The strength and experience of our wealth advisors, financial analysts, and client service professionals—along with a proven long-term philosophy and focus on concierge service—form the bedrock of Allegiant’s client-centric approach. Customized financial solutions developed for each client are based on our independent thinking, proprietary research, and a team structure that considers every angle.

We look forward to welcoming you into our family, and earning our place in yours.

INVESTMENT MANAGEMENT

Paul B. Cantor

CFA® / CFP® / AIF®
Principal, Chief Operating Officer
CERTIFIED FINANCIAL PLANNER™

Cameron Dees

CFA®
Research Analyst

Will Geisdorf

CMT
Senior Research Analyst

Benjamin W. Jones

CFP® / AIF®
Principal, President, Chief Investment Officer
CERTIFIED FINANCIAL PLANNER™

Luke Nicholas

CFA® / CFP®
Principal, Director of Portfolio Management
CERTIFIED FINANCIAL PLANNER™

WEALTH MANAGEMENT

Martin J. Kossoff

CFP® / AIF®
Principal, Chairman
CERTIFIED FINANCIAL PLANNER™

Michelle Cross

CFP® / CPA / CDFA® / AIF®
Wealth Advisor
CERTIFIED FINANCIAL PLANNER™

Melissa Walsh

CFP® / CFA® / AIF®
Principal, Senior Wealth Advisor
CERTIFIED FINANCIAL PLANNER™

Carl A. Watkins

CFP® / CDFA™ / AIF®
Principal, Director of Financial Planning
CERTIFIED FINANCIAL PLANNER™

Kristina (KJ) Vorndran

MS / CFP® / CRPC®
Master of Science Degree, Personal Financial Planning, Paraplanner
CERTIFIED FINANCIAL PLANNER™

Tucker Horsley

Paraplanner

CLIENT SERVICES

Susan K. Bacon

Senior Operations Specialist

Kristina A. Eastmond

Principal, Director of Client Service

Lynda D. Franklin

Director of First Impressions

Ali Hays

Administrative Assistant

Karyn Nantes

Operations Specialist

Helen M. Raymond

Senior Operations Specialist

Karen Rivot

CFP®
Senior Operations Specialist
CERTIFIED FINANCIAL PLANNER™

Shana Thomas

Senior Operations Specialist

240 South Pineapple Avenue, Suite 200
Sarasota, Florida 34236
Telephone (941) 365-3745
Toll Free (800) 926-5237

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Advisory Services offered through Allegiant Private Advisors, LLC, a Registered Investment Adviser

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