Greg has served as the Chief Marketing Officer for Steward Partners since 2014. As a key member of the leadership team, he is responsible for developing and executing the organization’s corporate marketing strategy. Greg utilizes his vast marketing experience and strong understanding of the financial services industry to grow the firm’s presence and attract top industry talent.

He leads his team in the tireless pursuit of being ahead of industry marketing and communications trends so they can implement progressive tools and resources that enhance partnerships. Greg also works closely with media consulting teams, marketing agencies, recruiting executives and operations to develop and implement strategies with proven results.

In addition to marketing, internal and external communication is also imperative to the firm’s success and future growth, ensuring information is clear, timely and relevant.

Greg often relies on his background in art and interest in design to blend his 30 years of experience in financial services, bringing him to what he describes as the most enjoyable phase of his career. Not only can he meld these two complex disciplines together, but he also appreciates the opportunities to mentor the next generation of leadership and participate in panel discussions to share and educate others in the industry about marketing-related topics and trends. He is also passionate about teaching others, regardless of the industry, to track their efforts and success. Through his experiences tracking marketing metrics, he has translated this skill to other industries, teaching others how to keep score and the importance of tracking for continuous improvement.

He began his career with Legg Mason, where he held various roles in his thirteen years, from Operations Manager to Regional Administrative Officer. Before joining Steward Partners, Greg held several leadership roles with Smith Barney/Morgan Stanley in multiple locations. Greg earned a Bachelor of Science in Accounting and Finance from Towson University. He has remained an active community member and previously held roles on the Special Gifts Committee of the Frederick Memorial Hospital, the Good Samaritan Order of FMH Health System and The Tivoli Society for The Weinberg Center for the Arts in Frederick, MD. He has also led and participated in several community and national benefit programs, including The National Kidney Foundation, Big Brothers & Sisters of Maryland and Montgomery County School’s Financial Literacy Program.

As President and Managing Partner of the firm, Joel E. Burris has played an integral role in the growth and continued success of GCG Advisory Partners. Joel began his career at GCG in 2003 as a Financial Advisor and joined leadership in 2010. In 2015 after becoming Managing Partner and President the firm began a concentrated growth strategy. From 2018 – 2024 GCG has grown from $500 million in AUA to over $2.4 Billion in AUA. GCG has done 10 acquisitions and owns approximately $1.4 Billion of AUM. GCG has 15 equity shareholders comprised of partnered advisors and executive leadership. 

Bob was instrumental in establishing 1792 Wealth Advisors and is now responsible for managing the Raymond James branch office. As branch manager, RJFS and managing partner, 1792 Wealth Advisors, Bob Milligan has many responsibilities, but the one he holds dearest is serving the families and individual clients, including retirees, corporate executives, widows and divorcees, who have put their trust in him. It’s the very reason Bob got into the business in the first place back in 1996.

Bob has more than 25 years of experience in the financial services industry and, as a result, has seen many kinds of market environments and has the ability to help his clients through them.

Throughout his career, Bob held several senior-level roles in branch management, client relationship management and investment management. He was a senior vice president and branch manager at Morgan Stanley Wealth Management and a vice president and investment strategist with Wachovia Wealth Management.

He began his financial career in 1996 as a wealth management advisor with Merrill Lynch, where he built and managed a successful practice providing customized investment solutions and comprehensive wealth plans to individuals, families and institutional investors. He is a graduate of Hofstra University.

In the community, Bob serves as board chair of the Adult Day Center of Somerset County and has been a member of their board since 2013. He is also a board member of Ridge Sports Foundation. He is a professionally trained philanthropic auctioneer who specializes in calling live benefit and charity auctions. Bob has worked with many of the leading nonprofit and philanthropic organizations in New York and New Jersey as the auctioneer for their major benefit events. It has created a tremendous value for the organizations he serves and consistently helps them maximize their fundraising efforts.

As Managing Director and Head of Momentum Independent Network, Scott sets the strategy and direction for the firm while leading the senior executive team in shaping and communicating the values and operating principles of the organization.

He joined Momentum in 2023, and has more than 25 years of diverse private banking & wealth management experience. Prior to joining Momentum, Scott served as Divisional Manager of the Institution Services Wealth Management team at LPL Financial.

He's held senior management roles at BBVA Compass Wealth Management, Wells Fargo Advisors, and Citigroup Global Markets.

Chris Reedy is National Managing Director, Head of Business Development for Schwab Advisor Services, an industry-leading custodian in the Registered Investment Advisor (RIA) model, serving nearly 15,000 firms with over $4 trillion in assets under management. He leads the organization responsible for the sourcing, development, and on-boarding of independent investment advisors looking for the custodial, operational, and trading support that Schwab provides to RIA firms. Clients include wealth managers, asset managers, multi-family offices, regional independent broker dealers, turn-key asset management providers, and advisors moving to the independent RIA model who have left other financial institutions, as well as current RIAs who seek a new custodian.

Before joining Schwab in 2012, Mr. Reedy was a financial advisor and branch manager with Morgan Stanley for 14 years. He holds a B.A. from Southern Illinois University. He has series 7, 9, 10, 63, 65 registrations.