCookieYes();
435
436// Observe DOM for newly injected CookieYes elements
437const observer = new MutationObserver(() => {
438  addLenisPreventToCookieYes();
439});
440
441observer.observe(document.body, { childList: true, subtree: true });
442
443</script>
443
444
445<script>
446(function () {
447  // Only run where authToken is visible. On the apex domain it isn't,
448  // and without this guard we would wrongly delete the mirror.
449  if (location.hostname !== 'www.alarisacquisitions.com') return;
450
451  var read = function (n) {
452    var m = document.cookie.match('(^|; )' + n + '=([^;]*)');
453    return m && m[2];
454  };
455
456  // Deleting a domain-scoped cookie requires the identical Domain and Path,
457  // so both writes reuse this.
458  var base = '; Domain=alarisacquisitions.com; Path=/; Secure; SameSite=Lax';
459
460  var token  = read('authToken');
461  var mirror = read('alaris_at');
462
463  if (token && token !== mirror) {
464    document.cookie = 'alaris_at=' + token + base + '; Max-Age=604800';
465  } else if (!token && mirror) {
466    document.cookie = 'alaris_at=' + base + '; Max-Age=0';
467  }
468})();
469</script>
469
470
471<script>
vendor: 327 bytes, lines 471-475
471(function(w,d,s,l,i){w[l]=w[l]||[];w[l].push({'gtm.start':
472new Date().getTime(),event:'gtm.js'});var f=d.getElementsByTagName(s)[0],
473j=d.createElement(s),dl=l!='dataLayer'?'&l='+l:'';j.async=true;j.src=
474'https://www.googletagmanager.com/gtm.js?id='+i+dl;f.parentNode.insertBefore(j,f);
475})(window,document,'script','dataLayer','
475GTM-MWVV4K7K
vendor: 3 bytes, line 475
475');
475</script>
475
476<!--window.lintrk('track', { conversion_id: 16004353 });
476<script src="https://cdn.prod.website-files.com/64b54bd1fc11f64dab4968fc%2F6470f5217e03b0faa8a404de%2F6799de2d1a1bb4e984be402e%2Fhs_trackcode_19530282-1.0.6.js" type="text/javascript"></script>
476</body></html>

Line numbers count LF bytes from the start of the resource, as the search results do. Vendor segments are library code the classifier recognised; they are stored but not indexed. Bytes are shown as Latin1 characters, one per byte.