Jon Duncan
Co-Founder & President
A veteran recruiter in the wealth management space, Jon has a reputation for building lasting relationships with financial professionals and executive leaders across the country. His deep understanding of the financial industry and down-to-earth approach enables him to build the level of trust it takes to find and place top-tier talent.
Jon lives in Omaha, Nebraska, with his wife, Melissa, and three children, Caitlin, Alex and Molly. In his spare time, Jon can be found on the golf course or watching his kids’ sporting events.
Areas of expertise: Wealth Management, Executive Recruitment, Accounting, Human Resources, Foreign Currency, Insurance
Mitch Lillie
Co-Founder & Senior VP
Mitch has spent his career in business development and national recruitment, developing strong relationships with leaders in the independent financial services industry. He also has years of experience helping Registered Investment Advisory firms and independent broker-dealer firms grow their businesses by recruiting top talent, assisting with succession plans and evaluating potential acquisitions.
Mitch lives in Omaha, Nebraska, with his wife, Ashley, and their four children: Colin, Evan, Landon and Riley. When Mitch is not working, he enjoys spending time at his second home in Destin, Florida, or attending his kids’ sporting events.
Areas of expertise: Wealth Management, Registered Investment Advisory Firms, Independent Broker-Dealers, Executive Recruitment, Mergers, Acquisitions
Andrew Altstadt
Account Manager
Andrew joined Advisor Seekers in January 2022 with a background in insurance and sales. He attended Northeast Community College as well as California State University, Dominguez Hills, where he played baseball and studied business administration.
Andrew lives in Omaha, Nebraska, and in his free time he enjoys playing golf, watching Nebraska football and doing DIY projects around the house.
Cole Grennan
Senior Recruitment Manager
Cole’s career included working in the financial services industry during college at the University of Nebraska-Lincoln and in the technology industry before joining the Advisor Seekers team in August 2021. During his time with Advisor Seekers, he has been able to build in-depth relationships with financial advisors and support staff to help them take the next step in their careers.
Cole lives in Omaha, Nebraska, with his wife, Taylor, and their new French Bulldog puppy, Pierre. Outside the office, Cole can be found spending time boating in the summer, watching sports and going to Nebraska Cornhuskers home football games.
Amber Burnett
Director of Operations
Amber joined Advisor Seekers in June 2021, bringing a wealth of experience from her previous roles in the banking industry. With a strong background in compliance and customer service, she is dedicated to providing top-notch support and guidance to our clients.
Amber lives in Saint Joseph, Missouri, with her husband, Wyatt, and their two daughters. Outside of work, she enjoys camping during the summer and spending quality time with her family on the golf course.
Jace Schuppan
Director of Acquisitions & Strategic Partnerships
Jace joined Advisor Seekers in May 2022. He brings over a decade of experience serving in various leadership and business development roles in the financial services industry. During that tenure, he consulted investment professionals and financial advisors on launching/operating mutual funds, ETFs, interval funds and hedge funds. He is passionate about developing collaborative relationships with clients and partners to help them achieve their goals.
Jace resides in Omaha, Nebraska, with his wife, Julie, and their four children: Lilly, Noelle, Barrett and Finn, plus their border terrier, Rocket. Outside the office you will find him attending his kids' many sporting events, barbequing and cheering on the Huskers.
Areas of expertise: Mergers and Acquisitions, Wealth Management, Registered Investment Advisory Firms, Independent Broker-Dealer Firms, CPA Firms
Miguel Espinoza-Rodriguez
Recruiter
Miguel joined Advisor Seekers in January 2023 with a degree in finance from the University of Nebraska Omaha. He has seven years of professional experience working in communications and insurance.
Miguel lives in Omaha, Nebraska, with his wife, Perla, and their baby boy, Santhiago. In his free time, he enjoys spending time with friends and family, traveling and watching soccer games.
Lauren McLeroy
Recruiter
Lauren joined Advisor Seekers in January 2023. Before joining the team, Lauren worked in client services for Ameriprise Financial where she gained firsthand experience in the wealth management industry. She then began her career in recruiting with a focus in accounting and finance. She enjoys building relationships with clients and candidates and is thrilled when someone finds that right next step in their career.
Lauren lives in Greenville, South Carolina, and attended Clemson University. Outside of the office, Lauren can be found spending time with her husband, Thomas, going on adventures with their adorable Goldendoodle, Lennon, and traveling to the mountains or beach — tough to say which is her favorite!
Jessica Pistone
Recruiter
Jessica joined Advisor Seekers in January 2023. She graduated from Clarkson College with her bachelor's degree in medical imaging. She previously worked in the healthcare staffing industry where she had experience with recruiting and compliance.
Jessica lives in Omaha, Nebraska, with her husband, Tyler, and their twins, Piper and Gunner. When not working, Jessica enjoys traveling and spending time with friends and family.
Bernadette D'Elia
Recruiter
Bernadette joined Advisor Seekers in April 2023. She began her career in the financial recruiting industry over 10 years ago. Her dedication to her clients, candidates and team allows her to build long-lasting relationships.
She believes that everyone deserves to be happy and productive in the workplace, which then allows for a happy and healthy life at home. Bernadette and her husband live in Orlando, Florida. They frequently visit the theme parks and they enjoy playing golf and relaxing on the beach.
Amanda Carlson
Recruitment Marketing Specialist
Amanda is originally from Duvall, Washington, and has a background in management, sales and operations. She previously worked in the healthcare staffing industry and gained experience in recruiting. Amanda attended Whitworth University in Spokane, Washington, where she played basketball and got her bachelor’s degree in marketing. She lives in Great Falls, Montana, with her husband Todd, and dog Penny. Amanda enjoys all things outdoors (hiking, camping, boating). She also enjoys watching sports, is a die-hard Seahawks fan and brews beer with her husband in their spare time!
Areas of expertise: Marketing, Sales, Recruiting
Chris McCormick
Director of Recruitment
Chris joined Advisor Seekers in 2023. Before joining the team, Chris held leadership positions in various industries, including 14 years in the telecommunications industry where he worked in both the retail-to-consumer and business-to-business space. With over 15 years of experience leading high-performing sales teams, he oversees our client marketing team where he uses his expertise in relationship building and business solutions to identify the right opportunities for our most qualified candidates.
Chris resides in Omaha, Nebraska, with his two sons, Joey and Aedan. A former soccer player and coach, he spends most of his time watching his two boys play the sport they all love. When not bouncing from soccer match to soccer match, Chris enjoys watching college football and cheering on his beloved Oklahoma Sooners.
Areas of expertise: Marketing, Sales, Acquisitions, Business Analysis
