Luke Nagell

Luke Nagell is WealthSource’s Chief Investment Officer and heads WealthSource’s Investment Policy Committee. As CIO, Luke is responsible for investment research and analysis, model portfolio analytics, trading, complex case support, and writing investment management...

Kelly Smith, CFP®, AAMS®

Kelly Smith serves as WealthSource Partners’ Chief Strategy Officer. He focuses on the strategic vision of the firm and internal advisor relationship development. Currently, Kelly also provides investment and financial planning advice to clients of the firm, which...

Jon Dubravac

Jon Dubravac serves as the Chief Development Officer of WealthSource Partners and focuses his time on the recruitment of quality financial advisors for WealthSource. Jon played football at UCLA and with the San Francisco 49er’s. His background in collegiate and...

Eric Patton

Eric currently serves as the Chief Operating Officer of WealthSource Partners. Eric focuses on the day-to-day operations of the firm with an emphasis on operational efficiency. Eric was a co-founder of Avant-Garde Advisors, one of two firms that merged to form...

David Ito

David is WealthSource Partner’s Chief Compliance Officer and General Counsel. Prior to WealthSource, David was the Chief Compliance Officer for Vellum Financial, one of two firms that merged to form WealthSource. David started his compliance career at the U.S....