Advisory Boards
Meet the professionals who are advising Blue Vault on topics important to Wealth Advisors and the wider Alternative Investments industry.
EDUCATIONAL BOARD
![Zach Mersmann Headshot](https://summit.bluevaultpartners.com/wp-content/uploads/2024/02/headshots_500x500__0034_Anderson-Randy.jpg)
Randy Anderson, Ph.D., CRE
Educational Board Chair
Partner, Real Assets
![Apollo2](https://bluevaultpartners.b-cdn.net/wp-content/uploads/2022/06/Apollo2.png)
![Zach Mersmann Headshot](https://summit.bluevaultpartners.com/wp-content/uploads/2024/02/headshots_500x500__0031_Dellorso-Mat.jpg)
Mathew Dellorso
Managing Director of Sales
![](https://summit.bluevaultpartners.com/wp-content/uploads/2024/02/sei-altigo.png)
![Zach Mersmann Headshot](https://summit.bluevaultpartners.com/wp-content/uploads/2024/02/headshots_500x500__0029_flahardy-geoff-round.jpg)
Geoff Flahardy
President of Strategic Relations
![ExchangeRight 600x200](https://bluevaultpartners.b-cdn.net/wp-content/uploads/2020/05/ExchangeRight-600x200-1.png)
![Fournier-Cherie](https://bluevaultpartners.b-cdn.net/wp-content/uploads/2022/06/Fournier-Cherie.jpg)
Cherie Fournier
CEO/FounderÂ
![2022-Marketing-Intent-Logo_Logo-Horizontal_PURPLE](https://bluevaultpartners.b-cdn.net/wp-content/uploads/2023/10/2022-Marketing-Intent-Logo_Logo-Horizontal_PURPLE.png)
![Zach Mersmann Headshot](https://summit.bluevaultpartners.com/wp-content/uploads/2024/02/headshots_500x500__0025_GallisonThayer.jpg)
Thayer Gallison
Senior Vice President of Capital Markets, Head of Product Strategy
![Cottonwood 600x200](https://bluevaultpartners.b-cdn.net/wp-content/uploads/2020/05/Cottonwood-600x200-1.png)
![Zach Mersmann Headshot](https://summit.bluevaultpartners.com/wp-content/uploads/2024/02/headshots_500x500__0021_Hoeler-Carly.jpg)
Carly Hoeler
Educational Board Vice-Chair
Senior Vice President, Head of Business Development
![ashford-logo-horizontal](https://bluevaultpartners.b-cdn.net/wp-content/uploads/2024/06/ashford-logo-horizontal.png)
![Zach Mersmann Headshot](https://summit.bluevaultpartners.com/wp-content/uploads/2024/02/headshots_500x500__0020_HoffmanJosh.jpg)
Josh Hoffman
President, Bluerock Value Exchange; Managing Director, Due Diligence and Marketing
![Bluerock Corporate Logo 2-28-22](https://bluevaultpartners.b-cdn.net/wp-content/uploads/2022/02/Bluerock-Corporate-Logo-2-28-22.png)
![Zach Mersmann Headshot](https://summit.bluevaultpartners.com/wp-content/uploads/2024/02/headshots_500x500__0018_King-Brian.jpg)
Brian King
Chief Executive Officer
![LODAS 600x200](https://bluevaultpartners.b-cdn.net/wp-content/uploads/2023/03/LODAS-600x200-1.png)
![Zach Mersmann Headshot](https://summit.bluevaultpartners.com/wp-content/uploads/2024/02/headshots_500x500__0017_Lucero_Alise.jpg)
Alise Lucero
VP, Client Success
![2022-Marketing-Intent-Logo_Logo-Horizontal_PURPLE](https://bluevaultpartners.b-cdn.net/wp-content/uploads/2023/10/2022-Marketing-Intent-Logo_Logo-Horizontal_PURPLE.png)
![Zach Mersmann Headshot](https://summit.bluevaultpartners.com/wp-content/uploads/2024/02/headshots_500x500__0016_Murphy-Sara.jpg)
Sara Murphy
Head of Platform Solutions
![Alternative Investment Exchange (AIX) Alternative Investment Exchange (AIX)](https://bluevaultpartners.b-cdn.net/wp-content/uploads/2020/04/AIX-600x200-1.png)
![Zach Mersmann Headshot](https://summit.bluevaultpartners.com/wp-content/uploads/2024/02/headshots_500x500__0014_OConnell-John.jpg)
John O’Connell
Founder and Chief Executive Officer
![Oasis Group Logo small Alternative Investment Exchange (AIX)](https://bluevaultpartners.b-cdn.net/wp-content/uploads/2024/06/Oasis-Group-Logo-small.png)
![Zach Mersmann Headshot](https://summit.bluevaultpartners.com/wp-content/uploads/2024/02/headshots_500x500__0009_Rivera-Brian.jpg)
Brian Rivera
Executive Vice President of Business Development
![Sealy 600x200](https://bluevaultpartners.b-cdn.net/wp-content/uploads/2021/04/Sealy-600x200-1.png)
![Zach Mersmann Headshot](https://summit.bluevaultpartners.com/wp-content/uploads/2024/02/headshots_500x500__0008_Rosenthal-Jeff.jpg)
Jeff Rosenthal
President and CEO
![LODAS 600x200](https://summit.bluevaultpartners.com/wp-content/uploads/2024/02/Triad-Advisors.png)
![Zach Mersmann Headshot](https://summit.bluevaultpartners.com/wp-content/uploads/2024/02/headshots_500x500__0005_Stuart-Seth-Adam.jpg)
Seth Stuart
Axxes Capital; SVP | Global Head of Product & Business Intelligence
![2022-Marketing-Intent-Logo_Logo-Horizontal_PURPLE](https://summit.bluevaultpartners.com/wp-content/uploads/2024/02/Axxes-Cap.png)
![Zach Mersmann Headshot](https://summit.bluevaultpartners.com/wp-content/uploads/2024/02/headshots_500x500__0007_Schwartz-Justin.jpg)
Justin A. Schwartz
Executive Director, Alternative Investment Products (AIP) and Insurance & Retirement Services (I&RS)
![DTCC new 600x200px Alternative Investment Exchange (AIX)](https://bluevaultpartners.b-cdn.net/wp-content/uploads/2022/02/DTCC-new-600x200px.png)
WEALTH ADVISOR BOARD
![Zach Mersmann Headshot](https://summit.bluevaultpartners.com/wp-content/uploads/2024/02/headshots_500x500__0033_Barocas-Larry-2.jpg)
Larry Barocas
Senior Partner, Managing Director
![Apollo2](https://summit.bluevaultpartners.com/wp-content/uploads/2024/02/Snowden-Lane.png)
![Zach Mersmann Headshot](https://summit.bluevaultpartners.com/wp-content/uploads/2024/02/headshots_500x500__0032_clark-chad-c.jpg)
Chad Clark
Partner/Senior Advisor
![](https://summit.bluevaultpartners.com/wp-content/uploads/2024/02/Redemption-Capital.png)
![Zach Mersmann Headshot](https://summit.bluevaultpartners.com/wp-content/uploads/2024/02/headshots_500x500__0024_goodwin-daniel.jpg)
Daniel Goodwin
CEO
![ExchangeRight 600x200](https://summit.bluevaultpartners.com/wp-content/uploads/2024/02/Provident-Wealth.png)
![Zach Mersmann Headshot](https://summit.bluevaultpartners.com/wp-content/uploads/2024/02/headshots_500x500__0023_Guinta-Gregg.jpg)
Gregg Guinta
Chief Operating Officer
![Cottonwood 600x200](https://summit.bluevaultpartners.com/wp-content/uploads/2024/02/AAG-Capital.png)
![Zach Mersmann Headshot](https://summit.bluevaultpartners.com/wp-content/uploads/2024/02/headshots_500x500__0019_Hubler-Fred.jpg)
Fred Hubler
CEO & Chief Wealth Strategist
![ashford-logo-horizontal](https://summit.bluevaultpartners.com/wp-content/uploads/2024/02/Creative-Capital-Wealth-Management.png)
![Zach Mersmann Headshot](https://summit.bluevaultpartners.com/wp-content/uploads/2024/02/headshots_500x500__0013_Oltmans-Nathan.jpg)
Nate Oltmans
Partner, Director of Advisors
![Bluerock Corporate Logo 2-28-22](https://summit.bluevaultpartners.com/wp-content/uploads/2024/02/Cornerstone-Wealth.png)
![Zach Mersmann Headshot](https://summit.bluevaultpartners.com/wp-content/uploads/2024/02/headshots_500x500__0012_Padilla-Jorge.jpg)
Jorge Padilla
Principal, Senior Credit Advisor
![LODAS 600x200](https://summit.bluevaultpartners.com/wp-content/uploads/2024/02/MEIRA-Wealth.png)
![Zach Mersmann Headshot](https://summit.bluevaultpartners.com/wp-content/uploads/2024/02/Pilchard-Scott.png)
Scott Pilchard
Founder, Financial Advisor
![2022-Marketing-Intent-Logo_Logo-Horizontal_PURPLE](https://summit.bluevaultpartners.com/wp-content/uploads/2024/02/western-skies-advisory-badge.png)
![Zach Mersmann Headshot](https://summit.bluevaultpartners.com/wp-content/uploads/2024/02/headshots_500x500__0010_Pugh-Keri.jpg)
Keri Pugh
Founder and Financial Advisor
![Alternative Investment Exchange (AIX) Alternative Investment Exchange (AIX)](https://summit.bluevaultpartners.com/wp-content/uploads/2024/02/fusion-logo-slogan-color-120h-2.png)