Our Team

R.J. Shook

Co-Founder, President, Senior Forbes Contributor

Liz Shook

Chief Operating Officer

Frank Berland

Managing Partner

LoriAnn LaSalle

Vice President, Business Manager

Lindsey Nacht

Vice President, Director of Operations

Brooke Jacobazzi

Vice President of Events

Kristina Hunt

Senior Associate VP, Events and Marketing

Iris Testiler

Senior Associate VP, Events

Callie Askins

Callie Askins

Senior Associate VP, Project Leader

Blake Pastore

Senior Associate VP, Advisor Services

Jenny DeSeno

Associate VP, Project Leader

Jordan Merrill

Associate VP, Research Manager

Luke Bartow

Associate VP, Event Programming

Erick Lopez

Associate VP, Research

Erica Horak

Associate VP, Honors and Recognition

Dylan Ferrante

Associate VP, Marketing Strategist

Madison Rizzo

Associate VP, Partnerships

Ann Hall

Senior Analyst

Kaili Moran

Planning Coordinator, Event Associate

Fabiana Ingolotti

Senior Accounting Manager

Erika Kordas

IT Specialist

Mark Tatge

Chief Content Consultant

Disclaimer

* SHOOK is completely independent and objective and does not receive compensation from financial advisors, their firms or the media in exchange for ranking purposes.