Advisory Boards

Meet the professionals who are advising Blue Vault on topics important to Wealth Advisors and the wider Alternative Investments industry.


Larry Barocas

Senior Partner, Managing Director

Chad Clark

Partner/Senior Advisor

Daniel Goodwin


Gregg Guinta

Chief Operating Officer

Fred Hubler

CEO & Chief Wealth Strategist

Nate Oltmans

Partner, Director of Advisors

Jorge Padilla

CEO | Senior Advisor

Scott Pilchard

Founder, Financial Advisor

Keri Pugh

Founder and Financial Advisor

Alternative Investment Exchange (AIX)


Randy Anderson, Ph.D., CRE

Educational Board Chair
Partner, Real Assets

Mathew Dellorso

Managing Director of Sales

Geoff Flahardy

President of Strategic Relations

Cherie Fournier


Thayer Gallison

Senior Vice President of Capital Markets, Head of Product Strategy

Carly Hoeler

Educational Board Vice-Chair
Senior Vice President, Head of Business Development

Josh Hoffman

President, Bluerock Value Exchange; Managing Director, Due Diligence and Marketing

Brian King

Chief Executive Officer

Bill Leitner


Alise Lucero

VP, Client Success

Sara Murphy

Head of Platform Solutions

Alternative Investment Exchange (AIX)

John O’Connell

Founder and Chief Executive Officer

Alternative Investment Exchange (AIX)

Brian Rivera

Executive Vice President of Business Development

Jeff Rosenthal

President and CEO

Seth Stuart

Axxes Capital; SVP | Global Head of Product & Business Intelligence

Justin A. Schwartz

Executive Director, Alternative Investment Products (AIP) and Insurance & Retirement Services (I&RS)

Alternative Investment Exchange (AIX)